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Dropbox (DBX) Competitors

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$32.32 -0.34 (-1.04%)
Closing price 09/25/2026 04:00 PM Eastern
Extended Trading
$32.31 -0.01 (-0.03%)
As of 09/25/2026 07:30 PM Eastern
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DBX vs. OKTA, ZM, IOT, FICO, and IREN

Should you buy Dropbox stock or one of its competitors? Dropbox's main competitors and comparable companies include Okta (OKTA), Zoom Communications (ZM), Samsara (IOT), Fair Isaac (FICO), and IREN (IREN). 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 Okta?

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

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
Dropbox17.49% -24.26% 15.88%
Okta 9.63%4.50%3.34%

Dropbox has higher earnings, but lower revenue 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
Dropbox$2.52B2.89$508.40M$1.8017.96
Okta$3.07B11.10$235M$1.66117.58

Dropbox currently has a consensus target price of $29.75, indicating a potential downside of 7.95%. Okta has a consensus target price of $198.41, indicating a potential upside of 1.65%. Given Okta's stronger consensus rating and higher probable upside, analysts clearly believe Okta is more favorable than Dropbox.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Dropbox
4 Sell rating(s)
3 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
1.63
Okta
0 Sell rating(s)
11 Hold rating(s)
31 Buy rating(s)
1 Strong Buy rating(s)
2.77

In the previous week, Okta had 81 more articles in the media than Dropbox. MarketBeat recorded 88 mentions for Okta and 7 mentions for Dropbox. Okta's average media sentiment score of 0.73 beat Dropbox's score of 0.07 indicating that Okta is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Dropbox
0 Very Positive mention(s)
1 Positive mention(s)
4 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Neutral
Okta
39 Very Positive mention(s)
13 Positive mention(s)
20 Neutral mention(s)
2 Negative mention(s)
3 Very Negative mention(s)
Positive

Dropbox has a beta of 0.65, suggesting that its share price is 35% less volatile than the broader market. Comparatively, Okta has a beta of 0.79, suggesting that its share price is 21% less volatile than the broader market.

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

Summary

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

How does Dropbox compare to Zoom Communications?

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

Zoom Communications has higher revenue and earnings than Dropbox. Zoom Communications 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$2.52B2.89$508.40M$1.8017.96
Zoom Communications$4.99B5.24$1.90B$10.808.31

Dropbox has a beta of 0.65, suggesting that its stock price is 35% less volatile than the broader market. Comparatively, Zoom Communications has a beta of 1.04, suggesting that its stock price is 4% more volatile than the broader market.

Dropbox currently has a consensus target price of $29.75, suggesting a potential downside of 7.95%. Zoom Communications has a consensus target price of $113.62, suggesting a potential upside of 26.65%. Given Zoom Communications' stronger consensus rating and higher probable upside, analysts clearly believe Zoom Communications is more favorable than Dropbox.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Dropbox
4 Sell rating(s)
3 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
1.63
Zoom Communications
0 Sell rating(s)
11 Hold rating(s)
15 Buy rating(s)
0 Strong Buy rating(s)
2.58

Zoom Communications has a net margin of 65.19% compared to Dropbox's net margin of 17.49%. Zoom Communications' return on equity of 10.86% beat Dropbox's return on equity.

Company Net Margins Return on Equity Return on Assets
Dropbox17.49% -24.26% 15.88%
Zoom Communications 65.19%10.86%8.93%

In the previous week, Dropbox and Dropbox both had 7 articles in the media. Zoom Communications' average media sentiment score of 0.66 beat Dropbox's score of 0.07 indicating that Zoom Communications is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Dropbox
0 Very Positive mention(s)
1 Positive mention(s)
4 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Neutral
Zoom Communications
4 Very Positive mention(s)
1 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

94.8% of Dropbox shares are owned by institutional investors. Comparatively, 66.5% of Zoom Communications shares are owned by institutional investors. 35.5% of Dropbox shares are owned by insiders. Comparatively, 8.8% of Zoom Communications 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.

Summary

Zoom Communications beats Dropbox on 11 of the 15 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 institutional ownership, dividends, media sentiment, risk, earnings, profitability, analyst recommendations and valuation.

Dropbox has a net margin of 17.49% compared to Samsara's net margin of 4.90%. Samsara's return on equity of 4.13% beat Dropbox's return on equity.

Company Net Margins Return on Equity Return on Assets
Dropbox17.49% -24.26% 15.88%
Samsara 4.90%4.13%2.35%

Dropbox has a beta of 0.65, meaning that its share price is 35% less volatile than the broader market. Comparatively, Samsara has a beta of 1.35, meaning that its share price is 35% more volatile than the broader market.

In the previous week, Samsara had 3 more articles in the media than Dropbox. MarketBeat recorded 10 mentions for Samsara and 7 mentions for Dropbox. Samsara's average media sentiment score of 0.47 beat Dropbox's score of 0.07 indicating that Samsara is being referred to more favorably in the news media.

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

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 endowments, hedge funds and large money managers believe a company will outperform the market over the long term.

