Telenav Inc's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of Telenav Inc (TNAV) against its publicly traded competitors: sales growth, net income, profitability, valuation and market share, plus each peer's market capitalization, revenue, income and employees. Free below: the top 5 peers. Subscriber access adds the full competitor list and CSV downloads.
Key Findings: Telenav Inc vs Its Competitors
- TTM: Trailing 12-month revenue of 235M vs 579M combined for tracked competitors (28.9% combined share).
- Trending: Latest-quarter revenue run-rate is accelerating (+12.0% annualized vs trailing 12 months), vs accelerating (+41.9%) for its tracked peer group.
- Growth: Telenav Inc generated -10.9% revenue growth year over year in Q2 2020, vs 0.6% for its tracked competitors combined.
- Profitability: Its -0.1% net margin compares with -3.6% for the peer group.
- Peer revenue share: Telenav Inc accounted for 24.3% of combined revenue among its tracked peer group, down from 26.6% a year earlier.
- Peer differentiation: Revenue per employee of $0.41M compares with $0.37M for the peer group (1.1x).
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
TNAV Sales vs. its Competitors, Q2 2020
Telenav Inc reported revenue contraction of 10.86 % year on year in Q2 2020, below its competitors' combined revenue growth of 0.63 %.
With a net margin of -0.09 %, Telenav Inc achieved higher profitability than its competitors (-3.62 %).
Telenav Inc generated 24.28 % of the combined sales of its peer group, down from 26.57 % a year earlier.
Telenav Inc vs. its Competitors, Q2 2020
Revenue growth, year on year
Net margin
Revenue run-rate vs trailing 12 months
TTM net margin
TTM = trailing twelve months. Run-rate annualizes the latest quarter (×4) and compares it to TTM. In millions of $. High-Confidence Competitors are named as a competitor directly in an SEC filing; Similar-Size Competitors are the closest peers by market-cap rank within the same industry; Similar Growth & Profitability Competitors are the closest peers by combined revenue growth, operating margin and ROIC, all independent of the competitor list.
TTM revenue, latest-quarter run-rate and net income/margin benchmarked across Telenav Inc and its 4 competitor groupings. Available under Commercial License.
| Entity | TTM Revenue | Rev Run-rate vs TTM |
|---|---|---|
| Telenav Inc | $12,345M | +12.3% · Accelerating |
| Competitors combined | $12,345M | +12.3% · Accelerating |
| High-Confidence Competitors (5) | $12,345M | +12.3% · Accelerating |
| Similar Growth & Profitability (6) | $12,345M | +12.3% · Accelerating |
TTM revenue, run-rate and net margin benchmarking across Telenav Inc's competitor groups requires a Commercial License.
For context: the Aerospace & Defense industry grew revenue 13.0% year over year, combined, vs -10.9% for Telenav Inc. Telenav Inc's share of combined industry revenue moved from 0.07% to 0.05%, a loss of 0.01 percentage points.
Telenav Inc's Competitor Quality Breadth
Share of each group, trailing 12 months: profitable (net margin > 0), expanding (revenue growth > 0), growing faster than the industry's own median, and financially distressed (Piotroski F-Score of 2 or below).
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| Telenav Inc | No | No | No | Yes |
| Competitors combined (2) | ||||
| High-Confidence Competitors (5) | ||||
| Similar Growth & Profitability (8) | 37.50 % (3 of 8) | 37.50 % (3 of 8) | 0.00 % (0 of 8) | 25.00 % (2 of 8) |
Source: CSIMarket API, trailing 12 months. Altman Z-Score is not shown here: it is not populated in the underlying data for any company. Percentages are of companies in each group that report the relevant metric, not of the full group size.
TNAV Stock Performance relative to its Competitors
TNAV Stock Performance relative to High-Confidence Competitors
TNAV Stock Performance relative to Similar Growth & Profitability Competitors
5 Best-Performing Tracked Competitors, Trailing 12 Months
| # | Competitor | TTM Share Price Return | vs U.S.A. 500 |
|---|---|---|---|
| 1 | Kvh Industries Inc | 282.9% | Outperformed |
| 2 | Comtech Telecommunications Corp | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for Telenav Inc's best-performing tracked competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
Telenav Inc's Comment on Competition and Industry Peers
The markets for development, distribution and sale of location services and
advertising services are highly competitive. Many of our competitors have greater
name recognition, larger customer bases and significantly greater financial,
technical, marketing, public relations, sales, distribution and other resources
than we do.
