BSY vs. NET, DDOG, RBLX, HUBS, VEEV, TTD, WIT, EA, BIDU, and ZS
Should you be buying Bentley Systems stock or one of its competitors? The main competitors of Bentley Systems include Cloudflare (NET), Datadog (DDOG), Roblox (RBLX), HubSpot (HUBS), Veeva Systems (VEEV), Trade Desk (TTD), Wipro (WIT), Electronic Arts (EA), Baidu (BIDU), and Zscaler (ZS). These companies are all part of the "computer software" industry.
Bentley Systems vs.
Bentley Systems (NASDAQ:BSY) and Cloudflare (NYSE:NET) are both large-cap computer and technology companies, but which is the better investment? We will contrast the two companies based on the strength of their institutional ownership, risk, media sentiment, community ranking, analyst recommendations, profitability, dividends, valuation and earnings.
Bentley Systems currently has a consensus price target of $56.14, indicating a potential upside of 29.50%. Cloudflare has a consensus price target of $136.28, indicating a potential downside of 8.23%. Given Bentley Systems' stronger consensus rating and higher probable upside, equities analysts clearly believe Bentley Systems is more favorable than Cloudflare.
44.2% of Bentley Systems shares are held by institutional investors. Comparatively, 82.7% of Cloudflare shares are held by institutional investors. 21.1% of Bentley Systems shares are held by company insiders. Comparatively, 12.8% of Cloudflare shares are held by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock will outperform the market over the long term.
Bentley Systems has a net margin of 27.73% compared to Cloudflare's net margin of -4.72%. Bentley Systems' return on equity of 29.50% beat Cloudflare's return on equity.
Bentley Systems has a beta of 1.03, meaning that its stock price is 3% more volatile than the S&P 500. Comparatively, Cloudflare has a beta of 1.12, meaning that its stock price is 12% more volatile than the S&P 500.
Bentley Systems has higher earnings, but lower revenue than Cloudflare. Cloudflare is trading at a lower price-to-earnings ratio than Bentley Systems, indicating that it is currently the more affordable of the two stocks.
In the previous week, Bentley Systems had 7 more articles in the media than Cloudflare. MarketBeat recorded 43 mentions for Bentley Systems and 36 mentions for Cloudflare. Cloudflare's average media sentiment score of 1.00 beat Bentley Systems' score of 0.20 indicating that Cloudflare is being referred to more favorably in the news media.
Cloudflare received 127 more outperform votes than Bentley Systems when rated by MarketBeat users. However, 63.46% of users gave Bentley Systems an outperform vote while only 49.23% of users gave Cloudflare an outperform vote.
Summary
Bentley Systems beats Cloudflare on 11 of the 18 factors compared between the two stocks.
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New MarketBeat Followers Over Time
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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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This page (NASDAQ:BSY) was last updated on 3/3/2025 by MarketBeat.com Staff
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