System1 (NYSE:SST) and Provision (OTCMKTS:PVHO) Critical Review

Provision (OTCMKTS:PVHO) and System1 (NYSE:SST) are both business services companies, but which is the superior investment? We will contrast the two businesses based on the strength of their institutional ownership, valuation, earnings, risk, dividends, analyst recommendations and profitability.

Analyst Ratings

This is a summary of recent recommendations for Provision and System1, as provided by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Provision	0	0	0	0	0.00
System1	1	0	1	0	2.00

System1 has a consensus target price of $10.00, suggesting a potential upside of 73.46%. Given System1’s stronger consensus rating and higher probable upside, analysts clearly believe System1 is more favorable than Provision.

Insider & Institutional Ownership

87.5% of System1 shares are owned by institutional investors. 13.2% of System1 shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock is poised for long-term growth.

Earnings & Valuation

This table compares Provision and System1″s gross revenue, earnings per share and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Provision	N/A	N/A	N/A	N/A	N/A
System1	$343.92 million	0.17	-$74.67 million	($9.63)	-0.60

Provision has higher earnings, but lower revenue than System1.

Profitability

This table compares Provision and System1’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Provision	N/A	N/A	N/A
System1	-22.43%	-92.07%	-15.92%

Summary

System1 beats Provision on 6 of the 9 factors compared between the two stocks.

About Provision

Provision Holding, Inc. focuses on the development and distribution of three-dimensional (3D) holographic interactive video displays primarily for advertising and product merchandising markets. The company's products include HoloVision displays and 3D Savings Center kiosks that offer advertisers and customers to reach captive audience in grocery stores, malls, convenience stores, gas stations, banks, and other retail locations. Its HoloVision displays are also used in education, medical, entertainment, and consumer applications. Provision Holding, Inc. has a strategic alliance agreement with Coinstar, LLC to develop and integrate HoloVision display systems into Coinstar's kiosks. The company is headquartered in Chatsworth, California.

About System1

System1, Inc. provides omnichannel customer acquisition platform services through its proprietary responsive acquisition marketing platform in the United States, the United Kingdom, Canada, the Netherlands, and internationally. It operates through two segments: Owned and Operated Advertising, and Partner Network. The company engages in the provision of acquiring traffic to its owned and operated websites, as well as revenue-sharing arrangements and related services. It also operates MapQuest, a web-based navigation service that delivers turn-by-turn direction services to users; Info.com, a metasearch engine that consumers can use to search for relevant information; HowStuffWorks, a commercial website focused on helping people solve problems in their daily lives by using various types of digital media to easily breakdown and explain complex concepts, topics, terminology and mechanisms; Startpage, a private search engine that allows users to browse and search the Internet in complete privacy; and CouponFollow for coupon destinations for online shoppers, as well as ActiveBeat and Infospace. In addition, the company provides antivirus software solutions, which offers customers a single packaged solution that provides protection and reporting to the end users. The company is based in Los Angeles, California.