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Unity Software (U) Competitors

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$41.58 +0.16 (+0.38%)
Closing price 09/25/2026 03:59 PM Eastern
Extended Trading
$41.48 -0.09 (-0.23%)
As of 09/25/2026 07:52 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.

U vs. AAPL, APP, RBLX, MSTR, and TEAM

Should you buy Unity Software stock or one of its competitors? Unity Software's main competitors and comparable companies include Apple (AAPL), AppLovin (APP), Roblox (RBLX), Strategy (MSTR), and Atlassian (TEAM). Companies are selected based on similarities in market, industry, and size.

How does Unity Software compare to Apple?

Apple (NASDAQ:AAPL) and Unity Software (NYSE:U) are both large-cap technology companies, but which is the superior stock? We will compare the two businesses based on the strength of their analyst recommendations, profitability, institutional ownership, media sentiment, dividends, earnings, valuation and risk.

Apple has a net margin of 27.62% compared to Unity Software's net margin of -28.97%. Apple's return on equity of 135.46% beat Unity Software's return on equity.

Company Net Margins Return on Equity Return on Assets
Apple27.62% 135.46% 34.11%
Unity Software -28.97%4.64%2.16%

Apple currently has a consensus price target of $340.14, indicating a potential downside of 0.27%. Unity Software has a consensus price target of $45.16, indicating a potential upside of 8.62%. Given Unity Software's stronger consensus rating and higher probable upside, analysts clearly believe Unity Software is more favorable than Apple.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Apple
2 Sell rating(s)
13 Hold rating(s)
26 Buy rating(s)
1 Strong Buy rating(s)
2.62
Unity Software
1 Sell rating(s)
3 Hold rating(s)
17 Buy rating(s)
2 Strong Buy rating(s)
2.87

In the previous week, Apple had 356 more articles in the media than Unity Software. MarketBeat recorded 373 mentions for Apple and 17 mentions for Unity Software. Apple's average media sentiment score of 1.13 beat Unity Software's score of 0.57 indicating that Apple is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Apple
258 Very Positive mention(s)
42 Positive mention(s)
41 Neutral mention(s)
23 Negative mention(s)
5 Very Negative mention(s)
Positive
Unity Software
6 Very Positive mention(s)
3 Positive mention(s)
6 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive

Apple has a beta of 1.08, meaning that its stock price is 8% more volatile than the broader market. Comparatively, Unity Software has a beta of 2.06, meaning that its stock price is 106% more volatile than the broader market.

67.7% of Apple shares are owned by institutional investors. Comparatively, 73.5% of Unity Software shares are owned by institutional investors. 0.1% of Apple shares are owned by company insiders. Comparatively, 0.8% of Unity Software 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.

Apple has higher revenue and earnings than Unity Software. Unity Software is trading at a lower price-to-earnings ratio than Apple, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Apple$466.82B10.66$112.01B$8.7239.11
Unity Software$2.03B9.02-$402.77M-$1.36N/A

Summary

Apple beats Unity Software on 11 of the 17 factors compared between the two stocks.

How does Unity Software compare to AppLovin?

AppLovin (NASDAQ:APP) and Unity Software (NYSE:U) are both large-cap technology companies, but which is the superior business? We will compare the two businesses based on the strength of their analyst recommendations, media sentiment, earnings, dividends, risk, institutional ownership, profitability and valuation.

AppLovin presently has a consensus price target of $529.39, indicating a potential upside of 70.36%. Unity Software has a consensus price target of $45.16, indicating a potential upside of 8.62%. Given AppLovin's higher probable upside, equities research analysts plainly believe AppLovin is more favorable than Unity Software.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
AppLovin
0 Sell rating(s)
8 Hold rating(s)
13 Buy rating(s)
3 Strong Buy rating(s)
2.79
Unity Software
1 Sell rating(s)
3 Hold rating(s)
17 Buy rating(s)
2 Strong Buy rating(s)
2.87

41.8% of AppLovin shares are owned by institutional investors. Comparatively, 73.5% of Unity Software shares are owned by institutional investors. 12.8% of AppLovin shares are owned by insiders. Comparatively, 0.8% of Unity Software shares are owned by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company is poised for long-term growth.

AppLovin has a net margin of 64.58% compared to Unity Software's net margin of -28.97%. AppLovin's return on equity of 193.10% beat Unity Software's return on equity.

Company Net Margins Return on Equity Return on Assets
AppLovin64.58% 193.10% 59.63%
Unity Software -28.97%4.64%2.16%

AppLovin has a beta of 2.49, indicating that its stock price is 149% more volatile than the broader market. Comparatively, Unity Software has a beta of 2.06, indicating that its stock price is 106% more volatile than the broader market.

