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NYSE:VMWVMware Competitors & Alternatives

$146.09
-1.90 (-1.28 %)
(As of 07/10/2020 04:00 PM ET)
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Today's Range
$145.72
Now: $146.09
$147.73
50-Day Range
$134.60
MA: $146.19
$156.27
52-Week Range
$86.00
Now: $146.09
$183.50
Volume686,800 shs
Average Volume1.54 million shs
Market Capitalization$61.22 billion
P/E Ratio9.73
Dividend YieldN/A
Beta0.81

Competitors

VMware (NYSE:VMW) Vs. ADBE, SAP, CRM, ORCL, SHOP, and NOW

Should you be buying VMW stock or one of its competitors? Companies in the industry of "prepackaged software" are considered alternatives and competitors to VMware, including Adobe (ADBE), SAP (SAP), salesforce.com (CRM), Oracle (ORCL), Shopify (SHOP), and ServiceNow (NOW).

VMware (NYSE:VMW) and Adobe (NASDAQ:ADBE) are both large-cap computer and technology companies, but which is the better investment? We will compare the two businesses based on the strength of their profitability, analyst recommendations, valuation, institutional ownership, risk, earnings and dividends.

Analyst Recommendations

This is a summary of recent ratings and recommmendations for VMware and Adobe, as provided by MarketBeat.

Sell RatingsHold RatingsBuy RatingsStrong Buy RatingsRating Score
VMware181802.63
Adobe072102.75

VMware presently has a consensus target price of $167.8636, suggesting a potential upside of 14.90%. Adobe has a consensus target price of $406.9259, suggesting a potential downside of 12.71%. Given VMware's higher probable upside, analysts clearly believe VMware is more favorable than Adobe.

Risk & Volatility

VMware has a beta of 0.81, suggesting that its stock price is 19% less volatile than the S&P 500. Comparatively, Adobe has a beta of 0.93, suggesting that its stock price is 7% less volatile than the S&P 500.

Institutional & Insider Ownership

17.1% of VMware shares are held by institutional investors. Comparatively, 84.3% of Adobe shares are held by institutional investors. 28.5% of VMware shares are held by insiders. Comparatively, 0.3% of Adobe shares are held by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company is poised for long-term growth.

Profitability

This table compares VMware and Adobe's net margins, return on equity and return on assets.

Net MarginsReturn on EquityReturn on Assets
VMware58.44%30.45%7.98%
Adobe30.72%35.53%17.89%

Valuation & Earnings

This table compares VMware and Adobe's gross revenue, earnings per share and valuation.

Gross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
VMware$10.81 billion5.66$6.41 billion$4.5132.39
Adobe$11.17 billion20.02$2.95 billion$6.5671.07

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

Summary

Adobe beats VMware on 10 of the 14 factors compared between the two stocks.

VMware (NYSE:VMW) and SAP (NYSE:SAP) are both large-cap computer and technology companies, but which is the better investment? We will compare the two businesses based on the strength of their profitability, analyst recommendations, valuation, institutional ownership, risk, earnings and dividends.

Analyst Recommendations

This is a summary of recent ratings and recommmendations for VMware and SAP, as provided by MarketBeat.

Sell RatingsHold RatingsBuy RatingsStrong Buy RatingsRating Score
VMware181802.63
SAP13902.62

VMware presently has a consensus target price of $167.8636, suggesting a potential upside of 14.90%. SAP has a consensus target price of $146.00, suggesting a potential downside of 4.88%. Given VMware's stronger consensus rating and higher probable upside, analysts clearly believe VMware is more favorable than SAP.

Risk & Volatility

VMware has a beta of 0.81, suggesting that its stock price is 19% less volatile than the S&P 500. Comparatively, SAP has a beta of 0.96, suggesting that its stock price is 4% less volatile than the S&P 500.

Institutional & Insider Ownership

17.1% of VMware shares are held by institutional investors. Comparatively, 4.7% of SAP shares are held by institutional investors. 28.5% of VMware shares are held by insiders. Comparatively, 7.4% of SAP shares are held by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company is poised for long-term growth.

