Aurora Mobile (JG) & Its Peers Critical Survey

Aurora Mobile (NASDAQ:JG) is one of 953 publicly-traded companies in the “Software” industry, but how does it compare to its competitors? We will compare Aurora Mobile to related businesses based on the strength of its analyst recommendations, institutional ownership, risk, dividends, earnings, valuation and profitability.

Profitability

This table compares Aurora Mobile and its competitors’ net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Aurora Mobile	1.53%	6.23%	1.50%
Aurora Mobile Competitors	-612.64%	20.88%	-8.99%

Earnings & Valuation

This table compares Aurora Mobile and its competitors top-line revenue, earnings per share and valuation.

	Gross Revenue	Net Income	Price/Earnings Ratio
Aurora Mobile	$53.60 million	$60,000.00	28.42
Aurora Mobile Competitors	$1.80 billion	$386.69 million	106.67

Aurora Mobile’s competitors have higher revenue and earnings than Aurora Mobile. Aurora Mobile is trading at a lower price-to-earnings ratio than its competitors, indicating that it is currently more affordable than other companies in its industry.

Volatility & Risk

Aurora Mobile has a beta of 0.63, indicating that its share price is 37% less volatile than the S&P 500. Comparatively, Aurora Mobile’s competitors have a beta of 1.34, indicating that their average share price is 34% more volatile than the S&P 500.

Institutional and Insider Ownership

85.5% of Aurora Mobile shares are owned by institutional investors. Comparatively, 41.8% of shares of all “Software” companies are owned by institutional investors. 31.2% of Aurora Mobile shares are owned by company insiders. Comparatively, 19.9% of shares of all “Software” companies are owned by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock will outperform the market over the long term.

Analyst Recommendations

This is a breakdown of current ratings and target prices for Aurora Mobile and its competitors, as reported by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Aurora Mobile	0	1	0	0	2.00
Aurora Mobile Competitors	5740	21515	44870	1493	2.57

As a group, “Software” companies have a potential upside of 28.85%. Given Aurora Mobile’s competitors stronger consensus rating and higher probable upside, analysts clearly believe Aurora Mobile has less favorable growth aspects than its competitors.

Summary

Aurora Mobile competitors beat Aurora Mobile on 9 of the 13 factors compared.

Aurora Mobile Company Profile

Aurora Mobile Limited, through its subsidiaries, provides a range of developer services in China. The company provides push notification, instant messaging, analytics, sharing and short message service, one-click verification, and other services. The company offers real-time market intelligence solutions, such as product iApp, which provides analysis and statistical results on the usage and trends of mobile apps to investment funds and corporations. It also provides financial risk management solutions to assist financial institutions, licensed lenders, and credit card companies in making informed lending and credit decisions; and location-based intelligence services. In addition, the company offers application programming interfaces that create connectivity and automate the process of message exchange between the mobile apps and its backend network; an interactive web-based service dashboard that allows app developers to utilize and monitor its services through controls on an ongoing basis; and value added services, such as Advertisement SAAS, a data management platform service, which provides tagged and de-identified population data package; JG Alliance, an integrated marketing campaign services to advertising customers; and AD Mediation Platform to help mobile app developers access other mainstream advertising platforms. It primarily serves mobile app developers in a range of industries, such as media, entertainment, gaming, financial services, tourism, ecommerce, education, and healthcare. Aurora Mobile Limited was founded in 2011 and is headquartered in Shenzhen, the People's Republic of China.