Analyzing Thryv (NASDAQ:THRY) & Samsara (NYSE:IOT)

Samsara (NYSE:IOT) and Thryv (NASDAQ:THRY) are both technology companies, but which is the superior investment? We will contrast the two businesses based on the strength of their risk, profitability, institutional ownership, earnings, valuation, dividends and analyst recommendations.

Analyst Recommendations

This is a summary of recent ratings and price targets for Samsara and Thryv, as provided by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Samsara	1	5	16	0	2.68
Thryv	1	4	2	0	2.14

Samsara currently has a consensus price target of $52.05, suggesting a potential upside of 23.39%. Thryv has a consensus price target of $8.50, suggesting a potential upside of 334.78%. Given Thryv’s higher probable upside, analysts clearly believe Thryv is more favorable than Samsara.

Risk and Volatility

Samsara has a beta of 1.35, suggesting that its stock price is 35% more volatile than the S&P 500. Comparatively, Thryv has a beta of 0.84, suggesting that its stock price is 16% less volatile than the S&P 500.

Valuation & Earnings

This table compares Samsara and Thryv”s gross revenue, earnings per share and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Samsara	$1.85 billion	13.31	-$9.12 million	$0.16	263.66
Thryv	$711.59 million	0.12	$310,000.00	($0.37)	-5.28

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

Profitability

This table compares Samsara and Thryv’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Samsara	4.90%	4.13%	2.35%
Thryv	-2.27%	-7.36%	-2.36%

Insider and Institutional Ownership

96.0% of Samsara shares are owned by institutional investors. Comparatively, 96.4% of Thryv shares are owned by institutional investors. 35.1% of Samsara shares are owned by insiders. Comparatively, 10.5% of Thryv shares are owned by 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.

Summary

Samsara beats Thryv on 11 of the 14 factors compared between the two stocks.

About Samsara

Samsara Inc. provides solutions that connects physical operations data to its connected operations cloud in the United States and internationally. The company's Connected Operations Cloud includes Data Platform, which ingests, aggregates, and enriches data from its IoT devices and has embedded capabilities for AI, workflows and analytics, alerts, API connections, and data security and privacy. Its applications include video-based safety that enables customers to build a safety program and protect their teams with AI-enabled video; vehicle telematics which provides visibility into real-time vehicle location and diagnostics with GPS tracking, routing and dispatch, fuel efficiency management, electric vehicle usage and charge planning, preventative maintenance, and insights to manage fuel and energy costs; and mobile apps and workflows that improves productivity for frontline workers and enables regulatory compliance for workers to see upcoming jobs, capture electronic documents, perform maintenance inspections, maintain compliance logs, and message with back-office administration. The company also provides equipment monitoring which offers visibility and management of unpowered and powered assets, ranging from generators and compressors to heavy construction equipment and trailers to improve operating efficiency, prevent unplanned downtime, and avoid critical safety and compliance issues; and site visibility that provides remote visibility into sites to improve onsite security, safety, and incident response times. It serves transportation, wholesale and retail trade, construction, field services, logistics, utilities and energy, healthcare and education, manufacturing, food and beverage, and other industries, as well as government. Samsara Inc. was incorporated in 2015 and is headquartered in San Francisco, California.

About Thryv

Thryv Holdings, Inc. provides digital marketing solutions and cloud-based tools to the small-to-medium sized businesses in the United States. It operates through four segments: Thryv U.S. Marketing Services, Thryv U.S. SaaS, Thryv International Marketing Services, and Thryv International SaaS. The company provides print yellow pages, internet yellow pages, and search engine marketing; and other digital media solutions, such as online display and social advertising, online presence and video, and search engine optimization tools. It also offers command center that enables SMBs to centralize all their communication through a modular, expandable, and customizable platform; and business center, a SMB end-to-end customer experience platform, which offers customer relationship management, appointment scheduling, estimate and invoice creation, payments, document management, social media content, and online review management. In addition, the company provides marketing center, a marketing and advertising platform for AutoID, enhanced online presence, omni-channel paid campaigns, and marketing tools; Thryv Add-ons provides AI-assisted website development, SEO tools, google business profile optimization, and Hub by Thryv; and ThryvPay, a payment solution that allows users to get paid via credit card and ACH. The company was formerly known as Dex Media Holdings, Inc. Thryv Holdings, Inc. was incorporated in 2012 and is headquartered in DFW Airport, Texas.