Kaltura (NASDAQ:KLTR) & Cellebrite DI (NASDAQ:CLBT) Head-To-Head Comparison

Cellebrite DI (NASDAQ:CLBT) and Kaltura (NASDAQ:KLTR) are both business services companies, but which is the better investment? We will contrast the two businesses based on the strength of their valuation, risk, earnings, analyst recommendations, dividends, institutional ownership and profitability.

Analyst Ratings

This is a breakdown of current ratings and target prices for Cellebrite DI and Kaltura, as provided by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Cellebrite DI	0	0	6	0	3.00
Kaltura	1	0	2	0	2.33

Cellebrite DI presently has a consensus price target of $13.17, suggesting a potential upside of 13.41%. Kaltura has a consensus price target of $2.67, suggesting a potential upside of 122.22%. Given Kaltura’s higher possible upside, analysts clearly believe Kaltura is more favorable than Cellebrite DI.

Profitability

This table compares Cellebrite DI and Kaltura’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Cellebrite DI	-32.57%	417.94%	13.40%
Kaltura	-25.28%	-142.20%	-24.15%

Insider & Institutional Ownership

45.9% of Cellebrite DI shares are held by institutional investors. Comparatively, 30.8% of Kaltura shares are held by institutional investors. 5.7% of Cellebrite DI shares are held by insiders. Comparatively, 14.1% of Kaltura shares are held by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock will outperform the market over the long term.

Earnings & Valuation

This table compares Cellebrite DI and Kaltura’s top-line revenue, earnings per share and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Cellebrite DI	$325.11 million	7.35	-$81.10 million	($0.58)	-20.02
Kaltura	$175.17 million	1.01	-$46.37 million	($0.33)	-3.64

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

Risk and Volatility

Cellebrite DI has a beta of 1.5, meaning that its share price is 50% more volatile than the S&P 500. Comparatively, Kaltura has a beta of 0.73, meaning that its share price is 27% less volatile than the S&P 500.

Summary

Cellebrite DI beats Kaltura on 8 of the 14 factors compared between the two stocks.

About Cellebrite DI

Cellebrite DI Ltd. develops solutions for legally sanctioned investigations in Europe, the Middle East, Africa, the Americas, and the Asia-Pacific. The company's DI suite of solutions allows users to collect, review, analyze, and manage digital data across the investigative lifecycle with respect to legally sanctioned investigations used in various cases, including child exploitation, homicide, anti-terror, border control, sexual crimes, human trafficking, corporate security, cryptocurrency, and intellectual property theft. It provides Inseyets, a digital forensics software that collects and reviews digital evidence from various digital sources when conducting legally sanctioned investigations. The company's digital forensics software also offers data extraction, decoding capabilities, workflows, and automation capabilities. In addition, it provides Cellebrite Pathfinder, which reduces the time spent manually reviewing digital evidence by automating data analysis and visualization; Smart Search, an open source intelligence tool that automates the collection and review of publicly available online data; and Guardian, a case and evidence management solution. Further, the company offers digital forensic software for enterprises and service providers, including Inseyets for Enterprise, Endpoint Inspector, and Mobile Now; and professional services, such as training and certification services, and other services. It serves federal and state and local agencies. The company was incorporated in 1999 and is headquartered in Petah Tikva, Israel.

About Kaltura

Kaltura, Inc. provides various software-as-a-service (SaaS) products and solutions and a platform-as-a-service (PaaS) in the United States, Europe, the Middle East, Africa, and internationally. The company operates through two segments, Enterprise, Education, and Technology (EE&T); and Media and Telecom (M&T). It offers video products, such as virtual and hybrid events, webinars, video portals, online learning, and content portals for training, marketing, virtual and hybrid events, communication, collaboration, sales, and customer care; and education solutions, such as learning management system video and lecture capture solutions. The company also provides online video experiences, including for over-the-top (OTT) television, cloud TV, web video publishing, video-based teaching, learning, training, video-based marketing, and video-based collaboration. In addition, it offers application programming interfaces (APIs), software development kits, and experience components, including live, real-time and on-demand video, ingestion, transcoding, enrichment, management, distribution, engagement, monetization, and deep viewer analytics, as well as video player, video editor, video capture tool, and chat and networking widgets. The company serves a range of industries, including financial services, high technology, healthcare and pharmaceuticals, education, public sector, media, telecommunications, information technology (IT) and professional services, retail, and manufacturing. Kaltura, Inc. was incorporated in 2006 and is headquartered in New York, New York.