AxoGen (NASDAQ:AXGN) versus ClearPoint Neuro (NASDAQ:CLPT) Head-To-Head Analysis

AxoGen (NASDAQ:AXGN) and ClearPoint Neuro (NASDAQ:CLPT) are both small-cap medical companies, but which is the better business? We will contrast the two companies based on the strength of their valuation, earnings, analyst recommendations, institutional ownership, dividends, profitability and risk.

Valuation and Earnings

This table compares AxoGen and ClearPoint Neuro”s top-line revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
AxoGen	$187.34 million	8.20	-$9.96 million	($0.05)	-666.40
ClearPoint Neuro	$31.39 million	12.26	-$18.91 million	($0.84)	-16.12

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

Analyst Recommendations

This is a breakdown of recent ratings and target prices for AxoGen and ClearPoint Neuro, as provided by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
AxoGen	1	0	9	0	2.80
ClearPoint Neuro	1	0	3	0	2.50

AxoGen currently has a consensus target price of $35.56, suggesting a potential upside of 6.71%. ClearPoint Neuro has a consensus target price of $19.67, suggesting a potential upside of 45.25%. Given ClearPoint Neuro’s higher possible upside, analysts plainly believe ClearPoint Neuro is more favorable than AxoGen.

Volatility and Risk

AxoGen has a beta of 1.06, suggesting that its share price is 6% more volatile than the S&P 500. Comparatively, ClearPoint Neuro has a beta of 1.01, suggesting that its share price is 1% more volatile than the S&P 500.

Profitability

This table compares AxoGen and ClearPoint Neuro’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
AxoGen	-0.98%	-1.90%	-1.02%
ClearPoint Neuro	-67.40%	-114.28%	-48.09%

Insider and Institutional Ownership

80.3% of AxoGen shares are owned by institutional investors. Comparatively, 30.1% of ClearPoint Neuro shares are owned by institutional investors. 2.8% of AxoGen shares are owned by insiders. Comparatively, 6.1% of ClearPoint Neuro shares are owned by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company is poised for long-term growth.

Summary

AxoGen beats ClearPoint Neuro on 10 of the 14 factors compared between the two stocks.

About AxoGen

AxoGen, Inc., together with its subsidiaries, develops and commercializes technologies for peripheral nerve regeneration and repair worldwide. The company’s products include Avance Nerve Graft, a biologically active off-the-shelf processed human nerve allograft for bridging severed peripheral nerves without the comorbidities associated with a second surgical site; AxoGuard Nerve Connector, a porcine submucosa extracellular matrix (ECM) coaptation aid for tensionless repair of severed peripheral nerves; AxoGuard Nerve Protector, a porcine submucosa ECM product that is used to wrap and protect damaged peripheral nerves, as well as reinforces the nerve reconstruction while preventing soft tissue attachments; and Axoguard HA+ Nerve Protector, a processed porcine submucosa ECM base layer with a hyaluronate-alginate gel coating designed to provide short- and long-term protection for peripheral nerve injuries. Its products also comprise Axoguard Nerve Cap, a porcine submucosa ECM product that is used to protect a peripheral nerve end, as well as separates the nerve from the surrounding environment to reduce the development of symptomatic or painful neuroma; and AxoTouch two-point discriminator, a tool that is used for measuring the innervation density of surface area of the skin. The company provides its products to hospitals, surgery centers, and military hospitals, plastic reconstructive surgeons, orthopedic and plastic hand surgeons, and various oral and maxillofacial surgeons. AxoGen, Inc. is headquartered in Alachua, Florida.

About ClearPoint Neuro

ClearPoint Neuro, Inc. operates as a medical device company primarily in the United States. It develops and commercializes platforms for performing minimally invasive surgical procedures in the brain under magnetic resonance imaging guided interventions. The company offers ClearPoint system, an integrated system for the insertion of deep brain stimulation electrodes, biopsy needles, and laser catheters, as well as the infusion of pharmaceuticals into the brain. It has license and collaboration agreement with Clinical Laserthermia Systems AB; license and research agreement with Koninklijke Philips N.V., UCB Biopharma SRL, and University of California and San Francisco; and development and license agreement with NE Scientific, LLC. The company was formerly known as MRI Interventions, Inc. and changed its name to ClearPoint Neuro, Inc. in February 2020. ClearPoint Neuro, Inc. was incorporated in 1998 and is headquartered in Solana Beach, California.