Profitability

This table compares VMware and SAP's net margins, return on equity and return on assets.

Net MarginsReturn on EquityReturn on Assets
VMware58.44%30.45%7.98%
SAP15.27%16.19%8.04%

Valuation & Earnings

This table compares VMware and SAP's gross revenue, earnings per share and valuation.

Gross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
VMware$10.81 billion5.66$6.41 billion$4.5132.39
SAP$30.86 billion5.94$3.72 billion$4.0238.18

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

Summary

VMware beats SAP on 9 of the 14 factors compared between the two stocks.

VMware (NYSE:VMW) and salesforce.com (NYSE:CRM) are both large-cap computer and technology companies, but which is the better stock? We will compare the two businesses based on the strength of their valuation, earnings, analyst recommendations, institutional ownership, profitability, dividends and risk.

Risk and Volatility

VMware has a beta of 0.81, meaning that its share price is 19% less volatile than the S&P 500. Comparatively, salesforce.com has a beta of 1.08, meaning that its share price is 8% more volatile than the S&P 500.

Valuation and Earnings

This table compares VMware and salesforce.com's gross revenue, earnings per share and valuation.

Gross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
VMware$10.81 billion5.66$6.41 billion$4.5132.39
salesforce.com$17.10 billion10.48$126 million$1.02194.98

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

Profitability

This table compares VMware and salesforce.com's net margins, return on equity and return on assets.

Net MarginsReturn on EquityReturn on Assets
VMware58.44%30.45%7.98%
salesforce.com-0.92%2.45%1.52%

Institutional & Insider Ownership

17.1% of VMware shares are held by institutional investors. Comparatively, 81.5% of salesforce.com shares are held by institutional investors. 28.5% of VMware shares are held by insiders. Comparatively, 4.4% of salesforce.com shares are held by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock is poised for long-term growth.

Analyst Ratings

This is a breakdown of recent recommendations for VMware and salesforce.com, as reported by MarketBeat.com.

Sell RatingsHold RatingsBuy RatingsStrong Buy RatingsRating Score
VMware181802.63
salesforce.com133822.93

VMware currently has a consensus price target of $167.8636, suggesting a potential upside of 14.90%. salesforce.com has a consensus price target of $200.1579, suggesting a potential upside of 0.64%. Given VMware's higher probable upside, equities research analysts clearly believe VMware is more favorable than salesforce.com.

Summary

VMware beats salesforce.com on 8 of the 15 factors compared between the two stocks.

VMware (NYSE:VMW) and Oracle (NYSE:ORCL) are both large-cap computer and technology companies, but which is the better stock? We will compare the two businesses based on the strength of their valuation, earnings, analyst recommendations, institutional ownership, profitability, dividends and risk.

Risk and Volatility

VMware has a beta of 0.81, meaning that its share price is 19% less volatile than the S&P 500. Comparatively, Oracle has a beta of 0.87, meaning that its share price is 13% less volatile than the S&P 500.

Valuation and Earnings

This table compares VMware and Oracle's gross revenue, earnings per share and valuation.

Gross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
VMware$10.81 billion5.66$6.41 billion$4.5132.39
Oracle$39.07 billion4.51$10.14 billion$3.4616.59

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

Profitability

This table compares VMware and Oracle's net margins, return on equity and return on assets.

Net MarginsReturn on EquityReturn on Assets
VMware58.44%30.45%7.98%
Oracle25.94%72.76%10.96%

Institutional & Insider Ownership

17.1% of VMware shares are held by institutional investors. Comparatively, 48.1% of Oracle shares are held by institutional investors. 28.5% of VMware shares are held by insiders. Comparatively, 36.6% of Oracle shares are held by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock is poised for long-term growth.

Analyst Ratings

This is a breakdown of recent recommendations for VMware and Oracle, as reported by MarketBeat.com.

