Critical Analysis: Talend (TLND) and Cision (CISN)

Talend (NASDAQ:TLND) and Cision (NYSE:CISN) are both small-cap computer and technology companies, but which is the superior investment? We will compare the two companies based on the strength of their profitability, analyst recommendations, risk, institutional ownership, dividends, valuation and earnings.

Analyst Recommendations

This is a breakdown of current ratings and price targets for Talend and Cision, as reported by MarketBeat.com.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Talend 1 1 6 0 2.63
Cision 0 3 8 0 2.73



Talend presently has a consensus price target of $57.71, indicating a potential upside of 53.54%. Cision has a consensus price target of $18.20, indicating a potential upside of 45.14%. Given Talend’s higher possible upside, equities analysts plainly believe Talend is more favorable than Cision.

Risk & Volatility

Talend has a beta of 0.06, indicating that its share price is 94% less volatile than the S&P 500. Comparatively, Cision has a beta of 0.59, indicating that its share price is 41% less volatile than the S&P 500.

Insider & Institutional Ownership

79.7% of Talend shares are held by institutional investors. Comparatively, 51.0% of Cision shares are held by institutional investors. 6.7% of Cision shares are held by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock will outperform the market over the long term.

Valuation & Earnings

This table compares Talend and Cision’s revenue, earnings per share (EPS) and valuation.

Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio
Talend $148.60 million 7.37 -$31.20 million ($1.00) -37.59
Cision $631.64 million 2.74 -$123.04 million $0.57 22.00

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

Profitability

This table compares Talend and Cision’s net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets
Talend -20.40% -153.54% -19.06%
Cision -6.65% 31.58% 5.26%

Summary

Cision beats Talend on 10 of the 14 factors compared between the two stocks.

Talend Company Profile

Talend S.A. provides platform to address IT integration needs in various industries. It designs and develops Talend Data Fabric, a software platform that integrates data and applications in real time across big data and cloud environments, as well as traditional systems, which allows organizations to develop a unified view of their business and customers. The company's Talend Data Fabric platform includes data integration, big data integration, application, cloud integration, master data management, and self-service data preparation products. It also provides technical support; and consulting and training services. The company sells its products directly to customers through sales force, as well as indirectly through value added channel partners and resellers in North America, Europe, the Middle East, and the Asia-Pacific. Talend S.A. has a strategic partnership with Databricks Inc. to integrate their products that enable data engineers to perform data integration at large scale. The company was founded in 2005 and is based in Suresnes, France.

Cision Company Profile

Cision Ltd. provides public relations (PR) software, media distribution, media intelligence, and related professional services worldwide. The company enables public relations and communications professionals to manage, execute, and measure their strategic PR and communications programs. It offers Cision Communications Cloud, an earned media cloud-based platform that brands can use to build relationships with influencers and buyers in order to amplify their marketplace influence; and provides media database that offers access to influencers when planning a campaign, as well as to schedule and record various interactions with contacts. The company also provides PR Newswire that offers wire distribution services, as well as a suite of products and services for investor relations (IR) professionals, including distribution for earnings and other material news, Webcasts and conference calls, IR Website hosting, and virtual investor conferences; iReach, WebMax, and PRWeb products to distribute shorter releases with Web-focused delivery and search engine discovery; and iContact, a cloud-based email and social marketing software application to create, publish, and distribute professional-quality emails, as well as multimedia content and broadcast distribution services. In addition, it offers media monitoring software that tracks and monitors content on digital, print, social, and broadcast sources. Further, the company enables its customers to assess media coverage by collecting and analyzing data and metrics on audience engagement, campaign reach and effectiveness, sentiment, and competitive benchmarking to quantify campaign results of earned media strategies, as well as provides data-driven insights that inform the creation of future campaigns and marketing investment. Cision Ltd. was founded in 2014 and is headquartered in Chicago, Illinois.

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