HUBS vs. NET, ANSS, MSTR, MDB, SPLK, VEEV, PTC, DDOG, CHKP, and TYL
Should you be buying HubSpot stock or one of its competitors? The main competitors of HubSpot include Cloudflare (NET), ANSYS (ANSS), MicroStrategy (MSTR), MongoDB (MDB), Splunk (SPLK), Veeva Systems (VEEV), PTC (PTC), Datadog (DDOG), Check Point Software Technologies (CHKP), and Tyler Technologies (TYL). These companies are all part of the "prepackaged software" industry.
HubSpot (NYSE:HUBS) and Cloudflare (NYSE:NET) are both large-cap computer and technology companies, but which is the superior business? We will contrast the two companies based on the strength of their earnings, risk, analyst recommendations, community ranking, media sentiment, dividends, institutional ownership, valuation and profitability.
HubSpot received 662 more outperform votes than Cloudflare when rated by MarketBeat users. Likewise, 76.69% of users gave HubSpot an outperform vote while only 51.57% of users gave Cloudflare an outperform vote.
HubSpot has a beta of 1.59, meaning that its share price is 59% more volatile than the S&P 500. Comparatively, Cloudflare has a beta of 1.14, meaning that its share price is 14% more volatile than the S&P 500.
87.1% of HubSpot shares are owned by institutional investors. Comparatively, 73.1% of Cloudflare shares are owned by institutional investors. 4.9% of HubSpot shares are owned by insiders. Comparatively, 14.8% of Cloudflare shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company will outperform the market over the long term.
HubSpot has a net margin of -8.12% compared to Cloudflare's net margin of -14.19%. HubSpot's return on equity of -6.38% beat Cloudflare's return on equity.
HubSpot has higher revenue and earnings than Cloudflare. Cloudflare is trading at a lower price-to-earnings ratio than HubSpot, indicating that it is currently the more affordable of the two stocks.
HubSpot currently has a consensus price target of $631.54, suggesting a potential upside of 5.28%. Cloudflare has a consensus price target of $87.50, suggesting a potential downside of 7.58%. Given HubSpot's stronger consensus rating and higher possible upside, equities research analysts plainly believe HubSpot is more favorable than Cloudflare.
In the previous week, HubSpot had 9 more articles in the media than Cloudflare. MarketBeat recorded 25 mentions for HubSpot and 16 mentions for Cloudflare. Cloudflare's average media sentiment score of 0.74 beat HubSpot's score of 0.37 indicating that Cloudflare is being referred to more favorably in the news media.
Summary
HubSpot beats Cloudflare on 14 of the 18 factors compared between the two stocks.
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This chart shows the number of new MarketBeat users adding HUBS 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 NYSE 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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