Dropbox (DBX) Competitors

$23.73
-0.23 (-0.96%)
(As of 05/17/2024 08:53 PM ET)

DBX vs. DSGX, GTLB, INFA, MNDY, APPF, U, PCTY, CDAY, GWRE, and DAY

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), monday.com (MNDY), AppFolio (APPF), Unity Software (U), Paylocity (PCTY), Ceridian HCM (CDAY), Guidewire Software (GWRE), and Dayforce (DAY). These companies are all part of the "prepackaged software" industry.

Dropbox vs.

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 businesses based on the strength of their earnings, analyst recommendations, valuation, media sentiment, institutional ownership, dividends, community ranking, profitability and risk.

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 endowments, hedge funds and large money managers believe a stock is poised for long-term growth.

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 64.90% of users gave The Descartes Systems Group an outperform vote.

CompanyUnderperformOutperform
DropboxOutperform Votes
354
67.30%
Underperform Votes
172
32.70%
The Descartes Systems GroupOutperform Votes
490
64.90%
Underperform Votes
265
35.10%

Dropbox has a beta of 0.7, indicating that its share price is 30% less volatile than the S&P 500. Comparatively, The Descartes Systems Group has a beta of 0.91, indicating that its share price is 9% less volatile than the S&P 500.

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.

Company Net Margins Return on Equity Return on Assets
Dropbox20.50% -148.13% 15.22%
The Descartes Systems Group 20.23%9.80%8.14%

In the previous week, The Descartes Systems Group had 4 more articles in the media than Dropbox. MarketBeat recorded 12 mentions for The Descartes Systems Group and 8 mentions for Dropbox. Dropbox's average media sentiment score of 1.07 beat The Descartes Systems Group's score of 0.93 indicating that Dropbox is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Dropbox
6 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
The Descartes Systems Group
6 Very Positive mention(s)
1 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

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.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Dropbox$2.52B3.11$453.60M$1.5115.72
The Descartes Systems Group$572.90M14.58$115.91M$1.3473.13

Dropbox currently has a consensus price target of $29.78, suggesting a potential upside of 25.49%. The Descartes Systems Group has a consensus price target of $98.80, suggesting a potential upside of 0.83%. Given Dropbox's higher possible upside, equities analysts clearly believe Dropbox is more favorable than The Descartes Systems Group.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Dropbox
3 Sell rating(s)
4 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.00
The Descartes Systems Group
1 Sell rating(s)
3 Hold rating(s)
7 Buy rating(s)
0 Strong Buy rating(s)
2.55

Summary

Dropbox beats The Descartes Systems Group on 10 of the 18 factors compared between the two stocks.

New MarketBeat Followers Over Time

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.
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Media Sentiment Over Time

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.
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DBX vs. The Competition

MetricDropboxPrepackaged software IndustryComputer SectorNASDAQ Exchange
Market Cap$7.84B$21.58B$19.75B$7.93B
Dividend YieldN/A2.03%2.70%3.91%
P/E Ratio15.7271.56239.9318.65
Price / Sales3.1110.80531.9385.66
Price / Cash13.2669.9628.7931.98
Price / Book-28.259.606.834.82
Net Income$453.60M$364.73M$617.03M$215.62M
7 Day Performance-0.25%2.11%3.73%4.95%
1 Month Performance3.26%7.60%8.97%9.31%
1 Year Performance4.58%18.59%26.37%11.07%

Dropbox Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
DSGX
The Descartes Systems Group
2.962 of 5 stars
$95.71
-1.7%
$97.60
+2.0%
+25.5%$8.16B$572.90M71.432,175Analyst Forecast
GTLB
GitLab
3.7549 of 5 stars
$54.28
+1.9%
$70.73
+30.3%
+72.2%$8.61B$579.91M-19.742,130Analyst Forecast
INFA
Informatica
3.5247 of 5 stars
$29.64
+0.7%
$35.45
+19.6%
+82.9%$8.75B$1.60B-1,482.005,000Positive News
MNDY
monday.com
2.7795 of 5 stars
$181.86
+0.3%
$240.00
+32.0%
+52.8%$8.78B$729.70M-2,597.631,168High Trading Volume
APPF
AppFolio
2.7377 of 5 stars
$247.19
-0.9%
$241.00
-2.5%
+67.6%$8.95B$620.45M119.421,504Positive News
U
Unity Software
3.4139 of 5 stars
$23.04
+1.5%
$35.38
+53.6%
-25.5%$9.00B$2.19B-10.286,748
PCTY
Paylocity
4.832 of 5 stars
$169.86
+1.7%
$196.67
+15.8%
-0.5%$9.59B$1.35B49.386,100Positive News
CDAY
Ceridian HCM
1.9649 of 5 stars
$61.85
+1.9%
$76.80
+24.2%
+2.9%$9.66B$1.45B2,062.358,526Positive News
GWRE
Guidewire Software
2.4676 of 5 stars
$119.09
+2.4%
$115.11
-3.3%
+53.0%$9.80B$905.34M-192.083,415Positive News
DAY
Dayforce
2.468 of 5 stars
$62.10
+0.4%
$73.40
+18.2%
N/A$9.81B$1.51B188.199,084Analyst Forecast

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This page (NASDAQ:DBX) was last updated on 5/20/2024 by MarketBeat.com Staff

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