Critical Analysis: Insight Enterprises (NSIT) and Blue Apron (APRN)

Insight Enterprises (NASDAQ: NSIT) and Blue Apron (NYSE:APRN) are both small-cap retail/wholesale companies, but which is the better stock? We will compare the two companies based on the strength of their profitability, dividends, valuation, risk, institutional ownership, analyst recommendations and earnings.

Analyst Recommendations

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This is a breakdown of current ratings and price targets for Insight Enterprises and Blue Apron, as reported by MarketBeat.com.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Insight Enterprises 1 1 1 0 2.00
Blue Apron 0 14 4 0 2.22

Insight Enterprises presently has a consensus price target of $49.00, suggesting a potential upside of 38.46%. Blue Apron has a consensus price target of $6.70, suggesting a potential upside of 238.42%. Given Blue Apron’s stronger consensus rating and higher probable upside, analysts plainly believe Blue Apron is more favorable than Insight Enterprises.

Profitability

This table compares Insight Enterprises and Blue Apron’s net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets
Insight Enterprises 1.35% 14.73% 4.44%
Blue Apron -23.85% -787.55% -47.64%

Earnings and Valuation

This table compares Insight Enterprises and Blue Apron’s top-line revenue, earnings per share and valuation.

Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio
Insight Enterprises $6.70 billion 0.19 $90.68 million $3.24 10.92
Blue Apron $881.19 million 0.43 -$210.14 million ($1.64) -1.21

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

Institutional and Insider Ownership

98.4% of Insight Enterprises shares are held by institutional investors. Comparatively, 11.5% of Blue Apron shares are held by institutional investors. 1.8% of Insight Enterprises shares are held by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock will outperform the market over the long term.

Summary

Insight Enterprises beats Blue Apron on 8 of the 12 factors compared between the two stocks.

About Insight Enterprises

Insight Enterprises, Inc. provides information technology (IT) hardware, software, and service solutions for small and medium sized firms, enterprises, governments, schools, and health care organizations in the United States, Canada, Europe, the Middle East, Africa, and the Asia-Pacific. It sources, stages, configures, integrates, tests, deploys, and maintains its products spanning endpoints to infrastructure; and provides infrastructure management solutions. The company also provides insight managed office that offers desktop and notebook devices coupled with cloud-based productivity solutions; insight managed mobility, which provides tablet and cellular-based devices paired with cloud-based applications and its service desk; insight managed collaboration that allows clients to outsource their complex voice, conferencing, collaboration/team applications, and cloud-based redeployment of technologies; and insight managed deployment, which offers service level agreement-based outsourcing of distributed devices and technology, or edge, deployment, and support. In addition, it offers hybrid cloud, an on premise converged infrastructure augmented by off-premise public cloud integrated, managed, and secured; and intelligent network that provides WAN, LAN, wireless, and security solutions to connect hybrid cloud, branch infrastructure, and end users. Further, the company provides digital signage, kiosk, tablet, and smartphone endpoints integrated with off-the-shelf software applications; custom-developed applications to enable client-to-customer engagement; and custom-developed mobile, cloud, and IoT applications, as well as cloud, mobility, big data, and security solutions. Additionally, it distributes hardware products; offers software licensing optimization and implementation consulting services; and provides enterprise data center solutions. Insight Enterprises, Inc. was founded in 1988 and is headquartered in Tempe, Arizona.

About Blue Apron

Blue Apron Holdings, Inc. operates an e-commerce marketplace that delivers original recipes and fresh ingredients for making home cooking accessible. It provides original recipes with the pre-portioned ingredients to complement tastes and lifestyles of college graduates, young couples, families, singles, and empty nesters. The company also offers Blue Apron Wine, a direct-to-consumer wine delivery service that sells wines, which can be paired with its meals; and sells beef, poultry, and lamb products under the BN Ranch brand name. Its meal products are accompanied by printed and digital content, including how-to instructions, and the stories of its suppliers and specialty ingredients. The company offers its services through order selections on Website or mobile application in the United States. Blue Apron Holdings, Inc. was incorporated in 2016 and is headquartered in New York, New York.

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