APPF vs. DSGX, DBX, GTLB, BILL, S, PCTY, GWRE, MNDY, DAY, and U
Should you be buying AppFolio stock or one of its competitors? The main competitors of AppFolio include The Descartes Systems Group (DSGX), Dropbox (DBX), GitLab (GTLB), BILL (BILL), SentinelOne (S), Paylocity (PCTY), Guidewire Software (GWRE), monday.com (MNDY), Dayforce (DAY), and Unity Software (U). These companies are all part of the "prepackaged software" industry.
The Descartes Systems Group (NASDAQ:DSGX) and AppFolio (NASDAQ:APPF) are both mid-cap computer and technology companies, but which is the better investment? We will contrast the two companies based on the strength of their earnings, profitability, dividends, media sentiment, analyst recommendations, community ranking, valuation, risk and institutional ownership.
77.7% of The Descartes Systems Group shares are held by institutional investors. Comparatively, 62.3% of AppFolio shares are held by institutional investors. 0.3% of The Descartes Systems Group shares are held by company insiders. Comparatively, 9.2% of AppFolio shares are held 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.
In the previous week, The Descartes Systems Group had 4 more articles in the media than AppFolio. MarketBeat recorded 7 mentions for The Descartes Systems Group and 3 mentions for AppFolio. AppFolio's average media sentiment score of 0.91 beat The Descartes Systems Group's score of 0.70 indicating that The Descartes Systems Group is being referred to more favorably in the media.
The Descartes Systems Group has higher earnings, but lower revenue than AppFolio. The Descartes Systems Group is trading at a lower price-to-earnings ratio than AppFolio, indicating that it is currently the more affordable of the two stocks.
The Descartes Systems Group currently has a consensus price target of $98.44, suggesting a potential upside of 4.62%. AppFolio has a consensus price target of $239.40, suggesting a potential upside of 9.15%. Given The Descartes Systems Group's stronger consensus rating and higher probable upside, analysts plainly believe AppFolio is more favorable than The Descartes Systems Group.
The Descartes Systems Group has a beta of 0.94, suggesting that its share price is 6% less volatile than the S&P 500. Comparatively, AppFolio has a beta of 0.8, suggesting that its share price is 20% less volatile than the S&P 500.
The Descartes Systems Group received 211 more outperform votes than AppFolio when rated by MarketBeat users. Likewise, 65.25% of users gave The Descartes Systems Group an outperform vote while only 55.91% of users gave AppFolio an outperform vote.
The Descartes Systems Group has a net margin of 20.23% compared to The Descartes Systems Group's net margin of 0.44%. AppFolio's return on equity of 9.80% beat The Descartes Systems Group's return on equity.
Summary
The Descartes Systems Group beats AppFolio 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 APPF and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
Skip ChartThis 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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