SEA (SE) Competitors

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

Do analysts rate SE or EQIX?

SEA presently has a consensus price target of $153.17, suggesting a potential downside of 6.54%. Equinix has a consensus price target of $957.05, suggesting a potential upside of 25.78%. Given Equinix's stronger consensus rating and higher possible upside, analysts plainly believe Equinix is more favorable than SEA.

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
SEA	0 Sell rating(s)	3 Hold rating(s)	9 Buy rating(s)	2 Strong Buy rating(s)	2.93
Equinix	0 Sell rating(s)	4 Hold rating(s)	20 Buy rating(s)	5 Strong Buy rating(s)	3.03

Which has stronger earnings & valuation, 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	$17.93B	5.39	$444.32M	$1.42	115.41
Equinix	$8.75B	8.51	$815M	$9.62	79.10

Which has more volatility and risk, SE or EQIX?

SEA has a beta of 1.6, meaning that its stock price is 60% more volatile than the S&P 500. Comparatively, Equinix has a beta of 0.93, meaning that its stock price is 7% less volatile than the S&P 500.

Does the media prefer SE or EQIX?

In the previous week, Equinix had 17 more articles in the media than SEA. MarketBeat recorded 34 mentions for Equinix and 17 mentions for SEA. SEA's average media sentiment score of 1.17 beat Equinix's score of 0.94 indicating that SEA is being referred to more favorably in the media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
SEA	12 Very Positive mention(s)	3 Positive mention(s)	0 Neutral mention(s)	2 Negative mention(s)	0 Very Negative mention(s)	Positive
Equinix	17 Very Positive mention(s)	3 Positive mention(s)	6 Neutral mention(s)	4 Negative mention(s)	0 Very Negative mention(s)	Positive

Is SE or EQIX more profitable?

Equinix has a net margin of 10.48% compared to SEA's net margin of 4.87%. SEA's return on equity of 10.74% beat Equinix's return on equity.

Company	Net Margins	Return on Equity	Return on Assets
SEA	4.87%	10.74%	3.98%
Equinix	10.48%	6.96%	2.66%

Do insiders and institutionals hold more shares of 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 insiders. Comparatively, 0.3% of Equinix shares are held by insiders. Strong institutional ownership is an indication that large money managers, endowments 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 1.1%. Equinix pays an annual dividend of $18.76 per share and has a dividend yield of 2.5%. SEA pays out 123.9% 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 195.0% 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.

Summary

Equinix beats SEA on 13 of the 20 factors compared between the two stocks.