NET vs. MDB, PAYC, TYL, SPLK, PTC, CHKP, DT, SSNC, OKTA, and HUBS
Should you be buying Cloudflare stock or one of its competitors? The main competitors of Cloudflare include MongoDB (MDB), Paycom Software (PAYC), Tyler Technologies (TYL), Splunk (SPLK), PTC (PTC), Check Point Software Technologies (CHKP), Dynatrace (DT), SS&C Technologies (SSNC), Okta (OKTA), and HubSpot (HUBS). These companies are all part of the "prepackaged software" industry.
Cloudflare vs.
Cloudflare (NYSE:NET) and MongoDB (NASDAQ:MDB) 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 analyst recommendations, profitability, dividends, earnings, valuation, community ranking, institutional ownership, media sentiment and risk.
Cloudflare currently has a consensus price target of $61.04, suggesting a potential downside of 0.16%. MongoDB has a consensus price target of $257.22, suggesting a potential downside of 9.23%. Given Cloudflare's higher possible upside, equities research analysts clearly believe Cloudflare is more favorable than MongoDB.
Cloudflare has a beta of 1.01, meaning that its stock price is 1% more volatile than the S&P 500. Comparatively, MongoDB has a beta of 1.06, meaning that its stock price is 6% more volatile than the S&P 500.
70.0% of Cloudflare shares are owned by institutional investors. Comparatively, 84.9% of MongoDB shares are owned by institutional investors. 16.0% of Cloudflare shares are owned by company insiders. Comparatively, 4.8% of MongoDB shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock will outperform the market over the long term.
In the previous week, Cloudflare had 3 more articles in the media than MongoDB. MarketBeat recorded 17 mentions for Cloudflare and 14 mentions for MongoDB. MongoDB's average media sentiment score of 0.29 beat Cloudflare's score of -0.01 indicating that MongoDB is being referred to more favorably in the news media.
Cloudflare has higher earnings, but lower revenue than MongoDB. Cloudflare is trading at a lower price-to-earnings ratio than MongoDB, indicating that it is currently the more affordable of the two stocks.
Cloudflare has a net margin of -18.05% compared to MongoDB's net margin of -26.90%. Cloudflare's return on equity of -25.10% beat MongoDB's return on equity.
MongoDB received 370 more outperform votes than Cloudflare when rated by MarketBeat users. Likewise, 62.55% of users gave MongoDB an outperform vote while only 53.93% of users gave Cloudflare an outperform vote.
Summary
Cloudflare and MongoDB tied by winning 9 of the 18 factors compared between the two stocks.
New MarketBeat Followers Over Time
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 ChartMedia Sentiment Over Time
This 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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