VMW vs. NOW, NTES, SNPS, CDNS, SHOP, SNOW, ADSK, TEAM, CRWD, and VEEV
Should you be buying VMware stock or one of its competitors? The main competitors of VMware include ServiceNow (NOW), NetEase (NTES), Synopsys (SNPS), Cadence Design Systems (CDNS), Shopify (SHOP), Snowflake (SNOW), Autodesk (ADSK), Atlassian (TEAM), CrowdStrike (CRWD), and Veeva Systems (VEEV). These companies are all part of the "prepackaged software" industry.
VMware vs.
VMware (NYSE:VMW) and ServiceNow (NYSE:NOW) 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 risk, earnings, dividends, institutional ownership, community ranking, media sentiment, valuation, profitability and analyst recommendations.
VMware has a beta of 0.72, suggesting that its stock price is 28% less volatile than the S&P 500. Comparatively, ServiceNow has a beta of 1.03, suggesting that its stock price is 3% more volatile than the S&P 500.
VMware received 210 more outperform votes than ServiceNow when rated by MarketBeat users. However, 75.97% of users gave ServiceNow an outperform vote while only 69.84% of users gave VMware an outperform vote.
In the previous week, VMware had 4 more articles in the media than ServiceNow. MarketBeat recorded 13 mentions for VMware and 9 mentions for ServiceNow. ServiceNow's average media sentiment score of 0.45 beat VMware's score of 0.22 indicating that ServiceNow is being referred to more favorably in the news media.
45.8% of VMware shares are owned by institutional investors. Comparatively, 86.3% of ServiceNow shares are owned by institutional investors. 40.3% of VMware shares are owned by company insiders. Comparatively, 0.3% of ServiceNow shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock is poised for long-term growth.
VMware currently has a consensus target price of $135.88, suggesting a potential upside of 10.82%. ServiceNow has a consensus target price of $517.47, suggesting a potential upside of 20.60%. Given ServiceNow's stronger consensus rating and higher probable upside, analysts plainly believe ServiceNow is more favorable than VMware.
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.
VMware has a net margin of 9.84% compared to ServiceNow's net margin of 4.49%. VMware's return on equity of 949.34% beat ServiceNow's return on equity.
Summary
VMware and ServiceNow 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 VMW and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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.
