Reviewing Rubrik (NYSE:RBRK) & Smith Micro Software (NASDAQ:SMSI)

Rubrik (NYSE:RBRK) and Smith Micro Software (NASDAQ:SMSI) are both computer and technology companies, but which is the better business? We will contrast the two businesses based on the strength of their institutional ownership, analyst recommendations, dividends, earnings, profitability, risk and valuation.

Analyst Recommendations

This is a summary of recent ratings for Rubrik and Smith Micro Software, as reported by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Rubrik	0	2	16	2	3.00
Smith Micro Software	0	0	1	0	3.00

Rubrik currently has a consensus price target of $64.11, indicating a potential downside of 5.97%. Smith Micro Software has a consensus price target of $5.00, indicating a potential upside of 168.82%. Given Smith Micro Software’s higher probable upside, analysts plainly believe Smith Micro Software is more favorable than Rubrik.

Institutional and Insider Ownership

49.5% of Rubrik shares are held by institutional investors. Comparatively, 20.8% of Smith Micro Software shares are held by institutional investors. 20.5% of Smith Micro Software shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company will outperform the market over the long term.

Earnings & Valuation

This table compares Rubrik and Smith Micro Software”s top-line revenue, earnings per share and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Rubrik	$803.46 million	15.72	-$354.16 million	N/A	N/A
Smith Micro Software	$24.18 million	0.91	-$24.40 million	($5.20)	-0.36

Smith Micro Software has lower revenue, but higher earnings than Rubrik.

Profitability

This table compares Rubrik and Smith Micro Software’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Rubrik	N/A	N/A	N/A
Smith Micro Software	-210.99%	-36.69%	-30.78%

Summary

Rubrik beats Smith Micro Software on 8 of the 11 factors compared between the two stocks.

About Rubrik

Rubrik, Inc. provides data security solutions to individuals and businesses worldwide. The company offers enterprise data protection, unstructured data protection, cloud data protection, and SaaS data protection solutions; data threat analytics; data security posture; and cyber recovery solutions. It serves financial, retail, trade, transportation, energy, industrial, healthcare and life science, education, technology, media, communications, and public sectors. Rubrik, Inc. was formerly known as Scaledata, Inc. and changed its name to Rubrik, Inc. in October 2014. The company was incorporated in 2013 and is based in Palo Alto, California.

About Smith Micro Software

Smith Micro Software, Inc. engages in the development and sale of software to enhance the mobile experience to wireless and cable service providers in the Americas, Europe, the Middle East, and Africa. The company offers SafePath Family, SafePath IoT, SafePath Home, and SafePath Premium product suite, which provides tools to protect digital lifestyles and manage connected devices inside and outside the home; and CommSuite, a messaging platform that helps mobile service provides deliver a next-generation voicemail experience to mobile subscribers, as well as enables multi-language voice-to-text (VTT) transcription messaging. It also offers ViewSpot, a retail display management platform that provides on-screen and interactive demos to wireless carriers and other smartphone retailers; and technical support and customer services. Smith Micro Software, Inc. was founded in 1982 and is headquartered in Pittsburgh, Pennsylvania.