Critical Review: Sailpoint Technologies (SAIL) vs. TubeMogul (TUBE)

TubeMogul (NASDAQ: TUBE) and Sailpoint Technologies (NYSE:SAIL) are both technology companies, but which is the better stock? We will compare the two companies based on the strength of their institutional ownership, risk, valuation, profitability, earnings, analyst recommendations and dividends.

Analyst Ratings

This is a breakdown of recent ratings and recommmendations for TubeMogul and Sailpoint Technologies, as reported by MarketBeat.com.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
TubeMogul 0 0 0 0 N/A
Sailpoint Technologies 0 2 6 0 2.75

Sailpoint Technologies has a consensus price target of $19.93, suggesting a potential downside of 2.41%.

Insider & Institutional Ownership

60.6% of TubeMogul shares are held by institutional investors. Comparatively, 15.5% of Sailpoint Technologies shares are held by institutional investors. 22.2% of TubeMogul shares are held by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company is poised for long-term growth.

Valuation & Earnings

This table compares TubeMogul and Sailpoint Technologies’ top-line revenue, earnings per share (EPS) and valuation.

Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio
TubeMogul N/A N/A N/A ($0.72) N/A
Sailpoint Technologies $186.06 million 9.39 -$3.17 million N/A N/A

TubeMogul has higher earnings, but lower revenue than Sailpoint Technologies.

Profitability

This table compares TubeMogul and Sailpoint Technologies’ net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets
TubeMogul -22.16% -39.25% -17.28%
Sailpoint Technologies N/A N/A N/A

Summary

Sailpoint Technologies beats TubeMogul on 5 of the 7 factors compared between the two stocks.

TubeMogul Company Profile

TubeMogul, Inc. provides software for brand advertising. The Company’s software platform is used by advertisers to plan, buy, measure and optimize their global brand advertising. Its self-serve software platform enables advertisers to buy advertisement inventory across various advertising channels, including linear television, video-on-demand, connected television, digital video, digital display and social media. By integrating programmatic technologies and disparate sources of inventory within a single platform, it enables the customers to launch advertising campaigns onto digital devices and televisions. Its customers are primarily brands and the advertising agencies that serve them. Brands refer to companies, or product lines within companies, that control advertising budgets for a single marketing brand or a group of marketing brands. Agency trading desks, advertisement networks and publishers also use its platform.

Sailpoint Technologies Company Profile

SailPoint Technologies Holdings, Inc. is a provider of enterprise identity governance solutions. The Company is focused on providing SailPoint that empowers customers to efficiently and securely govern the digital identities of employees, contractors, business partners and other users, and manage their constantly changing access rights to enterprise applications and data. The Company’s products and services include Open Identity Platform, Cloud-based Identity Governance, On-premises Identity Governance, Data Access Governance, Identity Analytics, Healthcare Identity Solutions, and Federal Identity Solutions.

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