Dropbox presently has a consensus price target of $29.75, suggesting a potential downside of 7.95%. Samsara has a consensus price target of $52.05, suggesting a potential upside of 36.68%. 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
4 Sell rating(s)
3 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
1.63
Samsara
1 Sell rating(s)
5 Hold rating(s)
15 Buy rating(s)
1 Strong Buy rating(s)
2.73

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$2.52B2.89$508.40M$1.8017.96
Samsara$1.62B13.78-$9.12M$0.16238.03

Summary

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

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 businesses based on the strength of their institutional ownership, valuation, risk, media sentiment, profitability, dividends, earnings and analyst recommendations.

94.8% of Dropbox shares are owned by institutional investors. Comparatively, 85.8% of Fair Isaac shares are owned by institutional investors. 35.5% of Dropbox shares are owned by insiders. Comparatively, 3.0% of Fair Isaac shares are owned 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.

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 0.65, meaning that its share price is 35% less volatile than the broader market. Comparatively, Fair Isaac has a beta of 1.32, meaning that its share price is 32% more volatile than the broader market.

In the previous week, Fair Isaac had 1 more articles in the media than Dropbox. MarketBeat recorded 8 mentions for Fair Isaac and 7 mentions for Dropbox. Fair Isaac's average media sentiment score of 0.42 beat Dropbox's score of 0.07 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
0 Very Positive mention(s)
1 Positive mention(s)
4 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Neutral
Fair Isaac
3 Very Positive mention(s)
1 Positive mention(s)
1 Neutral mention(s)
2 Negative mention(s)
1 Very Negative mention(s)
Neutral

Dropbox currently has a consensus target price of $29.75, suggesting a potential downside of 7.95%. Fair Isaac has a consensus target price of $1,546.00, suggesting a potential upside of 78.80%. Given Fair Isaac's stronger consensus rating and higher possible upside, analysts plainly believe Fair Isaac is more favorable than Dropbox.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Dropbox
4 Sell rating(s)
3 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
1.63
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$2.52B2.89$508.40M$1.8017.96
Fair Isaac$1.99B9.38$651.95M$34.6224.98

Summary

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

How does Dropbox compare to IREN?

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

Dropbox has a beta of 0.65, suggesting that its share price is 35% less volatile than the broader market. Comparatively, IREN has a beta of 4.28, suggesting that its share price is 328% more volatile than the broader market.

94.8% of Dropbox shares are held by institutional investors. Comparatively, 41.1% of IREN shares are held by institutional investors. 35.5% of Dropbox shares are held by company insiders. Comparatively, 5.0% of IREN shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company is poised for long-term growth.

Dropbox has higher revenue and earnings than IREN. IREN 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$2.52B2.89$508.40M$1.8017.96
IREN$707.01M24.60-$702.62M-$2.34N/A

Dropbox currently has a consensus target price of $29.75, suggesting a potential downside of 7.95%. IREN has a consensus target price of $81.47, suggesting a potential upside of 84.61%. Given IREN's stronger consensus rating and higher probable upside, analysts plainly believe IREN is more favorable than Dropbox.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Dropbox
4 Sell rating(s)
3 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
1.63
IREN
1 Sell rating(s)
4 Hold rating(s)
16 Buy rating(s)
1 Strong Buy rating(s)
2.77

Dropbox has a net margin of 17.49% compared to IREN's net margin of -99.38%. IREN's return on equity of -15.46% beat Dropbox's return on equity.

Company Net Margins Return on Equity Return on Assets
Dropbox17.49% -24.26% 15.88%
IREN -99.38%-15.46%-5.51%

In the previous week, IREN had 24 more articles in the media than Dropbox. MarketBeat recorded 31 mentions for IREN and 7 mentions for Dropbox. IREN's average media sentiment score of 0.45 beat Dropbox's score of 0.07 indicating that IREN is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Dropbox
0 Very Positive mention(s)
1 Positive mention(s)
4 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Neutral
IREN
6 Very Positive mention(s)
7 Positive mention(s)
15 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Neutral

Summary

IREN beats Dropbox on 9 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 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$7.29B$16.06B$31.27B$13.18B
Dividend YieldN/A3.43%2.76%14.03%
P/E Ratio17.96141.9479.3125.78
Price / Sales2.891,288.97590.4273.72
Price / Cash10.7846.7848.9152.89
Price / Book-4.378.717.936.30
Net Income$508.40M$433.51M$704.26M$360.35M
7 Day Performance-11.40%0.36%1.10%-0.23%
1 Month Performance-9.92%-4.38%-2.96%-4.16%
1 Year Performance2.86%-0.21%180.11%4.58%

Dropbox Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
DBX
Dropbox
2.4247 of 5 stars
$32.32
-1.0%
$29.75
-8.0%
+2.9%$7.29B$2.52B17.962,113
OKTA
Okta
3.0574 of 5 stars
$191.33
+4.9%
$176.68
-7.7%
+114.1%$31.88B$2.92B115.266,366
ZM
Zoom Communications
4.3603 of 5 stars
$90.90
+2.4%
$113.62
+25.0%
+6.2%$25.90B$4.87B8.427,438
IOT
Samsara
4.0384 of 5 stars
$38.10
-3.7%
$52.05
+36.6%
+0.1%$23.16B$1.62B238.134,100
FICO
Fair Isaac
4.7555 of 5 stars
$925.57
-2.5%
$1,553.69
+67.9%
-43.1%$20.51B$1.99B26.743,811

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This page (NASDAQ:DBX) was last updated on 9/27/2026 by MarketBeat.com Staff.
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