Critical Comparison: Ouster (NASDAQ:OUST) vs. Rogers (NYSE:ROG)

Rogers (NYSE:ROG) and Ouster (NASDAQ:OUST) are both mid-cap technology companies, but which is the superior business? We will contrast the two companies based on the strength of their profitability, dividends, analyst recommendations, earnings, risk, valuation and institutional ownership.

Profitability

This table compares Rogers and Ouster’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Rogers	3.75%	5.17%	4.31%
Ouster	-26.02%	-17.49%	-12.97%

Insider & Institutional Ownership

96.0% of Rogers shares are held by institutional investors. Comparatively, 31.5% of Ouster shares are held by institutional investors. 1.1% of Rogers shares are held by company insiders. Comparatively, 5.7% of Ouster shares are held by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock will outperform the market over the long term.

Risk & Volatility

Rogers has a beta of 0.43, suggesting that its share price is 57% less volatile than the S&P 500. Comparatively, Ouster has a beta of 3.23, suggesting that its share price is 223% more volatile than the S&P 500.

Analyst Recommendations

This is a summary of recent recommendations for Rogers and Ouster, as reported by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Rogers	0	2	1	1	2.75
Ouster	1	2	6	0	2.56

Rogers currently has a consensus price target of $225.00, suggesting a potential upside of 53.98%. Ouster has a consensus price target of $54.67, suggesting a potential upside of 46.65%. Given Rogers’ stronger consensus rating and higher probable upside, equities research analysts plainly believe Rogers is more favorable than Ouster.

Valuation & Earnings

This table compares Rogers and Ouster”s top-line revenue, earnings per share and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Rogers	$834.80 million	3.13	-$61.80 million	$1.75	83.50
Ouster	$204.91 million	13.12	-$60.38 million	($0.86)	-43.35

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

Summary

Rogers beats Ouster on 10 of the 15 factors compared between the two stocks.

About Rogers

Rogers Corporation engages in the design, development, manufacture, and sale of engineered materials and components worldwide. It operates through Advanced Electronics Solutions (AES), Elastomeric Material Solutions (EMS), and Other segments. The AES segment offers circuit materials, ceramic substrate materials, busbars, and cooling solutions for applications in electric and hybrid electric vehicles (EV/HEV), wireless infrastructure, automotive, renewable energy, aerospace and defense, mass transit, industrial, connected devices, and wired infrastructure. This segment sells its products under the curamik, ROLINX, RO4000, RO3000, RT/duroid, CLTE Series, TMM, AD Series, DiClad, CuClad Series, Kappa, COOLSPAN, TC Series, IsoClad, MAGTREX, IM, 2929 Bondply, SpeedWave Prepreg, RO4400/RO4400T, and Radix names. The EMS segment provides engineered material solutions, including polyurethane and silicone materials used in cushioning, gasketing, sealing, and vibration management applications; customized silicones used in flex heater and semiconductor thermal applications; and polytetrafluoroethylene and ultra-high molecular weight polyethylene materials used in wire and cable protection, electrical insulation, conduction and shielding, hose and belt protection, vibration management, cushioning, gasketing and sealing, and venting applications. This segment sells its products under the PORON, BISCO, DeWAL, ARLON, eSorba, XRD, Silicone Engineering, and R/bak names. The Other segment provides elastomer components; and elastomer floats for level sensing in fuel tanks, motors, and storage tanks for applications in the general industrial and automotive markets under the ENDUR and NITROPHYL names. The company was founded in 1832 and is headquartered in Chandler, Arizona.

About Ouster

Ouster, Inc. provides lidar sensors for the automotive, industrial, robotics, and smart infrastructure industries in Americas, the Asia-Pacific, Europe, the Middle East, and Africa. Its products include high-resolution scanning and solid-state digital lidar sensors, analog lidar sensors, and software solutions. The company offers Ouster Sensor, a scanning sensor; and Digital Flash, a solid-state flash sensor. It also provides surround-view lidar sensors, which include Ouster Gemini, a perception platform for smart infrastructure deployments; and Blue City, a Gemini-powered solution for traffic operations, planning, and safety. The company is headquartered in San Francisco, California.