Critical Contrast: Cyclacel Pharmaceuticals (NASDAQ:BGMS) and Hudson Technologies (NASDAQ:HDSN)
by Tristan Rich · The Markets DailyCyclacel Pharmaceuticals (NASDAQ:BGMS – Get Free Report) and Hudson Technologies (NASDAQ:HDSN – Get Free Report) are both small-cap industrials companies, but which is the better business? We will contrast the two businesses based on the strength of their institutional ownership, risk, analyst recommendations, dividends, valuation, earnings and profitability.
Institutional & Insider Ownership
23.6% of Cyclacel Pharmaceuticals shares are owned by institutional investors. Comparatively, 71.3% of Hudson Technologies shares are owned by institutional investors. 23.7% of Cyclacel Pharmaceuticals shares are owned by company insiders. Comparatively, 1.9% of Hudson Technologies shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company is poised for long-term growth.
Risk and Volatility
Cyclacel Pharmaceuticals has a beta of -0.4, suggesting that its share price is 140% less volatile than the S&P 500. Comparatively, Hudson Technologies has a beta of 0.77, suggesting that its share price is 23% less volatile than the S&P 500.
Analyst Ratings
This is a summary of current ratings and price targets for Cyclacel Pharmaceuticals and Hudson Technologies, as provided by MarketBeat.
| Sell Ratings | Hold Ratings | Buy Ratings | Strong Buy Ratings | Rating Score | |
| Cyclacel Pharmaceuticals | 1 | 0 | 0 | 0 | 1.00 |
| Hudson Technologies | 1 | 3 | 2 | 0 | 2.17 |
Hudson Technologies has a consensus target price of $8.62, suggesting a potential upside of 59.43%. Given Hudson Technologies’ stronger consensus rating and higher probable upside, analysts clearly believe Hudson Technologies is more favorable than Cyclacel Pharmaceuticals.
Earnings & Valuation
This table compares Cyclacel Pharmaceuticals and Hudson Technologies”s gross revenue, earnings per share and valuation.
| Gross Revenue | Price/Sales Ratio | Net Income | Earnings Per Share | Price/Earnings Ratio | |
| Cyclacel Pharmaceuticals | $1.86 million | 2.59 | -$3.00 million | ($3.64) | -0.24 |
| Hudson Technologies | $246.61 million | 0.92 | $16.67 million | $0.20 | 27.05 |
Hudson Technologies has higher revenue and earnings than Cyclacel Pharmaceuticals. Cyclacel Pharmaceuticals is trading at a lower price-to-earnings ratio than Hudson Technologies, indicating that it is currently the more affordable of the two stocks.
Profitability
This table compares Cyclacel Pharmaceuticals and Hudson Technologies’ net margins, return on equity and return on assets.
| Net Margins | Return on Equity | Return on Assets | |
| Cyclacel Pharmaceuticals | -118.27% | -31.60% | -27.72% |
| Hudson Technologies | 3.51% | 4.95% | 3.81% |
Summary
Hudson Technologies beats Cyclacel Pharmaceuticals on 12 of the 14 factors compared between the two stocks.
About Cyclacel Pharmaceuticals
Cyclacel Pharmaceuticals, Inc., a clinical-stage biopharmaceutical company, develops medicines for the treatment of cancer and other proliferative diseases. The company’s development programs include fadraciclib, a cyclin dependent kinase Inhibitors (CDK) that is in Phase 1/2 clinical trial for the treatment of solid tumors, as well as in combination with venetoclax to treat relapsed or refractory chronic lymphocytic leukemia; and CYC140, a polo-like kinase inhibitor program, which is in Phase 1/2 clinical trial for the treatment of advanced leukemias and solid tumors. Its development programs also comprise Sapacitabine, a novel nucleoside analog that is orally available prodrug of CNDAC, which is in Phase 1/2 clinical trials to treat acute myeloid leukemia and myelodysplastic syndrome; and seliciclib, a CDK inhibitor that is in Phase 2 investigator-sponsored trials (IST) for Cushing’s disease, as well as in Phase 1/2 IST for the treatment for advanced rheumatoid arthritis. The company has a clinical collaboration agreement with the University of Texas MD Anderson Cancer Center to clinically evaluate the safety and efficacy of three cyclacel medicines in patients with hematological malignancies, including chronic lymphocytic leukemias, acute myeloid leukemias, myelodysplastic syndromes, and other advanced leukemias. Cyclacel Pharmaceuticals, Inc. is headquartered in Berkeley Heights, New Jersey.
About Hudson Technologies
Hudson Technologies, Inc., through its subsidiary, Hudson Technologies Company, engages in the provision of solutions to recurring problems within the refrigeration industry in the United States. The company engages in the sale of refrigerant and industrial gas; provision of refrigerant management services consisting primarily of reclamation of refrigerants, re-usable cylinder refurbishment, and hydrostatic testing services; and RefrigerantSide services comprising system decontamination and recovery to remove moisture, oils, and other contaminants. It also offers Chiller Chemistry, which integrates several fluid tests of an operating system and the corresponding laboratory results into an engineering report; Fluid Chemistry, an abbreviated version of Chiller Chemistry, which is designed to quickly identify systems that require further examination; SmartEnergy OPS, a web-based real time continuous monitoring system, for measuring, modifying and improving the efficiency of energy systems, including air conditioning and refrigeration systems, in industrial and commercial applications; and ChillSmart, which combines the system optimization with Chiller Chemistry for providing a snapshot of a packaged chiller's operating efficiency and health. In addition, the company participates in the generation of carbon offset projects. It serves commercial, industrial, and governmental customers, as well as refrigerant wholesalers, distributors, contractors, and refrigeration equipment manufacturers. The company was incorporated in 1991 and is headquartered in Woodcliff Lake, New Jersey.