Head-To-Head Analysis: Riverbed Technology (RVBD) vs. Clearfield (NASDAQ:CLFD)

Riverbed Technology (NASDAQ: RVBD) and Clearfield (NASDAQ:CLFD) are both communications & networking – nec companies, but which is the better stock? We will compare the two companies based on the strength of their institutional ownership, analyst recommendations, valuation, profitability, dividends, earnings and risk.

Insider and Institutional Ownership

29.0% of Clearfield shares are held by institutional investors. 18.3% of Clearfield shares are held by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock is poised for long-term growth.

Volatility & Risk

Riverbed Technology has a beta of 2.02, indicating that its share price is 102% more volatile than the S&P 500. Comparatively, Clearfield has a beta of 1.26, indicating that its share price is 26% more volatile than the S&P 500.

Analyst Ratings

This is a summary of recent recommendations and price targets for Riverbed Technology and Clearfield, as provided by MarketBeat.com.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Riverbed Technology 0 0 0 0 N/A
Clearfield 0 0 2 0 3.00

Clearfield has a consensus target price of $15.50, suggesting a potential upside of 25.51%. Given Clearfield’s higher probable upside, analysts clearly believe Clearfield is more favorable than Riverbed Technology.

Valuation & Earnings

This table compares Riverbed Technology and Clearfield’s top-line revenue, earnings per share (EPS) and valuation.

Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio
Riverbed Technology N/A N/A N/A $0.44 47.70
Clearfield $73.95 million 2.31 $3.84 million $0.28 44.11

Clearfield has higher revenue and earnings than Riverbed Technology. Clearfield is trading at a lower price-to-earnings ratio than Riverbed Technology, indicating that it is currently the more affordable of the two stocks.

Profitability

This table compares Riverbed Technology and Clearfield’s net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets
Riverbed Technology 17.55% 24.83% 10.64%
Clearfield 5.20% 5.95% 5.50%

Summary

Riverbed Technology beats Clearfield on 6 of the 11 factors compared between the two stocks.

Riverbed Technology Company Profile

Riverbed Technology, Inc. (Riverbed) is a provider of application performance infrastructure. The Company offers a platform to deliver, control and optimize IT resources across the hybrid enterprise. The Riverbed Application Performance Platform delivers application performance infrastructure solutions with a focus on two areas, which include application acceleration and performance management. The Wide area network (WAN) optimization for application acceleration includes Riverbed SteelHead, which provides WAN optimization solution, and Riverbed SteelFusion, which provides branch converged infrastructure. The Company’s application acceleration solutions also include Riverbed SteelApp, an application delivery controller (ADC). The Company’s performance management solution includes Riverbed SteelCentral, a performance management suite that combines its application-aware network performance management and application performance management control suite.

Clearfield Company Profile

Clearfield, Inc. manufactures, markets and sells fiber management and enclosure platform that consolidates, distributes and protects fiber as it moves from the inside plant to the outside plant and all the way to the home, business and cell site. The Company’s products include Clearview Cassette, which is the building block of its product platform; Connectivity and Optical Components; FieldSmart, which is a series of panels, cabinets, wall boxes and other enclosures that house the Clearview components; FieldShield, which is a fiber delivery method for broadband deployment; CraftSmart, which is a line of optical protection field enclosures, and Cable Assemblies. Its products are sold across broadband service providers, including traditional telephone companies, competitive local exchange carriers, multiple service operators (cable television), wireless service providers, and municipal-owned utilities that utilize fiber in their service offerings to businesses and consumers.

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

Leave a Reply