Contrasting Waitr (NASDAQ:WTRH) and Sito Mobile (NASDAQ:SITO)

Waitr (NASDAQ:WTRH) and Sito Mobile (NASDAQ:SITO) are both small-cap computer and technology companies, but which is the better stock? We will contrast the two companies based on the strength of their profitability, institutional ownership, dividends, risk, earnings, analyst recommendations and valuation.

Earnings & Valuation

This table compares Waitr and Sito Mobile’s revenue, earnings per share and valuation.

Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio
Waitr $69.27 million 1.90 -$34.31 million ($2.18) -0.79
Sito Mobile $39.75 million 0.41 -$17.07 million ($0.68) -0.94

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

Profitability

This table compares Waitr and Sito Mobile’s net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets
Waitr N/A -27.91% -19.29%
Sito Mobile -45.55% -129.76% -72.94%

Institutional and Insider Ownership

43.4% of Waitr shares are owned by institutional investors. Comparatively, 11.7% of Sito Mobile shares are owned by institutional investors. 23.9% of Waitr shares are owned by insiders. Comparatively, 3.2% of Sito Mobile shares are owned by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company is poised for long-term growth.

Analyst Ratings

This is a breakdown of current ratings for Waitr and Sito Mobile, as provided by MarketBeat.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Waitr 0 1 5 0 2.83
Sito Mobile 0 1 2 0 2.67

Waitr currently has a consensus price target of $7.61, indicating a potential upside of 342.64%. Sito Mobile has a consensus price target of $6.00, indicating a potential upside of 837.50%. Given Sito Mobile’s higher probable upside, analysts clearly believe Sito Mobile is more favorable than Waitr.

Summary

Waitr beats Sito Mobile on 10 of the 13 factors compared between the two stocks.

About Waitr

Waitr Holdings Inc. provides online food ordering and delivery services in the Southeastern United States. Its Waitr Platform and Bite Squad Platform facilitates ordering of food and beverages by diners from restaurant partners for pick-up and delivery through a network of drivers. As of December 31, 2018, the company had approximately 8,500 restaurant partners in 250 cities. The company was founded in 2013 and is headquartered in Lake Charles, Louisiana.

About Sito Mobile

SITO Mobile, Ltd. provides advertisement delivery, measurement and attribution, and consumer insights using its proprietary location-based marketing intelligence platform in the United States and Canada. It offers Ad Placement, which delivers advertisements on behalf of its customers to audiences of existing and prospective consumers in a privacy compliant manner; and advertisements across television, desktop, social media, and digital out of home platforms. The company also provides measurement and attribution products, including Real-time Verified Walk-In, a platform built in-house working in tandem with a data management platform and demand side platform; Location, Audience and Behavior Sciences reports that provide an analysis of a customer's audience, breaking down location, and purchase and demographic data against various control groups for selected targeted audiences in real time; and Purchase Science Reports, which offer transaction data to make marketing campaigns relevant and measurable. In addition, it offers Insights products, such as Consumer Behavior and Location Sciences, which explores the consumer journey and presents strategic knowledge assets and actionable insights for executives and strategic decision makers looking to understand and influence consumer behaviors. The company provides its services to brands, advertising agencies, out-of-home advertisers, media companies, and non-media companies through salesforce and account management teams. The company was formerly known as Single Touch Systems, Inc. and changed its name to SITO Mobile, Ltd. in September 2014. SITO Mobile, Ltd. was incorporated in 2000 and is based in Jersey City, New Jersey.

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