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.
MongoDB (NASDAQ:MDB) and Cloudflare (NYSE:NET) are both large-cap computer and technology companies, but which is the superior business? We will contrast the two businesses based on the strength of their media sentiment, community ranking, valuation, profitability, dividends, analyst recommendations, earnings, institutional ownership and risk.
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.
In the previous week, Cloudflare had 43 more articles in the media than MongoDB. MarketBeat recorded 54 mentions for Cloudflare and 11 mentions for MongoDB. Cloudflare's average media sentiment score of 1.03 beat MongoDB's score of 0.04 indicating that MongoDB is being referred to more favorably in the media.
MongoDB has a net margin of -10.49% compared to MongoDB's net margin of -13.10%. MongoDB's return on equity of -12.78% beat Cloudflare's return on equity.
89.3% of MongoDB shares are held by institutional investors. Comparatively, 82.7% of Cloudflare shares are held by institutional investors. 4.8% of MongoDB shares are held by company insiders. Comparatively, 12.8% of Cloudflare shares are held by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock is poised for long-term growth.
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.
MongoDB has a beta of 1.19, indicating that its stock price is 19% more volatile than the S&P 500. Comparatively, Cloudflare has a beta of 1.15, indicating that its stock price is 15% more volatile than the S&P 500.
MongoDB currently has a consensus target price of $443.86, suggesting a potential upside of 25.57%. Cloudflare has a consensus target price of $90.57, suggesting a potential upside of 25.96%. Given MongoDB's higher probable upside, analysts clearly believe Cloudflare is more favorable than MongoDB.
Summary
MongoDB beats Cloudflare on 10 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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