NET vs. HUBS, VEEV, ANSS, MDB, PTC, MSTR, DDOG, CHKP, TYL, and OKTA
Should you be buying Cloudflare stock or one of its competitors? The main competitors of Cloudflare include HubSpot (HUBS), Veeva Systems (VEEV), ANSYS (ANSS), MongoDB (MDB), PTC (PTC), MicroStrategy (MSTR), Datadog (DDOG), Check Point Software Technologies (CHKP), Tyler Technologies (TYL), and Okta (OKTA). These companies are all part of the "prepackaged software" industry.
Cloudflare (NYSE:NET) and HubSpot (NYSE:HUBS) are both large-cap computer and technology companies, but which is the better business? We will compare the two businesses based on the strength of their valuation, community ranking, risk, earnings, profitability, media sentiment, institutional ownership, dividends and analyst recommendations.
In the previous week, Cloudflare had 7 more articles in the media than HubSpot. MarketBeat recorded 16 mentions for Cloudflare and 9 mentions for HubSpot. HubSpot's average media sentiment score of 0.69 beat Cloudflare's score of 0.36 indicating that HubSpot is being referred to more favorably in the news media.
Cloudflare currently has a consensus target price of $87.08, suggesting a potential downside of 4.35%. HubSpot has a consensus target price of $642.36, suggesting a potential upside of 1.34%. Given HubSpot's stronger consensus rating and higher possible upside, analysts clearly believe HubSpot is more favorable than Cloudflare.
HubSpot has higher revenue and earnings than Cloudflare. HubSpot is trading at a lower price-to-earnings ratio than Cloudflare, indicating that it is currently the more affordable of the two stocks.
HubSpot received 666 more outperform votes than Cloudflare when rated by MarketBeat users. Likewise, 76.71% of users gave HubSpot an outperform vote while only 51.41% of users gave Cloudflare an outperform vote.
Cloudflare has a beta of 1.12, suggesting that its share price is 12% more volatile than the S&P 500. Comparatively, HubSpot has a beta of 1.58, suggesting that its share price is 58% more volatile than the S&P 500.
82.7% of Cloudflare shares are owned by institutional investors. Comparatively, 90.4% of HubSpot shares are owned by institutional investors. 14.8% of Cloudflare shares are owned by insiders. Comparatively, 4.9% of HubSpot shares are owned by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company is poised for long-term growth.
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.
Summary
HubSpot beats Cloudflare on 13 of the 18 factors compared between the two stocks.
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This chart shows the number of new MarketBeat users adding NET 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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