Jamf (NASDAQ:JAMF – Get Rating) and Coupa Software (NASDAQ:COUP – Get Rating) are both mid-cap business services companies, but which is the better investment? We will compare the two companies based on the strength of their institutional ownership, valuation, risk, profitability, dividends, earnings and analyst recommendations.
Analyst Ratings
This is a summary of recent recommendations and price targets for Jamf and Coupa Software, as reported by MarketBeat.
| Sell Ratings | Hold Ratings | Buy Ratings | Strong Buy Ratings | Rating Score | |
| Jamf | 0 | 1 | 3 | 0 | 2.75 |
| Coupa Software | 2 | 16 | 5 | 0 | 2.13 |
Jamf currently has a consensus price target of $25.50, suggesting a potential upside of 15.86%. Coupa Software has a consensus price target of $79.42, suggesting a potential downside of 0.61%. Given Jamf’s stronger consensus rating and higher possible upside, equity analysts simply believe Jamf is more favorable than Coupa Software.
Valuations and Earnings
This table compares Jamf and Coupa Software’s top-line revenue, earnings per share (EPS) and valuation.
| GrossRevenues | Price/Sales Ratio | NetIncome | Earnings Per Share | Price/Earnings Ratio | |
| Jamf | $366.39 million | 7.29 | -$75.19 million | ($1.20) | -18.34 |
| Coupa Software | $725.29 million | 8.32 | -$379.04 million | ($4.47) | -17.88 |
Jamf has higher earnings, but lower revenue than Coupa Software. Jamf is trading at a lower price-to-earnings ratio than Coupa Software, indicating that it is currently the more affordable of the two stocks.
Insider & Institutional Ownership
98.0% of Jamf shares are held by institutional investors. Comparatively, 99.1% of Coupa Software shares are held by institutional investors. 1.2% of Jamf shares are held by insiders. Comparatively, 2.2% of Coupa Software shares are held by 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.
Profitability
This table compares Jamf and Coupa Software’s net margins, return on equity and return on assets.
| Net Margins | Return on Equity | Return on Assets | |
| Jamf | -31.80% | -9.06% | -4.34% |
| Coupa Software | -41.24% | -38.56% | -5.53% |
Risk & Volatility
Jamf has a beta of 0.48, indicating that its stock price is 52% less volatile than the S&P 500. Comparatively, Coupa Software has a beta of 1.16, indicating that its stock price is 16% more volatile than the S&P 500.
About Jamf
(Get Rating)
Jamf Holding Corp. offers a cloud software platform for Apple infrastructure and security platform worldwide. Its products include Jamf Pro, an Apple ecosystem management software solution for IT environments; Jamf Now, a pay-as-you-go Apple device management software solution for small-to-medium-sized businesses; Jamf School, a software solution for educators; Jamf Data Policy, a solution to enforce acceptable usage policies to eliminate shadow IT and block risky content and manage data consumption with real-time analytics and granular reporting; and Jamf Connect that streamlines Mac authentication and identity management; and Jamf Private Access, a ZTNA solution that replaces legacy conditional access and VPN technology. The company also offers Jamf Protect, which provides protection of Mac-targeted malware and creates customized telemetry and detections that give enterprise security teams visibility into their Macs; Jamf Threat Defense, a solution to protect workers from malicious attackers; and Jamf Nation, an online community of IT and security professionals focusing on Apple in the enterprise. It sells its SaaS solutions through a subscription model, direct sales force, and online, as well as indirectly through channel partners, including Apple. The company was founded in 2002 and is headquartered in Minneapolis, Minnesota.
About Coupa Software
(Get Rating)
Coupa Software, Inc. engages in the provision of business spend management (BSM) solutions. Its products include invoices, expenses, pay, spend analysis, strategic sourcing, contract management contingent workforce, and supplier management. The company was founded by Noah Eisner and Dave Stephens in 2006 and is headquartered in San Mateo, CA.
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