WKME vs. GDYN, VTEX, SCWX, MGIC, TUYA, OPRA, CCSI, BASE, CRNC, and TWOU
Should you be buying WalkMe stock or one of its competitors? The main competitors of WalkMe include Grid Dynamics (GDYN), VTEX (VTEX), SecureWorks (SCWX), Magic Software Enterprises (MGIC), Tuya (TUYA), Opera (OPRA), Consensus Cloud Solutions (CCSI), Couchbase (BASE), Cerence (CRNC), and 2U (TWOU). These companies are all part of the "prepackaged software" industry.
WalkMe vs.
WalkMe (NASDAQ:WKME) and Grid Dynamics (NASDAQ:GDYN) are both small-cap computer and technology companies, but which is the superior investment? We will contrast the two companies based on the strength of their risk, earnings, valuation, media sentiment, analyst recommendations, institutional ownership, community ranking, profitability and dividends.
WalkMe currently has a consensus target price of $13.75, indicating a potential upside of 36.82%. Grid Dynamics has a consensus target price of $20.25, indicating a potential upside of 83.42%. Given Grid Dynamics' stronger consensus rating and higher possible upside, analysts plainly believe Grid Dynamics is more favorable than WalkMe.
Grid Dynamics has higher revenue and earnings than WalkMe. Grid Dynamics is trading at a lower price-to-earnings ratio than WalkMe, indicating that it is currently the more affordable of the two stocks.
WalkMe has a beta of -0.3, meaning that its share price is 130% less volatile than the S&P 500. Comparatively, Grid Dynamics has a beta of 0.85, meaning that its share price is 15% less volatile than the S&P 500.
Grid Dynamics has a net margin of -9.41% compared to WalkMe's net margin of -37.81%. Grid Dynamics' return on equity of 12.44% beat WalkMe's return on equity.
In the previous week, Grid Dynamics had 1 more articles in the media than WalkMe. MarketBeat recorded 3 mentions for Grid Dynamics and 2 mentions for WalkMe. WalkMe's average media sentiment score of 1.63 beat Grid Dynamics' score of 1.44 indicating that WalkMe is being referred to more favorably in the media.
Grid Dynamics received 23 more outperform votes than WalkMe when rated by MarketBeat users. Likewise, 70.15% of users gave Grid Dynamics an outperform vote while only 44.44% of users gave WalkMe an outperform vote.
61.0% of WalkMe shares are owned by institutional investors. Comparatively, 68.7% of Grid Dynamics shares are owned by institutional investors. 27.6% of WalkMe shares are owned by company insiders. Comparatively, 6.4% of Grid Dynamics shares are owned by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company will outperform the market over the long term.
Summary
Grid Dynamics beats WalkMe 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 WKME and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
Skip ChartMedia 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.
Skip Chart