DBX vs. U, DSGX, S, APPF, INFA, GTLB, BILL, SQSP, DAY, and CDAY
Should you be buying Dropbox stock or one of its competitors? The main competitors of Dropbox include Unity Software (U), The Descartes Systems Group (DSGX), SentinelOne (S), AppFolio (APPF), Informatica (INFA), GitLab (GTLB), BILL (BILL), Squarespace (SQSP), Dayforce (DAY), and Ceridian HCM (CDAY). These companies are all part of the "prepackaged software" industry.
Unity Software (NYSE:U) and Dropbox (NASDAQ:DBX) are both mid-cap computer and technology companies, but which is the superior stock? We will compare the two companies based on the strength of their valuation, earnings, risk, community ranking, dividends, media sentiment, institutional ownership, analyst recommendations and profitability.
Unity Software currently has a consensus target price of $35.38, indicating a potential upside of 85.49%. Dropbox has a consensus target price of $29.78, indicating a potential upside of 30.43%. Given Dropbox's stronger consensus rating and higher probable upside, analysts clearly believe Unity Software is more favorable than Dropbox.
Dropbox received 269 more outperform votes than Unity Software when rated by MarketBeat users. Likewise, 67.30% of users gave Dropbox an outperform vote while only 48.57% of users gave Unity Software an outperform vote.
Dropbox has higher revenue and earnings than Unity Software. Unity Software is trading at a lower price-to-earnings ratio than Dropbox, indicating that it is currently the more affordable of the two stocks.
73.5% of Unity Software shares are owned by institutional investors. Comparatively, 94.8% of Dropbox shares are owned by institutional investors. 6.3% of Unity Software shares are owned by insiders. Comparatively, 26.4% of Dropbox shares are owned by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company is poised for long-term growth.
In the previous week, Unity Software had 8 more articles in the media than Dropbox. MarketBeat recorded 15 mentions for Unity Software and 7 mentions for Dropbox. Unity Software's average media sentiment score of 1.22 beat Dropbox's score of 0.71 indicating that Dropbox is being referred to more favorably in the news media.
Dropbox has a net margin of 20.50% compared to Dropbox's net margin of -40.11%. Dropbox's return on equity of -7.73% beat Unity Software's return on equity.
Unity Software has a beta of 2.4, meaning that its stock price is 140% more volatile than the S&P 500. Comparatively, Dropbox has a beta of 0.7, meaning that its stock price is 30% less volatile than the S&P 500.
Summary
Dropbox beats Unity Software 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 DBX 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 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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