PubMatic（纳斯达克股票代码：PUBM）和 KnowBe4（纳斯达克股票代码：KNBE）正面交锋评论

PubMatic (NASDAQ:PUBM – Get Rating) and KnowBe4 (NASDAQ:KNBE – Get Rating) are both computer and technology companies, but which is the better stock? We will compare the two businesses based on the strength of their risk, valuation, profitability, earnings, dividends, analyst recommendations and institutional ownership.

Profitability

This table compares PubMatic and KnowBe4's net margins, return on equity and return on assets.

Get PubMatic alerts:

Valuation & Earnings

This table compares PubMatic and KnowBe4's gross revenue, earnings per share (EPS) and valuation.

PubMatic has higher earnings, but lower revenue than KnowBe4. PubMatic is trading at a lower price-to-earnings ratio than KnowBe4, indicating that it is currently the more affordable of the two stocks.

Risk and Volatility

PubMatic has a beta of 0.93, meaning that its share price is 7% less volatile than the S&P 500. Comparatively, KnowBe4 has a beta of 0.32, meaning that its share price is 68% less volatile than the S&P 500.

Analyst Recommendations

This is a breakdown of recent ratings and target prices for PubMatic and KnowBe4, as reported by MarketBeat.com.

PubMatic presently has a consensus target price of $23.63, indicating a potential upside of 56.98%. KnowBe4 has a consensus target price of $24.63, indicating a potential downside of 1.06%. Given PubMatic's stronger consensus rating and higher possible upside, analysts plainly believe PubMatic is more favorable than KnowBe4.

Insider & Institutional Ownership

41.6% of PubMatic shares are owned by institutional investors. Comparatively, 91.9% of KnowBe4 shares are owned by institutional investors. 1.2% of PubMatic shares are owned by company insiders. Comparatively, 5.0% of KnowBe4 shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock will outperform the market over the long term.

Summary

PubMatic beats KnowBe4 on 9 of the 14 factors compared between the two stocks.

About PubMatic

(Get Rating)

PubMatic, Inc. provides a cloud infrastructure platform that enables real-time programmatic advertising transactions for Internet content creators and advertisers worldwide. The company's solutions include Openwrap, a header bidding solution that provides enterprise-grade management and analytics tools; Openwrap OTT, a header bidding management solution for OTT; Openwrap SDK, a header bidding solution for in-app developers; private marketplace solutions; and media buyer consoles. In addition, it offers Real-Time Bidding (RTB) programmatic technologies, which provides various selling options across screens and ad formats; digital advertising inventory quality solutions to detect and filter out invalid traffic and other nefarious activity; Ad quality solutions targeting the reduction of security issues, quality issues, and performance issues; Identity Hub, an identity solution that allows for the use of any advertiser preferred user identifier in a scaled and privacy-compliant fashion; Audience Encore, an audience data platform; and cross-platform video, a sell side platform, which connects trusted video buyers to premium publishers. The company's platform supports an array of ad formats and digital device types, including mobile app, mobile web, desktop, display, video, over-the-top (OTT), connected television, and media. PubMatic, Inc. was incorporated in 2006 and is based in Redwood City, California.

About KnowBe4

(Get Rating)

KnowBe4, Inc. engages in the development, marketing, and sale of its Software-as-a-Service-based security awareness platform. The company provides a platform incorporating security awareness training and simulated phishing with analytics and reporting that helps organizations manage the ongoing problem of social engineering. Its products include Kevin Mitnick Security Awareness Training, a security awareness training product; Compliance Plus, a compliance training product, which enables organizations to offer their employees with relevant, timely, and engaging compliance content across a range of topics from data privacy to diversity, equity, and inclusion; PhishER, its security orchestration, automation, and response product, which enables security professionals to prioritize and automate security workstreams in response to attacks targeted at the human layer; and KnowBe4 Compliance Manager, its governance, risk, and compliance product that enables organizations to analyze security risk and automate the management of compliance and audit functions. The company also offers Security Coach, a solution to address human behavior risks through human detection and response; and PasswordIQ that would be used to mitigate risk related to password hygiene issues, such as weak or breached passwords. It serves its customers directly through inside sales teams for enterprise and small and medium businesses, as well as indirectly through channel partners and managed service providers. The company was formerly known as SEQRIT, LLC and changed its name to KnowBe4, Inc. in January 2016. KnowBe4, Inc. was founded in 2010 and is headquartered in Clearwater, Florida.

Receive News & Ratings for PubMatic Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for PubMatic and related companies with MarketBeat.com's FREE daily email newsletter.