We compete in the location services market and our primary competitors include
location service providers such as Apple, Google, Microsoft, Nokia, TeleCommunication
Systems, or TCS, and TomTom; PND providers such as Garmin Ltd., or Garmin, and
TomTom; integrated navigation mobile phone providers such as Garmin and Nokia;
and providers of Internet and mobile based maps and directions such as AOL Corporation,
or AOL, Apple, Mapquest, Inc., or Mapquest, Google, Microsoft and Yahoo!, Inc.,
or Yahoo, Yelp Inc., or Yelp, Foursquare Labs, Inc., or Foursquare, and Fullpower
Technologies, Inc. (MotionX), or Fullpower.
We compete in the automotive navigation market with established automobile manufacturers
and OEMs and providers of on-board navigation services such as AISIN AW CO.,
Ltd, or AISIN, Robert Bosch GmbH, or Bosch, Elektrobit Corporation, or Elktrobit,
Garmin, TomTom and NNG LLC, or NNG, as well as other competitors such as Apple,
Google, Microsoft and TCS.
We compete in the advertising network services business with mobile platform
providers, including Google, Apple, and Millennial Media, Inc., or Millennial
Media, xAD, Inc., or xAD, Verve Wireless, Inc., or Verve Wireless, PlaceIQ,
Inc., or PlaceIQ, and NinthDecimal, Inc., or NinthDecimal, among others.
Competition in our markets is based primarily on product placement and performance
including features, functions, reliability, flexibility, scalability and interoperability;
wireless carrier, automotive manufacturer and OEM and advertising agency relationships;
technological expertise, capabilities and innovation; price of services and
products and total cost of ownership; brand recognition; and size and financial
stability of operations. We believe we compete favorably with respect to these
factors based upon the performance, reliability and breadth of our services
and products and our technical experience.
Some of our competitors and potential competitors enjoy advantages over us,
either globally or in particular geographic markets, including with respect
to the following:
significantly greater revenue and financial resources;
stronger brand and consumer recognition in a particular market segment, geographic
region or worldwide;
the capacity to leverage their marketing expenditures across a broader portfolio
of products;
access to core technology and intellectual property, including more extensive
patent portfolios;
access to custom or proprietary content;
quicker pace of innovation;
stronger wireless carrier, automotive and handset manufacturer relationships;
more financial flexibility and experience to make acquisitions;
lower labor and development costs; and
broader global distribution and presence.
Publicly Traded Peers of Telenav Inc
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
| Telenav Inc | 229.08 | 235.30 |
| Kvh Industries Inc | 144.15 | 125.01 |
| Comtech Telecommunications Corp | 41.75 | 454.16 |
| SUBTOTAL | 414.98 | 814.47 |
Sources: Telenav Inc's official press releases and regulatory filings; CSIMarket.com's market research; and the financial filings and press releases of the other companies cited.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on Telenav Inc versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
Telenav Inc's Competitors Named by the Company
Competitive relationships identified from SEC filings and corroborating sources, each with a basis and confidence.| Competitor | Basis | Confidence |
|---|---|---|
| Ford | Named by the company | 85% |
| Navinfo Co., Ltd. | Named by the company | 85% |
| Toyota | Named by the company | 85% |
| AutoNavi Software Co., Ltd. | Named by the company | 85% |
| HERE | Named by the company | 85% |
| Shenyang MXNavi Co., Ltd. | Named by the company | 85% |
| AISIN AW CO., Ltd | Named by the company | 85% |
| Garmin Ltd. | Named by the company | 85% |
| NNG LLC | Named by the company | 85% |
| Elektrobit Corporation | Named by the company | 85% |
| MapBox Inc. | Named by the company | 85% |
| TomTom North America, Inc. | Named by the company | 85% |
| Apple | Named by the company | 85% |
| Named by the company | 85% | |
| Robert Bosch GmbH | Named by the company | 85% |
Filing basis, confidence, active dates and source counts for Telenav Inc's named competitors require a Commercial License.
Methodology: relationships are extracted from SEC filings (named-competitor disclosures) and corroborating sources. Named by the company = explicitly disclosed as a competitor; Inferred = derived from corroborating signals. Confidence reflects evidence strength.
Telenav Inc's Business Segment Mix vs Peers
Revenue by operating segment or division, as named and reported by each company. Segment names are the filer's own and are not standardized across companies. Do not assume a same-named or similarly-named segment is defined identically between two companies. Shares are of each company's own total revenue and are not required to sum to 100% (intersegment revenue, unallocated items).| Company | Largest Segment |
|---|---|
| Kvh Industries Inc | Reportable 100.00 % |
| Comtech Telecommunications Corp | Allerium 52.61 % |
Source: operating segment revenue as reported in each company's SEC filings (10-K/10-Q), via the CSIMarket API, leaf-level reportable segments only (parent roll-up segments are excluded where sub-segments are separately disclosed).
