Head to Head Review: CommVault Systems (CVLT) vs. RealPage (RP)

CommVault Systems (NASDAQ:CVLT) and RealPage (NASDAQ:RP) are both mid-cap computer and technology companies, but which is the better business? We will compare the two businesses based on the strength of their institutional ownership, earnings, risk, profitability, analyst recommendations, valuation and dividends.

Analyst Ratings

This is a breakdown of recent ratings and recommmendations for CommVault Systems and RealPage, as provided by MarketBeat.com.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
CommVault Systems 0 3 6 0 2.67
RealPage 0 1 5 0 2.83

CommVault Systems currently has a consensus price target of $75.71, suggesting a potential upside of 21.22%. RealPage has a consensus price target of $66.20, suggesting a potential upside of 3.88%. Given CommVault Systems’ higher possible upside, equities analysts clearly believe CommVault Systems is more favorable than RealPage.

Volatility and Risk

CommVault Systems has a beta of 1.23, indicating that its stock price is 23% more volatile than the S&P 500. Comparatively, RealPage has a beta of 1.51, indicating that its stock price is 51% more volatile than the S&P 500.

Profitability

This table compares CommVault Systems and RealPage’s net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets
CommVault Systems 0.57% 5.78% 2.87%
RealPage 3.99% 10.59% 5.09%

Insider & Institutional Ownership

90.7% of CommVault Systems shares are held by institutional investors. Comparatively, 87.7% of RealPage shares are held by institutional investors. 13.4% of CommVault Systems shares are held by company insiders. Comparatively, 24.9% of RealPage shares are held by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company is poised for long-term growth.

Earnings and Valuation

This table compares CommVault Systems and RealPage’s top-line revenue, earnings per share and valuation.

Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio
CommVault Systems $699.39 million 4.10 -$61.90 million ($0.59) -105.86
RealPage $869.48 million 6.86 $34.72 million $1.10 57.94

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

Summary

RealPage beats CommVault Systems on 11 of the 14 factors compared between the two stocks.

CommVault Systems Company Profile

Commvault Systems, Inc. provides data protection and information management software applications and related services in the United States, Canada, Latin America, Europe, the Middle East, Africa, Australia, New Zealand, Southeast Asia, and China. The company offers data protection, backup, and recovery software solutions for the backup of databases, files, applications, endpoints, and virtual machines according to data type and recovery profile; and help to optimize storage with deduplication, recover data, and leverage reports. It also provides cloud and infrastructure management software solutions to manage storage hardware and virtual infrastructure; and retention and compliance software solutions that provide content based retention, enterprise search and e-discovery, email archiving, data loss prevention, and secure file sharing services. In addition, the company offers Commvault HyperScale, a cloud-ready on premises data management solution; and Commvault HyperScale software and appliances. Further, it provides customer support, consulting, assessment and design, installation, training, implementation and post-deployment, and education services. The company sells its software and services directly through its sales force to large enterprises, small and medium sized businesses, and government agencies, as well as indirectly through its network of value-added reseller partners, systems integrators, corporate resellers, and original equipment manufacturers. It licenses its software applications to customers in the banking, insurance and financial services, government, healthcare, pharmaceuticals and medical services, technology, legal, manufacturing, utility, and energy industries. The company has strategic relationships with Atos, Cisco, Citrix, Fujitsu, Hewlett Packard Enterprise, Infinidat, Microsoft, Oracle, SAP, and VMware. Commvault Systems, Inc. was founded in 1988 and is headquartered in Tinton Falls, New Jersey.

RealPage Company Profile

RealPage, Inc. provides software and data analytics for the real estate industry in the United States. It offers OneSite, a property management solution for multi-family, affordable property, rural housing, military housing, senior and student living, and commercial property types; and Propertyware, an on demand property management system for single-family properties, and small and centrally managed multifamily properties. The company also provides RealPage Financial Services for back office accounting; Kigo, a vacation rental property management system; spend management solutions for property owners and managers; SmartSource IT for IT management and support services; and EasyLMS, a learning management system. In addition, it offers Online Leasing, Contact Center, Websites and Syndication, Intelligent Lease Management, LeaseLabs, Lead2Lease CRM, Resident Screening, and MyNewPlace solutions that manage leasing and marketing processes, including Websites and syndication, paid lead generation, organic lead generation, lead management, automated lead closure, lead analytics, real-time unit availability, automated online apartment leasing, applicant screening, and creative content design. Further, the company provides resident services solutions, such as resident utility management, resident payments, resident portal, contact center maintenance, and renter's insurance for utility billing, renter payment processing, service requests, lease renewals, renter's insurance, and consulting and advisory services; asset optimization solutions covering yieldstar revenue management, business intelligence, and asset and investment management platforms; and professional services, such as consulting and implementation, as well as training programs. RealPage, Inc. was founded in 1998 and is headquartered in Richardson, Texas.

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