Head-To-Head Review: Mulesoft (MULE) vs. Its Peers

Mulesoft (NYSE: MULE) is one of 60 public companies in the “Application Software” industry, but how does it weigh in compared to its peers? We will compare Mulesoft to related businesses based on the strength of its risk, institutional ownership, valuation, analyst recommendations, earnings, profitability and dividends.

Analyst Ratings

This is a breakdown of current ratings and target prices for Mulesoft and its peers, as provided by MarketBeat.com.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Mulesoft 0 3 7 0 2.70
Mulesoft Competitors 203 1538 2897 92 2.61

Mulesoft currently has a consensus target price of $27.75, suggesting a potential upside of 13.73%. As a group, “Application Software” companies have a potential upside of 11.68%. Given Mulesoft’s stronger consensus rating and higher possible upside, research analysts plainly believe Mulesoft is more favorable than its peers.

Earnings & Valuation

This table compares Mulesoft and its peers revenue, earnings per share and valuation.

Gross Revenue Net Income Price/Earnings Ratio
Mulesoft $187.74 million -$49.59 million -33.89
Mulesoft Competitors $1.02 billion $67.00 million 581.89

Mulesoft’s peers have higher revenue and earnings than Mulesoft. Mulesoft is trading at a lower price-to-earnings ratio than its peers, indicating that it is currently more affordable than other companies in its industry.

Institutional and Insider Ownership

23.2% of Mulesoft shares are owned by institutional investors. Comparatively, 70.2% of shares of all “Application Software” companies are owned by institutional investors. 15.4% of shares of all “Application Software” companies are owned by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company is poised for long-term growth.

Profitability

This table compares Mulesoft and its peers’ net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets
Mulesoft -25.84% -49.63% -18.06%
Mulesoft Competitors -23.83% -240.19% -12.40%

Summary

Mulesoft peers beat Mulesoft on 8 of the 12 factors compared.

About Mulesoft

MuleSoft, Inc. is engaged in providing a software platform that connects a range of technologies. The Company enables organizations to manage and secure the flow of data between all systems in the enterprise. The Company offers organizations to create agile infrastructures. The Company has developed Anypoint Platform. The Company’s customers use its Anypoint Platform to connect their applications, data, and devices into an application network where systems are pluggable instead of glued together with custom integration code. The application network enables a self-serve infrastructure through discoverable building blocks, or nodes, that can be used and reused to rapidly compose applications. With an application network built with Anypoint Platform, organizations can transform into composable enterprises.

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