Critical Contrast: RealPage (NASDAQ:RP) versus Cyberark Software (NASDAQ:CYBR)

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

Profitability

This table compares Cyberark Software and RealPage’s net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets
Cyberark Software 16.09% 12.94% 8.82%
RealPage 4.61% 9.76% 4.94%

Volatility and Risk

Cyberark Software has a beta of 1.63, suggesting that its stock price is 63% more volatile than the S&P 500. Comparatively, RealPage has a beta of 1.19, suggesting that its stock price is 19% more volatile than the S&P 500.

Earnings & Valuation

This table compares Cyberark Software and RealPage’s revenue, earnings per share and valuation.

Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio
Cyberark Software $343.20 million 13.01 $47.07 million $1.43 82.72
RealPage $869.48 million 6.02 $34.72 million $1.10 50.19

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

Institutional & Insider Ownership

79.4% of Cyberark Software shares are held by institutional investors. Comparatively, 93.1% of RealPage shares are held by institutional investors. 17.1% of RealPage shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock will outperform the market over the long term.

Analyst Recommendations

This is a breakdown of recent recommendations and price targets for Cyberark Software and RealPage, as reported by MarketBeat.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Cyberark Software 0 4 15 0 2.79
RealPage 0 3 5 0 2.63

Cyberark Software currently has a consensus target price of $130.89, suggesting a potential upside of 10.66%. RealPage has a consensus target price of $69.83, suggesting a potential upside of 26.49%. Given RealPage’s higher probable upside, analysts plainly believe RealPage is more favorable than Cyberark Software.

Summary

Cyberark Software beats RealPage on 10 of the 14 factors compared between the two stocks.

About Cyberark Software

CyberArk Software Ltd., together with its subsidiaries, provides software-based security solutions and services for organizations to safeguard and monitor their privileged accounts. The company's solutions include Core Privileged Access Security for risk-based credential security and session management with add-on options for least privilege server and domain controller protection; Application Access Manager for secrets management for applications, tools, containers, and DevOps; and Endpoint Privilege Manager for least privilege and credential theft protection for workstations. It also provides Sensitive Information Management solution; and software maintenance and support, and professional services. The company offers its products to financial services, manufacturing, insurance, healthcare, energy and utilities, transportation, retail, technology, and telecommunications industries, as well as government agencies through direct sales force, as well as distributors, systems integrators, value-added resellers, and managed security service providers. It operates in the United States, Europe, the Middle East, Africa, the Asia Pacific, Latin America, and Canada. CyberArk Software Ltd. was founded in 1999 and is headquartered in Petach Tikva, Israel.

About RealPage

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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