Telenav Inc's Productivity vs Peers Comparison
Revenue and income per employee, trailing 12 months, in $; market cap in millions of $| Company | Market Cap | Revenue / Employee | Income / Employee |
|---|---|---|---|
| Telenav Inc | 229 | 406,385 | -11,584 |
| Kvh Industries Inc | 144 | 416,710 | -19,507 |
| Comtech Telecommunications Corp | 42 | 354,262 | -18,934 |
| PEERS TOTAL | 186 | 366,104 | -19,042 |
Telenav Inc's Geographic Revenue Exposure vs Peers
Revenue by country/region as reported in each company's most recent filing. Disclosure granularity varies by filer (some report by country, others by broad region) and is shown as disclosed.| Company | Largest Market |
|---|---|
| Comtech Telecommunications Corp | United States Domestic 55.14 % |
Source: revenue geography as reported in each company's SEC filings (10-K/10-Q), via the CSIMarket API. Percentages are of that company's own total consolidated revenue for its most recent reported period.
Telenav Inc's Profitability & Cost Structure
Trailing 12-month margins from SEC-filed financials. Operating margin is compared to the Aerospace & Defense industry median; gross margin, EBITDA margin and capital intensity are compared to the live industry average (56 companies).| Metric | Company | Industry | Difference |
|---|---|---|---|
| Gross Margin | 43.02 % | 30.24 % (avg) | +12.8 pp |
| Operating Margin | -4.72 % | industry median | -8.6 pp |
| EBITDA Margin | -2.13 % | 4.83 % (avg) | -7.0 pp |
| Capital Intensity (Capex / Revenue) | 0.00 % | 7.10 % (avg) | -7.1 pp |
Source: CSIMarket API, trailing 12 months. SG&A and R&D as a share of revenue have limited coverage as this data is backfilled and appear only where reported. Higher capital intensity is not inherently negative; it reflects the industry's asset requirements.
Telenav Inc's Valuation vs Competitive Position
Valuation multiples vs the Aerospace & Defense industry average (56 companies, excluding loss-making/negative-equity outliers), alongside returns on capital for context on whether a premium or discount lines up with measurably stronger or weaker returns.| Metric | Company | Industry Average | Difference |
|---|---|---|---|
| P/E | - | 36.0x | - |
| EV / EBITDA | - | 21.5x | - |
| P/B | 2.2x | 5.2x | -3.0x |
| Return on Equity | -6.61 % | industry aggregate | -4.50 % |
| Return on Invested Capital | -2.92 % | 2.69 % (avg) | -5.61 % |
Source: CSIMarket API, trailing 12 months. A valuation premium or discount is not, by itself, a judgment of over- or under-valuation. Compare it against the return and growth context shown elsewhere on this page.
Telenav Inc's Multi-Year Financial Trajectory
Fiscal-year revenue growth, operating margin, return on invested capital and P/E, as reported in SEC filings.| Metric | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 |
|---|---|---|---|---|---|---|---|---|
| Revenue Growth | - | -18.71 % | 21.70 % | 7.71 % | -19.74 % | -7.48 % | 80.32 % | -6.65 % |
| Operating Margin | -3.78 % | -32.87 % | -20.59 % | -20.63 % | -37.94 % | -50.89 % | -3.38 % | -4.72 % |
| Return on Invested Capital | -1.52 % | -11.76 % | -10.04 % | -12.38 % | -19.78 % | -27.26 % | -2.91 % | -2.92 % |
| P/E | - | - | - | - | - | - | - | - |
Source: CSIMarket API, fiscal-year figures. P/E is this company's own historical ratio at each fiscal year end and can swing sharply around an earnings trough: that is real, not a data error.
Telenav Inc's Strategic Group Map
Every company in Telenav Inc's industry and named-competitor list, plotted by trailing 12-month revenue growth and operating margin. Telenav Inc is shown in red; its closest peers by combined growth, margin and ROIC (the Similar Growth & Profitability group above) are labeled.
Source: CSIMarket API, trailing 12 months. Extreme outlier values (from near-zero-revenue companies) are excluded from the plotted cloud but never from the highlighted company or its labeled peers.
