LiveRamp (NYSE:RAMP) & Dassault Systemes (OTCMKTS:DASTY) Head-To-Head Analysis
by Mitch Edgeman · The Markets DailyDassault Systemes (OTCMKTS:DASTY – Get Free Report) and LiveRamp (NYSE:RAMP – Get Free Report) are both technology companies, but which is the superior investment? We will compare the two businesses based on the strength of their valuation, profitability, institutional ownership, earnings, risk, dividends and analyst recommendations.
Risk and Volatility
Dassault Systemes has a beta of 0.99, suggesting that its share price is 1% less volatile than the S&P 500. Comparatively, LiveRamp has a beta of 1.27, suggesting that its share price is 27% more volatile than the S&P 500.
Analyst Recommendations
This is a summary of current ratings and price targets for Dassault Systemes and LiveRamp, as provided by MarketBeat.
| Sell Ratings | Hold Ratings | Buy Ratings | Strong Buy Ratings | Rating Score | |
| Dassault Systemes | 1 | 5 | 0 | 1 | 2.14 |
| LiveRamp | 0 | 6 | 2 | 0 | 2.25 |
LiveRamp has a consensus price target of $40.21, suggesting a potential upside of 6.54%. Given LiveRamp’s stronger consensus rating and higher probable upside, analysts plainly believe LiveRamp is more favorable than Dassault Systemes.
Profitability
This table compares Dassault Systemes and LiveRamp’s net margins, return on equity and return on assets.
| Net Margins | Return on Equity | Return on Assets | |
| Dassault Systemes | 21.32% | 18.65% | 10.91% |
| LiveRamp | 18.71% | 9.77% | 7.41% |
Earnings & Valuation
This table compares Dassault Systemes and LiveRamp”s top-line revenue, earnings per share and valuation.
| Gross Revenue | Price/Sales Ratio | Net Income | Earnings Per Share | Price/Earnings Ratio | |
| Dassault Systemes | $7.05 billion | 4.58 | $1.35 billion | $1.13 | 21.32 |
| LiveRamp | $812.94 million | 2.82 | $145.95 million | $2.44 | 15.47 |
Dassault Systemes has higher revenue and earnings than LiveRamp. LiveRamp is trading at a lower price-to-earnings ratio than Dassault Systemes, indicating that it is currently the more affordable of the two stocks.
Insider and Institutional Ownership
0.0% of Dassault Systemes shares are owned by institutional investors. Comparatively, 93.8% of LiveRamp shares are owned by institutional investors. 3.3% of LiveRamp shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock is poised for long-term growth.
Summary
Dassault Systemes beats LiveRamp on 8 of the 15 factors compared between the two stocks.
About Dassault Systemes
Dassault Systèmes SE provides software solutions and services worldwide. It offers SOLIDWORKS provides easy-to-use 2D and 3D product development solutions accessible to any business; CATIA, an engineering and design software for product 3D computer-aided design; GEOVIA for intersection of natural resources, infrastructure, and urban planning; and BIOVIA that develops chemicals, biologics, and materials experiences. The company provides SIMULIA that delivers realistic simulation applications; DELMIA, which enables global industrial operations; 3DVIA that provides 3D space planning solutions; and ENOVIA that enables to plan and track the definition of success for customer. In addition, it offers Centric PLM, a product lifecycle management software solution; 3DEXCITE, a real-time 3D visualization software; NETVIBES, which enables organizations to gather, align, and enrich big data; 3DEXPERIENCE platform that provides organizations a holistic and real-time view of their business activities and ecosystem, as well as connecting people, ideas, data, and solutions together in a single environment; and MEDIDATA, a clinical research study software that provides evidences and insights to pharmaceutical, biotech, medical device, and diagnostic companies, as well as academic researchers. The company distributes its products through direct and indirect sales channels. It primarily serves companies in the transportation and mobility; industrial equipment; aerospace and defense; high-tech; life sciences and healthcare; infrastructure, energy, and materials; home and lifestyle; architecture, engineering, and construction; cities, and public services; consumer packaged goods and retail; marine and offshore; and business services. Dassault Systèmes SE was incorporated in 1981 and is headquartered in Vélizy-Villacoublay, France.
About LiveRamp
LiveRamp Holdings, Inc., a technology company, operates a data collaboration platform in the United States, Europe, the Asia-Pacific, and internationally. The company operates LiveRamp Data Collaboration platform enables an organization to unify customer and prospect data to build a single view of the customer in a way that protects consumer privacy. Its platform supports various people-based marketing solutions, including data collaboration, activation, measurement and analytics, identity, and data marketplace. The company sells its solutions to enterprise marketers, agencies, marketing technology providers, publishers, and data providers in various industry verticals, such as financial, insurance and investment services, retail, automotive, telecommunications, high tech, consumer packaged goods, healthcare, travel, entertainment, and non-profit. The company was formerly known as Acxiom Holdings, Inc. and changed its name to LiveRamp Holdings, Inc. in October 2018. The company was incorporated in 2018 and is headquartered in San Francisco, California.