DBX vs. DSGX, GTLB, INFA, APPF, CDAY, MNDY, DAY, S, PCTY, and GWRE
Should you be buying Dropbox stock or one of its competitors? The main competitors of Dropbox include The Descartes Systems Group (DSGX), GitLab (GTLB), Informatica (INFA), AppFolio (APPF), Ceridian HCM (CDAY), monday.com (MNDY), Dayforce (DAY), SentinelOne (S), Paylocity (PCTY), and Guidewire Software (GWRE). These companies are all part of the "prepackaged software" industry.
Dropbox (NASDAQ:DBX) and The Descartes Systems Group (NASDAQ:DSGX) are both mid-cap computer and technology companies, but which is the better stock? We will compare the two companies based on the strength of their community ranking, dividends, valuation, analyst recommendations, profitability, risk, media sentiment, earnings and institutional ownership.
Dropbox has a beta of 0.7, indicating that its stock price is 30% less volatile than the S&P 500. Comparatively, The Descartes Systems Group has a beta of 0.91, indicating that its stock price is 9% less volatile than the S&P 500.
94.8% of Dropbox shares are owned by institutional investors. Comparatively, 77.7% of The Descartes Systems Group shares are owned by institutional investors. 26.4% of Dropbox shares are owned by company insiders. Comparatively, 0.3% of The Descartes Systems Group shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock is poised for long-term growth.
Dropbox has higher revenue and earnings than The Descartes Systems Group. Dropbox is trading at a lower price-to-earnings ratio than The Descartes Systems Group, indicating that it is currently the more affordable of the two stocks.
In the previous week, Dropbox had 21 more articles in the media than The Descartes Systems Group. MarketBeat recorded 28 mentions for Dropbox and 7 mentions for The Descartes Systems Group. The Descartes Systems Group's average media sentiment score of 0.73 beat Dropbox's score of 0.69 indicating that The Descartes Systems Group is being referred to more favorably in the news media.
Dropbox currently has a consensus price target of $29.78, suggesting a potential upside of 28.74%. The Descartes Systems Group has a consensus price target of $98.44, suggesting a potential upside of 1.10%. Given Dropbox's higher possible upside, equities analysts plainly believe Dropbox is more favorable than The Descartes Systems Group.
The Descartes Systems Group received 136 more outperform votes than Dropbox when rated by MarketBeat users. However, 67.30% of users gave Dropbox an outperform vote while only 65.16% of users gave The Descartes Systems Group an outperform vote.
Dropbox has a net margin of 20.50% compared to The Descartes Systems Group's net margin of 20.23%. The Descartes Systems Group's return on equity of 9.80% beat Dropbox's return on equity.
Summary
Dropbox beats The Descartes Systems Group on 10 of the 18 factors compared between the two stocks.
Get Dropbox News Delivered to You Automatically
Sign up to receive the latest news and ratings for DBX and its competitors with MarketBeat's FREE daily newsletter.
This chart shows the number of new MarketBeat users adding DBX and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
This chart shows the average media sentiment of NASDAQ and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
Related Companies and Tools
