Critical Comparison: GEMALTO NV/S (OTCMKTS:GTOMY) vs. TruBridge (NASDAQ:TBRG)

GEMALTO NV/S (OTCMKTS:GTOMY) and TruBridge (NASDAQ:TBRG) are both computer and technology companies, but which is the better investment? We will compare the two businesses based on the strength of their profitability, analyst recommendations, valuation, institutional ownership, risk, earnings and dividends.

Volatility & Risk

GEMALTO NV/S has a beta of 0.29, suggesting that its share price is 71% less volatile than the S&P 500. Comparatively, TruBridge has a beta of 0.67, suggesting that its share price is 33% less volatile than the S&P 500.

Earnings & Valuation

This table compares GEMALTO NV/S and TruBridge”s revenue, earnings per share and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
GEMALTO NV/S	$3.51 billion	1.45	$72.13 million	N/A	N/A
TruBridge	$337.67 million	0.94	-$44.76 million	($4.09)	-5.20

GEMALTO NV/S has higher revenue and earnings than TruBridge.

Profitability

This table compares GEMALTO NV/S and TruBridge’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
GEMALTO NV/S	N/A	N/A	N/A
TruBridge	-17.72%	1.78%	0.78%

Institutional & Insider Ownership

88.6% of TruBridge shares are held by institutional investors. 3.6% of TruBridge shares are held by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock will outperform the market over the long term.

Analyst Recommendations

This is a summary of recent ratings and recommmendations for GEMALTO NV/S and TruBridge, as provided by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
GEMALTO NV/S	0	0	0	0	0.00
TruBridge	0	2	2	0	2.50

TruBridge has a consensus target price of $14.50, suggesting a potential downside of 31.83%. Given TruBridge’s stronger consensus rating and higher probable upside, analysts clearly believe TruBridge is more favorable than GEMALTO NV/S.

Summary

TruBridge beats GEMALTO NV/S on 8 of the 12 factors compared between the two stocks.

About GEMALTO NV/S

Gemalto N.V. provides digital security products and services worldwide. The company operates through two segments, Identity, IoT & Cybersecurity; and Smartcards & Issuance. It designs security solutions to governments, industrial companies, and enterprises; and ePassports, border and visa management, biometrics, ID and health cards, voter and vehicle registration, drivers' licenses, and eGovernment support services. The company also offers machine-to-machine, and Internet of Things solutions and services; encrypting data, securing identities, and managing access services; and software licensing solutions. In addition, it provides smart card products and solutions to financial institutions, retail, transport, and mobile network operators; and secures digital banking and payment apps and services, as well as protects company and customer data through encryption. Further, the company offers ID verification solutions, mobile and Assurance Hub technologies solutions, trusted services hub services. Additionally, it licenses its intellectual property and provides security and other technology advisory services. The company was formerly known as Axalto Holding N.V. and changed its name to Gemalto N.V. in June 2006. Gemalto N.V. was incorporated in 2002 and is headquartered in Amsterdam, the Netherlands. As of April 15, 2019, Gemalto N.V. operates as a subsidiary of Thales S.A.

About TruBridge

TruBridge, Inc. provides healthcare solutions and services for community hospitals, clinics, and other healthcare systems in the United States and internationally. The company operates in three segments: Revenue Cycle Management (RCM), Electronic Health Record (HER), and Patient Engagement. It focuses on providing RCM solutions for care settings, regardless of primary healthcare information solutions provider along with business management, consulting, managed IT services, and analytics and business intelligence. The company provides acute care solutions and related services for community hospitals, and physician clinics; and patient engagement and empowerment technology solutions to improve patient outcomes and engagement strategies with care providers. In addition, it offers patient liability estimates eligibility verification, claim scrubbing and submission, remittance management, denial/audit management, and contract management; and offers RCM services, such as accounts receivable management, private pay service, medical coding, revenue cycle consulting, and other additional insurance and patient billing services. Further, it offers consulting and business management services; managed IT services; encoder solutions; patient management; financial accounting; clinical; patient care; and enterprise applications. Additionally, it offers TruBridge HER platform, including total system support, national client conference, continuing education, software releases, hardware replacement, cloud electronic health record, forms and supplies, and public cloud infrastructure services; post-acute care software systems, and support and maintenance services; and InstantPHR, an interactive portal and CHBase which funnels data from multiple sources into one platform. The company was formerly known as Computer Programs and Systems, Inc. and changed its name to TruBridge, Inc. in March 2024. TruBridge, Inc. was founded in 1979 and is headquartered in Mobile, Alabama.