Dropbox (DBX) Competitors

Roblox (NYSE:RBLX) and Dropbox (NASDAQ:DBX) are both consumer discretionary companies, but which is the better investment? We will compare the two businesses based on the strength of their earnings, risk, community ranking, media sentiment, analyst recommendations, institutional ownership, dividends, valuation and profitability.

Do institutionals and insiders believe in RBLX or DBX?

94.5% of Roblox shares are owned by institutional investors. Comparatively, 94.8% of Dropbox shares are owned by institutional investors. 22.2% of Roblox shares are owned by company insiders. Comparatively, 28.6% of Dropbox shares are owned by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company will outperform the market over the long term.

Does the MarketBeat Community believe in RBLX or DBX?

Dropbox received 221 more outperform votes than Roblox when rated by MarketBeat users. Likewise, 67.11% of users gave Dropbox an outperform vote while only 49.26% of users gave Roblox an outperform vote.

Company	Underperform	Outperform
Roblox	Outperform Votes 134 49.26%	Underperform Votes 138 50.74%
Dropbox	Outperform Votes 355 67.11%	Underperform Votes 174 32.89%

Which has preferable earnings and valuation, RBLX or DBX?

Dropbox has lower revenue, but higher earnings than Roblox. Roblox is trading at a lower price-to-earnings ratio than Dropbox, indicating that it is currently the more affordable of the two stocks.

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Roblox	$3.60B	10.74	-$935.38M	-$1.45	-43.11
Dropbox	$2.50B	3.31	$453.60M	$1.73	15.44

Which has more risk and volatility, RBLX or DBX?

Roblox has a beta of 1.46, meaning that its share price is 46% more volatile than the S&P 500. Comparatively, Dropbox has a beta of 0.61, meaning that its share price is 39% less volatile than the S&P 500.

Is RBLX or DBX more profitable?

Dropbox has a net margin of 22.71% compared to Roblox's net margin of -25.97%. Dropbox's return on equity of -135.85% beat Roblox's return on equity.

Company	Net Margins	Return on Equity	Return on Assets
Roblox	-25.97%	-665.98%	-14.02%
Dropbox	22.71%	-135.85%	16.68%

Does the media prefer RBLX or DBX?

In the previous week, Dropbox had 10 more articles in the media than Roblox. MarketBeat recorded 26 mentions for Dropbox and 16 mentions for Roblox. Roblox's average media sentiment score of 1.20 beat Dropbox's score of 0.49 indicating that Roblox is being referred to more favorably in the media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
Roblox	11 Very Positive mention(s)	1 Positive mention(s)	2 Neutral mention(s)	1 Negative mention(s)	0 Very Negative mention(s)	Positive
Dropbox	8 Very Positive mention(s)	5 Positive mention(s)	6 Neutral mention(s)	3 Negative mention(s)	0 Very Negative mention(s)	Neutral

Do analysts recommend RBLX or DBX?

Roblox currently has a consensus target price of $64.19, indicating a potential upside of 2.68%. Dropbox has a consensus target price of $27.67, indicating a potential upside of 3.59%. Given Dropbox's higher probable upside, analysts clearly believe Dropbox is more favorable than Roblox.

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Roblox	1 Sell rating(s)	6 Hold rating(s)	16 Buy rating(s)	1 Strong Buy rating(s)	2.71
Dropbox	0 Sell rating(s)	2 Hold rating(s)	1 Buy rating(s)	0 Strong Buy rating(s)	2.33

Summary

Dropbox beats Roblox on 12 of the 19 factors compared between the two stocks.