Casa Systems (NASDAQ:CASA – Get Rating) and Ondas (NASDAQ:ONDS – Get Rating) are both small-cap consumer discretionary companies, but which is the superior investment? We will contrast the two businesses based on the strength of their risk, analyst recommendations, earnings, dividends, valuation, profitability and institutional ownership.
Risk and Volatility
Casa Systems has a beta of 1.08, meaning that its share price is 8% more volatile than the S&P 500. Comparatively, Ondas has a beta of 0.24, meaning that its share price is 76% less volatile than the S&P 500.
Valuation & Earnings
This table compares Casa Systems and Ondas’ top-line revenue, earnings per share (EPS) and valuation.
| Gross Revenue | Price/Sales Ratio | Net Income | Earnings Per Share | Price/Earnings Ratio | |
| Casa Systems | $286.54 million | 0.37 | -$79.21 million | ($0.83) | -1.33 |
| Ondas | $2.13 million | 24.70 | -$73.24 million | ($1.79) | -0.58 |
Analyst Recommendations
This is a breakdown of recent recommendations and price targets for Casa Systems and Ondas, as reported by MarketBeat.
| Sell Ratings | Hold Ratings | Buy Ratings | Strong Buy Ratings | Rating Score | |
| Casa Systems | 0 | 1 | 1 | 0 | 2.50 |
| Ondas | 0 | 1 | 1 | 0 | 2.50 |
Casa Systems currently has a consensus price target of $4.00, suggesting a potential upside of 263.64%. Ondas has a consensus price target of $4.00, suggesting a potential upside of 288.35%. Given Ondas’ higher probable upside, analysts clearly believe Ondas is more favorable than Casa Systems.
Institutional & Insider Ownership
63.0% of Casa Systems shares are held by institutional investors. Comparatively, 23.6% of Ondas shares are held by institutional investors. 65.1% of Casa Systems shares are held by insiders. Comparatively, 6.1% of Ondas shares are held by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company will outperform the market over the long term.
Profitability
This table compares Casa Systems and Ondas’ net margins, return on equity and return on assets.
| Net Margins | Return on Equity | Return on Assets | |
| Casa Systems | -29.27% | -154.43% | -17.26% |
| Ondas | -1,801.65% | -74.75% | -57.03% |
Summary
Casa Systems beats Ondas on 7 of the 12 factors compared between the two stocks.
About Casa Systems
Casa Systems, Inc. engages in the provision and development of digital cable video and broadband services. Its products include cable, fixed, mobile, optical, Wi-Fi networks, and Casa access devices. The company was founded by Jerry Guo in 2003 and is headquartered in Andover, MA.
About Ondas
Ondas Holdings, Inc. engages in the development, marketing, and sale of wireless radio systems for secure, wide area mission-critical business-to-business networks. It operates through the Ondas Networks and Ondas Autonomous Systems segments. The Ondas Networks segment provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. The Ondas Autonomous Systems segment designs, develops, and markets commercial drone solutions via the Optimus System and Scout System. The company was founded in 2006 and is headquartered in Waltham, MA.
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