Where Is the Best Value Opportunity in Big Data?

Big data is one of the most hyped industries in the market, with companies Splunk (NASDAQ: SPLK ) and Tableau Software (NYSE: DATA ) being market favorites. The reason for this excitement lies in its growth rate — six times faster than IT — but that growth comes at a cost, implying that under-the-radar big data companies like Verint Systems (NASDAQ: VRNT ) might offer more upside opportunity.
What’s so exciting?
Big data is a broad space, one that IDC estimates will produce $16.1 billion in 2014. According to IDC, the majority of big data can be broken down into three key segments: infrastructure, services, and software, which represent 45%, 29%, and 24% of the market, respectively.
Splunk is a machine data analytics software vendor, while Tableau is an analytics/data visualization software firm. Both companies have impressive growth and have demonstrated the ability to secure long-term large customers with contracts that exceed $100,000.

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