Ziff Davis (ZD) Competitors

SPS Commerce (NASDAQ:SPSC) and Ziff Davis (NASDAQ:ZD) are both internet software & services companies, but which is the better stock? We will contrast the two companies based on the strength of their analyst recommendations, institutional ownership, valuation, profitability, risk, earnings, dividends and media sentiment.

Do institutionals & insiders have more ownership in SPSC or ZD?

99.0% of SPS Commerce shares are owned by institutional investors. Comparatively, 99.8% of Ziff Davis shares are owned by institutional investors. 1.0% of SPS Commerce shares are owned by insiders. Comparatively, 2.2% of Ziff Davis shares are owned by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company will outperform the market over the long term.

Does the media refer more to SPSC or ZD?

In the previous week, SPS Commerce had 2 more articles in the media than Ziff Davis. MarketBeat recorded 5 mentions for SPS Commerce and 3 mentions for Ziff Davis. SPS Commerce's average media sentiment score of 0.82 beat Ziff Davis' score of 0.58 indicating that SPS Commerce is being referred to more favorably in the media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
SPS Commerce	1 Very Positive mention(s)	1 Positive mention(s)	2 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Positive
Ziff Davis	1 Very Positive mention(s)	0 Positive mention(s)	1 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Positive

Which has more volatility and risk, SPSC or ZD?

SPS Commerce has a beta of 0.73, indicating that its stock price is 27% less volatile than the S&P 500. Comparatively, Ziff Davis has a beta of 1.6, indicating that its stock price is 60% more volatile than the S&P 500.

Which has higher earnings & valuation, SPSC or ZD?

SPS Commerce has higher earnings, but lower revenue than Ziff Davis. Ziff Davis is trading at a lower price-to-earnings ratio than SPS Commerce, 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
SPS Commerce	$637.77M	8.27	$77.05M	$2.14	64.89
Ziff Davis	$1.40B	0.95	$63.05M	$1.65	19.27

Do analysts rate SPSC or ZD?

SPS Commerce currently has a consensus target price of $192.56, indicating a potential upside of 38.66%. Ziff Davis has a consensus target price of $47.00, indicating a potential upside of 47.80%. Given Ziff Davis' higher possible upside, analysts plainly believe Ziff Davis is more favorable than SPS Commerce.

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
SPS Commerce	0 Sell rating(s)	4 Hold rating(s)	6 Buy rating(s)	0 Strong Buy rating(s)	2.60
Ziff Davis	0 Sell rating(s)	4 Hold rating(s)	2 Buy rating(s)	0 Strong Buy rating(s)	2.33

Is SPSC or ZD more profitable?

SPS Commerce has a net margin of 12.13% compared to Ziff Davis' net margin of 5.41%. Ziff Davis' return on equity of 13.89% beat SPS Commerce's return on equity.

Company	Net Margins	Return on Equity	Return on Assets
SPS Commerce	12.13%	12.37%	10.23%
Ziff Davis	5.41%	13.89%	7.04%

Summary

SPS Commerce beats Ziff Davis on 10 of the 16 factors compared between the two stocks.