NET vs. MDB, ANSS, PTC, MSTR, TYL, HUBS, NTNX, CHKP, OKTA, and VEEV
Should you be buying Cloudflare stock or one of its competitors? The main competitors of Cloudflare include MongoDB (MDB), ANSYS (ANSS), PTC (PTC), MicroStrategy (MSTR), Tyler Technologies (TYL), HubSpot (HUBS), Nutanix (NTNX), Check Point Software Technologies (CHKP), Okta (OKTA), and Veeva Systems (VEEV). 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 contrast the two businesses based on the strength of their profitability, valuation, analyst recommendations, media sentiment, community ranking, dividends, risk, institutional ownership and earnings.
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.
Cloudflare currently has a consensus price target of $91.87, suggesting a potential upside of 24.64%. MongoDB has a consensus price target of $444.57, suggesting a potential upside of 32.37%. Given MongoDB's stronger consensus rating and higher possible upside, analysts plainly believe MongoDB is more favorable than Cloudflare.
In the previous week, MongoDB had 2 more articles in the media than Cloudflare. MarketBeat recorded 18 mentions for MongoDB and 16 mentions for Cloudflare. MongoDB's average media sentiment score of 0.98 beat Cloudflare's score of 0.54 indicating that MongoDB is being referred to more favorably in the news media.
MongoDB received 378 more outperform votes than Cloudflare when rated by MarketBeat users. Likewise, 60.37% of users gave MongoDB an outperform vote while only 51.04% of users gave Cloudflare an outperform vote.
Cloudflare has a beta of 1.15, meaning that its stock price is 15% more volatile than the S&P 500. Comparatively, MongoDB has a beta of 1.19, meaning that its stock price is 19% more volatile than the S&P 500.
MongoDB has higher revenue and earnings than Cloudflare. Cloudflare is trading at a lower price-to-earnings ratio than MongoDB, indicating that it is currently the more affordable of the two stocks.
82.7% of Cloudflare shares are owned by institutional investors. Comparatively, 89.3% of MongoDB shares are owned by institutional investors. 12.8% of Cloudflare shares are owned by company insiders. Comparatively, 3.6% of MongoDB shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company is poised for long-term growth.
Summary
MongoDB beats Cloudflare on 13 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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