Critical Comparison: LiveRamp (NYSE:RAMP) vs. JFrog (NASDAQ:FROG)

LiveRamp (NYSE:RAMP) and JFrog (NASDAQ:FROG) are both technology companies, but which is the superior business? We will compare the two companies based on the strength of their valuation, analyst recommendations, risk, dividends, earnings, institutional ownership and profitability.

Insider and Institutional Ownership

93.8% of LiveRamp shares are owned by institutional investors. Comparatively, 85.0% of JFrog shares are owned by institutional investors. 3.3% of LiveRamp shares are owned by company insiders. Comparatively, 11.8% of JFrog shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company is poised for long-term growth.

Profitability

This table compares LiveRamp and JFrog’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
LiveRamp	18.71%	9.77%	7.41%
JFrog	-7.35%	-2.71%	-1.80%

Valuation and Earnings

This table compares LiveRamp and JFrog”s top-line revenue, earnings per share and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
LiveRamp	$832.10 million	2.79	$145.95 million	$2.44	15.65
JFrog	$531.84 million	23.09	-$71.82 million	($0.37)	-269.22

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

Risk and Volatility

LiveRamp has a beta of 1.27, indicating that its stock price is 27% more volatile than the S&P 500. Comparatively, JFrog has a beta of 1.24, indicating that its stock price is 24% more volatile than the S&P 500.

Analyst Recommendations

This is a breakdown of current recommendations for LiveRamp and JFrog, as provided by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
LiveRamp	0	6	2	0	2.25
JFrog	1	1	21	0	2.87

LiveRamp currently has a consensus price target of $40.21, indicating a potential upside of 5.30%. JFrog has a consensus price target of $109.48, indicating a potential upside of 9.90%. Given JFrog’s stronger consensus rating and higher probable upside, analysts clearly believe JFrog is more favorable than LiveRamp.

Summary

LiveRamp beats JFrog on 9 of the 14 factors compared between the two stocks.

About LiveRamp

LiveRamp Holdings, Inc., a technology company, operates a data collaboration platform in the United States, Europe, the Asia-Pacific, and internationally. The company operates LiveRamp Data Collaboration platform enables an organization to unify customer and prospect data to build a single view of the customer in a way that protects consumer privacy. Its platform supports various people-based marketing solutions, including data collaboration, activation, measurement and analytics, identity, and data marketplace. The company sells its solutions to enterprise marketers, agencies, marketing technology providers, publishers, and data providers in various industry verticals, such as financial, insurance and investment services, retail, automotive, telecommunications, high tech, consumer packaged goods, healthcare, travel, entertainment, and non-profit. The company was formerly known as Acxiom Holdings, Inc. and changed its name to LiveRamp Holdings, Inc. in October 2018. The company was incorporated in 2018 and is headquartered in San Francisco, California.

About JFrog

JFrog Ltd. provides end-to-end hybrid software supply chain platform in the United States, Israel, India, and internationally. The company offers JFrog Artifactory, a package repository that allows teams and organizations to store, update, and manage their software packages; JFrog Curation that functions as a guardian outside the software development pipeline, controlling the admission of packages into an organization, primarily from open source or public repositories; JFrog Xray, which scans JFrog Artifactory to secure all software packages; JFrog Advanced Security, an optional add-on for select JFrog subscriptions; and JFrog Distribution that provides software package distribution. It also provides JFrog Artifactory Edge that utilizes and leverages metadata from JFrog Artifactory to facilitate the transfer of the incremental changes in software packages from their previous versions; JFrog Mission Control, a platform control panel that provides a view of moving pieces of an organization’s software supply chain workflow; JFrog Insight, a DevOps intelligence tool; JFrog Connect, a device management solution that allows companies to manage software updates and monitor performance in IoT device fleets; and JFrog Pipelines, a continuous integration and delivery tool for automating and orchestrating the movement of software packages. In addition, the company provides JFrog Pro that provides access to the universal version of JFrog Artifactory and ongoing updates, upgrades, and bug fixes; JFrog Pro X, a self-hosted-only subscription; JFrog Enterprise X, which offers cluster configuration, federated repositories, multi-region replication, larger enterprise-scale deployments, service-level agreement support, and deeper security; and JFrog Enterprise Plus, a full platform subscription option. It serves technology, financial services, retail, healthcare, and telecommunications organizations. JFrog Ltd. was incorporated in 2008 and is headquartered in Sunnyvale, California.