YouGov (YOU) Competitors

YouGov (LON:YOU) and Spirent Communications (LON:SPT) are both small-cap computer software companies, but which is the superior investment? We will compare the two businesses based on the strength of their risk, valuation, analyst recommendations, profitability, media sentiment, earnings, dividends and institutional ownership.

Which has better earnings & valuation, YOU or SPT?

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

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
YouGov	£335.28M	1.23	-£2.30M	-£1.96	-179.90
Spirent Communications	£561.21M	2.51	£16.67M	£1.85	106.28

Which has more volatility and risk, YOU or SPT?

YouGov has a beta of 1.06, meaning that its stock price is 6% more volatile than the S&P 500. Comparatively, Spirent Communications has a beta of 0.57, meaning that its stock price is 43% less volatile than the S&P 500.

Do analysts rate YOU or SPT?

YouGov presently has a consensus target price of GBX 662.50, indicating a potential upside of 87.68%. Spirent Communications has a consensus target price of GBX 236, indicating a potential upside of 20.04%. Given YouGov's stronger consensus rating and higher possible upside, equities research analysts plainly believe YouGov is more favorable than Spirent Communications.

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
YouGov	0 Sell rating(s)	0 Hold rating(s)	2 Buy rating(s)	0 Strong Buy rating(s)	3.00
Spirent Communications	0 Sell rating(s)	1 Hold rating(s)	3 Buy rating(s)	0 Strong Buy rating(s)	2.75

Do institutionals and insiders hold more shares of YOU or SPT?

59.6% of YouGov shares are held by institutional investors. Comparatively, 124.2% of Spirent Communications shares are held by institutional investors. 10.1% of YouGov shares are held by company insiders. Comparatively, 3.3% of Spirent Communications shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock is poised for long-term growth.

Does the media favor YOU or SPT?

In the previous week, YouGov had 21 more articles in the media than Spirent Communications. MarketBeat recorded 23 mentions for YouGov and 2 mentions for Spirent Communications. YouGov's average media sentiment score of 0.26 beat Spirent Communications' score of -0.85 indicating that YouGov is being referred to more favorably in the media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
YouGov	2 Very Positive mention(s)	9 Positive mention(s)	9 Neutral mention(s)	2 Negative mention(s)	1 Very Negative mention(s)	Neutral
Spirent Communications	0 Very Positive mention(s)	0 Positive mention(s)	0 Neutral mention(s)	2 Negative mention(s)	0 Very Negative mention(s)	Negative

Is YOU or SPT more profitable?

Spirent Communications has a net margin of 2.97% compared to YouGov's net margin of -0.69%. Spirent Communications' return on equity of 3.54% beat YouGov's return on equity.

Company	Net Margins	Return on Equity	Return on Assets
YouGov	-0.69%	-1.23%	4.89%
Spirent Communications	2.97%	3.54%	2.77%

Is YOU or SPT a better dividend stock?

YouGov pays an annual dividend of GBX 9 per share and has a dividend yield of 2.5%. Spirent Communications pays an annual dividend of GBX 6 per share and has a dividend yield of 3.1%. YouGov pays out -458.7% of its earnings in the form of a dividend. Spirent Communications pays out 324.3% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future.

Summary

Spirent Communications beats YouGov on 10 of the 18 factors compared between the two stocks.