Forge Global (NYSE:FRGE) and Loomis (OTCMKTS:LOIMF) Critical Analysis

Loomis (OTCMKTS:LOIMF) and Forge Global (NYSE:FRGE) are both finance companies, but which is the better investment? We will compare the two companies based on the strength of their institutional ownership, valuation, risk, profitability, dividends, earnings and analyst recommendations.

Profitability

This table compares Loomis and Forge Global’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Loomis	6.06%	15.08%	4.90%
Forge Global	-71.87%	-29.06%	-24.63%

Valuation & Earnings

This table compares Loomis and Forge Global”s gross revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Loomis	$3.11 billion	1.02	$161.68 million	$2.96	16.05
Forge Global	$92.88 million	6.71	-$66.33 million	($5.20)	-8.65

Loomis has higher revenue and earnings than Forge Global. Forge Global is trading at a lower price-to-earnings ratio than Loomis, indicating that it is currently the more affordable of the two stocks.

Risk & Volatility

Loomis has a beta of -0.88, indicating that its stock price is 188% less volatile than the S&P 500. Comparatively, Forge Global has a beta of 2.18, indicating that its stock price is 118% more volatile than the S&P 500.

Insider & Institutional Ownership

40.7% of Forge Global shares are held by institutional investors. 4.5% of Forge Global shares are held by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock will outperform the market over the long term.

Analyst Ratings

This is a summary of recent recommendations and price targets for Loomis and Forge Global, as reported by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Loomis	0	1	0	0	2.00
Forge Global	1	4	0	0	1.80

Forge Global has a consensus price target of $45.00, suggesting a potential upside of 0.00%. Given Forge Global’s higher possible upside, analysts plainly believe Forge Global is more favorable than Loomis.

Summary

Loomis beats Forge Global on 8 of the 13 factors compared between the two stocks.

About Loomis

Loomis AB (publ) provides solutions for the distribution, payments, handling, storage, and recycling of cash and other valuables. The company offers a range of solutions for cash in transit, cash management services, foreign exchange services, automated teller machines, automated solutions, and international valuables logistics, as well as operates Loomis Pay, a payment service that enables processing of various types of payment methods, such as card, cash, and digital alternatives. It serves financial institutions, banks, retailers, commercial enterprises, and other customers, as well as public sector in Sweden, the United States, France, Switzerland, Spain, the United Kingdom, and internationally. Loomis AB (publ) was founded in 1852 and is headquartered in Stockholm, Sweden.

About Forge Global

Forge Global Holdings, Inc. operates a financial services platform in California. The company's platform solutions include trading solutions, a platform that connects investors with private company stockholders and enables them to facilitate private share transactions; and custody solutions, a non-depository trust company that enables clients to securely custody and manage assets through an online portal. It also provides data solutions, such as information and insight to navigate, analyze, and make investment decisions to market participants in the private market. The company was founded in 2014 and is headquartered in San Francisco, California.