Epocrates (NASDAQ: EPOC) and MiX Telematics Limited (NYSE:MIXT) are both small-cap system software companies, but which is the superior investment? We will contrast the two companies based on the strength of their profitability, dividends, risk, earnings, institutional ownership, analyst recommendations and valuation.
MiX Telematics Limited pays an annual dividend of $0.12 per share and has a dividend yield of 1.1%. Epocrates does not pay a dividend. MiX Telematics Limited pays out 30.0% of its earnings in the form of a dividend.
Institutional & Insider Ownership
20.0% of MiX Telematics Limited shares are held by institutional investors. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company will outperform the market over the long term.
This is a summary of current ratings and recommmendations for Epocrates and MiX Telematics Limited, as reported by MarketBeat.
|Sell Ratings||Hold Ratings||Buy Ratings||Strong Buy Ratings||Rating Score|
|MiX Telematics Limited||0||2||1||0||2.33|
MiX Telematics Limited has a consensus price target of $15.00, suggesting a potential upside of 32.74%. Given MiX Telematics Limited’s higher possible upside, analysts plainly believe MiX Telematics Limited is more favorable than Epocrates.
Valuation & Earnings
This table compares Epocrates and MiX Telematics Limited’s top-line revenue, earnings per share (EPS) and valuation.
|Gross Revenue||Price/Sales Ratio||NetIncome||Earnings Per Share||Price/Earnings Ratio|
|MiX Telematics Limited||$114.82 million||2.20||$8.65 million||$0.40||28.25|
MiX Telematics Limited has higher revenue and earnings than Epocrates. Epocrates is trading at a lower price-to-earnings ratio than MiX Telematics Limited, indicating that it is currently the more affordable of the two stocks.
This table compares Epocrates and MiX Telematics Limited’s net margins, return on equity and return on assets.
|Net Margins||Return on Equity||Return on Assets|
|MiX Telematics Limited||7.73%||8.99%||6.81%|
MiX Telematics Limited beats Epocrates on 9 of the 10 factors compared between the two stocks.
Epocrates Company Profile
Epocrates, Inc. (Epocrates) is a provider of mobile drug reference tools and electronic health records to healthcare professionals and interactive services to the healthcare industry. As of December 31, 2011, its user network consists of well over one million healthcare professionals, including approximately 340,000, or more than 50% of United States physicians. The Company offers its products on major United States mobile platforms, including Apple iOS, Android and BlackBerry. Epocrates operates in two segments: Subscriptions and Interactive Services, and Electronic Health Records. It uses brand names include DocAlert, Epocrates, Epocrates Honors, Epocrates ID, Epocrates Lab, Epocrates MedTools, Epocrates Rx, Epocrates Rx Pro, Epocrates Dx, Epocrates QuickSurvey, Epocrates QuickRecruit, Epocrates MedInsight, EssentialPoints and MedCafe. In October 2011, it launched a redesign of the drug reference tool to create a new platform that provides healthcare professionals.
MiX Telematics Limited Company Profile
MiX Telematics Limited is a South Africa-based provider of fleet and mobile asset management solutions delivered as Software-as-a-Service (SaaS) to customers. The Company’s operating segments include Africa, Europe, Americas, Middle East and Australasia, Brazil and Central Services Organization. The Company’s products and services provide enterprise fleets, small fleets and consumers with solutions for safety, risk management and security. The Company’s solutions include MiX Fleet Manager, which consists of an on-board computer, an online tracking and information portal, as well as access to fleet and driver reports and analytics; MiX SafeDrive provides In-Vehicle Monitoring Systems (IVMS) that monitor driver performance, identify unsafe behaviors and provide audible alerts; Matrix is focused on personal safety and consumer telematics through vehicle tracking-and-recovery products and services, and Beam-e, which is a wireless device that fits into vehicles, motorbikes or caravan.
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