IDI (COGT) versus Tangoe (TNGO) Critical Analysis

IDI (NASDAQ: COGT) and Tangoe (OTCMKTS:TNGO) are both small-cap computer and technology companies, but which is the superior stock? We will contrast the two companies based on the strength of their analyst recommendations, earnings, valuation, dividends, risk, profitability and institutional ownership.

Valuation & Earnings

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

Gross Revenue Price/Sales Ratio NetIncome Earnings Per Share Price/Earnings Ratio
IDI $186.84 million 1.26 -$29.08 million ($0.95) -4.16
Tangoe N/A N/A N/A ($0.11) -46.36

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

Institutional and Insider Ownership

9.0% of IDI shares are owned by institutional investors. Comparatively, 59.2% of Tangoe shares are owned by institutional investors. 53.3% of IDI shares are owned by company insiders. Comparatively, 12.0% of Tangoe shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock is poised for long-term growth.

Risk & Volatility

IDI has a beta of 0.26, suggesting that its stock price is 74% less volatile than the S&P 500. Comparatively, Tangoe has a beta of 0.75, suggesting that its stock price is 25% less volatile than the S&P 500.

Analyst Recommendations

This is a summary of recent recommendations and price targets for IDI and Tangoe, as provided by MarketBeat.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
IDI 0 0 2 0 3.00
Tangoe 0 1 0 0 2.00

IDI presently has a consensus price target of $7.50, indicating a potential upside of 89.87%. Tangoe has a consensus price target of $6.50, indicating a potential upside of 27.45%. Given IDI’s stronger consensus rating and higher possible upside, equities analysts plainly believe IDI is more favorable than Tangoe.

Profitability

This table compares IDI and Tangoe’s net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets
IDI -24.45% -17.78% -12.40%
Tangoe -7.96% -9.86% -7.97%

Summary

Tangoe beats IDI on 6 of the 11 factors compared between the two stocks.

IDI Company Profile

IDI, Inc., formerly Tiger Media, Inc., is a data and analytics company providing information and marketing solutions to businesses in a range of industries. The Company operates through two segments: Information Services and Performance Marketing. The Company serves the risk management and the consumer marketing industries through its consolidated subsidiaries, Interactive Data, LLC and Fluent, LLC, respectively. Interactive Data, LLC provides information solutions to a set of industries, including insurance, healthcare, corporate risk, law enforcement, government, collections, retail and legal. Fluent provides people-based, digital marketing solutions to consumer brands and direct marketers utilizing Fluent’s audience data and technology. The products within Information Services segment include idiCORE, idiBASIC, idiVERIFIED, Batch Processing, Hosted Customer Acquisition and Audience Now. Products within the Performance Marketing segment include LiveConnect and Display Advertising.

Tangoe Company Profile

Tangoe, Inc. is a provider of information technology (IT) and Telecom Expense Management (TEM) software and related services. The Company offers its services to a range of global enterprises and service providers. Its products and solutions include mobility, telecom, cloud, IT expense, strategic consulting and mobility as a service (MaaS). Its mobility solution includes expense management; procurement, logistics and activation; usage management; enterprise mobility; mobile support, and financial management. Its IT expense solution includes expense management, inventory and asset management, usage management and financial management. Its enterprise mobility and IT consulting services include strategic sourcing; strategy assessment, planning, and policy development, and implementation and transition support. The Company offers contract sourcing, strategy and policy consulting, service maturity assessment, global services benchmarking and lifecycle advisory, among others.

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