SPLK vs. MSTR, ANSS, TYL, MANH, SSNC, INFA, GWRE, PLTR, ADSK, and CDNS
Should you be buying Splunk stock or one of its competitors? The main competitors of Splunk include MicroStrategy (MSTR), ANSYS (ANSS), Tyler Technologies (TYL), Manhattan Associates (MANH), SS&C Technologies (SSNC), Informatica (INFA), Guidewire Software (GWRE), Palantir Technologies (PLTR), Autodesk (ADSK), and Cadence Design Systems (CDNS). These companies are all part of the "prepackaged software" industry.
Splunk (NASDAQ:SPLK) and MicroStrategy (NASDAQ:MSTR) are both large-cap computer and technology companies, but which is the better business? We will compare the two companies based on the strength of their analyst recommendations, community ranking, institutional ownership, risk, media sentiment, profitability, valuation, dividends and earnings.
Splunk presently has a consensus price target of $135.31, suggesting a potential downside of 13.76%. MicroStrategy has a consensus price target of $684.20, suggesting a potential downside of 54.47%. Given Splunk's higher probable upside, analysts plainly believe Splunk is more favorable than MicroStrategy.
Splunk has a beta of 1, indicating that its stock price has a similar volatility profile to the S&P 500.Comparatively, MicroStrategy has a beta of 2.82, indicating that its stock price is 182% more volatile than the S&P 500.
MicroStrategy has a net margin of 86.47% compared to Splunk's net margin of 6.26%. Splunk's return on equity of 32,117.42% beat MicroStrategy's return on equity.
87.6% of Splunk shares are owned by institutional investors. Comparatively, 49.4% of MicroStrategy shares are owned by institutional investors. 0.2% of Splunk shares are owned by company insiders. Comparatively, 20.8% of MicroStrategy shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock is poised for long-term growth.
Splunk received 1391 more outperform votes than MicroStrategy when rated by MarketBeat users. Likewise, 77.60% of users gave Splunk an outperform vote while only 61.89% of users gave MicroStrategy an outperform vote.
MicroStrategy has lower revenue, but higher earnings than Splunk. MicroStrategy is trading at a lower price-to-earnings ratio than Splunk, indicating that it is currently the more affordable of the two stocks.
In the previous week, MicroStrategy had 40 more articles in the media than Splunk. MarketBeat recorded 66 mentions for MicroStrategy and 26 mentions for Splunk. Splunk's average media sentiment score of 0.49 beat MicroStrategy's score of 0.42 indicating that Splunk is being referred to more favorably in the media.
Summary
MicroStrategy beats Splunk on 9 of the 17 factors compared between the two stocks.
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This chart shows the number of new MarketBeat users adding SPLK and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
Skip ChartThis 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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