Blackbaud (BLKB) Competitors

$76.05
-1.87 (-2.40%)
(As of 05/1/2024 ET)

BLKB vs. ACIW, SWI, SPNS, MOMO, CRNC, TWOU, GWRE, INFA, MANH, and SSNC

Should you be buying Blackbaud stock or one of its competitors? The main competitors of Blackbaud include ACI Worldwide (ACIW), SolarWinds (SWI), Sapiens International (SPNS), Hello Group (MOMO), Cerence (CRNC), 2U (TWOU), Guidewire Software (GWRE), Informatica (INFA), Manhattan Associates (MANH), and SS&C Technologies (SSNC). These companies are all part of the "prepackaged software" industry.

Blackbaud vs.

Blackbaud (NASDAQ:BLKB) and ACI Worldwide (NASDAQ:ACIW) are both mid-cap computer and technology companies, but which is the superior business? We will contrast the two companies based on the strength of their earnings, analyst recommendations, risk, community ranking, valuation, institutional ownership, media sentiment, profitability and dividends.

Blackbaud received 71 more outperform votes than ACI Worldwide when rated by MarketBeat users. However, 63.25% of users gave ACI Worldwide an outperform vote while only 60.98% of users gave Blackbaud an outperform vote.

CompanyUnderperformOutperform
BlackbaudOutperform Votes
386
60.98%
Underperform Votes
247
39.02%
ACI WorldwideOutperform Votes
315
63.25%
Underperform Votes
183
36.75%

Blackbaud has a beta of 1.01, suggesting that its share price is 1% more volatile than the S&P 500. Comparatively, ACI Worldwide has a beta of 1.2, suggesting that its share price is 20% more volatile than the S&P 500.

ACI Worldwide has higher revenue and earnings than Blackbaud. ACI Worldwide is trading at a lower price-to-earnings ratio than Blackbaud, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Blackbaud$1.11B3.55$1.82M$0.41185.49
ACI Worldwide$1.45B2.51$121.51M$1.3425.63

Blackbaud currently has a consensus target price of $88.00, indicating a potential upside of 15.71%. ACI Worldwide has a consensus target price of $40.00, indicating a potential upside of 16.45%. Given ACI Worldwide's higher possible upside, analysts clearly believe ACI Worldwide is more favorable than Blackbaud.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Blackbaud
0 Sell rating(s)
0 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
3.00
ACI Worldwide
0 Sell rating(s)
1 Hold rating(s)
5 Buy rating(s)
0 Strong Buy rating(s)
2.83

94.2% of Blackbaud shares are held by institutional investors. Comparatively, 94.7% of ACI Worldwide shares are held by institutional investors. 1.9% of Blackbaud shares are held by insiders. Comparatively, 1.3% of ACI Worldwide shares are held by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock will outperform the market over the long term.

ACI Worldwide has a net margin of 9.88% compared to Blackbaud's net margin of 1.94%. ACI Worldwide's return on equity of 17.31% beat Blackbaud's return on equity.

Company Net Margins Return on Equity Return on Assets
Blackbaud1.94% 15.31% 4.21%
ACI Worldwide 9.88%17.31%6.58%

In the previous week, ACI Worldwide had 4 more articles in the media than Blackbaud. MarketBeat recorded 24 mentions for ACI Worldwide and 20 mentions for Blackbaud. ACI Worldwide's average media sentiment score of 0.64 beat Blackbaud's score of 0.52 indicating that ACI Worldwide is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Blackbaud
3 Very Positive mention(s)
2 Positive mention(s)
9 Neutral mention(s)
1 Negative mention(s)
1 Very Negative mention(s)
Positive
ACI Worldwide
7 Very Positive mention(s)
4 Positive mention(s)
7 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Summary

ACI Worldwide beats Blackbaud on 13 of the 18 factors compared between the two stocks.

New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding BLKB and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NASDAQ and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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BLKB vs. The Competition

MetricBlackbaudPrepackaged software IndustryComputer SectorNASDAQ Exchange
Market Cap$4.02B$20.73B$19.32B$7.47B
Dividend YieldN/A2.00%2.75%3.98%
P/E Ratio185.4958.58214.0013.98
Price / Sales3.559.08532.1086.97
Price / Cash18.7465.9127.8135.69
Price / Book5.068.966.474.26
Net Income$1.82M$372.71M$628.21M$214.24M
7 Day Performance-2.85%-0.21%0.68%1.20%
1 Month Performance5.98%-4.04%-2.28%-3.86%
1 Year Performance12.65%20.09%15.72%8.19%

Blackbaud Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
ACIW
ACI Worldwide
3.5029 of 5 stars
$34.10
+3.0%
$39.00
+14.4%
+35.6%$3.62B$1.45B30.723,212Analyst Report
News Coverage
High Trading Volume
SWI
SolarWinds
3.2453 of 5 stars
$11.02
-1.9%
$13.50
+22.5%
+25.1%$1.85B$758.74M-220.402,103News Coverage
SPNS
Sapiens International
3.037 of 5 stars
$30.80
-2.2%
$34.33
+11.5%
+49.4%$1.70B$514.58M27.505,000Upcoming Earnings
MOMO
Hello Group
3.5145 of 5 stars
$5.83
-1.7%
$16.00
+174.4%
-28.9%$1.09B$1.69B4.221,705Gap Up
CRNC
Cerence
3.0941 of 5 stars
$9.11
-5.6%
$20.83
+128.7%
-64.0%$379.61M$294.48M-11.111,700Upcoming Earnings
TWOU
2U
3.8486 of 5 stars
$0.25
-7.5%
$4.31
+1,638.4%
-94.8%$20.74M$945.95M-0.065,568Gap Down
GWRE
Guidewire Software
2.0299 of 5 stars
$110.40
-2.2%
$115.11
+4.3%
+46.1%$9.09B$905.34M-178.063,415Options Volume
INFA
Informatica
3.3085 of 5 stars
$30.97
-2.6%
$35.45
+14.5%
+99.5%$9.14B$1.60B-67.335,000News Coverage
MANH
Manhattan Associates
4.7255 of 5 stars
$206.06
-1.8%
$234.86
+14.0%
+22.8%$12.69B$928.72M67.344,580Analyst Revision
SSNC
SS&C Technologies
4.9565 of 5 stars
$61.89
0.0%
$70.20
+13.4%
+6.7%$15.30B$5.50B24.6626,000Analyst Report

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This page (NASDAQ:BLKB) was last updated on 5/2/2024 by MarketBeat.com Staff

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