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Confluent (CFLT) Competitors

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$24.02 +1.72 (+7.71%)
As of 03:45 PM Eastern
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CFLT vs. DDOG, MDB, NET, PCOR, SNOW, HUBS, NBIS, ZM, PTC, and TTD

Should you be buying Confluent stock or one of its competitors? The main competitors of Confluent include Datadog (DDOG), MongoDB (MDB), Cloudflare (NET), Procore Technologies (PCOR), Snowflake (SNOW), HubSpot (HUBS), Nebius Group (NBIS), Zoom Communications (ZM), PTC (PTC), and Trade Desk (TTD). These companies are all part of the "computer software" industry.

Confluent vs. Its Competitors

Confluent (NASDAQ:CFLT) and Datadog (NASDAQ:DDOG) are both computer and technology companies, but which is the superior stock? We will compare the two companies based on the strength of their media sentiment, risk, institutional ownership, valuation, profitability, dividends, earnings and analyst recommendations.

78.1% of Confluent shares are owned by institutional investors. Comparatively, 78.3% of Datadog shares are owned by institutional investors. 9.2% of Confluent shares are owned by company insiders. Comparatively, 8.7% of Datadog shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock will outperform the market over the long term.

In the previous week, Datadog had 9 more articles in the media than Confluent. MarketBeat recorded 30 mentions for Datadog and 21 mentions for Confluent. Datadog's average media sentiment score of 0.82 beat Confluent's score of 0.52 indicating that Datadog is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Confluent
4 Very Positive mention(s)
7 Positive mention(s)
5 Neutral mention(s)
3 Negative mention(s)
0 Very Negative mention(s)
Positive
Datadog
17 Very Positive mention(s)
1 Positive mention(s)
7 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Confluent currently has a consensus target price of $27.43, indicating a potential upside of 14.20%. Datadog has a consensus target price of $158.46, indicating a potential downside of 4.28%. Given Confluent's higher probable upside, equities analysts clearly believe Confluent is more favorable than Datadog.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Confluent
2 Sell rating(s)
10 Hold rating(s)
19 Buy rating(s)
1 Strong Buy rating(s)
2.59
Datadog
2 Sell rating(s)
4 Hold rating(s)
24 Buy rating(s)
0 Strong Buy rating(s)
2.73

Datadog has a net margin of 4.13% compared to Confluent's net margin of -29.27%. Datadog's return on equity of 5.04% beat Confluent's return on equity.

Company Net Margins Return on Equity Return on Assets
Confluent-29.27% -27.34% -10.07%
Datadog 4.13%5.04%2.59%

Datadog has higher revenue and earnings than Confluent. Confluent is trading at a lower price-to-earnings ratio than Datadog, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Confluent$1.06B7.78-$345.07M-$0.94-25.55
Datadog$2.68B21.51$183.75M$0.35472.99

Confluent has a beta of 0.96, meaning that its stock price is 4% less volatile than the S&P 500. Comparatively, Datadog has a beta of 1.21, meaning that its stock price is 21% more volatile than the S&P 500.

Summary

Datadog beats Confluent on 14 of the 17 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding CFLT and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

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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CFLT vs. The Competition

MetricConfluentINTERNET SOFTWARE IndustryComputer SectorNASDAQ Exchange
Market Cap$8.25B$19.89B$33.06B$10.58B
Dividend YieldN/A3.68%3.17%4.71%
P/E Ratio-25.4577.15495.3027.32
Price / Sales7.78112.501,896.98201.92
Price / CashN/A83.5937.7361.55
Price / Book8.319.457.746.76
Net Income-$345.07M$354.27M$820.34M$275.79M
7 Day Performance17.05%1.23%1.55%2.44%
1 Month Performance20.34%6.05%8.95%8.86%
1 Year Performance15.20%95.58%23,992.93%35.45%

Confluent Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
CFLT
Confluent
2.7698 of 5 stars
$24.02
+7.7%
$27.43
+14.2%
+12.1%$8.25B$1.06B-25.453,060Trending News
Analyst Forecast
Options Volume
DDOG
Datadog
4.1011 of 5 stars
$145.26
+4.5%
$153.41
+5.6%
+32.7%$50.66B$2.68B415.046,500Analyst Forecast
Insider Trade
MDB
MongoDB
3.3619 of 5 stars
$317.00
-0.4%
$336.83
+6.3%
+25.9%$25.79B$2.01B-323.475,558Analyst Upgrade
NET
Cloudflare
3.7592 of 5 stars
$218.55
+1.0%
$191.28
-12.5%
+169.0%$76.16B$1.67B-642.794,263Analyst Forecast
PCOR
Procore Technologies
2.6818 of 5 stars
$74.87
+2.0%
$83.06
+10.9%
+25.3%$11.25B$1.15B-77.994,203Analyst Forecast
SNOW
Snowflake
4.0667 of 5 stars
$225.76
+0.5%
$255.53
+13.2%
+120.4%$76.49B$3.63B-54.407,834Trending News
Analyst Forecast
Insider Trade
HUBS
HubSpot
4.6899 of 5 stars
$520.98
+0.6%
$722.93
+38.8%
-13.7%$27.45B$2.63B-2,265.158,246Positive News
Insider Trade
NBIS
Nebius Group
1.4309 of 5 stars
$110.22
+2.3%
$91.20
-17.3%
N/A$25.98B$249.30M-193.371,371Positive News
ZM
Zoom Communications
4.4923 of 5 stars
$83.60
-1.1%
$91.30
+9.2%
+16.9%$25.29B$4.67B22.067,412Insider Trade
PTC
PTC
4.4499 of 5 stars
$203.84
+0.4%
$202.14
-0.8%
+14.3%$24.42B$2.30B48.087,501Analyst Upgrade
TTD
Trade Desk
4.0844 of 5 stars
$49.64
+5.3%
$86.15
+73.6%
-52.8%$24.27B$2.44B59.813,522Trending News
Analyst Forecast

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This page (NASDAQ:CFLT) was last updated on 10/9/2025 by MarketBeat.com Staff
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