Amplitude (NASDAQ:AMPL – Get Free Report) and Urgent.ly (NASDAQ:ULY – Get Free Report) are both small-cap business services companies, but which is the better investment? We will contrast the two companies based on the strength of their profitability, earnings, dividends, analyst recommendations, risk, valuation and institutional ownership.
Insider and Institutional Ownership
73.2% of Amplitude shares are owned by institutional investors. Comparatively, 28.3% of Urgent.ly shares are owned by institutional investors. 23.8% of Amplitude shares are owned by insiders. Comparatively, 11.4% of Urgent.ly shares are owned by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock will outperform the market over the long term.
Earnings and Valuation
This table compares Amplitude and Urgent.ly”s revenue, earnings per share and valuation.
| Gross Revenue | Price/Sales Ratio | Net Income | Earnings Per Share | Price/Earnings Ratio | |
| Amplitude | $299.27 million | 3.42 | -$94.32 million | ($0.76) | -13.20 |
| Urgent.ly | $142.90 million | 0.03 | -$44.03 million | ($26.48) | -0.12 |
Urgent.ly has lower revenue, but higher earnings than Amplitude. Amplitude is trading at a lower price-to-earnings ratio than Urgent.ly, indicating that it is currently the more affordable of the two stocks.
Profitability
This table compares Amplitude and Urgent.ly’s net margins, return on equity and return on assets.
| Net Margins | Return on Equity | Return on Assets | |
| Amplitude | -30.43% | -33.08% | -21.31% |
| Urgent.ly | -23.20% | N/A | -60.73% |
Analyst Recommendations
This is a breakdown of current ratings for Amplitude and Urgent.ly, as reported by MarketBeat.
| Sell Ratings | Hold Ratings | Buy Ratings | Strong Buy Ratings | Rating Score | |
| Amplitude | 0 | 4 | 7 | 1 | 2.75 |
| Urgent.ly | 0 | 0 | 2 | 0 | 3.00 |
Amplitude currently has a consensus target price of $14.20, indicating a potential upside of 41.58%. Urgent.ly has a consensus target price of $11.50, indicating a potential upside of 258.26%. Given Urgent.ly’s stronger consensus rating and higher probable upside, analysts clearly believe Urgent.ly is more favorable than Amplitude.
Risk and Volatility
Amplitude has a beta of 1.52, indicating that its stock price is 52% more volatile than the S&P 500. Comparatively, Urgent.ly has a beta of -1.52, indicating that its stock price is 252% less volatile than the S&P 500.
Summary
Amplitude beats Urgent.ly on 9 of the 15 factors compared between the two stocks.
About Amplitude
Amplitude, Inc., together with its subsidiaries, provides a digital analytics platform that analyzes customer behavior in the United States and internationally. It offers Amplitude Analytics, which provides real-time product data and reconstructed user visits; Amplitude Experiment, a solution that allows teams to test new capabilities and safely roll out new features; Amplitude CDP, an insight-driven solution that encompasses the data infrastructure, audience management, and data streaming capabilities; and Amplitude Session Replay used by product, marketing, and data teams to understand user behavior, diagnose product issues, and improve product outcomes. The company also provides customer support services related to initial implementation setup, ongoing support, and application training. It delivers its application over the Internet as a subscription service using a software-as-a-service model. The company was formerly known as Sonalight, Inc. and changed its name to Amplitude, Inc. in December 2014. Amplitude, Inc. was incorporated in 2011 and is headquartered in San Francisco, California.
About Urgent.ly
Urgent.ly Inc. offers mobility assistance software platform for roadside assistance in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. Its services include car lockout, tire changes, towing, stuck in ditch and winch services, motorcycle towing, electric vehicle towing, jump start, and gas delivery. The company's software platform combines location-based services, real-time data, AI and machine-to-machine communication to provide roadside assistance solutions. It serves automotive, insurance, telematics, and other transportation-focused verticals. Urgent.ly Inc. was incorporated in 2013 and is headquartered in Vienna, Virginia.
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