SEA (SE) Competitors

Equinix (NASDAQ:EQIX) and SEA (NYSE:SE) are both large-cap internet software & services companies, but which is the superior business? We will compare the two businesses based on the strength of their institutional ownership, risk, analyst recommendations, earnings, valuation, profitability, media sentiment and dividends.

Is EQIX or SE more profitable?

Equinix has a net margin of 11.11% compared to SEA's net margin of 4.87%. SEA's return on equity of 10.74% beat Equinix's return on equity.

Company	Net Margins	Return on Equity	Return on Assets
Equinix	11.11%	7.22%	2.73%
SEA	4.87%	10.74%	3.98%

Do institutionals and insiders have more ownership in EQIX or SE?

94.9% of Equinix shares are owned by institutional investors. Comparatively, 59.5% of SEA shares are owned by institutional investors. 0.3% of Equinix shares are owned by insiders. Comparatively, 0.2% of SEA shares are owned by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock will outperform the market over the long term.

Which has more risk & volatility, EQIX or SE?

Equinix has a beta of 0.9, meaning that its stock price is 10% less volatile than the S&P 500. Comparatively, SEA has a beta of 1.58, meaning that its stock price is 58% more volatile than the S&P 500.

Do analysts recommend EQIX or SE?

Equinix presently has a consensus price target of $959.86, indicating a potential upside of 21.92%. SEA has a consensus price target of $159.82, indicating a potential downside of 7.92%. Given Equinix's stronger consensus rating and higher possible upside, analysts plainly believe Equinix is more favorable than SEA.

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Equinix	0 Sell rating(s)	5 Hold rating(s)	20 Buy rating(s)	5 Strong Buy rating(s)	3.00
SEA	0 Sell rating(s)	3 Hold rating(s)	8 Buy rating(s)	2 Strong Buy rating(s)	2.92

Which has higher valuation & earnings, EQIX or SE?

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

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Equinix	$8.75B	8.81	$815M	$10.21	77.11
SEA	$16.82B	6.08	$444.32M	$1.42	122.23

Does the media prefer EQIX or SE?

In the previous week, Equinix had 23 more articles in the media than SEA. MarketBeat recorded 52 mentions for Equinix and 29 mentions for SEA. Equinix's average media sentiment score of 1.48 beat SEA's score of 0.90 indicating that Equinix is being referred to more favorably in the media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
Equinix	43 Very Positive mention(s)	0 Positive mention(s)	6 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Positive
SEA	18 Very Positive mention(s)	5 Positive mention(s)	1 Neutral mention(s)	3 Negative mention(s)	0 Very Negative mention(s)	Positive

Summary

Equinix beats SEA on 12 of the 17 factors compared between the two stocks.