Trimble Navigation (NASDAQ: TRMB) and Model N (NYSE:MODN) are both computer and technology companies, but which is the better business? We will contrast the two companies based on the strength of their institutional ownership, valuation, profitabiliy, analyst recommendations, risk, dividends and earnings.
Insider and Institutional Ownership
90.6% of Trimble Navigation shares are owned by institutional investors. Comparatively, 65.7% of Model N shares are owned by institutional investors. 1.4% of Trimble Navigation shares are owned by insiders. Comparatively, 20.4% of Model N shares are owned 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 Navigation and Model N’s net margins, return on equity and return on assets.
| Net Margins | Return on Equity | Return on Assets | |
| Trimble Navigation | 7.25% | 12.71% | 7.92% |
| Model N | -30.99% | -50.03% | -24.40% |
Analyst Ratings
This is a summary of current ratings for Trimble Navigation and Model N, as provided by MarketBeat.com.
| Sell Ratings | Hold Ratings | Buy Ratings | Strong Buy Ratings | Rating Score | |
| Trimble Navigation | 0 | 2 | 4 | 0 | 2.67 |
| Model N | 0 | 2 | 5 | 0 | 2.71 |
Trimble Navigation presently has a consensus price target of $40.60, indicating a potential upside of 7.55%. Model N has a consensus price target of $13.67, indicating a potential upside of 5.13%. Given Trimble Navigation’s higher possible upside, equities research analysts plainly believe Trimble Navigation is more favorable than Model N.
Volatility & Risk
Trimble Navigation has a beta of 2.31, indicating that its stock price is 131% more volatile than the S&P 500. Comparatively, Model N has a beta of 1.13, indicating that its stock price is 13% more volatile than the S&P 500.
Valuation & Earnings
This table compares Trimble Navigation and Model N’s top-line revenue, earnings per share (EPS) and valuation.
| Gross Revenue | Price/Sales Ratio | EBITDA | Earnings Per Share | Price/Earnings Ratio | |
| Trimble Navigation | $2.45 billion | 3.90 | $424.80 million | $0.69 | 54.71 |
| Model N | $117.75 million | 3.18 | -$30.67 million | ($1.30) | -10.00 |
Trimble Navigation has higher revenue and earnings than Model N. Model N is trading at a lower price-to-earnings ratio than Trimble Navigation, indicating that it is currently the more affordable of the two stocks.
Summary
Trimble Navigation beats Model N on 10 of the 13 factors compared between the two stocks.
Trimble Navigation 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.
Model N Company Profile
Model N, Inc. is a provider of revenue management solutions for life science and technology companies. The Company’s solutions enable its customers to maximize revenues and reduce revenue compliance risk by transforming their revenue life cycle from a series of tactical, disjointed operations into a strategic end-to-end process. The Company’s solutions include Revenue Enterprise Cloud, Revenue Intelligence Cloud and Revvy Revenue Management. The Company provides solutions that span the organizational and operational boundaries of functions, such as sales, marketing and finance, and serve as a system of record for revenue management processes, including pricing, contracts, rebates, incentives and regulatory compliance. The Company’s application suites are designed to work with enterprise resource planning (ERP) and customer relationship management (CRM) applications. The Company also offers implementation services, managed services, strategic services and customer support.
Receive News & Ratings for Trimble Navigation Ltd. Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Trimble Navigation Ltd. and related companies with MarketBeat.com's FREE daily email newsletter.
