NET vs. HUBS, ANSS, VEEV, MSTR, MDB, SPLK, DDOG, PTC, CHKP, and TYL
Should you be buying Cloudflare stock or one of its competitors? The main competitors of Cloudflare include HubSpot (HUBS), ANSYS (ANSS), Veeva Systems (VEEV), MicroStrategy (MSTR), MongoDB (MDB), Splunk (SPLK), Datadog (DDOG), PTC (PTC), 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 businesses based on the strength of their dividends, earnings, community ranking, analyst recommendations, institutional ownership, risk, media sentiment, profitability and valuation.
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, large money managers and endowments believe a company will outperform the market over the long term.
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 net margin of -8.12% compared to HubSpot's net margin of -14.19%. Cloudflare's return on equity of -6.38% beat HubSpot's return on equity.
HubSpot has a beta of 1.59, indicating that its share price is 59% more volatile than the S&P 500. Comparatively, Cloudflare has a beta of 1.14, indicating that its share price is 14% more volatile than the S&P 500.
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. HubSpot's average media sentiment score of 0.74 beat Cloudflare's score of 0.37 indicating that Cloudflare is being referred to more favorably in the news media.
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 Cloudflare's stronger consensus rating and higher possible upside, analysts plainly believe HubSpot is more favorable than Cloudflare.
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.
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 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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