SEA (SE) Competitors

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

Is EQIX or SE a better dividend stock?

Equinix pays an annual dividend of $18.76 per share and has a dividend yield of 2.4%. SEA pays an annual dividend of $1.76 per share and has a dividend yield of 0.9%. 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. 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 has increased its dividend for 10 consecutive years. Equinix is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

Do institutionals and insiders believe in EQIX or SE?

94.9% of Equinix shares are owned by institutional investors. Comparatively, 59.5% of SEA shares are owned by institutional investors. 0.3% of Equinix shares are owned by insiders. Comparatively, 0.2% of SEA shares are owned by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company will outperform the market over the long term.

Which has more volatility & risk, EQIX or SE?

Equinix has a beta of 0.9, suggesting that its share price is 10% less volatile than the S&P 500. Comparatively, SEA has a beta of 1.58, suggesting that its share price is 58% more volatile than the S&P 500.

Does the media refer more to EQIX or SE?

In the previous week, Equinix had 13 more articles in the media than SEA. MarketBeat recorded 34 mentions for Equinix and 21 mentions for SEA. Equinix's average media sentiment score of 1.29 beat SEA's score of 1.10 indicating that Equinix is being referred to more favorably in the media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
Equinix	23 Very Positive mention(s)	6 Positive mention(s)	3 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Positive
SEA	13 Very Positive mention(s)	4 Positive mention(s)	2 Neutral mention(s)	2 Negative mention(s)	0 Very Negative mention(s)	Positive

Is EQIX or SE 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
Equinix	11.11%	7.22%	2.73%
SEA	6.23%	13.66%	5.16%

Which has better earnings & valuation, EQIX or SE?

Equinix has higher earnings, but lower revenue 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
Equinix	$8.75B	8.80	$815M	$10.21	77.03
SEA	$19.38B	5.64	$444.32M	$1.93	96.07

Do analysts prefer EQIX or SE?

Equinix presently has a consensus target price of $962.52, indicating a potential upside of 22.39%. SEA has a consensus target price of $173.49, indicating a potential downside of 6.43%. Given Equinix's stronger consensus rating and higher possible upside, research analysts clearly believe Equinix is more favorable than SEA.

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Equinix	0 Sell rating(s)	5 Hold rating(s)	19 Buy rating(s)	5 Strong Buy rating(s)	3.00
SEA	0 Sell rating(s)	3 Hold rating(s)	9 Buy rating(s)	2 Strong Buy rating(s)	2.93

Summary

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