Comparing Smith Micro Software (NASDAQ:SMSI) and Lightspeed Commerce (NYSE:LSPD)

Smith Micro Software (NASDAQ:SMSIGet Free Report) and Lightspeed Commerce (NYSE:LSPDGet Free Report) are both computer and technology companies, but which is the superior investment? We will compare the two companies based on the strength of their profitability, earnings, risk, institutional ownership, valuation, analyst recommendations and dividends.


This table compares Smith Micro Software and Lightspeed Commerce’s net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets
Smith Micro Software -135.79% -16.04% -13.31%
Lightspeed Commerce -18.03% -2.02% -1.89%

Risk and Volatility

Smith Micro Software has a beta of 0.71, meaning that its share price is 29% less volatile than the S&P 500. Comparatively, Lightspeed Commerce has a beta of 2.33, meaning that its share price is 133% more volatile than the S&P 500.

Institutional and Insider Ownership

20.8% of Smith Micro Software shares are held by institutional investors. Comparatively, 68.7% of Lightspeed Commerce shares are held by institutional investors. 10.0% of Smith Micro Software shares are held by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company will outperform the market over the long term.

Valuation and Earnings

This table compares Smith Micro Software and Lightspeed Commerce’s revenue, earnings per share (EPS) and valuation.

Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio
Smith Micro Software $40.86 million 0.54 -$24.40 million ($5.36) -0.43
Lightspeed Commerce $909.27 million 2.30 -$163.96 million ($1.07) -12.78

Smith Micro Software has higher earnings, but lower revenue than Lightspeed Commerce. Lightspeed Commerce is trading at a lower price-to-earnings ratio than Smith Micro Software, indicating that it is currently the more affordable of the two stocks.

Analyst Ratings

This is a breakdown of recent recommendations and price targets for Smith Micro Software and Lightspeed Commerce, as reported by MarketBeat.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Smith Micro Software 0 0 2 0 3.00
Lightspeed Commerce 0 12 6 1 2.42

Smith Micro Software presently has a consensus target price of $28.00, suggesting a potential upside of 1,122.71%. Lightspeed Commerce has a consensus target price of $18.78, suggesting a potential upside of 37.31%. Given Smith Micro Software’s stronger consensus rating and higher probable upside, research analysts plainly believe Smith Micro Software is more favorable than Lightspeed Commerce.


Lightspeed Commerce beats Smith Micro Software on 10 of the 15 factors compared between the two stocks.

About Smith Micro Software

(Get Free Report)

Smith Micro Software, Inc. engages in the development and sale of software to enhance the mobile experience to wireless and cable service providers in the Americas, Europe, the Middle East, and Africa. The company offers SafePath Family, SafePath IoT, SafePath Home, and SafePath Premium product suite, which provides tools to protect digital lifestyles and manage connected devices inside and outside the home; and CommSuite, a messaging platform that helps mobile service provides deliver a next-generation voicemail experience to mobile subscribers, as well as enables multi-language voice-to-text (VTT) transcription messaging. It also offers ViewSpot, a retail display management platform that provides on-screen and interactive demos to wireless carriers and other smartphone retailers; and technical support and customer services. Smith Micro Software, Inc. was founded in 1982 and is headquartered in Pittsburgh, Pennsylvania.

About Lightspeed Commerce

(Get Free Report)

Lightspeed Commerce Inc. engages in sale of cloud-based software subscriptions and payments solutions for small and midsize businesses, retailers, restaurants, and golf course operators in North America, Europe, the United Kingdom, Australia, New Zealand, and internationally. Its Software as a Service platform enables customers to engage with consumers, manage operations, accept payments, etc. The company's cloud platforms are designed interrelated elements, such as omni-channel consumer experience, a comprehensive back-office operations management suite to improve customers' efficiency and insight, and the facilitation of payments. Its platform functionalities include full omni-channel capabilities, point of sale (POS), product and menu management, employee and inventory management, analytics and reporting, multi-location connectivity, order-ahead and curbside pickup functionality, loyalty, and customer management solutions. The company also offers tailored financial solutions, such as Lightspeed Retail, Lightspeed eCommerce, Lightspeed Restaurant, and Lightspeed B2B solutions. In addition, it sells hardware, including tablets, customer facing displays, receipt printers, networking hardware, cash drawers, payment terminals, servers, stands, bar-code scanners, and an assortment of accessories, as well as provides installation and implementation services. The company was formerly known as Lightspeed POS Inc. and changed its name to Lightspeed Commerce Inc. in August 2021. Lightspeed Commerce Inc. was incorporated in 2005 and is headquartered in Montreal, Canada.

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