Critical Comparison: Clearfield (CLFD) and BlackBerry (BB)

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Clearfield (NASDAQ: CLFD) and BlackBerry (NYSE:BB) are both computer and technology companies, but which is the superior business? We will compare the two businesses based on the strength of their institutional ownership, analyst recommendations, dividends, profitability, valuation, risk and earnings.

Profitability

This table compares Clearfield and BlackBerry’s net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets
Clearfield 3.77% 5.71% 5.36%
BlackBerry -35.82% 3.91% 2.56%

Earnings and Valuation

This table compares Clearfield and BlackBerry’s top-line revenue, earnings per share and valuation.

Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio
Clearfield $73.95 million 2.06 $3.84 million $0.28 39.46
BlackBerry $932.00 million 5.59 $405.00 million $0.05 194.00

BlackBerry has higher revenue and earnings than Clearfield. Clearfield is trading at a lower price-to-earnings ratio than BlackBerry, indicating that it is currently the more affordable of the two stocks.

Institutional & Insider Ownership

31.1% of Clearfield shares are owned by institutional investors. Comparatively, 57.5% of BlackBerry shares are owned by institutional investors. 18.5% of Clearfield shares are owned by company insiders. Comparatively, 22.7% of BlackBerry shares are owned by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock will outperform the market over the long term.

Volatility and Risk

Clearfield has a beta of 0.97, indicating that its stock price is 3% less volatile than the S&P 500. Comparatively, BlackBerry has a beta of 1.18, indicating that its stock price is 18% more volatile than the S&P 500.

Analyst Recommendations

This is a summary of current recommendations for Clearfield and BlackBerry, as provided by MarketBeat.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Clearfield 0 0 2 0 3.00
BlackBerry 2 6 4 0 2.17

Clearfield presently has a consensus price target of $15.00, indicating a potential upside of 35.75%. BlackBerry has a consensus price target of $11.67, indicating a potential upside of 20.27%. Given Clearfield’s stronger consensus rating and higher possible upside, analysts clearly believe Clearfield is more favorable than BlackBerry.

Summary

BlackBerry beats Clearfield on 8 of the 14 factors compared between the two stocks.

About Clearfield

Clearfield, Inc. manufactures, markets, and sells standard and custom passive connectivity products to the fiber-to-the-premises, enterprises, and original equipment manufacturers markets in the United States and internationally. The company offers Clearview cassette, a building block of the company's product platform; Clearview Classic and Clearview Blue, a system with five parts that nest together in the cassette's housing to support a range of applications; Clearview xPAK to land small port count fiber terminations and optical components; Clearview Black, which is designed to handle harsh environments; and fiber deep for cable-to-cable deployment, as well as packages optical components for signal coupling, splitting, termination, multiplexing, demultiplexing, and attenuation for integration within its fiber management platform. Its products also include Fieldsmart Fiber Crossover Distribution System and FieldSmart FxHD for fiber management modularity and scalability; FieldSmart Fiber Delivery Point, a series of enclosure systems that incorporates the delivery of fiber connectivity to the neighborhood or business district; and FieldSmart Small Count Delivery, an enclosure systems that are packaged to make landing small count fiber cost-effective and efficient. In addition, the company offers FieldShield Pushable Fiber, FieldShield Multiport SmarTerminal, and FieldShield Hardened Connector; CraftSmart, a line of optical protection field enclosures to optimize fiber protection and storage; and fiber and copper assemblies with industry-standard or customer-specified configuration. It operates through various sales channels comprising direct to customer, distribution partners, and original equipment suppliers. The company was formerly known as APA Enterprises, Inc. and changed its name to Clearfield, Inc. in January 2008. Clearfield, Inc. was founded in 1979 and is headquartered in Brooklyn Park, Minnesota.

About BlackBerry

BlackBerry Limited operates as an enterprise software and services company focused on securing and managing endpoints in the Internet of Things. It offers BlackBerry Enterprise Mobility Suite, which combines and integrates mobile security, management, productivity, and collaboration solutions, such as BlackBerry UEM, BlackBerry Dynamics, and BlackBerry Workspaces; BlackBerry AtHoc, a secure and networked crisis communications solution; SecuSUITE for Government, a voice encryption software solution; BlackBerry Enterprise Consulting and BlackBerry Cybersecurity Consulting; and BBM Enterprise, an enterprise-grade secure instant messaging solution, as well as Communications Platform as a Service. The company also provides BlackBerry QNX, a software for automotive electronics; BlackBerry Jarvis, a cloud-based static binary code-scanning solution; Certicom that offers software components and end-to-end security solutions targeted at bandwidth and resource-constrained applications; Paratek, which offers adaptive radio frequency antenna tuning technology; BlackBerry Radar, an asset tracking and telematics product. In addition, it offers intellectual property and licensing; mobility licensing; other licensing programs; and develops legacy BlackBerry 10 platform, and delivers BlackBerry productivity applications to Android smartphone. Further, the company engages in the development and licensing of secure device software and the outsourcing to partners of design, manufacturing, sales, and customer support for BlackBerry-branded handsets; and provision of Android smartphones, smartphone accessories, and non-warranty repair services. Additionally, it is involved in the operations related to subscribers using mobile devices with its legacy BlackBerry 7 and prior operating systems. The company was formerly known as Research In Motion Limited and changed its name to BlackBerry Limited in July 2013. BlackBerry Limited was founded in 1984 and is headquartered in Waterloo, Canada.

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