Head-To-Head Contrast: Compass (NYSE:COMP) and TruBridge (NASDAQ:TBRG)

Compass (NYSE:COMP) and TruBridge (NASDAQ:TBRG) are both computer and technology companies, but which is the superior business? We will compare the two businesses based on the strength of their institutional ownership, dividends, valuation, risk, analyst recommendations, earnings and profitability.

Profitability

This table compares Compass and TruBridge’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Compass	-6.10%	-71.71%	-24.34%
TruBridge	-15.27%	8.44%	4.09%

Insider and Institutional Ownership

67.1% of Compass shares are owned by institutional investors. Comparatively, 88.6% of TruBridge shares are owned by institutional investors. 6.3% of Compass shares are owned by company insiders. Comparatively, 3.6% of TruBridge shares are owned by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company is poised for long-term growth.

Valuation and Earnings

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

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Compass	$4.98 billion	0.44	-$321.30 million	($0.62)	-7.15
TruBridge	$339.43 million	0.52	-$44.76 million	($3.53)	-3.32

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

Risk and Volatility

Compass has a beta of 2.88, meaning that its stock price is 188% more volatile than the S&P 500. Comparatively, TruBridge has a beta of 0.65, meaning that its stock price is 35% less volatile than the S&P 500.

Analyst Ratings

This is a summary of recent ratings for Compass and TruBridge, as reported by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Compass	0	5	4	0	2.44
TruBridge	0	0	2	0	3.00

Compass currently has a consensus target price of $4.00, suggesting a potential downside of 9.81%. TruBridge has a consensus target price of $18.50, suggesting a potential upside of 57.85%. Given TruBridge’s stronger consensus rating and higher possible upside, analysts plainly believe TruBridge is more favorable than Compass.

Summary

TruBridge beats Compass on 8 of the 14 factors compared between the two stocks.

About Compass

Compass, Inc. provides real estate brokerage services in the United States. It operates a cloud-based platform that provides an integrated suite of software for customer relationship management, marketing, client service, operations, and other functionality in the real estate industry. The company offers mobile apps that allow agents to manage their business anytime and anywhere, as well as designs consumer-grade user interfaces, automated and simplified workflows for agent-client interactions, and insight-rich dashboards and reports. It also provides full-service title and escrow/settlement services to real estate agents' clients, real estate companies, and financial institutions relating to the closing of home purchases as well as the refinancing of home loans; and Compass Concierge, a program in which home sellers access to capital to front the cost of home improvement services. The company was formerly known as Urban Compass, Inc. and changed its name to Compass, Inc. in January 2021.Compass, Inc. was incorporated in 2012 and is headquartered in New York, New York.

About TruBridge

TruBridge, Inc. provides healthcare solutions and services for community hospitals, clinics, and other healthcare systems in the United States and internationally. The company operates in three segments: Revenue Cycle Management (RCM), Electronic Health Record (HER), and Patient Engagement. It focuses on providing RCM solutions for care settings, regardless of primary healthcare information solutions provider along with business management, consulting, managed IT services, and analytics and business intelligence. The company provides acute care solutions and related services for community hospitals, and physician clinics; and patient engagement and empowerment technology solutions to improve patient outcomes and engagement strategies with care providers. In addition, it offers patient liability estimates eligibility verification, claim scrubbing and submission, remittance management, denial/audit management, and contract management; and offers RCM services, such as accounts receivable management, private pay service, medical coding, revenue cycle consulting, and other additional insurance and patient billing services. Further, it offers consulting and business management services; managed IT services; encoder solutions; patient management; financial accounting; clinical; patient care; and enterprise applications. Additionally, it offers TruBridge HER platform, including total system support, national client conference, continuing education, software releases, hardware replacement, cloud electronic health record, forms and supplies, and public cloud infrastructure services; post-acute care software systems, and support and maintenance services; and InstantPHR, an interactive portal and CHBase which funnels data from multiple sources into one platform. The company was formerly known as Computer Programs and Systems, Inc. and changed its name to TruBridge, Inc. in March 2024. TruBridge, Inc. was founded in 1979 and is headquartered in Mobile, Alabama.