Blackbaud (NASDAQ:BLKB) and Tableau Software (NYSE:DATA) are both computer and technology companies, but which is the superior stock? We will contrast the two companies based on the strength of their dividends, analyst recommendations, institutional ownership, valuation, earnings, profitability and risk.

Profitability

This table compares Blackbaud and Tableau Software’s net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets
Blackbaud 7.84% 25.79% 5.76%
Tableau Software -22.39% -25.49% -15.61%

Dividends

Blackbaud pays an annual dividend of $0.48 per share and has a dividend yield of 0.7%. Tableau Software does not pay a dividend. Blackbaud pays out 30.2% of its earnings in the form of a dividend.

Volatility & Risk

Blackbaud has a beta of 1.2, suggesting that its stock price is 20% more volatile than the S&P 500. Comparatively, Tableau Software has a beta of 1.23, suggesting that its stock price is 23% more volatile than the S&P 500.

Institutional & Insider Ownership

84.7% of Tableau Software shares are held by institutional investors. 1.6% of Blackbaud shares are held by insiders. Comparatively, 19.2% of Tableau Software shares are held by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company is poised for long-term growth.

Earnings & Valuation

This table compares Blackbaud and Tableau Software’s gross revenue, earnings per share and valuation.

Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio
Blackbaud $788.31 million 4.11 $65.93 million $1.59 41.93
Tableau Software $877.06 million 11.40 -$185.56 million ($2.34) -51.12

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

Analyst Recommendations

This is a summary of recent ratings and recommmendations for Blackbaud and Tableau Software, as provided by MarketBeat.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Blackbaud 1 10 0 0 1.91
Tableau Software 1 10 14 0 2.52

Blackbaud currently has a consensus price target of $90.50, indicating a potential upside of 35.74%. Tableau Software has a consensus price target of $118.41, indicating a potential downside of 1.00%. Given Blackbaud’s higher possible upside, analysts plainly believe Blackbaud is more favorable than Tableau Software.

About Blackbaud

Blackbaud, Inc. provides cloud software solutions to nonprofits, foundations, corporations, education institutions, healthcare organizations, and other charitable giving entities primarily in the United States, Canada, the United Kingdom, and Australia. The company offers Raiser's Edge NXT and Blackbaud CRM (constituent relationship management), which are fundraising and relationship management solutions; Luminate CRM for campaign management, constituent relations, business intelligence, and analytics; eTapestry, a cloud fundraising and donor management solution; everydayhero, a cloud crowdfundraising solution; and JustGiving, a social platform for giving. It also provides solutions for Luminate Online that builds online fundraising campaigns; Blackbaud Online Express, a cloud fundraising and marketing tool; and Blackbaud NetCommunity, an online marketing and communications tool. In addition, the company offers Financial Edge NXT, a cloud accounting solution; GIFTS Online, a cloud solution; FIMS, a foundation management system; and Blackbaud Outcomes that empowers funders and nonprofits. Further, it provides onMessage, a content management system; onRecord, a new student information system; onCampus, a learning management system; onboard, an enrollment management system; Smart Tuition, a solution that helps administrative staff; Smart Aid, a proprietary hobbies, interest, and lifestyles profile; AcademicWorks, a scholarship management platform; and Altru, a cloud solution that helps arts and cultural organizations. Additionally, the company offers AngelPoints, an integrated corporate social responsibility solution; Blackbaud's Intelligence for Good, which combine artificial intelligence, analytics, big data, and expertise in cloud-based services and other channels; donor acquisition tools; prospect research engagements; and data enrichment and performance management solutions. Blackbaud, Inc. was founded in 1981 and is headquartered in Charleston, South Carolina.

About Tableau Software

Tableau Software, Inc. provides business analytics software products. It offers Tableau Desktop, an analytics product that empowers people to access and analyze data; and Tableau Server, a business intelligence platform with data management and scalability to foster sharing of analytics, as well as to enhance the dissemination of information in an organization and promote decision-making. The company also provides Tableau Online, a hosted software-as-a-service version of Tableau Server; and Tableau Public, a cloud-based platform that allows various users, such as bloggers, journalists, researchers, and government workers to visualize public data on their Websites. In addition, it offers Visual Query Language (VizQL) for databases, which is a computer language for describing pictures of data, including graphs, charts, maps, time series, and tables of visualizations; Live Query Engine that interprets abstract queries generated by VizQL into syntax understandable by various database systems; and Hyper, an in-memory data engine technology that helps customers to analyze a range of data sets by evaluating analytical queries directly in the transactional database. Further, the company provides maintenance and support, training, and professional services. It serves organizations in various industries, including business services, energy and telecommunications, financial services, life sciences and healthcare, manufacturing and technology, media and entertainment, public sector, and education, as well as retail, consumer, and distribution industries. The company sells its products directly, as well as through indirect sales channels, such as technology vendors, resellers, original equipment manufacturers, and independent software vendor partners in the United States, Australia, Canada, China, France, Germany, India, Ireland, Japan, Singapore, the United Kingdom, and internationally. Tableau Software, Inc. was founded in 2003 and is headquartered in Seattle, Washington.

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