Head-To-Head Comparison: Trimble (TRMB) & Instructure (INST)

Trimble (NASDAQ: TRMB) and Instructure (NYSE:INST) are both technology companies, but which is the superior business? We will contrast the two companies based on the strength of their dividends, earnings, valuation, risk, analyst recommendations, profitability and institutional ownership.

Institutional & Insider Ownership

89.7% of Trimble shares are held by institutional investors. Comparatively, 79.0% of Instructure shares are held by institutional investors. 1.4% of Trimble shares are held by insiders. Comparatively, 12.8% of Instructure shares are held by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock is poised for long-term growth.

Profitability

This table compares Trimble and Instructure’s net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets
Trimble 7.66% 12.97% 8.05%
Instructure -34.82% -827.22% -44.68%

Valuation and Earnings

This table compares Trimble and Instructure’s top-line revenue, earnings per share (EPS) and valuation.

Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio
Trimble $2.36 billion 4.57 $132.40 million $0.76 57.09
Instructure $110.88 million 9.20 -$53.56 million ($1.76) -19.46

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

Analyst Ratings

This is a summary of current ratings and price targets for Trimble and Instructure, as provided by MarketBeat.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Trimble 0 5 5 0 2.50
Instructure 0 1 7 1 3.00

Trimble currently has a consensus target price of $41.22, indicating a potential downside of 5.00%. Instructure has a consensus target price of $37.88, indicating a potential upside of 10.58%. Given Instructure’s stronger consensus rating and higher probable upside, analysts plainly believe Instructure is more favorable than Trimble.

Summary

Trimble beats Instructure on 8 of the 14 factors compared between the two stocks.

Trimble Company Profile

Trimble Inc., formerly Trimble Navigation Limited, is engaged in providing technology solutions that enable professionals and field mobile workers to transform their work processes. The Company’s solutions are used across a range of industries, including agriculture, architecture, civil engineering, survey and land administration, construction, geospatial, government, natural resources, transportation and utilities. The Company’s business segments include Building and Infrastructure, Geospatial, Resource and utilities and Transportation. The Buildings and Infrastructure segment serves customers working in architecture, engineering, construction and operations and maintenance. The Geospatial segment primarily serves customers working in surveying, engineering, government and land management. The Resources and Utilities segment serves customers working in agriculture, forestry, and utilities. The Transportation segment serves customers working in transportation.

Instructure Company Profile

Instructure, Inc. provides cloud-based learning management platform for academic institutions and companies across the world. The Company operates in the cloud-based learning management systems segment. The Company builds its learning management applications, Canvas for the education market and Bridge for the corporate market, to enable its customers to develop, deliver and manage face-to-face and online learning experiences. The Company develops software that students, teachers and employees use to help achieve their education and learning goals. Its applications develop academic and corporate learning by providing a platform for instructors and learners, enabling frequent and open interactions, streamlining workflow, and allowing the creation and sharing of content. The Company’s platform runs on a cloud-based architecture that enables users to teach, learn and engage across a range of application environments, operating systems, devices and locations.

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