NET vs. MDB, MSTR, PTC, ANSS, TYL, HUBS, VEEV, CHKP, NTNX, and OKTA
Should you be buying Cloudflare stock or one of its competitors? The main competitors of Cloudflare include MongoDB (MDB), MicroStrategy (MSTR), PTC (PTC), ANSYS (ANSS), Tyler Technologies (TYL), HubSpot (HUBS), Veeva Systems (VEEV), Check Point Software Technologies (CHKP), Nutanix (NTNX), and Okta (OKTA). These companies are all part of the "prepackaged software" industry.
Cloudflare (NYSE:NET) and MongoDB (NASDAQ:MDB) are both large-cap computer and technology companies, but which is the superior stock? We will contrast the two companies based on the strength of their dividends, risk, earnings, profitability, valuation, analyst recommendations, institutional ownership, media sentiment and community ranking.
Cloudflare presently has a consensus price target of $91.87, indicating a potential upside of 22.12%. MongoDB has a consensus price target of $444.57, indicating a potential upside of 19.89%. Given Cloudflare's higher probable upside, analysts clearly believe Cloudflare is more favorable than MongoDB.
MongoDB received 378 more outperform votes than Cloudflare when rated by MarketBeat users. Likewise, 60.37% of users gave MongoDB an outperform vote while only 51.04% of users gave Cloudflare an outperform vote.
In the previous week, MongoDB had 3 more articles in the media than Cloudflare. MarketBeat recorded 12 mentions for MongoDB and 9 mentions for Cloudflare. Cloudflare's average media sentiment score of 0.75 beat MongoDB's score of 0.65 indicating that Cloudflare is being referred to more favorably in the media.
82.7% of Cloudflare shares are held by institutional investors. Comparatively, 89.3% of MongoDB shares are held by institutional investors. 12.8% of Cloudflare shares are held by company insiders. Comparatively, 4.8% of MongoDB shares are held by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company is poised for long-term growth.
MongoDB has higher revenue and earnings than Cloudflare. MongoDB is trading at a lower price-to-earnings ratio than Cloudflare, indicating that it is currently the more affordable of the two stocks.
Cloudflare has a beta of 1.15, indicating that its share price is 15% more volatile than the S&P 500. Comparatively, MongoDB has a beta of 1.19, indicating that its share price is 19% more volatile than the S&P 500.
MongoDB has a net margin of -10.49% compared to Cloudflare's net margin of -13.10%. Cloudflare's return on equity of -12.78% beat MongoDB's return on equity.
Summary
MongoDB beats Cloudflare on 10 of the 18 factors compared between the two stocks.
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This chart shows the number of new MarketBeat users adding NET and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
Skip ChartThis chart shows the average media sentiment of NYSE 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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