Informatica (INFA) Competitors

$31.90
+0.06 (+0.19%)
(As of 04/26/2024 ET)

INFA vs. GWRE, MANH, BLKB, SSNC, ACIW, TYL, MSTR, ANSS, CDAY, and DAY

Should you be buying Informatica stock or one of its competitors? The main competitors of Informatica include Guidewire Software (GWRE), Manhattan Associates (MANH), Blackbaud (BLKB), SS&C Technologies (SSNC), ACI Worldwide (ACIW), Tyler Technologies (TYL), MicroStrategy (MSTR), ANSYS (ANSS), Ceridian HCM (CDAY), and Dayforce (DAY). These companies are all part of the "prepackaged software" industry.

Informatica vs.

Informatica (NYSE:INFA) and Guidewire Software (NYSE:GWRE) are both mid-cap computer and technology companies, but which is the better business? We will contrast the two businesses based on the strength of their valuation, community ranking, dividends, profitability, earnings, analyst recommendations, risk, institutional ownership and media sentiment.

In the previous week, Informatica had 33 more articles in the media than Guidewire Software. MarketBeat recorded 38 mentions for Informatica and 5 mentions for Guidewire Software. Guidewire Software's average media sentiment score of 0.88 beat Informatica's score of 0.20 indicating that Guidewire Software is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Informatica
12 Very Positive mention(s)
4 Positive mention(s)
10 Neutral mention(s)
9 Negative mention(s)
0 Very Negative mention(s)
Neutral
Guidewire Software
3 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Guidewire Software received 85 more outperform votes than Informatica when rated by MarketBeat users. Likewise, 63.74% of users gave Guidewire Software an outperform vote while only 61.61% of users gave Informatica an outperform vote.

CompanyUnderperformOutperform
InformaticaOutperform Votes
321
61.61%
Underperform Votes
200
38.39%
Guidewire SoftwareOutperform Votes
406
63.74%
Underperform Votes
231
36.26%

Informatica has a beta of 1.08, indicating that its share price is 8% more volatile than the S&P 500. Comparatively, Guidewire Software has a beta of 1.15, indicating that its share price is 15% more volatile than the S&P 500.

Guidewire Software has a net margin of -5.48% compared to Informatica's net margin of -7.85%. Informatica's return on equity of 4.29% beat Guidewire Software's return on equity.

Company Net Margins Return on Equity Return on Assets
Informatica-7.85% 4.29% 1.79%
Guidewire Software -5.48%-3.60%-2.22%

Informatica presently has a consensus target price of $35.45, indicating a potential upside of 11.14%. Guidewire Software has a consensus target price of $115.11, indicating a potential upside of 1.36%. Given Informatica's higher probable upside, research analysts clearly believe Informatica is more favorable than Guidewire Software.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Informatica
0 Sell rating(s)
5 Hold rating(s)
6 Buy rating(s)
0 Strong Buy rating(s)
2.55
Guidewire Software
0 Sell rating(s)
0 Hold rating(s)
9 Buy rating(s)
0 Strong Buy rating(s)
3.00

Guidewire Software has lower revenue, but higher earnings than Informatica. Guidewire Software is trading at a lower price-to-earnings ratio than Informatica, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Informatica$1.60B5.90-$125.28M-$0.46-69.35
Guidewire Software$905.34M10.33-$111.86M-$0.62-183.17

98.5% of Informatica shares are held by institutional investors. 53.9% of Informatica shares are held by insiders. Comparatively, 0.4% of Guidewire Software shares are held 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.

Summary

Informatica and Guidewire Software tied by winning 9 of the 18 factors compared between the two stocks.

New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding INFA 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 NYSE 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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INFA vs. The Competition

MetricInformaticaPrepackaged software IndustryComputer SectorNYSE Exchange
Market Cap$9.40B$20.60B$19.45B$17.42B
Dividend YieldN/A2.25%2.78%3.55%
P/E Ratio-69.3598.14223.9921.68
Price / Sales5.909.32524.0310.58
Price / Cash45.9166.0428.1317.67
Price / Book4.899.556.694.87
Net Income-$125.28M$352.33M$632.31M$964.96M
7 Day Performance-9.35%4.67%2.99%1.88%
1 Month Performance-10.17%-3.13%-2.78%-3.10%
1 Year Performance106.74%20.03%16.73%96.68%

Informatica Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
GWRE
Guidewire Software
1.887 of 5 stars
$109.77
+2.0%
$115.11
+4.9%
+51.8%$9.04B$905.34M-177.053,415Short Interest ↑
MANH
Manhattan Associates
4.9108 of 5 stars
$228.32
+0.9%
$231.29
+1.3%
+26.1%$14.06B$928.72M80.964,580Analyst Report
Short Interest ↓
Analyst Revision
BLKB
Blackbaud
4.0914 of 5 stars
$78.63
+2.8%
$88.00
+11.9%
+14.6%$4.20B$1.11B2,621.003,000Upcoming Earnings
Analyst Upgrade
Short Interest ↑
SSNC
SS&C Technologies
4.943 of 5 stars
$61.23
+0.7%
$70.78
+15.6%
+11.4%$15.14B$5.50B25.7326,000Analyst Report
Short Interest ↓
News Coverage
ACIW
ACI Worldwide
2.5792 of 5 stars
$32.25
+0.9%
$39.00
+20.9%
+38.2%$3.43B$1.45B29.053,212Upcoming Earnings
TYL
Tyler Technologies
4.3346 of 5 stars
$411.41
+2.0%
$460.46
+11.9%
+25.5%$17.12B$1.95B105.767,300Analyst Report
News Coverage
MSTR
MicroStrategy
4.4064 of 5 stars
$1,324.01
+12.8%
$1,473.00
+11.3%
+328.2%$22.47B$496.26M46.981,934Upcoming Earnings
Analyst Report
Insider Selling
ANSS
ANSYS
4.0309 of 5 stars
$324.81
+0.8%
$323.86
-0.3%
+7.2%$28.36B$2.27B56.696,200Upcoming Earnings
Analyst Report
Short Interest ↓
Positive News
CDAY
Ceridian HCM
3.1181 of 5 stars
$58.75
-3.6%
$76.38
+30.0%
-5.8%$9.17B$1.45B1,958.998,526News Coverage
Positive News
DAY
Dayforce
1.9434 of 5 stars
$58.93
+0.3%
$77.00
+30.7%
N/A$9.17B$1.51B168.389,084Upcoming Earnings

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This page (NYSE:INFA) was last updated on 4/27/2024 by MarketBeat.com Staff

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