NET vs. MDB, ANSS, MSTR, PTC, TYL, HUBS, CHKP, VEEV, OKTA, and NTNX
Should you be buying Cloudflare stock or one of its competitors? The main competitors of Cloudflare include MongoDB (MDB), ANSYS (ANSS), MicroStrategy (MSTR), PTC (PTC), Tyler Technologies (TYL), HubSpot (HUBS), Check Point Software Technologies (CHKP), Veeva Systems (VEEV), Okta (OKTA), and Nutanix (NTNX). 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 compare the two companies based on the strength of their analyst recommendations, risk, media sentiment, profitability, community ranking, dividends, valuation, institutional ownership and earnings.
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 insiders. Comparatively, 4.8% of MongoDB shares are held by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company will outperform the market over the long term.
In the previous week, Cloudflare had 28 more articles in the media than MongoDB. MarketBeat recorded 35 mentions for Cloudflare and 7 mentions for MongoDB. MongoDB's average media sentiment score of 1.14 beat Cloudflare's score of 0.20 indicating that MongoDB is being referred to more favorably in the news media.
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 received 378 more outperform votes than Cloudflare when rated by MarketBeat users. Likewise, 60.33% of users gave MongoDB an outperform vote while only 50.89% of users gave Cloudflare an outperform vote.
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.
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 presently has a consensus target price of $90.57, indicating a potential upside of 23.10%. MongoDB has a consensus target price of $443.86, indicating a potential upside of 23.55%. Given MongoDB's stronger consensus rating and higher probable upside, analysts plainly believe MongoDB is more favorable than Cloudflare.
Summary
MongoDB beats Cloudflare on 11 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.
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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