Head-To-Head Analysis: Similarweb (NYSE:SMWB) and PodcastOne (NASDAQ:PODC)

PodcastOne (NASDAQ:PODC) and Similarweb (NYSE:SMWB) are both small-cap computer and technology companies, but which is the superior business? We will contrast the two businesses based on the strength of their earnings, analyst recommendations, dividends, valuation, risk, profitability and institutional ownership.

Analyst Ratings

This is a breakdown of current ratings and price targets for PodcastOne and Similarweb, as reported by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
PodcastOne	1	1	0	0	1.50
Similarweb	1	7	3	0	2.18

Similarweb has a consensus price target of $7.50, suggesting a potential upside of 49.76%. Given Similarweb’s stronger consensus rating and higher possible upside, analysts plainly believe Similarweb is more favorable than PodcastOne.

Insider and Institutional Ownership

2.9% of PodcastOne shares are owned by institutional investors. Comparatively, 57.6% of Similarweb shares are owned by institutional investors. 79.4% of PodcastOne shares are owned by insiders. Comparatively, 62.4% of Similarweb shares are owned by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company is poised for long-term growth.

Profitability

This table compares PodcastOne and Similarweb’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
PodcastOne	-6.22%	-24.78%	-16.46%
Similarweb	-10.38%	-48.57%	-4.45%

Valuation and Earnings

This table compares PodcastOne and Similarweb”s top-line revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
PodcastOne	$60.10 million	1.88	-$6.46 million	($0.15)	-27.33
Similarweb	$282.60 million	1.55	-$32.94 million	($0.35)	-14.31

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

Risk & Volatility

PodcastOne has a beta of 1.98, indicating that its share price is 98% more volatile than the S&P 500. Comparatively, Similarweb has a beta of 1.25, indicating that its share price is 25% more volatile than the S&P 500.

About PodcastOne

PodcastOne, Inc. operates as a podcast platform and publisher. The company offers its content to audiences through podcasting distribution platforms, including its website, Apple Podcasts, Spotify, Amazon Music, and others. It also produces vodcasts, branded podcasts, merchandise, and live events. In addition, the company builds, owns, and operates LaunchPadOne, a self-publishing podcast platform. The company was formerly known as Courtside Group, Inc. and changed its name to PodcastOne, Inc. in September 2023. PodcastOne, Inc. was founded in 2013 and is based in Beverly Hills, California. PodcastOne, Inc. is a subsidiary of LiveOne, Inc.

About Similarweb

Similarweb Ltd. provides cloud-based digital intelligence solutions in the United States, Europe, the Asia Pacific, the United Kingdom, Israel, and internationally. The company offers digital research intelligence solutions for its customers to benchmark performance against competitors and market leaders, analyze trends in the market, conduct deeper research into specific companies, and analyze audience behavior; and digital marketing intelligence solutions for its customers to understand their competitors' online acquisition strategies in each marketing channel, and optimize their own strategies. It also provides sales intelligence solutions for its customers to access relevant buying signals and digital insights of their customers to generate leads quickly; and shopper intelligence solutions for its customers to analyze a view of their customers' digital journeys, monitor consumer demand, increase brand visibility in the search process, and optimize category and product level conversion in the purchase process. In addition, the company offers investor intelligence solutions for its customers to access an end-to-end view of market, sector, and company performance to ideate and monitor investment opportunities; forecast market performance; and perform due diligence. Further, it provides data-as-a-service and advisory services. The company serves retail, consumer packaged goods, consumer finance, consultancies, marketing and advertising agencies, media and publishers, business-to-business software, payment processors, travel, and institutional investors. Similarweb Ltd. was incorporated in 2009 and is headquartered in Givatayim, Israel.