Kaltura (NASDAQ:KLTR) versus Informatica (NYSE:INFA) Critical Contrast

Informatica (NYSE:INFA) and Kaltura (NASDAQ:KLTR) are both computer and technology companies, but which is the superior business? We will compare the two businesses based on the strength of their dividends, analyst recommendations, earnings, risk, valuation, profitability and institutional ownership.

Earnings and Valuation

This table compares Informatica and Kaltura”s top-line revenue, earnings per share and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Informatica	$1.64 billion	3.34	$9.93 million	$0.03	603.83
Kaltura	$178.72 million	1.67	-$46.37 million	($0.21)	-9.24

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

Insider & Institutional Ownership

98.4% of Informatica shares are owned by institutional investors. Comparatively, 30.8% of Kaltura shares are owned by institutional investors. 48.1% of Informatica shares are owned by insiders. Comparatively, 11.3% of Kaltura shares are owned by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company will outperform the market over the long term.

Volatility and Risk

Informatica has a beta of 1.04, indicating that its stock price is 4% more volatile than the S&P 500. Comparatively, Kaltura has a beta of 1.16, indicating that its stock price is 16% more volatile than the S&P 500.

Analyst Recommendations

This is a summary of current recommendations for Informatica and Kaltura, as provided by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Informatica	0	12	3	0	2.20
Kaltura	1	0	1	0	2.00

Informatica presently has a consensus price target of $24.67, suggesting a potential upside of 36.17%. Kaltura has a consensus price target of $2.25, suggesting a potential upside of 15.98%. Given Informatica’s stronger consensus rating and higher possible upside, analysts clearly believe Informatica is more favorable than Kaltura.

Profitability

This table compares Informatica and Kaltura’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Informatica	0.61%	5.76%	2.62%
Kaltura	-17.52%	-126.99%	-17.67%

Summary

Informatica beats Kaltura on 13 of the 14 factors compared between the two stocks.

About Informatica

Informatica Inc. develops an artificial intelligence-powered platform that connects, manages, and unifies data across multi-vendor, multi-cloud, and hybrid systems at enterprise scale worldwide. Its platform includes a suite of interoperable data management products, including data integration products to ingest, transform, and integrate data; API and application integration products that enable users to create and manage APIs and integration processes for app-to-app synchronization, business process orchestration, B2B partner management, application development, and API management; data quality and observability products to profile, cleanse, standardize, observe, and monitor data to deliver accurate, complete, and consistent data; and master data management products to create an authoritative single source of truth of business-critical data. The company's platform also includes customer and business 360 application that allow business analysts to create 360-degree views of business data domains like customer, product, supplier, reference, and finance with simplified business user experiences; data catalog products that enables customers to quickly find, access, and understand enterprise data using a simple Google-like search experience; governance and privacy products that help users define policies, govern data, and ensure compliance with industry and corporate policies; and a data marketplace that delivers cloud shopping experience for data consumers and enables data sharing and AI models across organizations to facilitate data-driven decision making. It also offers maintenance and professional services. The company sells its products through its direct sales team. The company was founded in 1993 and is headquartered in Redwood City, California.

About Kaltura

Kaltura, Inc. provides various software-as-a-service (SaaS) products and solutions and a platform-as-a-service (PaaS) in the United States, Europe, the Middle East, Africa, and internationally. The company operates through two segments, Enterprise, Education, and Technology (EE&T); and Media and Telecom (M&T). It offers video products, such as virtual and hybrid events, webinars, video portals, online learning, and content portals for training, marketing, virtual and hybrid events, communication, collaboration, sales, and customer care; and education solutions, such as learning management system video and lecture capture solutions. The company also provides online video experiences, including for over-the-top (OTT) television, cloud TV, web video publishing, video-based teaching, learning, training, video-based marketing, and video-based collaboration. In addition, it offers application programming interfaces (APIs), software development kits, and experience components, including live, real-time and on-demand video, ingestion, transcoding, enrichment, management, distribution, engagement, monetization, and deep viewer analytics, as well as video player, video editor, video capture tool, and chat and networking widgets. The company serves a range of industries, including financial services, high technology, healthcare and pharmaceuticals, education, public sector, media, telecommunications, information technology (IT) and professional services, retail, and manufacturing. Kaltura, Inc. was incorporated in 2006 and is headquartered in New York, New York.