In the previous week, AppLovin had 32 more articles in the media than Unity Software. MarketBeat recorded 49 mentions for AppLovin and 17 mentions for Unity Software. Unity Software's average media sentiment score of 0.57 beat AppLovin's score of 0.32 indicating that Unity Software is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
AppLovin
12 Very Positive mention(s)
2 Positive mention(s)
31 Neutral mention(s)
3 Negative mention(s)
0 Very Negative mention(s)
Neutral
Unity Software
6 Very Positive mention(s)
3 Positive mention(s)
6 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive

AppLovin has higher revenue and earnings than Unity Software. Unity Software is trading at a lower price-to-earnings ratio than AppLovin, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
AppLovin$6.83B15.23$3.33B$13.0123.89
Unity Software$2.03B9.02-$402.77M-$1.36N/A

Summary

AppLovin beats Unity Software on 13 of the 17 factors compared between the two stocks.

How does Unity Software compare to Roblox?

Unity Software (NYSE:U) and Roblox (NYSE:RBLX) are related large-cap companies, but which is the superior investment? We will contrast the two companies based on the strength of their media sentiment, risk, valuation, profitability, analyst recommendations, dividends, earnings and institutional ownership.

73.5% of Unity Software shares are owned by institutional investors. Comparatively, 94.5% of Roblox shares are owned by institutional investors. 0.8% of Unity Software shares are owned by company insiders. Comparatively, 10.1% of Roblox shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company is poised for long-term growth.

Unity Software currently has a consensus price target of $45.16, suggesting a potential upside of 8.62%. Roblox has a consensus price target of $60.79, suggesting a potential upside of 30.58%. Given Roblox's higher possible upside, analysts clearly believe Roblox is more favorable than Unity Software.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Unity Software
1 Sell rating(s)
3 Hold rating(s)
17 Buy rating(s)
2 Strong Buy rating(s)
2.87
Roblox
3 Sell rating(s)
14 Hold rating(s)
13 Buy rating(s)
1 Strong Buy rating(s)
2.39

Unity Software has higher earnings, but lower revenue than Roblox. Roblox is trading at a lower price-to-earnings ratio than Unity Software, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Unity Software$2.03B9.02-$402.77M-$1.36N/A
Roblox$5.69B5.49-$1.07B-$1.43N/A

Unity Software has a beta of 2.06, indicating that its share price is 106% more volatile than the broader market. Comparatively, Roblox has a beta of 1.47, indicating that its share price is 47% more volatile than the broader market.

Roblox has a net margin of -17.60% compared to Unity Software's net margin of -28.97%. Unity Software's return on equity of 4.64% beat Roblox's return on equity.

Company Net Margins Return on Equity Return on Assets
Unity Software-28.97% 4.64% 2.16%
Roblox -17.60%-292.85%-10.13%

In the previous week, Unity Software had 1 more articles in the media than Roblox. MarketBeat recorded 17 mentions for Unity Software and 16 mentions for Roblox. Roblox's average media sentiment score of 0.82 beat Unity Software's score of 0.57 indicating that Roblox is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Unity Software
6 Very Positive mention(s)
3 Positive mention(s)
6 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive
Roblox
7 Very Positive mention(s)
3 Positive mention(s)
3 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Positive

Summary

Unity Software beats Roblox on 11 of the 17 factors compared between the two stocks.

How does Unity Software compare to Strategy?

Strategy (NASDAQ:MSTR) and Unity Software (NYSE:U) are both large-cap technology companies, but which is the better business? We will contrast the two companies based on the strength of their dividends, risk, valuation, earnings, institutional ownership, analyst recommendations, profitability and media sentiment.

Strategy currently has a consensus target price of $239.88, suggesting a potential upside of 51.24%. Unity Software has a consensus target price of $45.16, suggesting a potential upside of 8.62%. Given Strategy's higher possible upside, analysts clearly believe Strategy is more favorable than Unity Software.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Strategy
1 Sell rating(s)
3 Hold rating(s)
13 Buy rating(s)
2 Strong Buy rating(s)
2.84
Unity Software
1 Sell rating(s)
3 Hold rating(s)
17 Buy rating(s)
2 Strong Buy rating(s)
2.87

In the previous week, Strategy had 180 more articles in the media than Unity Software. MarketBeat recorded 197 mentions for Strategy and 17 mentions for Unity Software. Strategy's average media sentiment score of 0.64 beat Unity Software's score of 0.57 indicating that Strategy is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Strategy
84 Very Positive mention(s)
47 Positive mention(s)
38 Neutral mention(s)
21 Negative mention(s)
2 Very Negative mention(s)
Positive
Unity Software
6 Very Positive mention(s)
3 Positive mention(s)
6 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive

Unity Software has a net margin of -28.97% compared to Strategy's net margin of -6,102.95%. Unity Software's return on equity of 4.64% beat Strategy's return on equity.

