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DigitalOcean (DOCN) Competitors

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$36.85 -1.50 (-3.91%)
(As of 11/15/2024 ET)

DOCN vs. TWLO, BSY, DUOL, MBLY, OKTA, MNDY, PAYC, CYBR, DAY, and NICE

Should you be buying DigitalOcean stock or one of its competitors? The main competitors of DigitalOcean include Twilio (TWLO), Bentley Systems (BSY), Duolingo (DUOL), Mobileye Global (MBLY), Okta (OKTA), monday.com (MNDY), Paycom Software (PAYC), CyberArk Software (CYBR), Dayforce (DAY), and NICE (NICE). These companies are all part of the "computer software" industry.

DigitalOcean vs.

DigitalOcean (NYSE:DOCN) and Twilio (NYSE:TWLO) are both computer and technology companies, but which is the better business? We will contrast the two companies based on the strength of their community ranking, institutional ownership, analyst recommendations, risk, profitability, media sentiment, dividends, valuation and earnings.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
DigitalOcean$692.88M4.91$19.41M$0.8543.35
Twilio$4.15B3.57-$1.02B-$2.57-37.58

DigitalOcean has a net margin of 10.86% compared to Twilio's net margin of -10.65%. Twilio's return on equity of 0.85% beat DigitalOcean's return on equity.

Company Net Margins Return on Equity Return on Assets
DigitalOcean10.86% -43.11% 7.64%
Twilio -10.65%0.85%0.71%

49.8% of DigitalOcean shares are owned by institutional investors. Comparatively, 84.3% of Twilio shares are owned by institutional investors. 0.7% of DigitalOcean shares are owned by company insiders. Comparatively, 4.5% of Twilio shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company will outperform the market over the long term.

Twilio received 671 more outperform votes than DigitalOcean when rated by MarketBeat users. Likewise, 64.63% of users gave Twilio an outperform vote while only 47.15% of users gave DigitalOcean an outperform vote.

CompanyUnderperformOutperform
DigitalOceanOutperform Votes
58
47.15%
Underperform Votes
65
52.85%
TwilioOutperform Votes
729
64.63%
Underperform Votes
399
35.37%

DigitalOcean has a beta of 1.83, suggesting that its stock price is 83% more volatile than the S&P 500. Comparatively, Twilio has a beta of 1.32, suggesting that its stock price is 32% more volatile than the S&P 500.

In the previous week, Twilio had 16 more articles in the media than DigitalOcean. MarketBeat recorded 23 mentions for Twilio and 7 mentions for DigitalOcean. DigitalOcean's average media sentiment score of 1.08 beat Twilio's score of 0.72 indicating that DigitalOcean is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
DigitalOcean
5 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Twilio
8 Very Positive mention(s)
1 Positive mention(s)
11 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive

DigitalOcean presently has a consensus price target of $41.50, suggesting a potential upside of 12.62%. Twilio has a consensus price target of $83.70, suggesting a potential downside of 13.35%. Given DigitalOcean's stronger consensus rating and higher probable upside, research analysts clearly believe DigitalOcean is more favorable than Twilio.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
DigitalOcean
0 Sell rating(s)
5 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.44
Twilio
2 Sell rating(s)
11 Hold rating(s)
10 Buy rating(s)
0 Strong Buy rating(s)
2.35

Summary

DigitalOcean beats Twilio 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 {thisCompany.Symbol} 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 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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DOCN vs. The Competition

MetricDigitalOceanComputer & Data IndustryComputer SectorNYSE Exchange
Market Cap$3.40B$78.14B$24.95B$19.85B
Dividend YieldN/A0.55%2.81%3.51%
P/E Ratio43.3527.58197.6834.44
Price / Sales4.91273.273,432.6717.86
Price / Cash16.7830.6934.4121.34
Price / Book-16.097.536.854.64
Net Income$19.41M$2.40B$677.40M$982.94M
7 Day Performance-4.29%-4.50%-2.23%-2.12%
1 Month Performance-15.91%0.49%-0.03%-0.39%
1 Year Performance27.42%55.00%16.84%23.34%

DigitalOcean Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
DOCN
DigitalOcean
1.8753 of 5 stars
$36.85
-3.9%
$41.50
+12.6%
+35.0%$3.40B$692.88M43.351,156Short Interest ↓
Positive News
TWLO
Twilio
4.4668 of 5 stars
$94.06
+1.9%
N/A+56.9%$14.43B$4.15B-36.605,867Analyst Upgrade
BSY
Bentley Systems
4.8937 of 5 stars
$48.70
+0.2%
N/A-12.2%$14.15B$1.23B43.875,200Positive News
DUOL
Duolingo
3.7238 of 5 stars
$318.23
-2.6%
N/A+47.8%$13.86B$689.46M173.90600Analyst Forecast
Short Interest ↓
MBLY
Mobileye Global
3.0345 of 5 stars
$16.64
+1.2%
N/A-63.4%$13.47B$1.80B-4.563,700Analyst Forecast
Positive News
OKTA
Okta
4.9073 of 5 stars
$78.45
+2.2%
N/A+5.8%$13.33B$2.26B-93.395,908Analyst Downgrade
MNDY
monday.com
3.644 of 5 stars
$275.21
-15.1%
N/A+56.0%$13.29B$844.78M344.011,168Earnings Report
Analyst Forecast
News Coverage
High Trading Volume
PAYC
Paycom Software
4.6591 of 5 stars
$227.70
-0.5%
N/A+26.6%$13.13B$1.69B27.407,308Insider Selling
CYBR
CyberArk Software
2.8733 of 5 stars
$294.56
0.0%
N/A+62.6%$12.83B$751.89M-920.502,140Analyst Forecast
Short Interest ↓
Analyst Revision
News Coverage
DAY
Dayforce
2.3361 of 5 stars
$79.66
-1.8%
N/AN/A$12.56B$1.51B241.409,084Analyst Forecast
Short Interest ↓
NICE
NICE
4.4949 of 5 stars
$192.07
+1.1%
N/A-11.5%$12.08B$2.38B32.078,384Analyst Forecast
Analyst Revision
News Coverage

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This page (NYSE:DOCN) was last updated on 11/17/2024 by MarketBeat.com Staff
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