KnowBe4 (NASDAQ:KNBE) and Vimeo (NASDAQ:VMEO) Critical Contrast

KnowBe4 (NASDAQ:KNBEGet Rating) and Vimeo (NASDAQ:VMEOGet Rating) are both industrial products companies, but which is the superior business? We will compare the two companies based on the strength of their dividends, analyst recommendations, earnings, risk, profitability, valuation and institutional ownership.

Volatility and Risk

KnowBe4 has a beta of 0.37, suggesting that its stock price is 63% less volatile than the S&P 500. Comparatively, Vimeo has a beta of 1.31, suggesting that its stock price is 31% more volatile than the S&P 500.

Valuation & Earnings

This table compares KnowBe4 and Vimeo’s gross revenue, earnings per share (EPS) and valuation.

Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio
KnowBe4 $246.30 million 12.27 -$11.85 million $0.05 346.07
Vimeo $391.68 million 2.08 -$52.77 million ($0.54) -9.07

KnowBe4 has higher earnings, but lower revenue than Vimeo. Vimeo is trading at a lower price-to-earnings ratio than KnowBe4, indicating that it is currently the more affordable of the two stocks.

Profitability

This table compares KnowBe4 and Vimeo’s net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets
KnowBe4 2.60% 8.93% 3.49%
Vimeo -20.85% -19.17% -11.22%

Insider & Institutional Ownership

43.2% of KnowBe4 shares are owned by institutional investors. Comparatively, 89.1% of Vimeo shares are owned by institutional investors. 5.0% of KnowBe4 shares are owned by company insiders. Comparatively, 20.3% of Vimeo shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock will outperform the market over the long term.

Analyst Recommendations

This is a breakdown of recent ratings and price targets for KnowBe4 and Vimeo, as reported by MarketBeat.com.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
KnowBe4 0 1 8 0 2.89
Vimeo 0 4 1 0 2.20

KnowBe4 presently has a consensus target price of $28.00, suggesting a potential upside of 61.85%. Vimeo has a consensus target price of $21.29, suggesting a potential upside of 334.40%. Given Vimeo’s higher probable upside, analysts plainly believe Vimeo is more favorable than KnowBe4.

Summary

KnowBe4 beats Vimeo on 9 of the 14 factors compared between the two stocks.

About KnowBe4

(Get Rating)

KnowBe4, Inc. engages in the development, marketing, and sale of its Software-as-a-Service-based security awareness platform. The company provides a platform incorporating security awareness training and simulated phishing with analytics and reporting that helps organizations manage the ongoing problem of social engineering. Its products include Kevin Mitnick Security Awareness Training, a security awareness training product; Compliance Plus, a compliance training product, which enables organizations to offer their employees with relevant, timely, and engaging compliance content across a range of topics from data privacy to diversity, equity, and inclusion; PhishER, its security orchestration, automation, and response product, which enables security professionals to prioritize and automate security workstreams in response to attacks targeted at the human layer; and KnowBe4 Compliance Manager, its governance, risk, and compliance product that enables organizations to analyze security risk and automate the management of compliance and audit functions. The company also offers Security Coach, a solution to address human behavior risks through human detection and response; and PasswordIQ that would be used to mitigate risk related to password hygiene issues, such as weak or breached passwords. It serves its customers directly through inside sales teams for enterprise and small and medium businesses, as well as indirectly through channel partners and managed service providers. The company was formerly known as SEQRIT, LLC and changed its name to KnowBe4, Inc. in January 2016. KnowBe4, Inc. was founded in 2010 and is headquartered in Clearwater, Florida.

About Vimeo

(Get Rating)

Vimeo, Inc., together with its subsidiaries, provides video software solutions in New York and internationally. The company provides the video tools through a software-as-a-service model, which enables its users to create, collaborate, and communicate with video on a single platform. It also offers over-the-top OTT streaming and monetization services; AI-driven video creation and editing tools; and interactive and shoppable video tools. It serves creative professionals, small businesses, marketers, agencies, schools, nonprofits, and large organizations. The company was incorporated in 2020 and is headquartered in New York, New York.

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