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 better investment? We will contrast the two businesses based on the strength of their risk, media sentiment, dividends, valuation, profitability, community ranking, institutional ownership, earnings and analyst recommendations.
Cloudflare has a beta of 1.15, meaning that its share price is 15% more volatile than the S&P 500. Comparatively, MongoDB has a beta of 1.19, meaning that its share price is 19% more volatile than the S&P 500.
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.
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, Cloudflare and Cloudflare both had 11 articles in the media. Cloudflare's average media sentiment score of 0.88 beat MongoDB's score of 0.81 indicating that Cloudflare is being referred to more favorably in the media.
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.
82.7% of Cloudflare shares are owned by institutional investors. Comparatively, 89.3% of MongoDB shares are owned by institutional investors. 12.8% of Cloudflare shares are owned by insiders. Comparatively, 4.8% of MongoDB shares are owned by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock is poised for long-term growth.
Cloudflare presently has a consensus price target of $91.87, indicating a potential upside of 22.13%. MongoDB has a consensus price target of $444.57, indicating a potential upside of 19.89%. Given Cloudflare's higher possible upside, equities research analysts clearly believe Cloudflare is more favorable than MongoDB.
Summary
MongoDB beats Cloudflare on 9 of the 17 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.
This 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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