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Dropbox (DBX) Competitors

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$35.70 -0.18 (-0.50%)
As of 08/28/2026 04:00 PM Eastern

DBX vs. FICO, OKTA, IOT, U, and PTC

Should you buy Dropbox stock or one of its competitors? Dropbox's main competitors and comparable companies include Fair Isaac (FICO), Okta (OKTA), Samsara (IOT), Unity Software (U), and PTC (PTC). Companies are selected based on similarities in market, industry, and size. These companies are all part of the "application software" industry.

How does Dropbox compare to Fair Isaac?

Dropbox (NASDAQ:DBX) and Fair Isaac (NYSE:FICO) are both technology companies, but which is the superior stock? We will compare the two companies based on the strength of their media sentiment, analyst recommendations, profitability, earnings, dividends, valuation, risk and institutional ownership.

Dropbox presently has a consensus price target of $28.25, indicating a potential downside of 20.87%. Fair Isaac has a consensus price target of $1,553.69, indicating a potential upside of 34.59%. Given Fair Isaac's stronger consensus rating and higher probable upside, analysts clearly believe Fair Isaac is more favorable than Dropbox.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Dropbox
3 Sell rating(s)
4 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
1.75
Fair Isaac
0 Sell rating(s)
5 Hold rating(s)
11 Buy rating(s)
0 Strong Buy rating(s)
2.69

Fair Isaac has lower revenue, but higher earnings than Dropbox. Dropbox is trading at a lower price-to-earnings ratio than Fair Isaac, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Dropbox$2.53B3.18$508.40M$1.8019.83
Fair Isaac$1.99B12.52$651.95M$34.6233.34

In the previous week, Fair Isaac had 22 more articles in the media than Dropbox. MarketBeat recorded 33 mentions for Fair Isaac and 11 mentions for Dropbox. Fair Isaac's average media sentiment score of 1.59 beat Dropbox's score of 0.66 indicating that Fair Isaac is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Dropbox
5 Very Positive mention(s)
0 Positive mention(s)
3 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive
Fair Isaac
28 Very Positive mention(s)
2 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive

Fair Isaac has a net margin of 34.05% compared to Dropbox's net margin of 17.49%. Dropbox's return on equity of -24.26% beat Fair Isaac's return on equity.

Company Net Margins Return on Equity Return on Assets
Dropbox17.49% -24.26% 15.88%
Fair Isaac 34.05%-32.51%40.61%

Dropbox has a beta of 0.64, suggesting that its share price is 36% less volatile than the broader market. Comparatively, Fair Isaac has a beta of 1.3, suggesting that its share price is 30% more volatile than the broader market.

94.8% of Dropbox shares are held by institutional investors. Comparatively, 85.8% of Fair Isaac shares are held by institutional investors. 35.5% of Dropbox shares are held by company insiders. Comparatively, 3.0% of Fair Isaac shares are held by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company is poised for long-term growth.

Summary

Fair Isaac beats Dropbox on 12 of the 16 factors compared between the two stocks.

How does Dropbox compare to Okta?

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

86.6% of Okta shares are held by institutional investors. Comparatively, 94.8% of Dropbox shares are held by institutional investors. 4.6% of Okta shares are held by insiders. Comparatively, 35.5% of Dropbox shares are held by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock will outperform the market over the long term.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Okta$3.07B9.40$235M$1.66100.14
Dropbox$2.53B3.18$508.40M$1.8019.83

Okta currently has a consensus price target of $172.92, indicating a potential upside of 4.03%. Dropbox has a consensus price target of $28.25, indicating a potential downside of 20.87%. Given Okta's stronger consensus rating and higher possible upside, research analysts clearly believe Okta is more favorable than Dropbox.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Okta
0 Sell rating(s)
10 Hold rating(s)
32 Buy rating(s)
1 Strong Buy rating(s)
2.79
Dropbox
3 Sell rating(s)
4 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
1.75

In the previous week, Okta had 121 more articles in the media than Dropbox. MarketBeat recorded 132 mentions for Okta and 11 mentions for Dropbox. Okta's average media sentiment score of 0.74 beat Dropbox's score of 0.66 indicating that Okta is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Okta
50 Very Positive mention(s)
21 Positive mention(s)
33 Neutral mention(s)
5 Negative mention(s)
2 Very Negative mention(s)
Positive
Dropbox
5 Very Positive mention(s)
0 Positive mention(s)
3 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive

Dropbox has a net margin of 17.49% compared to Okta's net margin of 9.63%. Okta's return on equity of 4.50% beat Dropbox's return on equity.

