Dropbox (DBX) Competitors

$23.48
+0.17 (+0.73%)
(As of 01:04 PM ET)

DBX vs. DSGX, APPF, GTLB, PCTY, GWRE, MNDY, DAY, BILL, U, and S

Should you be buying Dropbox stock or one of its competitors? The main competitors of Dropbox include The Descartes Systems Group (DSGX), AppFolio (APPF), GitLab (GTLB), Paylocity (PCTY), Guidewire Software (GWRE), monday.com (MNDY), Dayforce (DAY), BILL (BILL), Unity Software (U), and SentinelOne (S). These companies are all part of the "prepackaged software" industry.

Dropbox vs.

The Descartes Systems Group (NASDAQ:DSGX) and Dropbox (NASDAQ:DBX) are both mid-cap computer and technology companies, but which is the superior business? We will contrast the two companies based on the strength of their community ranking, dividends, valuation, profitability, institutional ownership, media sentiment, earnings, risk and analyst recommendations.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
The Descartes Systems Group$572.90M14.05$115.91M$1.3470.54
Dropbox$2.50B3.24$453.60M$1.3217.83

In the previous week, Dropbox had 7 more articles in the media than The Descartes Systems Group. MarketBeat recorded 15 mentions for Dropbox and 8 mentions for The Descartes Systems Group. Dropbox's average media sentiment score of 0.91 beat The Descartes Systems Group's score of 0.65 indicating that The Descartes Systems Group is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
The Descartes Systems Group
2 Very Positive mention(s)
1 Positive mention(s)
5 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Dropbox
8 Very Positive mention(s)
1 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

The Descartes Systems Group has a net margin of 20.23% compared to The Descartes Systems Group's net margin of 18.13%. Dropbox's return on equity of 9.80% beat The Descartes Systems Group's return on equity.

Company Net Margins Return on Equity Return on Assets
The Descartes Systems Group20.23% 9.80% 8.14%
Dropbox 18.13%-120.82%13.10%

The Descartes Systems Group presently has a consensus price target of $98.44, indicating a potential upside of 4.14%. Dropbox has a consensus price target of $29.78, indicating a potential upside of 26.66%. Given The Descartes Systems Group's higher probable upside, analysts plainly believe Dropbox is more favorable than The Descartes Systems Group.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
The Descartes Systems Group
1 Sell rating(s)
2 Hold rating(s)
7 Buy rating(s)
0 Strong Buy rating(s)
2.60
Dropbox
3 Sell rating(s)
4 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.00

The Descartes Systems Group received 136 more outperform votes than Dropbox when rated by MarketBeat users. However, 67.30% of users gave Dropbox an outperform vote while only 65.25% of users gave The Descartes Systems Group an outperform vote.

CompanyUnderperformOutperform
The Descartes Systems GroupOutperform Votes
490
65.25%
Underperform Votes
261
34.75%
DropboxOutperform Votes
354
67.30%
Underperform Votes
172
32.70%

77.7% of The Descartes Systems Group shares are held by institutional investors. Comparatively, 94.8% of Dropbox shares are held by institutional investors. 0.3% of The Descartes Systems Group shares are held by company insiders. Comparatively, 26.4% of Dropbox 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.

The Descartes Systems Group has a beta of 0.94, indicating that its share price is 6% less volatile than the S&P 500. Comparatively, Dropbox has a beta of 0.71, indicating that its share price is 29% less volatile than the S&P 500.

Summary

The Descartes Systems Group beats Dropbox on 10 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.
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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$8.10B$21.20B$18.93B$7.47B
Dividend YieldN/A2.25%2.79%3.97%
P/E Ratio17.8388.26229.0016.65
Price / Sales3.248.99529.9882.50
Price / Cash12.8463.9827.3327.23
Price / Book-48.0410.316.644.30
Net Income$453.60M$345.56M$623.95M$213.07M
7 Day Performance2.62%2.93%-0.25%0.67%
1 Month Performance-3.33%-3.77%-3.67%-4.11%
1 Year Performance8.33%13.88%14.57%6.09%

Dropbox Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
DSGX
The Descartes Systems Group
3.0533 of 5 stars
$90.90
+4.1%
$97.78
+7.6%
+14.9%$7.74B$572.90M67.842,083
APPF
AppFolio
1.2791 of 5 stars
$214.58
-0.5%
$239.40
+11.6%
+61.2%$7.70B$620.45M7,155.051,504Upcoming Earnings
GTLB
GitLab
3.8523 of 5 stars
$53.86
+0.1%
$70.73
+31.3%
+59.5%$8.54B$579.91M-19.592,130
PCTY
Paylocity
4.8813 of 5 stars
$159.00
-3.0%
$205.13
+29.0%
-17.7%$8.96B$1.17B53.726,100Positive News
GWRE
Guidewire Software
2.3076 of 5 stars
$109.29
flat
$115.11
+5.3%
+40.9%$9.00B$905.34M-176.273,415
MNDY
monday.com
3.4183 of 5 stars
$187.92
+2.0%
$238.33
+26.8%
+39.6%$9.07B$729.70M-2,684.191,168Analyst Report
News Coverage
DAY
Dayforce
2.3182 of 5 stars
$58.60
-1.8%
$77.00
+31.4%
N/A$9.12B$1.51B167.439,084
BILL
BILL
4.5511 of 5 stars
$62.50
+2.6%
$105.76
+69.2%
-23.6%$6.57B$1.06B-57.872,521Analyst Report
U
Unity Software
3.0981 of 5 stars
$23.94
-2.0%
$37.03
+54.7%
-20.0%$9.24B$2.19B-11.086,748
S
SentinelOne
2.8873 of 5 stars
$20.88
+1.0%
$26.08
+24.9%
+10.2%$6.47B$621.15M-18.002,300

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This page (NASDAQ:DBX) was last updated on 4/23/2024 by MarketBeat.com Staff

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