Sell RatingsHold RatingsBuy RatingsStrong Buy RatingsRating Score
VMware181802.63
Oracle117812.33

VMware currently has a consensus price target of $167.8636, suggesting a potential upside of 14.90%. Oracle has a consensus price target of $55.1190, suggesting a potential downside of 3.96%. Given VMware's stronger consensus rating and higher probable upside, equities research analysts clearly believe VMware is more favorable than Oracle.

Summary

Oracle beats VMware on 9 of the 15 factors compared between the two stocks.

VMware (NYSE:VMW) and Shopify (NYSE:SHOP) are both large-cap computer and technology companies, but which is the better stock? We will compare the two businesses based on the strength of their valuation, earnings, analyst recommendations, institutional ownership, profitability, dividends and risk.

Institutional & Insider Ownership

17.1% of VMware shares are held by institutional investors. Comparatively, 60.3% of Shopify shares are held by institutional investors. 28.5% of VMware shares are held by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock is poised for long-term growth.

Analyst Ratings

This is a breakdown of recent recommendations for VMware and Shopify, as reported by MarketBeat.com.

Sell RatingsHold RatingsBuy RatingsStrong Buy RatingsRating Score
VMware181802.63
Shopify2181002.27

VMware currently has a consensus price target of $167.8636, suggesting a potential upside of 14.90%. Shopify has a consensus price target of $694.6296, suggesting a potential downside of 32.68%. Given VMware's stronger consensus rating and higher probable upside, equities research analysts clearly believe VMware is more favorable than Shopify.

Risk and Volatility

VMware has a beta of 0.81, meaning that its share price is 19% less volatile than the S&P 500. Comparatively, Shopify has a beta of 1.61, meaning that its share price is 61% more volatile than the S&P 500.

Valuation and Earnings

This table compares VMware and Shopify's gross revenue, earnings per share and valuation.

Gross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
VMware$10.81 billion5.66$6.41 billion$4.5132.39
Shopify$1.58 billion76.67$-124,840,000.00($0.94)-1,097.72

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

Profitability

This table compares VMware and Shopify's net margins, return on equity and return on assets.

Net MarginsReturn on EquityReturn on Assets
VMware58.44%30.45%7.98%
Shopify-7.65%-2.56%-2.24%

Summary

VMware beats Shopify on 11 of the 14 factors compared between the two stocks.

ServiceNow (NYSE:NOW) and VMware (NYSE:VMW) are both large-cap computer and technology companies, but which is the superior stock? We will compare the two companies based on the strength of their earnings, analyst recommendations, profitability, institutional ownership, valuation, risk and dividends.

Institutional and Insider Ownership

92.3% of ServiceNow shares are owned by institutional investors. Comparatively, 17.1% of VMware shares are owned by institutional investors. 1.0% of ServiceNow shares are owned by company insiders. Comparatively, 28.5% of VMware shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company is poised for long-term growth.

Analyst Recommendations

This is a breakdown of recent recommendations and price targets for ServiceNow and VMware, as reported by MarketBeat.

Sell RatingsHold RatingsBuy RatingsStrong Buy RatingsRating Score
ServiceNow052312.86
VMware181802.63

ServiceNow currently has a consensus price target of $378.5385, suggesting a potential downside of 10.49%. VMware has a consensus price target of $167.8636, suggesting a potential upside of 14.90%. Given VMware's higher probable upside, analysts plainly believe VMware is more favorable than ServiceNow.

Volatility and Risk

ServiceNow has a beta of 1.34, meaning that its stock price is 34% more volatile than the S&P 500. Comparatively, VMware has a beta of 0.81, meaning that its stock price is 19% less volatile than the S&P 500.

Valuation & Earnings

This table compares ServiceNow and VMware's gross revenue, earnings per share and valuation.

Gross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
ServiceNow$3.46 billion23.31$626.70 million$0.65650.63
VMware$10.81 billion5.66$6.41 billion$4.5132.39

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

Profitability

This table compares ServiceNow and VMware's net margins, return on equity and return on assets.

Net MarginsReturn on EquityReturn on Assets
ServiceNow18.19%9.47%3.11%
VMware58.44%30.45%7.98%

Summary

VMware beats ServiceNow on 8 of the 15 factors compared between the two stocks.

