Informatica (INFA) Competitors

$29.52
-0.04 (-0.14%)
(As of 05/17/2024 ET)

INFA vs. GWRE, MANH, BLKB, ACIW, SSNC, MSTR, TYL, ANSS, MNDY, and U

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), ACI Worldwide (ACIW), SS&C Technologies (SSNC), MicroStrategy (MSTR), Tyler Technologies (TYL), ANSYS (ANSS), monday.com (MNDY), and Unity Software (U). These companies are all part of the "prepackaged software" industry.

Informatica vs.

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

Guidewire Software has a beta of 1.14, suggesting that its stock price is 14% more volatile than the S&P 500. Comparatively, Informatica has a beta of 1.12, suggesting that its stock price is 12% more volatile than the S&P 500.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Guidewire Software$905.34M11.18-$111.86M-$0.62-198.25
Informatica$1.60B5.46-$125.28M-$0.02-1,476.00

In the previous week, Guidewire Software had 6 more articles in the media than Informatica. MarketBeat recorded 7 mentions for Guidewire Software and 1 mentions for Informatica. Guidewire Software's average media sentiment score of 1.07 beat Informatica's score of 1.05 indicating that Informatica is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Guidewire Software
4 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Informatica
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

98.5% of Informatica shares are owned by institutional investors. 0.4% of Guidewire Software shares are owned by insiders. Comparatively, 53.9% of Informatica shares are owned by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company is poised for long-term growth.

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

Informatica has a net margin of 0.03% compared to Informatica's net margin of -5.48%. Guidewire Software's return on equity of 5.31% beat Informatica's return on equity.

Company Net Margins Return on Equity Return on Assets
Guidewire Software-5.48% -3.60% -2.22%
Informatica 0.03%5.31%2.25%

Guidewire Software currently has a consensus target price of $115.11, indicating a potential downside of 5.63%. Informatica has a consensus target price of $35.45, indicating a potential upside of 20.72%. Given Guidewire Software's higher possible upside, analysts clearly believe Informatica is more favorable than Guidewire Software.

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

Summary

Guidewire Software and Informatica 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$8.71B$21.97B$20.47B$18.07B
Dividend YieldN/A2.04%2.70%3.43%
P/E Ratio-1,476.0062.94240.4123.54
Price / Sales5.4610.87550.5610.23
Price / Cash38.7168.3729.0420.15
Price / Book3.859.506.596.01
Net Income-$125.28M$368.89M$628.92M$966.25M
7 Day Performance0.10%3.01%2.18%1.87%
1 Month Performance-14.93%6.09%5.22%7.14%
1 Year Performance94.85%19.19%25.53%22.43%

Informatica Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
GWRE
Guidewire Software
2.2269 of 5 stars
$116.35
-0.2%
$115.11
-1.1%
+52.8%$9.58B$925.75M-187.663,415Options Volume
Positive News
MANH
Manhattan Associates
4.5991 of 5 stars
$213.62
-1.9%
$234.86
+9.9%
+32.9%$13.15B$962.26M69.814,580Analyst Forecast
BLKB
Blackbaud
3.9602 of 5 stars
$77.32
-0.4%
$88.00
+13.8%
+9.5%$3.99B$1.11B188.593,000
ACIW
ACI Worldwide
2.6799 of 5 stars
$36.46
+1.5%
$40.00
+9.7%
+53.7%$3.87B$1.45B27.213,212Short Interest ↑
Positive News
SSNC
SS&C Technologies
4.8156 of 5 stars
$63.06
+0.2%
$70.20
+11.3%
+14.7%$15.57B$5.58B25.1226,000Insider Selling
MSTR
MicroStrategy
2.7242 of 5 stars
$1,245.96
+5.5%
$1,678.75
+34.7%
+445.3%$20.03B$489.59M-185.961,934Gap Up
TYL
Tyler Technologies
4.0171 of 5 stars
$481.10
-0.8%
$492.22
+2.3%
+23.8%$20.43B$1.95B108.857,300Insider Selling
ANSS
ANSYS
3.569 of 5 stars
$328.20
0.0%
$320.00
-2.5%
+8.6%$28.65B$2.27B65.906,200Analyst Forecast
Short Interest ↑
Positive News
MNDY
monday.com
2.7443 of 5 stars
$181.28
-0.3%
$240.00
+32.4%
+52.0%$8.75B$729.70M-2,589.341,168Analyst Forecast
News Coverage
U
Unity Software
3.2187 of 5 stars
$22.69
+4.6%
$35.38
+56.0%
-28.0%$8.87B$2.19B-10.136,748

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This page (NYSE:INFA) was last updated on 5/18/2024 by MarketBeat.com Staff

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