Reviewing Casa Systems (NASDAQ:CASA) & Cambium Networks (NASDAQ:CMBM)

Casa Systems (NASDAQ:CASA) and Cambium Networks (NASDAQ:CMBM) are both small-cap consumer discretionary companies, but which is the better stock? We will compare the two businesses based on the strength of their earnings, institutional ownership, dividends, valuation, analyst recommendations, profitability and risk.

Analyst Recommendations

This is a breakdown of recent ratings and recommmendations for Casa Systems and Cambium Networks, as provided by MarketBeat.com.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Casa Systems 1 6 3 0 2.20
Cambium Networks 0 2 4 0 2.67

Casa Systems presently has a consensus target price of $14.00, suggesting a potential upside of 101.44%. Cambium Networks has a consensus target price of $13.58, suggesting a potential upside of 57.95%. Given Casa Systems’ higher possible upside, equities analysts clearly believe Casa Systems is more favorable than Cambium Networks.

Valuation & Earnings

This table compares Casa Systems and Cambium Networks’ revenue, earnings per share (EPS) and valuation.

Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio
Casa Systems $297.13 million 1.96 $73.01 million $0.80 8.69
Cambium Networks N/A N/A N/A N/A N/A

Casa Systems has higher revenue and earnings than Cambium Networks.

Institutional and Insider Ownership

67.3% of Casa Systems shares are held by institutional investors. Comparatively, 0.0% of Cambium Networks shares are held by institutional investors. 64.1% of Casa Systems shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock is poised for long-term growth.

Profitability

This table compares Casa Systems and Cambium Networks’ net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets
Casa Systems 8.71% 32.65% 5.23%
Cambium Networks N/A N/A N/A

Summary

Casa Systems beats Cambium Networks on 7 of the 9 factors compared between the two stocks.

Casa Systems Company Profile

Casa Systems, Inc. provides software-centric broadband products in North America, Latin America, the Asia-Pacific, Europe, the Middle East, and Africa. The company offers solutions that allow cable service providers to deliver voice, video, and data services over a single platform at multi-gigabit speeds. It also provides solutions for next-generation centralized, distributed, and virtualized architectures for cable broadband, fixed-line broadband, and wireless networks. Casa Systems, Inc. was founded in 2003 and is headquartered in Andover, Massachusetts.

Cambium Networks Company Profile

Cambium Networks Corporation, through its subsidiaries, provides wireless broadband networking infrastructure products and solutions for network operators. Its wireless fabric includes intelligent radios, smart antennas, RF algorithms, wireless-aware switches, and network management software. The company offers point-to-point solutions that are connected to high-speed, high-bandwidth wireline networks; and wireless broadband backhaul to facilities or point-to-multipoint access points deployed throughout a network over distances of approximately 100 kilometers and at two gigabytes per second. Its cnPilot Wi-Fi solution provides distributed access to individual users in indoor settings, such as office complexes, and outdoor settings, such as athletic stadiums; cnReach solutions offer narrow-band connectivity for sensors and devices; embedded proprietary RF technology and software enables automated optimization of data flow at the outermost points in the network; and cnMatrix cloud-managed wireless-aware switching solution provides the interface between wireless and wired networks. The company serves medium-sized wireless Internet service providers, enterprises, and government agencies in North America, Europe, the Middle East, Africa, Central and Latin America, and the Asia-Pacific. The company was formerly known as Vector Cambium Holdings (Cayman), Ltd. and changed its name to Cambium Networks Corporation in 2018. Cambium Networks Corporation was founded in 2011 and is headquartered in Rolling Meadows, Illinois.

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