Competitor NameCompetitor BTM RankCompetitor PriceCompetitor Price ChangeCompetitor Market CapCompetitor RevenueCompetitor P/E RatioCompetitor Indicator(s)
Adobe logo
ADBE
Adobe
1.4$466.20-1.1%$221.05 billion$11.17 billion61.50Insider Selling
SAP logo
SAP
SAP
1.5$153.49-0.5%$182.23 billion$30.86 billion38.66Analyst Report
salesforce.com logo
CRM
salesforce.com
1.7$198.88-0.9%$180.87 billion$17.10 billion-1,104.89Insider Selling
Oracle logo
ORCL
Oracle
2.4$57.39-0.2%$176.54 billion$39.07 billion18.51Analyst Report
Decrease in Short Interest
Shopify logo
SHOP
Shopify
1.2$1,031.86-0.8%$121.96 billion$1.58 billion-889.53
ServiceNow logo
NOW
ServiceNow
1.7$422.91-0.8%$81.31 billion$3.46 billion123.66Insider Selling
Intuit logo
INTU
Intuit
1.9$307.55-0.1%$80.29 billion$6.78 billion60.66
Activision Blizzard logo
ATVI
Activision Blizzard
2.0$81.27-0.8%$62.13 billion$6.49 billion40.23Analyst Report
Decrease in Short Interest
Analyst Revision
Uber Technologies logo
UBER
Uber Technologies
1.8$33.14-0.0%$57.48 billion$14.15 billion-4.28Analyst Report
Analyst Revision
Square logo
SQ
Square
1.3$128.05-1.0%$56.85 billion$4.71 billion203.26Analyst Report
Analyst Revision
Autodesk logo
ADSK
Autodesk
1.6$244.24-1.6%$54.40 billion$3.27 billion178.28Analyst Report
Electronic Arts logo
EA
Electronic Arts
1.7$140.81-1.4%$40.07 billion$5.54 billion13.74Analyst Report
Insider Selling
Decrease in Short Interest
Docusign logo
DOCU
Docusign
1.3$210.11-1.1%$38.98 billion$973.97 million-179.58Analyst Upgrade
Insider Selling
Increase in Short Interest
Heavy News Reporting
Veeva Systems logo
VEEV
Veeva Systems
1.5$256.69-1.7%$38.31 billion$1.10 billion129.64Insider Selling
Twilio logo
TWLO
Twilio
1.3$240.58-2.0%$34.35 billion$1.13 billion-89.10Analyst Report
Insider Selling
Heavy News Reporting
Splunk logo
SPLK
Splunk
1.5$211.32-3.1%$32.54 billion$2.36 billion-67.30Analyst Report
Heavy News Reporting
Synopsys logo
SNPS
Synopsys
1.4$198.01-3.3%$30.79 billion$3.36 billion64.50
DDOG
Datadog
1.0$96.41-0.3%$28.77 billion$362.78 million-642.73Analyst Report
Insider Selling
Cadence Design Systems logo
CDNS
Cadence Design Systems
1.5$100.97-0.6%$28.45 billion$2.34 billion28.52Decrease in Short Interest
Okta logo
OKTA
Okta
1.4$218.73-1.9%$27.78 billion$586.07 million-122.20
ANSYS logo
ANSS
ANSYS
1.0$301.65-0.9%$26.08 billion$1.52 billion63.37
CRWD
Crowdstrike
1.4$116.65-0.7%$24.14 billion$481.41 million-145.81Analyst Upgrade
Insider Selling
Atlassian logo
TEAM
Atlassian
1.5$192.00-1.9%$23.85 billion$1.21 billion-220.69
Coupa Software logo
COUP
Coupa Software
1.0$308.28-1.3%$20.94 billion$389.72 million-228.36Insider Selling
Citrix Systems logo
CTXS
Citrix Systems
1.8$152.68-2.0%$18.85 billion$3.01 billion26.69Analyst Downgrade
Decrease in Short Interest
Heavy News Reporting
Paycom Software logo
PAYC
Paycom Software
