Head to Head Review: Q2 (QTWO) vs. Mobileye (MBBYF)


Q2 (NYSE: QTWO) and Mobileye (OTCMKTS:MBBYF) are both computer and technology companies, but which is the superior stock? We will compare the two businesses based on the strength of their analyst recommendations, profitability, institutional ownership, dividends, earnings, valuation and risk.

Profitability

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This table compares Q2 and Mobileye’s net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets
Q2 -12.32% -16.28% -7.32%
Mobileye N/A N/A N/A

Risk & Volatility

Q2 has a beta of 1.44, suggesting that its share price is 44% more volatile than the S&P 500. Comparatively, Mobileye has a beta of 0.72, suggesting that its share price is 28% less volatile than the S&P 500.

Earnings & Valuation

This table compares Q2 and Mobileye’s top-line revenue, earnings per share and valuation.

Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio
Q2 $193.98 million 13.45 -$26.16 million ($0.48) -128.02
Mobileye $358.16 million 39.18 $108.37 million N/A N/A

Mobileye has higher revenue and earnings than Q2.

Analyst Recommendations

This is a breakdown of current recommendations and price targets for Q2 and Mobileye, as reported by MarketBeat.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Q2 0 7 5 0 2.42
Mobileye 0 2 0 0 2.00

Q2 currently has a consensus price target of $50.00, indicating a potential downside of 18.63%. Mobileye has a consensus price target of $63.54, indicating a potential upside of 0.54%. Given Mobileye’s higher possible upside, analysts plainly believe Mobileye is more favorable than Q2.


Institutional & Insider Ownership

93.0% of Q2 shares are owned by institutional investors. Comparatively, 0.1% of Mobileye shares are owned by institutional investors. 17.9% of Q2 shares are owned 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.

Summary

Mobileye beats Q2 on 8 of the 13 factors compared between the two stocks.

About Q2

Q2 Holdings, Inc. provides cloud-based digital banking solutions to regional and community financial institutions (RCFIs) in the United States. It offers Q2online, a browser-based digital banking solution that delivers RCFI-branded digital banking capabilities; Q2 Sentinel, a security analytics solution; Q2 Corporate to support RCFIs to attract and retain larger commercial accounts; and Q2 SMART, a targeting and messaging platform. The company also provides Q2 Account Opening solution; Q2 Active/Active that operates various data centers; and Q2 Patrol, an event-driven validation product. In addition, it offers Q2mobility App, a mobile and tablet digital banking solution; Q2mobile Remote Deposit Capture, a partnered solution that allows remote check deposit capture; Q2 Person-to-Person Payments, a partnered secure and integrated person-to-person payments solution; Detection Monitoring Service, a security threat tracking solution; and Q2 CardSwap that allows account holders receiving newly issued cards to automatically change their payment information with existing subscription and digital point-of-sale services. Further, the company provides Q2text, a mobile solution, which enables digital banking activities through the text messaging function of the device; Q2voice, a voice-based solution for telephones; and Q2themes, a personalization solution for customizing digital banking services. Additionally, it offers Q2clarity, an analytics solution for Q2online customers; Centrix Dispute Tracking System, an electronic transaction dispute management solution; Centrix Payments I.Q. System, an ACH file monitoring and risk reporting solution; and Centrix Exact/Transaction Management System, a fraud prevention tool. The company was formerly known as CBG Holdings, Inc. and changed its name to Q2 Holdings, Inc. in March 2013. Q2 Holdings, Inc. was founded in 2005 and is headquartered in Austin, Texas.


About Mobileye

Mobileye N.V., together with its subsidiaries, develops computer vision and machine learning-based sensing products, mapping and driving policy technology solutions for advanced driver assistance systems, and autonomous driving technologies. It operates through two segments, Original Equipment Manufacturing and After Market. The company's sensing products detect vehicles, pedestrians, and general objects, as well as detects roadway markings, such as lanes, road boundaries, barriers, and similar items; identifies and reads traffic signs, directional signs, and traffic lights; and provides mapping for autonomous driving. Its sensing products and technologies also creates a RoadBook of localized drivable paths and visual landmarks using proprietary Road Experience Management technology; and provides proprietary software algorithms and EyeQ chips that perform interpretations of the visual field to anticipate possible collisions with other vehicles, pedestrians, cyclists, animals, debris, and other obstacles. In addition, the company provides enhanced cruise control, pre-lighting of brake lights, and Bluetooth connectivity, as well as related smartphone application. It serves original equipment manufacturers, tier 1 system integrators, fleets and fleet management systems providers, insurance companies, leasing companies, and others through distributors and resellers in the United States, Europe, Asia, and South America. Mobileye N.V. was founded in 1999 and is headquartered in Jerusalem, Israel. As of August 21, 2017, Mobileye N.V. operates as a subsidiary of Intel Corporation.

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