DBX vs. NATI, U, MNDY, NTNX, GWRE, DSGX, CDAY, SMAR, PCTY, and CYBR
Should you be buying Dropbox stock or one of its competitors? The main competitors of Dropbox include National Instruments (NATI), Unity Software (U), monday.com (MNDY), Nutanix (NTNX), Guidewire Software (GWRE), The Descartes Systems Group (DSGX), Ceridian HCM (CDAY), Smartsheet (SMAR), Paylocity (PCTY), and CyberArk Software (CYBR). These companies are all part of the "prepackaged software" industry.
Dropbox vs.
Dropbox (NASDAQ:DBX) and National Instruments (NASDAQ:NATI) are both mid-cap computer and technology companies, but which is the superior investment? We will compare the two businesses based on the strength of their institutional ownership, dividends, earnings, risk, valuation, profitability, community ranking, media sentiment and analyst recommendations.
Dropbox has higher revenue and earnings than National Instruments. Dropbox is trading at a lower price-to-earnings ratio than National Instruments, indicating that it is currently the more affordable of the two stocks.
Dropbox received 59 more outperform votes than National Instruments when rated by MarketBeat users. Likewise, 68.90% of users gave Dropbox an outperform vote while only 62.72% of users gave National Instruments an outperform vote.
Dropbox has a beta of 0.83, indicating that its share price is 17% less volatile than the S&P 500. Comparatively, National Instruments has a beta of 1.2, indicating that its share price is 20% more volatile than the S&P 500.
Dropbox currently has a consensus price target of $26.86, indicating a potential upside of 16.62%. National Instruments has a consensus price target of $52.57, indicating a potential downside of 9.01%. Given Dropbox's stronger consensus rating and higher probable upside, equities research analysts clearly believe Dropbox is more favorable than National Instruments.
61.8% of Dropbox shares are held by institutional investors. Comparatively, 90.9% of National Instruments shares are held by institutional investors. 25.8% of Dropbox shares are held by insiders. Comparatively, 0.7% of National Instruments shares are held by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock is poised for long-term growth.
Dropbox has a net margin of 22.86% compared to National Instruments' net margin of 9.44%. National Instruments' return on equity of 20.15% beat Dropbox's return on equity.
In the previous week, National Instruments had 19 more articles in the media than Dropbox. MarketBeat recorded 25 mentions for National Instruments and 6 mentions for Dropbox. Dropbox's average media sentiment score of 0.60 beat National Instruments' score of 0.10 indicating that Dropbox is being referred to more favorably in the media.
Summary
Dropbox beats National Instruments on 12 of the 18 factors compared between the two stocks.
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.
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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