1.4$309.00-1.6%$18.39 billion$737.67 million91.96
Check Point Software Technologies logo
CHKP
Check Point Software Technologies
1.4$118.73-2.3%$17.27 billion$1.99 billion21.47Analyst Upgrade
Unusual Options Activity
Heavy News Reporting
TAKE-TWO INTERACTIVE SOFTWARE logo
TTWO
TAKE-TWO INTERACTIVE SOFTWARE
1.6$153.91-2.0%$17.10 billion$3.09 billion43.48Insider Selling
Tableau Software logo
DATA
Tableau Software
0.9$169.53-0.0%$14.61 billion$982.95 million-53.14
SS&C Technologies logo
SSNC
SS&C Technologies
2.9$56.35-0.4%$14.44 billion$4.63 billion32.76Unusual Options Activity
Tyler Technologies logo
TYL
Tyler Technologies
1.2$359.73-0.4%$14.37 billion$1.09 billion87.53
Mongodb logo
MDB
Mongodb
1.3$228.34-3.6%$13.75 billion$421.72 million-65.99Insider Selling
Symantec logo
SYMC
Symantec
1.7$20.30-1.1%$12.41 billion$4.73 billion17.35
Ceridian HCM logo
CDAY
Ceridian HCM
1.5$85.34-0.4%$12.38 billion$824.10 million167.34
DT
Dynatrace
1.7$44.06-3.9%$12.37 billion$545.80 million-27.20Unusual Options Activity
NET
Cloudflare
1.4$40.08-0.9%$12.06 billion$287.02 million-55.67Analyst Upgrade
Insider Selling
Increase in Short Interest
Analyst Revision
Heavy News Reporting
Nice logo
NICE
Nice
1.3$192.71-2.5%$12.02 billion$1.57 billion64.24Analyst Downgrade
Alteryx logo
AYX
Alteryx
1.4$178.02-2.2%$12.00 billion$417.91 million3,560.40Analyst Upgrade
Insider Selling
NLOK
NortonLifeLock
2.4$20.08-0.1%$11.83 billion$2.49 billion3.34Increase in Short Interest
Heavy News Reporting
Avalara logo
AVLR
Avalara
1.4$136.54-2.8%$11.01 billion$382.42 million-195.06Analyst Upgrade
Insider Selling
Increase in Short Interest
Black Knight logo
BKI
Black Knight
1.4$72.06-0.9%$10.80 billion$1.18 billion80.97Analyst Upgrade
FSLY
Fastly
1.2$94.91-8.2%$10.49 billion$200.46 million-141.66Analyst Downgrade
Unusual Options Activity
Analyst Revision
Heavy News Reporting
HubSpot logo
HUBS
HubSpot
1.4$233.63-1.9%$10.39 billion$674.86 million-165.70Analyst Downgrade
Heavy News Reporting
PTC logo
PTC
PTC
1.5$85.00-7.6%$9.83 billion$1.26 billion154.55Analyst Report
High Trading Volume
Increase in Short Interest
Guidewire Software logo
GWRE
Guidewire Software
1.1$117.44-1.5%$9.77 billion$719.51 million-230.27
Dropbox logo
DBX
Dropbox
1.6$22.11-1.3%$9.26 billion$1.66 billion-1,105.50Analyst Downgrade
ESTC
Elastic
1.4$95.23-3.2%$8.39 billion$427.62 million-44.71
Paylocity logo
PCTY
Paylocity
1.4$144.54-0.8%$7.76 billion$467.63 million115.63Decrease in Short Interest
Heavy News Reporting
Nuance Communications logo
NUAN
Nuance Communications
1.6$25.50-0.9%$7.23 billion$1.82 billion48.11Increase in Short Interest
PLAN
Anaplan
1.5$49.00-4.4%$7.01 billion$348.02 million-43.36Insider Selling
Decrease in Short Interest
This page was last updated on 7/11/2020 by MarketBeat.com Staff

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