Head to Head Survey: ReposiTrak (NYSE:TRAK) & Blackbaud (NASDAQ:BLKB)

Blackbaud (NASDAQ:BLKB) and ReposiTrak (NYSE:TRAK) are both technology companies, but which is the better business? We will compare the two businesses based on the strength of their valuation, institutional ownership, risk, dividends, analyst recommendations, profitability and earnings.

Insider & Institutional Ownership

94.2% of Blackbaud shares are held by institutional investors. Comparatively, 27.4% of ReposiTrak shares are held by institutional investors. 2.0% of Blackbaud shares are held by company insiders. Comparatively, 37.0% of ReposiTrak shares are held by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company will outperform the market over the long term.

Profitability

This table compares Blackbaud and ReposiTrak’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Blackbaud	13.12%	197.49%	6.33%
ReposiTrak	32.51%	14.94%	13.16%

Earnings and Valuation

This table compares Blackbaud and ReposiTrak”s gross revenue, earnings per share and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Blackbaud	$1.13 billion	1.93	$114.97 million	$3.20	15.02
ReposiTrak	$23.29 million	5.97	$7.57 million	$0.39	19.59

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

Volatility & Risk

Blackbaud has a beta of 1.04, indicating that its share price is 4% more volatile than the S&P 500. Comparatively, ReposiTrak has a beta of 0.84, indicating that its share price is 16% less volatile than the S&P 500.

Analyst Ratings

This is a summary of current recommendations for Blackbaud and ReposiTrak, as provided by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Blackbaud	0	3	2	0	2.40
ReposiTrak	0	1	0	0	2.00

Blackbaud presently has a consensus target price of $49.50, suggesting a potential upside of 3.00%. Given Blackbaud’s stronger consensus rating and higher probable upside, equities research analysts clearly believe Blackbaud is more favorable than ReposiTrak.

Summary

Blackbaud beats ReposiTrak on 9 of the 14 factors compared between the two stocks.

About Blackbaud

Blackbaud, Inc. provides cloud software solutions to nonprofits, foundations, education institutions, and healthcare organizations in the United States and internationally. The company offers fundraising and engagement solutions, such as Blackbaud Raiser's Edge NXT, Blackbaud CRM, Blackbaud eTapestry, Blackbaud Luminate Online, Blackbaud TeamRaiser, JustGiving, Blackbaud Fundraiser Performance Management, Blackbaud Guided Fundraising, and Blackbaud Altru; and financial management solutions comprising Blackbaud Financial Edge NXT, Blackbaud Tuition Management, and Blackbaud Financial Aid and Billing Management. It also provides grant and award management solutions, consisting of Blackbaud Grantmaking and Blackbaud Award Management; education solutions, such as Blackbaud Student Information System, Blackbaud Learning Management System, Blackbaud Enrollment Management System, and Blackbaud School Website System; social responsibility solutions, which includes YourCause GrantsConnect and YourCause CSRconnect, and EVERFI; Blackbaud Merchant Services and Blackbaud Purchase Cards payment services; and Blackbaud's Intelligence for Good solutions, as well as Data Health, Insights, and Performance solutions and services. The company sells its solutions and related services through its direct sales force. Blackbaud, Inc. was founded in 1981 and is headquartered in Charleston, South Carolina.

About ReposiTrak

Park City Group, Inc., a software-as-a-service provider, designs, develops, and markets proprietary software products in North America. The company offers ReposiTrak MarketPlace, a supplier discovery and B2B e-commerce solution; ReposiTrak Compliance and Food Safety solutions, which reduces potential regulatory and legal risk from their supply chain partners; and ReposiTrak Supply Chain solutions that enables customers to manage relationships with suppliers. It also provides ScoreTracker, Vendor Managed Inventory, Store Level Ordering and Replenishment, Enterprise Supply Chain Planning, Fresh Market Manager, and ActionManager supply chain solutions to manage inventory, product mix, and labor. In addition, the company offers business-consulting services to suppliers and retailers in the grocery, convenience store, and specialty retail industries, as well as professional consulting services. It primarily serves multi-store retail chains, wholesalers and distributors, and their suppliers. The company is headquartered in Murray, Utah.