Contrasting Dave (NASDAQ:DAVE) and The Glimpse Group (NASDAQ:VRAR)

Dave (NASDAQ:DAVE) and The Glimpse Group (NASDAQ:VRAR) are both business services companies, but which is the better investment? We will contrast the two businesses based on the strength of their profitability, risk, earnings, valuation, analyst recommendations, dividends and institutional ownership.

Valuation and Earnings

This table compares Dave and The Glimpse Group”s revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Dave	$347.10 million	6.90	$57.87 million	$10.09	17.57
The Glimpse Group	$10.53 million	1.55	-$2.55 million	($0.12)	-6.43

Dave has higher revenue and earnings than The Glimpse Group. The Glimpse Group is trading at a lower price-to-earnings ratio than Dave, indicating that it is currently the more affordable of the two stocks.

Analyst Recommendations

This is a summary of current recommendations and price targets for Dave and The Glimpse Group, as provided by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Dave	0	3	11	0	2.79
The Glimpse Group	1	0	1	0	2.00

Dave currently has a consensus target price of $304.25, suggesting a potential upside of 71.62%. The Glimpse Group has a consensus target price of $2.62, suggesting a potential upside of 239.38%. Given The Glimpse Group’s higher possible upside, analysts plainly believe The Glimpse Group is more favorable than Dave.

Profitability

This table compares Dave and The Glimpse Group’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Dave	29.85%	65.86%	41.56%
The Glimpse Group	-27.10%	-16.60%	-14.03%

Insider and Institutional Ownership

18.0% of Dave shares are held by institutional investors. Comparatively, 21.4% of The Glimpse Group shares are held by institutional investors. 28.5% of Dave shares are held by company insiders. Comparatively, 17.1% of The Glimpse Group shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock is poised for long-term growth.

Risk & Volatility

Dave has a beta of 3.89, indicating that its stock price is 289% more volatile than the S&P 500. Comparatively, The Glimpse Group has a beta of 1.21, indicating that its stock price is 21% more volatile than the S&P 500.

Summary

Dave beats The Glimpse Group on 12 of the 14 factors compared between the two stocks.

About Dave

Dave, Inc. is a digital banking service. Its products include a budgeting tool to help members manage their upcoming bills to avoid overspending, cash advances through its flagship ExtraCash product to help members avoid punitive overdraft fees, a Side Hustle product, where Dave helps connect members with supplemental work opportunities, and Dave Banking, a modern checking account experience with valuable tools for building long-term financial health. The company was founded by Jason Wilk, Paras Chitrakar, and John Wolanin in October 2015 and is headquartered in Los Angeles, CA.

About The Glimpse Group

The Glimpse Group, Inc., a virtual reality (VR) and augmented reality (AR) platform company, provides enterprise-focused software, services, and solutions in the United States. It offers QReal, a software that creates and distributes photorealistic 3D interactive digital models and experiences in AR; Immersive Health Group, a VR/AR platform for evidence-based and outcome driven healthcare solutions; and Foretell Reality, a social VR platform for behavioral health, support groups, collaboration, and soft skills training. The company also provides Glimpse Turkey for developing and creating 3D models for QReal; XR Terra that provides immersive technologies for teaching courses and training; Sector 5 Digital for corporate immersive experiences and events; PulpoAR, an AR try-on technology that targets the beauty and cosmetics industry; and Brightline Interactive, which offers immersive and interactive experiences, training scenarios, and simulations for government and commercial customers. The company was incorporated in 2016 and is headquartered in New York, New York.