Company Net Margins Return on Equity Return on Assets
Okta9.63% 4.50% 3.34%
Dropbox 17.49%-24.26%15.88%

Okta has a beta of 0.77, suggesting that its share price is 23% less volatile than the broader market. Comparatively, Dropbox has a beta of 0.64, suggesting that its share price is 36% less volatile than the broader market.

Summary

Okta beats Dropbox on 11 of the 17 factors compared between the two stocks.

How does Dropbox compare to Samsara?

Dropbox (NASDAQ:DBX) and Samsara (NYSE:IOT) are both technology companies, but which is the superior investment? We will compare the two businesses based on the strength of their earnings, media sentiment, risk, dividends, profitability, analyst recommendations, institutional ownership and valuation.

In the previous week, Dropbox had 2 more articles in the media than Samsara. MarketBeat recorded 11 mentions for Dropbox and 9 mentions for Samsara. Dropbox's average media sentiment score of 0.66 beat Samsara's score of 0.40 indicating that Dropbox is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Dropbox
5 Very Positive mention(s)
0 Positive mention(s)
3 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive
Samsara
4 Very Positive mention(s)
1 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Dropbox$2.53B3.18$508.40M$1.8019.83
Samsara$1.62B14.84-$9.12M$0.10412.10

Dropbox has a net margin of 17.49% compared to Samsara's net margin of 3.32%. Samsara's return on equity of 2.00% beat Dropbox's return on equity.

Company Net Margins Return on Equity Return on Assets
Dropbox17.49% -24.26% 15.88%
Samsara 3.32%2.00%1.12%

Dropbox currently has a consensus target price of $28.25, indicating a potential downside of 20.87%. Samsara has a consensus target price of $46.67, indicating a potential upside of 13.24%. Given Samsara's stronger consensus rating and higher probable upside, analysts clearly believe Samsara is more favorable than Dropbox.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Dropbox
3 Sell rating(s)
4 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
1.75
Samsara
0 Sell rating(s)
6 Hold rating(s)
13 Buy rating(s)
2 Strong Buy rating(s)
2.81

Dropbox has a beta of 0.64, indicating that its share price is 36% less volatile than the broader market. Comparatively, Samsara has a beta of 1.34, indicating that its share price is 34% more volatile than the broader market.

94.8% of Dropbox shares are owned by institutional investors. Comparatively, 96.0% of Samsara shares are owned by institutional investors. 35.5% of Dropbox shares are owned by company insiders. Comparatively, 35.1% of Samsara shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company will outperform the market over the long term.

Summary

Samsara beats Dropbox on 9 of the 17 factors compared between the two stocks.

How does Dropbox compare to Unity Software?

Unity Software (NYSE:U) and Dropbox (NASDAQ:DBX) are both technology companies, but which is the superior business? We will contrast the two businesses based on the strength of their institutional ownership, analyst recommendations, valuation, dividends, risk, profitability, earnings and media sentiment.

Dropbox has a net margin of 17.49% compared to Unity Software's net margin of -28.97%. Unity Software's return on equity of 4.64% beat Dropbox's return on equity.

Company Net Margins Return on Equity Return on Assets
Unity Software-28.97% 4.64% 2.16%
Dropbox 17.49%-24.26%15.88%

Unity Software currently has a consensus price target of $45.16, suggesting a potential upside of 4.06%. Dropbox has a consensus price target of $28.25, suggesting a potential downside of 20.87%. Given Unity Software's stronger consensus rating and higher possible upside, equities analysts plainly believe Unity Software is more favorable than Dropbox.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Unity Software
1 Sell rating(s)
3 Hold rating(s)
17 Buy rating(s)
2 Strong Buy rating(s)
2.87
Dropbox
3 Sell rating(s)
4 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
1.75

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Unity Software$1.85B10.33-$402.77M-$1.36N/A
Dropbox$2.53B3.18$508.40M$1.8019.83

73.5% of Unity Software shares are owned by institutional investors. Comparatively, 94.8% of Dropbox shares are owned by institutional investors. 0.8% of Unity Software shares are owned by insiders. Comparatively, 35.5% of Dropbox shares are owned by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company will outperform the market over the long term.

