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Dropbox (DBX) Competitors

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$28.55 -0.12 (-0.42%)
As of 04/30/2025 04:00 PM Eastern

DBX vs. DDOG, ZS, BIDU, WIT, HUBS, SRAD, TTD, GDDY, CHKP, and ZM

Should you be buying Dropbox stock or one of its competitors? The main competitors of Dropbox include Datadog (DDOG), Zscaler (ZS), Baidu (BIDU), Wipro (WIT), HubSpot (HUBS), Sportradar Group (SRAD), Trade Desk (TTD), GoDaddy (GDDY), Check Point Software Technologies (CHKP), and Zoom Video Communications (ZM). These companies are all part of the "computer software" industry.

Dropbox vs.

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

Datadog has a beta of 1.2, meaning that its stock price is 20% more volatile than the S&P 500. Comparatively, Dropbox has a beta of 0.75, meaning that its stock price is 25% less volatile than the S&P 500.

Dropbox has a net margin of 17.75% compared to Datadog's net margin of 6.85%. Datadog's return on equity of 8.28% beat Dropbox's return on equity.

Company Net Margins Return on Equity Return on Assets
Datadog6.85% 8.28% 4.55%
Dropbox 17.75%-132.63%19.58%

Dropbox received 38 more outperform votes than Datadog when rated by MarketBeat users. Likewise, 67.11% of users gave Dropbox an outperform vote while only 66.32% of users gave Datadog an outperform vote.

CompanyUnderperformOutperform
DatadogOutperform Votes
317
66.32%
Underperform Votes
161
33.68%
DropboxOutperform Votes
355
67.11%
Underperform Votes
174
32.89%

In the previous week, Datadog had 23 more articles in the media than Dropbox. MarketBeat recorded 32 mentions for Datadog and 9 mentions for Dropbox. Dropbox's average media sentiment score of 1.30 beat Datadog's score of 1.10 indicating that Dropbox is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Datadog
23 Very Positive mention(s)
2 Positive mention(s)
6 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Dropbox
7 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Dropbox has lower revenue, but higher earnings than Datadog. Dropbox 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
Datadog$2.68B13.05$183.75M$0.51200.31
Dropbox$2.55B3.38$453.60M$1.4120.25

78.3% of Datadog shares are owned by institutional investors. Comparatively, 94.8% of Dropbox shares are owned by institutional investors. 11.8% of Datadog shares are owned by insiders. Comparatively, 28.6% of Dropbox shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock will outperform the market over the long term.

Datadog currently has a consensus target price of $150.33, indicating a potential upside of 47.15%. Dropbox has a consensus target price of $27.67, indicating a potential downside of 3.09%. Given Datadog's stronger consensus rating and higher probable upside, analysts clearly believe Datadog is more favorable than Dropbox.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Datadog
0 Sell rating(s)
7 Hold rating(s)
22 Buy rating(s)
2 Strong Buy rating(s)
2.84
Dropbox
0 Sell rating(s)
2 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
2.33

Summary

Datadog beats Dropbox on 10 of the 19 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 {thisCompany.Symbol} 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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DBX vs. The Competition

MetricDropboxPrepackaged software IndustryComputer SectorNASDAQ Exchange
Market Cap$8.61B$23.95B$23.05B$7.83B
Dividend YieldN/A1.94%2.97%4.21%
P/E Ratio20.25114.1542.1318.48
Price / Sales3.3817.712,076.99103.59
Price / Cash17.8286.0634.7234.62
Price / Book-58.278.556.134.25
Net Income$453.60M$440.05M$738.82M$248.23M
7 Day Performance0.67%1.38%1.29%0.89%
1 Month Performance5.04%2.65%1.63%3.53%
1 Year Performance21.54%13.97%52,744.82%5.08%

Dropbox Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
DBX
Dropbox
3.4788 of 5 stars
$28.55
-0.4%
$27.67
-3.1%
+23.3%$8.61B$2.55B20.253,120Positive News
DDOG
Datadog
4.8556 of 5 stars
$88.92
-2.5%
$150.33
+69.1%
-18.6%$30.48B$2.68B174.364,800Upcoming Earnings
Positive News
Gap Down
ZS
Zscaler
3.5119 of 5 stars
$193.70
-3.7%
$234.77
+21.2%
+30.8%$29.97B$2.42B-774.804,980Analyst Upgrade
Gap Down
BIDU
Baidu
4.9017 of 5 stars
$82.98
+0.5%
$110.83
+33.6%
-15.1%$29.10B$133.13B9.0545,500
WIT
Wipro
1.7804 of 5 stars
$2.73
+1.1%
N/A-47.0%$28.55B$887.93B18.83240,000
HUBS
HubSpot
4.7014 of 5 stars
$518.70
-3.9%
$818.04
+57.7%
+1.2%$27.05B$2.63B5,763.977,430Insider Trade
Short Interest ↑
Gap Down
SRAD
Sportradar Group
3.244 of 5 stars
$23.01
-4.0%
$26.91
+16.9%
+148.0%$25.60B$1.11B115.062,960Positive News
High Trading Volume
TTD
Trade Desk
3.6553 of 5 stars
$47.56
-5.4%
$104.10
+118.9%
-35.3%$23.59B$2.44B60.972,770Analyst Forecast
Gap Down
GDDY
GoDaddy
4.5251 of 5 stars
$165.29
-3.8%
$210.73
+27.5%
+53.9%$23.36B$4.57B25.636,910Upcoming Earnings
Analyst Forecast
Short Interest ↑
Analyst Revision
Positive News
CHKP
Check Point Software Technologies
4.2811 of 5 stars
$207.36
-3.5%
$235.50
+13.6%
+46.9%$22.81B$2.57B27.765,800Analyst Revision
Positive News
ZM
Zoom Video Communications
4.2131 of 5 stars
$70.49
-1.4%
$86.62
+22.9%
+26.9%$21.52B$4.67B23.508,480Insider Trade
Positive News

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This page (NASDAQ:DBX) was last updated on 5/1/2025 by MarketBeat.com Staff
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