Telenav Inc's Competitive Forces (Porter's Five Forces)
Only the forces this data can support honestly are shown; the other three are marked as such rather than guessed.| Force | Assessment | Basis |
|---|---|---|
| Barriers to Entry | Lower than typical for the industry | Capital intensity (capex / revenue) of 0.00 % vs industry average 7.10 % (see Profitability & Cost Structure above) |
| Supplier Power | Not covered on this page | See Telenav Inc's dedicated suppliers page for concentration and dependency data |
| Buyer Power | Not covered on this page | See Telenav Inc's dedicated customers page for concentration and dependency data |
| Threat of Substitutes | - | No systematic data source for cross-product substitution exists in this system; not estimated |
Note: this is a partial, data-grounded application of the framework, not a complete strategic assessment. Rivalry and barriers-to-entry readings are mechanical translations of the HHI and capital-intensity figures shown elsewhere on this page, not independent judgments.
Telenav Inc's Industry Attractiveness & Competitive Strength
A CSIMarket composite, not a standard field: each axis is an equal-weighted average of three factors already shown elsewhere on this page (industry growth, industry profitability and rivalry for attractiveness; relative market share, profitability and growth vs industry for strength). Disclosed as a designed methodology, not a precision measurement.
Telenav Inc falls in the Medium attractiveness / Low strength cell: Harvest.
Source: CSIMarket API, trailing 12 months. Each axis score is a simple 1(low)/2(medium)/3(high) average across its three inputs -- a transparent, disclosed simplification, not a validated academic scoring model.
Telenav Inc's SWOT
Every point below is a fixed rule applied to a metric already shown elsewhere on this page (Market Structure, Profitability, Valuation, Run-Rate, Stock Performance, Quality Breadth) not an independent strategic assessment. A blank quadrant means no rule was met, not that none apply.Strengths
- Latest-quarter revenue run-rate is accelerating (+12.0% annualized vs trailing 12 months).
Weaknesses
- Operating margin 8.6 points below the industry median.
- Piotroski F-Score of 2 or below, the standard financial-distress signal.
Opportunities
- Industry revenue growing at a healthy 15.0% median pace.
Threats
No rule matched.
Methodology: mechanical, rule-based SWOT. Each bullet reuses a figure already sourced and cited elsewhere on this page; nothing here is generated narrative or independent analyst judgment.
Telenav Inc's Financial Strength vs Peers Comparison
Quick ratio, working capital, debt to equity and asset turnover, trailing 12 months| Company | Quick Ratio | Working Capital | Debt / Equity |
|---|---|---|---|
| Telenav Inc | 0.27 | 1.90 | - |
| Kvh Industries Inc | 3.82 | 7.01 | - |
| Comtech Telecommunications Corp | 0.25 | 1.68 | 1.34 |
Quick ratio = cash / current liabilities; working capital ratio = current assets / current liabilities; asset turnover = revenue / total assets. Peers in the Blank Checks industry are excluded.
Telenav Inc's Revenue and Income Growth vs Peers
Quarterly revenue and net income growth, year over year and quarter over quarter| Company | Period | Revenue Y/Y | Income Y/Y |
|---|---|---|---|
| Telenav Inc | Q4 2020 | -10.9 % | - |
| Kvh Industries Inc | Q2 2026 | +26.7 % | -82.5 % |
| Comtech Telecommunications Corp | Q1 2026 | -16.4 % | - |
| PEERS TOTAL | -9.5 % | - |
Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
Telenav Inc's Peers' Costs of Sales and Capital Expenditures
Context for revenue growth: peer costs and capex, year over year and quarter over quarter| Company | Period | Costs Y/Y | Capex Y/Y |
|---|---|---|---|
| Telenav Inc | Q4 2020 | +13.1 % | -85.7 % |
| Kvh Industries Inc | Q2 2026 | +393.9 % | -20.6 % |
| Comtech Telecommunications Corp | Q1 2026 | -20.4 % | - |
Telenav Inc's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| Telenav Inc | - | - | - |
| Kvh Industries Inc | - | - | - |
| Comtech Telecommunications Corp | - | - | - |
ROA = net income / total assets; ROI = net income / investments; ROE = net income / equity; turnover ratios use trailing 12 month revenue (receivables) and cost of sales (inventory).
Telenav Inc's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| Telenav Inc | - | 0.97 |
| Kvh Industries Inc | - | 1.15 |
| Comtech Telecommunications Corp | - | 0.09 |
| PEERS AVERAGE | - | 0.51 |
P/E = price / diluted EPS (trailing 12 months); PEG = P/E divided by EPS growth; the average row divides the peers' combined market cap by their combined income, sales, cash flow and equity.