Profit ratio

Cloudflare (NYSE:NET) and Qumu (NASDAQ:QUMU) Direct Analytics


Cloudy (NYSE:NETGet a rating) and Qumu (NASDAQ: QUMUGet a rating) are both IT and technology companies, but which company is better? We will compare the two companies based on the strength of their analyst recommendations, earnings, risk, valuation, profitability, institutional ownership and dividends.

Benefits and evaluation

This table compares the gross revenue, earnings per share, and valuation of Cloudflare and Qumu.

Gross revenue Price/sales ratio Net revenue Earnings per share Price/earnings ratio
Cloudy $656.43 million 42.53 -$260.31 million ($0.83) -103.78
Qumu $24.02 million 0.96 -$16.36 million ($1.01) -1.28

Qumu has lower earnings, but higher earnings than Cloudflare. Cloudflare trades at a lower price-to-earnings ratio than Qumu, indicating that it is currently the more affordable of the two stocks.

Volatility and risk

Cloudflare has a beta of 0.69, indicating its stock price is 31% less volatile than the S&P 500. Comparatively, Qumu has a beta of 1.56, indicating its stock price is 56 % more volatile than the S&P 500.

Profitability

This table compares the net margins, return on equity, and return on assets of Cloudflare and Qumu.

Net margins Return on equity return on assets
Cloudy -39.65% -15.45% -6.70%
Qumu -68.13% -92.92% -41.52%

Analyst Recommendations

This is a summary of current Cloudflare and Qumu ratings, as provided by MarketBeat.com.

Sales Ratings Hold odds Buy reviews Strong buy odds Rating
Cloudy 1 11 12 0 2.46
Qumu 0 1 1 0 2.50

Cloudflare currently has a consensus target price of $152.74, indicating a potential upside of 77.31%. Qumu has a consensus target price of $6.00, indicating a potential upside of 365.12%. Given Qumu’s stronger consensus rating and higher possible upside, analysts clearly think Qumu is more favorable than Cloudflare.

Insider and Institutional Ownership

66.3% of Cloudflare shares are held by institutional investors. By comparison, 40.5% of Qumu’s shares are held by institutional investors. 20.7% of Cloudflare stock is held by company insiders. By comparison, 14.5% of Qumu’s shares are held by company insiders. Strong institutional ownership indicates that large fund managers, endowments, and hedge funds believe a stock is poised for long-term growth.

Summary

Cloudflare beats Qumu on 9 of the 14 factors compared between the two stocks.

About Cloudflare (Get a rating)

CloudFlare, Inc. operates as a cloud service provider that offers a range of services to businesses around the world. The company offers an integrated cloud-based security solution to secure a range of platform combinations, including public cloud, private cloud, on-premises applications, software as a service, and IoT devices. Its security products include cloud firewall, bot management, distributed denial of service, IoT, SSL/TLS, secure origin connection and rate limiting products. The company also offers performance solutions, which include content delivery and intelligent routing, as well as content, mobile and image optimization solutions. Additionally, it provides reliability solutions including load balancing, anycast network, virtual backbone, DNS, DNS resolver, online solutions, and virtual waiting rooms. Additionally, the company offers Cloudflare internal infrastructure solutions, including on-ramps, which connect users, devices, or locations to its network; and filters, which are the products that protect, inspect and privilege data. Additionally, it provides developer-based solutions, such as serverless/programmable network computing, website development, domain registration, Cloudflare apps, data location analytics and management. ; Consumer DNS Resolver, a consumer application for browsing the Internet; and Consumer VPN for consumers to secure and accelerate traffic on mobile devices. The company serves clients in technology, healthcare, financial services, consumer and retail, non-profit organizations, as well as government. CloudFlare, Inc. was incorporated in 2009 and is headquartered in San Francisco, California.

About Qumu (Get a rating)

Qumu Corporation provides tools to create, manage, secure, distribute and measure live and on-demand video content for businesses. It offers licensed software, cloud-hosted software as a service, or term software licenses; and sells third-party hardware devices, as well as maintenance and support services, as well as professional and other services. The company’s platform provides video capture services; video content management services, such as authoring and editing, analysis, automated workflows, security and access control, and voice search; and extensions and add-ons. It serves the banking, finance and insurance, manufacturing, services and consulting, telecommunications and technology, biotechnology and healthcare markets, as well as government clients through the through direct sales and distribution partners in North America, Europe and Asia. The company was formerly known as Rimage Corporation and changed its name to Qumu Corporation in September 2013. Qumu Corporation was founded in 1978 and is headquartered in Minneapolis, Minnesota.



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