Unity Software has a beta of 2.04, meaning that its share price is 104% more volatile than the broader market. Comparatively, Dropbox has a beta of 0.64, meaning that its share price is 36% less volatile than the broader market.

In the previous week, Unity Software had 18 more articles in the media than Dropbox. MarketBeat recorded 29 mentions for Unity Software and 11 mentions for Dropbox. Unity Software's average media sentiment score of 1.03 beat Dropbox's score of 0.66 indicating that Unity Software is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Unity Software
22 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Dropbox
5 Very Positive mention(s)
0 Positive mention(s)
3 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive

Summary

Unity Software beats Dropbox on 9 of the 17 factors compared between the two stocks.

How does Dropbox compare to PTC?

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

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Dropbox$2.53B3.18$508.40M$1.8019.83
PTC$2.74B6.23$734M$10.3415.20

Dropbox presently has a consensus price target of $28.25, indicating a potential downside of 20.87%. PTC has a consensus price target of $170.14, indicating a potential upside of 8.27%. Given PTC's stronger consensus rating and higher probable upside, analysts plainly believe PTC is more favorable than Dropbox.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Dropbox
3 Sell rating(s)
4 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
1.75
PTC
1 Sell rating(s)
6 Hold rating(s)
7 Buy rating(s)
0 Strong Buy rating(s)
2.43

PTC has a net margin of 41.67% compared to Dropbox's net margin of 17.49%. PTC's return on equity of 25.31% beat Dropbox's return on equity.

Company Net Margins Return on Equity Return on Assets
Dropbox17.49% -24.26% 15.88%
PTC 41.67%25.31%14.55%

Dropbox has a beta of 0.64, meaning that its stock price is 36% less volatile than the broader market. Comparatively, PTC has a beta of 0.98, meaning that its stock price is 2% less volatile than the broader market.

94.8% of Dropbox shares are owned by institutional investors. Comparatively, 95.1% of PTC shares are owned by institutional investors. 35.5% of Dropbox shares are owned by insiders. Comparatively, 0.3% of PTC shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock is poised for long-term growth.

In the previous week, PTC had 14 more articles in the media than Dropbox. MarketBeat recorded 25 mentions for PTC and 11 mentions for Dropbox. PTC's average media sentiment score of 1.48 beat Dropbox's score of 0.66 indicating that PTC is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Dropbox
5 Very Positive mention(s)
0 Positive mention(s)
3 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive
PTC
21 Very Positive mention(s)
1 Positive mention(s)
1 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive

Summary

PTC beats Dropbox on 13 of the 16 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 DBX 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

MetricDropboxSoftware IndustryTechnology SectorNASDAQ Exchange
Market Cap$8.06B$16.40B$29.76B$12.91B
Dividend YieldN/A3.41%2.74%11.28%
P/E Ratio19.83139.5776.4425.45
Price / Sales3.181,292.84591.6294.29
Price / Cash11.9149.2949.2953.00
Price / Book-3.687.509.316.14
Net Income$508.40M$434.56M$678.22M$348.86M
7 Day Performance3.57%1.69%-0.07%-0.80%
1 Month Performance11.18%5.79%4.19%4.13%
1 Year Performance22.85%5.34%187.24%15.17%

Dropbox Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
DBX
Dropbox
2.5196 of 5 stars
$35.70
-0.5%
$28.25
-20.9%
+22.8%$8.06B$2.53B19.832,113
FICO
Fair Isaac
4.8805 of 5 stars
$1,165.64
-0.6%
$1,553.69
+33.3%
-24.2%$25.33B$1.99B33.673,811
OKTA
Okta
3.4111 of 5 stars
$130.97
-3.1%
$140.54
+7.3%
+79.2%$23.49B$2.92B94.916,366
IOT
Samsara
3.6817 of 5 stars
$40.32
+1.0%
$46.67
+15.7%
+14.1%$23.27B$1.62B403.254,100
U
Unity Software
3.6333 of 5 stars
$46.21
-1.5%
$45.16
-2.3%
+10.2%$20.65B$1.85BN/A4,412

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This page (NASDAQ:DBX) was last updated on 8/30/2026 by MarketBeat.com Staff.
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