As Application Software companies, Arco Platform Limited (NASDAQ:ARCE) and Gridsum Holding Inc. (NASDAQ:GSUM) are our subject to compare. And more specifically their institutional ownership, profitability, analyst recommendations, risk, dividends, earnings and valuation.
Valuation and Earnings
| Gross Revenue | Price/Sales Ratio | Net Income | Earnings Per Share | Price/Earnings Ratio | |
| Arco Platform Limited | N/A | 0.00 | N/A | 0.01 | 1836.92 |
| Gridsum Holding Inc. | N/A | 0.00 | N/A | -1.60 | 0.00 |
Table 1 shows the top-line revenue, earnings per share and valuation for Arco Platform Limited and Gridsum Holding Inc.
Profitability
Table 2 demonstrates the return on equity, net margins and return on assets of Arco Platform Limited and Gridsum Holding Inc.
| Net Margins | Return on Equity | Return on Assets | |
| Arco Platform Limited | 0.00% | 0% | 0% |
| Gridsum Holding Inc. | 0.00% | -57.2% | -24.6% |
Liquidity
The Current Ratio and Quick Ratio of Arco Platform Limited are 15.9 and 15.6 respectively. Its competitor Gridsum Holding Inc.’s Current Ratio is 2 and its Quick Ratio is 2. Arco Platform Limited can pay off short and long-term obligations better than Gridsum Holding Inc.
Institutional & Insider Ownership
Arco Platform Limited and Gridsum Holding Inc. has shares owned by institutional investors as follows: 98.9% and 40.9%. About 0.44% of Arco Platform Limited’s share are owned by insiders. Insiders Competitively, owned 5.3% of Gridsum Holding Inc. shares.
Performance
In this table we show the Weekly, Monthly, Quarterly, Half Yearly, Yearly and YTD Performance of both pretenders.
| Performance (W) | Performance (M) | Performance (Q) | Performance (HY) | Performance (Y) | Performance (YTD) | |
| Arco Platform Limited | -9.82% | -5.54% | 2.27% | 0% | 0% | 7.96% |
| Gridsum Holding Inc. | 1.29% | 79.09% | -6.86% | -33.22% | -61.6% | 76.68% |
For the past year Arco Platform Limited’s stock price has smaller growth than Gridsum Holding Inc.
Summary
Arco Platform Limited beats on 5 of the 6 factors Gridsum Holding Inc.
Arco Platform Limited, a technology company in the education sector, provides a pedagogical system with technology-enabled features to deliver educational content to private schools in Brazil. The company’s curriculum solutions provide educational content from basic to secondary education K-12 curriculum in printed and digital formats delivered through its platform. As of March 31, 2018, it had a network consisted of 1,140 partner schools and 405,814 enrolled students. The company’s activities also comprise editing, publishing, advertising, and sale of educational content for private schools. It serves students, teachers, administrators, and parents. The company was founded in 2004 and is headquartered in São Paulo, Brazil.
Gridsum Holding Inc. provides data analysis software for multinational and domestic enterprises, and government agencies in China. Its proprietary distributed data architecture allows its customers to collect and analyze vast amounts of information; and Gridsum Big Data platform performs multi-dimensional correlation analysis and analyzes complex real-time events. The company offers Web Dissector to analyze customer Websites by monitoring and analyzing key performance indicators; Mobile Dissector to understand mobile app user activity; SEM Dissector for search engine marketing; SEO Dissector, a search engine optimization tool; Ad Dissector, an advertisement performance monitoring and optimization product; Contribution Dissector to evaluate the performance of advertising campaigns; Audience Dissector, an audience analysis product; Recommendation Engine, a data driven content recommendation solution. It also provides Government Web Dissector, a digital intelligence solution; Government Website Group Integrated Management Platform, an integrated management platform; Streaming Dissector, a real-time viewership analysis and operational efficiency monitor for digital online video; Video Dissector, an online video content analytics tool; TV Dissector, an analytics tool; Rating Plus, a television viewing data analytics tool; and Media Dissector, a mass, social, and user-generated content media monitoring and analytics tool. In addition, the company offers Law Dissector, a search and statistical analysis tool; Smart Push, a legal research tool; Information Dissector, an insightful analytical system; Social Listening, a could-based social listening solution; Gridsum Dashboard, a data visualization tool; and Gridsum Report Center, an automated report generation and distribution tool. Further, it develops new media analytics and information discovery solutions to address a range of customer needs. The company was founded in 2005 and is headquartered in Beijing, China.