Company Net Margins Return on Equity Return on Assets
Strategy-6,102.95% -74.18% -50.25%
Unity Software -28.97%4.64%2.16%

Unity Software has higher revenue and earnings than Strategy. Unity Software is trading at a lower price-to-earnings ratio than Strategy, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Strategy$477.23M127.70-$3.85B-$97.21N/A
Unity Software$2.03B9.02-$402.77M-$1.36N/A

59.8% of Strategy shares are held by institutional investors. Comparatively, 73.5% of Unity Software shares are held by institutional investors. 6.5% of Strategy shares are held by company insiders. Comparatively, 0.8% of Unity Software shares are held 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.

Strategy has a beta of 3.59, meaning that its stock price is 259% more volatile than the broader market. Comparatively, Unity Software has a beta of 2.06, meaning that its stock price is 106% more volatile than the broader market.

Summary

Unity Software beats Strategy on 9 of the 16 factors compared between the two stocks.

How does Unity Software compare to Atlassian?

Unity Software (NYSE:U) and Atlassian (NASDAQ:TEAM) are both large-cap technology companies, but which is the superior business? We will contrast the two businesses based on the strength of their risk, valuation, dividends, profitability, institutional ownership, media sentiment, earnings and analyst recommendations.

In the previous week, Atlassian had 3 more articles in the media than Unity Software. MarketBeat recorded 20 mentions for Atlassian and 17 mentions for Unity Software. Atlassian's average media sentiment score of 0.58 beat Unity Software's score of 0.57 indicating that Atlassian is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Unity Software
6 Very Positive mention(s)
3 Positive mention(s)
6 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive
Atlassian
7 Very Positive mention(s)
5 Positive mention(s)
5 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive

73.5% of Unity Software shares are owned by institutional investors. Comparatively, 94.5% of Atlassian shares are owned by institutional investors. 0.8% of Unity Software shares are owned by company insiders. Comparatively, 36.7% of Atlassian shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company is poised for long-term growth.

Unity Software currently has a consensus target price of $45.16, indicating a potential upside of 8.62%. Atlassian has a consensus target price of $189.89, indicating a potential upside of 1.14%. Given Unity Software's stronger consensus rating and higher possible upside, research analysts plainly believe Unity Software is more favorable than Atlassian.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Unity Software
1 Sell rating(s)
3 Hold rating(s)
17 Buy rating(s)
2 Strong Buy rating(s)
2.87
Atlassian
1 Sell rating(s)
4 Hold rating(s)
25 Buy rating(s)
0 Strong Buy rating(s)
2.80

Unity Software has a beta of 2.06, meaning that its share price is 106% more volatile than the broader market. Comparatively, Atlassian has a beta of 1.15, meaning that its share price is 15% more volatile than the broader market.

Atlassian has higher revenue and earnings than Unity Software. Atlassian is trading at a lower price-to-earnings ratio than Unity Software, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Unity Software$2.03B9.02-$402.77M-$1.36N/A
Atlassian$6.57B7.25-$53.83M-$0.19N/A

Atlassian has a net margin of -0.82% compared to Unity Software's net margin of -28.97%. Atlassian's return on equity of 20.99% beat Unity Software's return on equity.

Company Net Margins Return on Equity Return on Assets
Unity Software-28.97% 4.64% 2.16%
Atlassian -0.82%20.99%4.36%

Summary

Atlassian beats Unity Software on 11 of the 17 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding U and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media 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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U vs. The Competition

MetricUnity SoftwareSoftware IndustryTechnology SectorNYSE Exchange
Market Cap$18.29B$16.06B$31.24B$22.98B
Dividend YieldN/A3.42%2.76%3.69%
P/E Ratio-30.57141.9479.3128.00
Price / Sales9.021,281.37586.4183.10
Price / Cash36.5046.7848.9141.27
Price / Book5.558.717.934.66
Net Income-$402.77M$433.51M$704.26M$1.07B
7 Day Performance0.13%0.36%1.10%-1.12%
1 Month Performance-4.65%-4.38%-2.96%-5.10%
1 Year Performance-2.83%-0.21%180.11%7.73%

Unity Software Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
U
Unity Software
3.6123 of 5 stars
$41.58
+0.4%
$45.16
+8.6%
-2.8%$18.29B$2.03BN/A4,412
AAPL
Apple
4.5127 of 5 stars
$335.92
-0.3%
$340.14
+1.3%
+33.5%$4.96T$416.16B38.52166,000
APP
AppLovin
4.8677 of 5 stars
$312.47
-0.9%
$529.39
+69.4%
-53.6%$110.01B$5.48B24.02898
RBLX
Roblox
3.6707 of 5 stars
$48.74
-0.5%
$60.79
+24.7%
-65.5%$33.41B$4.89BN/A3,065
MSTR
Strategy
3.8634 of 5 stars
$161.61
-0.4%
$239.88
+48.4%
-48.7%$64.29B$477.23MN/A1,539

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This page (NYSE:U) was last updated on 9/27/2026 by MarketBeat.com Staff.
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