Forrester Research (NASDAQ:FORR – Get Free Report) and XBP Global (NASDAQ:XBP – Get Free Report) are both small-cap industrials companies, but which is the better investment? We will compare the two companies based on the strength of their risk, valuation, dividends, analyst recommendations, earnings, profitability and institutional ownership.
Volatility and Risk
Forrester Research has a beta of 0.98, meaning that its share price is 2% less volatile than the S&P 500. Comparatively, XBP Global has a beta of -0.45, meaning that its share price is 145% less volatile than the S&P 500.
Valuation & Earnings
This table compares Forrester Research and XBP Global”s top-line revenue, earnings per share and valuation.
| Gross Revenue | Price/Sales Ratio | Net Income | Earnings Per Share | Price/Earnings Ratio | |
| Forrester Research | $396.89 million | 0.42 | -$119.36 million | ($2.37) | -3.86 |
| XBP Global | $791.04 million | 0.04 | $1.10 billion | ($3.70) | -0.78 |
XBP Global has higher revenue and earnings than Forrester Research. Forrester Research is trading at a lower price-to-earnings ratio than XBP Global, indicating that it is currently the more affordable of the two stocks.
Analyst Ratings
This is a summary of current recommendations for Forrester Research and XBP Global, as reported by MarketBeat.
| Sell Ratings | Hold Ratings | Buy Ratings | Strong Buy Ratings | Rating Score | |
| Forrester Research | 1 | 1 | 0 | 0 | 1.50 |
| XBP Global | 1 | 0 | 1 | 0 | 2.00 |
XBP Global has a consensus target price of $5.00, suggesting a potential upside of 73.01%. Given XBP Global’s stronger consensus rating and higher possible upside, analysts clearly believe XBP Global is more favorable than Forrester Research.
Institutional and Insider Ownership
55.2% of Forrester Research shares are owned by institutional investors. Comparatively, 15.7% of XBP Global shares are owned by institutional investors. 40.7% of Forrester Research shares are owned by company insiders. Comparatively, 31.4% of XBP Global shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock will outperform the market over the long term.
Profitability
This table compares Forrester Research and XBP Global’s net margins, return on equity and return on assets.
| Net Margins | Return on Equity | Return on Assets | |
| Forrester Research | -12.03% | 5.09% | 1.47% |
| XBP Global | 134.88% | 1,328.38% | 122.34% |
Summary
XBP Global beats Forrester Research on 8 of the 14 factors compared between the two stocks.
About Forrester Research
Forrester Research, Inc. is a global research and advisory firm that helps businesses and technology leaders make decisions about customers, markets, and technology. Founded in 1983 by George Colony, the company is headquartered in Cambridge, Massachusetts, and serves clients around the world. Forrester provides research and analysis, consulting, and advisory services across areas such as customer experience, marketing, sales, technology, and business strategy. Its offerings include subscription-based research and guidance, along with consulting engagements tailored to clients’ needs.
About XBP Global
XBP Global Holdings Inc. is a business process management and digital transformation company that helps organizations modernize and automate document- and transaction-intensive workflows. Its services are designed to improve the way businesses capture, process, exchange and manage information. The company provides solutions for electronic transaction processing, document management, workflow automation, data capture and related business process services. Its offerings support organizations seeking to replace manual, paper-based procedures with more efficient digital processes.
Receive News & Ratings for Forrester Research Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Forrester Research and related companies with MarketBeat.com's FREE daily email newsletter.
