SEA (SE) Competitors

SEA (NYSE:SE) and Equinix (NASDAQ:EQIX) are both large-cap internet software & services companies, but which is the superior business? We will compare the two companies based on the strength of their earnings, dividends, risk, institutional ownership, media sentiment, valuation, profitability and analyst recommendations.

Do analysts prefer SE or EQIX?

SEA presently has a consensus target price of $176.85, suggesting a potential downside of 6.02%. Equinix has a consensus target price of $960.65, suggesting a potential upside of 18.84%. Given Equinix's stronger consensus rating and higher probable upside, analysts clearly believe Equinix is more favorable than SEA.

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
SEA	0 Sell rating(s)	6 Hold rating(s)	9 Buy rating(s)	1 Strong Buy rating(s)	2.69
Equinix	0 Sell rating(s)	5 Hold rating(s)	18 Buy rating(s)	4 Strong Buy rating(s)	2.96

Is SE or EQIX more profitable?

Equinix has a net margin of 11.11% compared to SEA's net margin of 6.23%. SEA's return on equity of 13.66% beat Equinix's return on equity.

Company	Net Margins	Return on Equity	Return on Assets
SEA	6.23%	13.66%	5.16%
Equinix	11.11%	7.22%	2.73%

Do insiders & institutionals have more ownership in SE or EQIX?

59.5% of SEA shares are held by institutional investors. Comparatively, 94.9% of Equinix shares are held by institutional investors. 0.2% of SEA shares are held by company insiders. Comparatively, 0.3% of Equinix shares are held by company 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.

Is SE or EQIX a better dividend stock?

SEA pays an annual dividend of $1.76 per share and has a dividend yield of 0.9%. Equinix pays an annual dividend of $18.76 per share and has a dividend yield of 2.3%. SEA pays out 91.2% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Equinix pays out 183.7% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Equinix has raised its dividend for 10 consecutive years. Equinix is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

Which has better valuation & earnings, SE or EQIX?

Equinix has lower revenue, but higher earnings than SEA. Equinix is trading at a lower price-to-earnings ratio than SEA, 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
SEA	$19.38B	5.72	$444.32M	$1.93	97.50
Equinix	$8.75B	9.04	$815M	$10.21	79.17

Does the media prefer SE or EQIX?

In the previous week, Equinix had 25 more articles in the media than SEA. MarketBeat recorded 26 mentions for Equinix and 1 mentions for SEA. Equinix's average media sentiment score of 1.21 beat SEA's score of 1.06 indicating that Equinix is being referred to more favorably in the news media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
SEA	1 Very Positive mention(s)	0 Positive mention(s)	0 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Positive
Equinix	16 Very Positive mention(s)	3 Positive mention(s)	5 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Positive

Which has more volatility & risk, SE or EQIX?

SEA has a beta of 1.54, indicating that its stock price is 54% more volatile than the S&P 500. Comparatively, Equinix has a beta of 0.92, indicating that its stock price is 8% less volatile than the S&P 500.

Summary

Equinix beats SEA on 14 of the 20 factors compared between the two stocks.