Blaize (NASDAQ:BZAI – Get Free Report) and SemiLEDS (NASDAQ:LEDS – Get Free Report) are both small-cap technology companies, but which is the superior investment? We will compare the two businesses based on the strength of their analyst recommendations, dividends, profitability, valuation, earnings, risk and institutional ownership.
Insider and Institutional Ownership
97.1% of Blaize shares are held by institutional investors. Comparatively, 76.3% of SemiLEDS shares are held by institutional investors. 17.0% of Blaize shares are held by company insiders. Comparatively, 58.5% of SemiLEDS shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock will outperform the market over the long term.
Profitability
This table compares Blaize and SemiLEDS’s net margins, return on equity and return on assets.
| Net Margins | Return on Equity | Return on Assets | |
| Blaize | -160.85% | -306.51% | -106.16% |
| SemiLEDS | -3.92% | -43.09% | -6.39% |
Earnings and Valuation
This table compares Blaize and SemiLEDS”s revenue, earnings per share and valuation.
| Gross Revenue | Price/Sales Ratio | Net Income | Earnings Per Share | Price/Earnings Ratio | |
| Blaize | $38.63 million | 0.65 | -$206.90 million | ($0.68) | -0.25 |
| SemiLEDS | $43.01 million | 0.44 | -$1.13 million | ($0.13) | -17.54 |
SemiLEDS has higher revenue and earnings than Blaize. SemiLEDS is trading at a lower price-to-earnings ratio than Blaize, indicating that it is currently the more affordable of the two stocks.
Analyst Recommendations
This is a breakdown of current ratings and target prices for Blaize and SemiLEDS, as provided by MarketBeat.com.
| Sell Ratings | Hold Ratings | Buy Ratings | Strong Buy Ratings | Rating Score | |
| Blaize | 1 | 4 | 2 | 0 | 2.14 |
| SemiLEDS | 1 | 0 | 0 | 0 | 1.00 |
Blaize currently has a consensus target price of $1.98, indicating a potential upside of 1,041.62%. Given Blaize’s stronger consensus rating and higher possible upside, research analysts clearly believe Blaize is more favorable than SemiLEDS.
Volatility and Risk
Blaize has a beta of 0.18, indicating that its stock price is 82% less volatile than the S&P 500. Comparatively, SemiLEDS has a beta of 1.57, indicating that its stock price is 57% more volatile than the S&P 500.
Summary
SemiLEDS beats Blaize on 8 of the 13 factors compared between the two stocks.
About Blaize
Blaize, Inc. is an artificial intelligence computing company that develops hardware and software for running AI applications at the edge. Its technology is designed to process data locally on devices and systems, reducing the need to send information to centralized cloud infrastructure and supporting applications that require low latency, lower power consumption, or enhanced data privacy. The company’s offerings include purpose-built edge AI processors, embedded computing platforms, and software tools for developing and deploying machine-learning models.
About SemiLEDS
SemiLEDs Corporation (NASDAQ: LEDS) develops, manufactures and sells light-emitting diode (LED) chips and related products. The company’s offerings are based on semiconductor technologies designed to convert electrical energy into light and have applications in general illumination, specialty lighting and other display or signaling uses. SemiLEDs has focused on high-brightness LED products, including chips that produce visible and ultraviolet light. Its operations have also included the development and manufacture of LED epitaxial wafers and chips, which are key components used by lighting and electronics manufacturers.
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