Head to Head Comparison: Smith Micro Software (NASDAQ:SMSI) and Rubrik (NYSE:RBRK)

Smith Micro Software (NASDAQ:SMSI) and Rubrik (NYSE:RBRK) are both computer and technology companies, but which is the superior stock? We will contrast the two businesses based on the strength of their analyst recommendations, earnings, institutional ownership, risk, valuation, dividends and profitability.

Insider & Institutional Ownership

20.8% of Smith Micro Software shares are held by institutional investors. Comparatively, 49.5% of Rubrik shares are held by institutional investors. 20.5% of Smith Micro Software shares are held by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company is poised for long-term growth.

Profitability

This table compares Smith Micro Software and Rubrik’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Smith Micro Software	-210.99%	-36.69%	-30.78%
Rubrik	N/A	N/A	N/A

Earnings and Valuation

This table compares Smith Micro Software and Rubrik”s top-line revenue, earnings per share and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Smith Micro Software	$24.18 million	0.69	-$24.40 million	($5.20)	-0.27
Rubrik	$803.46 million	15.42	-$354.16 million	N/A	N/A

Smith Micro Software has higher earnings, but lower revenue than Rubrik.

Analyst Recommendations

This is a summary of current ratings and recommmendations for Smith Micro Software and Rubrik, as reported by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Smith Micro Software	0	0	1	0	3.00
Rubrik	0	2	16	2	3.00

Smith Micro Software presently has a consensus target price of $5.00, suggesting a potential upside of 257.14%. Rubrik has a consensus target price of $64.11, suggesting a potential downside of 4.17%. Given Smith Micro Software’s higher probable upside, equities analysts plainly believe Smith Micro Software is more favorable than Rubrik.

Summary

Rubrik beats Smith Micro Software on 8 of the 11 factors compared between the two stocks.

About Smith Micro Software

Smith Micro Software, Inc. engages in the development and sale of software to enhance the mobile experience to wireless and cable service providers in the Americas, Europe, the Middle East, and Africa. The company offers SafePath Family, SafePath IoT, SafePath Home, and SafePath Premium product suite, which provides tools to protect digital lifestyles and manage connected devices inside and outside the home; and CommSuite, a messaging platform that helps mobile service provides deliver a next-generation voicemail experience to mobile subscribers, as well as enables multi-language voice-to-text (VTT) transcription messaging. It also offers ViewSpot, a retail display management platform that provides on-screen and interactive demos to wireless carriers and other smartphone retailers; and technical support and customer services. Smith Micro Software, Inc. was founded in 1982 and is headquartered in Pittsburgh, Pennsylvania.

About Rubrik

Rubrik, Inc. provides data security solutions to individuals and businesses worldwide. The company offers enterprise data protection, unstructured data protection, cloud data protection, and SaaS data protection solutions; data threat analytics; data security posture; and cyber recovery solutions. It serves financial, retail, trade, transportation, energy, industrial, healthcare and life science, education, technology, media, communications, and public sectors. Rubrik, Inc. was formerly known as Scaledata, Inc. and changed its name to Rubrik, Inc. in October 2014. The company was incorporated in 2013 and is based in Palo Alto, California.