bpost (OTCMKTS:BPOSY) vs. Beachbody (NYSE:BODI) Critical Review

bpost (OTCMKTS:BPOSY) and Beachbody (NYSE:BODI) are both small-cap consumer discretionary companies, but which is the superior business? We will compare the two businesses based on the strength of their institutional ownership, risk, dividends, valuation, earnings, analyst recommendations and profitability.

Profitability

This table compares bpost and Beachbody’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
bpost	-6.15%	4.71%	0.77%
Beachbody	-17.92%	-106.08%	-19.86%

Analyst Ratings

This is a summary of recent recommendations for bpost and Beachbody, as reported by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
bpost	0	0	0	0	0.00
Beachbody	0	2	1	0	2.33

Beachbody has a consensus target price of $10.00, suggesting a potential upside of 70.65%. Given Beachbody’s stronger consensus rating and higher probable upside, analysts clearly believe Beachbody is more favorable than bpost.

Risk & Volatility

bpost has a beta of 0.65, suggesting that its stock price is 35% less volatile than the S&P 500. Comparatively, Beachbody has a beta of 1.22, suggesting that its stock price is 22% more volatile than the S&P 500.

Insider and Institutional Ownership

74.5% of Beachbody shares are owned by institutional investors. 41.8% of Beachbody shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock is poised for long-term growth.

Valuation & Earnings

This table compares bpost and Beachbody”s gross revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
bpost	$4.68 billion	0.10	-$221.94 million	($1.53)	-1.54
Beachbody	$324.87 million	0.13	-$71.64 million	($8.48)	-0.69

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

Summary

Beachbody beats bpost on 9 of the 14 factors compared between the two stocks.

About bpost

bpost NV/SA, together with its subsidiaries, provides mail and parcel services to individuals, businesses, and public institutions in Belgium, rest of Europe, the United States, and internationally. It operates through Belgium, E-Logistics Eurasia, and E-Logistics North America segments. The company offers collection, transport, sorting, and distribution of addressed and non-addressed mail, printed documents, newspapers, periodicals, and parcels, as well as banking and financial products, e-commerce logistics, express delivery, and related services. It also provides transactional mails, advertising mails, press, domestic and international parcels, and logistic solutions; e-commerce fulfilment, including warehousing and handling of goods; e-commerce cross-border services, including custom duties services; operational back-office services, including call center, payment and financial, fraud and tax, administrative and document management services; and proximity and convenience services, such as the access to the network and over-the-counter service for different partners and sale of self-produced goods, as well as retail products and goods of partners, including bpost bank products; repair of electronics; and import services. The company was founded in 1830 and is headquartered in Brussels, Belgium.

About Beachbody

The Beachbody Company, Inc. operates as a subscription health and wellness company that provides fitness, nutrition, and stress-reducing programs in the United States and internationally. The company operates Beachbody on Demand, a digital subscription platform that provides access to a library of live and on-demand fitness and nutrition content; and Beachbody on Demand Interactive (BODi) for live fitness and nutrition programs. It also offers nutritional products, such as Shakeology, a nutrition shake; Beachbody Performance supplements comprising pre-workout energize, hydrate, post-workout recover, and protein supplement recharge products; BEACHBAR, a low-sugar snack bar; supplements under the LADDER brand; connected fitness products; and BODi Bike Studio, a package subscription to BODi with a bike and accessories. The Beachbody Company, Inc. was founded in 1998 and is headquartered in El Segundo, California.