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Dropbox (DBX) Competitors

$22.53
+0.19 (+0.85%)
(As of 05/31/2024 ET)

DBX vs. RP, PLAN, AYX, NCNO, BL, VEEV, ANSS, TTWO, MSTR, and NET

Should you be buying Dropbox stock or one of its competitors? The main competitors of Dropbox include RealPage (RP), Anaplan (PLAN), Alteryx (AYX), nCino (NCNO), BlackLine (BL), Veeva Systems (VEEV), ANSYS (ANSS), Take-Two Interactive Software (TTWO), MicroStrategy (MSTR), and Cloudflare (NET).

Dropbox vs.

RealPage (NASDAQ:RP) and Dropbox (NASDAQ:DBX) are both mid-cap computer and technology companies, but which is the better stock? We will contrast the two companies based on the strength of their community ranking, earnings, profitability, institutional ownership, analyst recommendations, valuation, dividends, media sentiment and risk.

Dropbox has a net margin of 20.50% compared to Dropbox's net margin of 4.79%. Dropbox's return on equity of 9.64% beat RealPage's return on equity.

Company Net Margins Return on Equity Return on Assets
RealPage4.79% 9.64% 4.13%
Dropbox 20.50%-148.13%15.22%

RealPage received 97 more outperform votes than Dropbox when rated by MarketBeat users. However, 67.30% of users gave Dropbox an outperform vote while only 58.19% of users gave RealPage an outperform vote.

CompanyUnderperformOutperform
RealPageOutperform Votes
451
58.19%
Underperform Votes
324
41.81%
DropboxOutperform Votes
354
67.30%
Underperform Votes
172
32.70%

In the previous week, Dropbox had 13 more articles in the media than RealPage. MarketBeat recorded 13 mentions for Dropbox and 0 mentions for RealPage. RealPage's average media sentiment score of 0.75 beat Dropbox's score of 0.00 indicating that Dropbox is being referred to more favorably in the news media.

Company Overall Sentiment
RealPage Neutral
Dropbox Positive

Dropbox has a consensus price target of $29.78, suggesting a potential upside of 32.17%. Given RealPage's higher possible upside, analysts plainly believe Dropbox is more favorable than RealPage.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
RealPage
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
N/A
Dropbox
3 Sell rating(s)
4 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.00

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
RealPage$988.14M9.17$58.21M$1.2869.31
Dropbox$2.50B2.97$453.60M$1.5114.92

RealPage has a beta of 1.2, meaning that its share price is 20% more volatile than the S&P 500. Comparatively, Dropbox has a beta of 0.7, meaning that its share price is 30% less volatile than the S&P 500.

91.9% of RealPage shares are held by institutional investors. Comparatively, 94.8% of Dropbox shares are held by institutional investors. 13.9% of RealPage shares are held by company insiders. Comparatively, 26.4% of Dropbox shares are held by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock is poised for long-term growth.

Summary

Dropbox beats RealPage on 12 of the 17 factors compared between the two stocks.

New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding DBX 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 NASDAQ 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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DBX vs. The Competition

MetricDropboxPrepackaged software IndustryComputer SectorNASDAQ Exchange
Market Cap$7.44B$20.96B$21.64B$7.96B
Dividend YieldN/A2.13%2.70%4.01%
P/E Ratio14.9265.34228.1517.59
Price / Sales2.978.06537.7689.36
Price / Cash12.4967.4530.7831.50
Price / Book-26.828.716.514.59
Net Income$453.60M$365.37M$631.57M$213.90M
7 Day Performance-1.57%-3.20%-0.69%0.87%
1 Month Performance-4.49%-4.02%1.92%1.82%
1 Year Performance-4.86%4.85%26.73%5.90%

Dropbox Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
RP
RealPage
0 of 5 stars
$88.72
flat
N/AN/A$9.06B$988.14M164.307,600
PLAN
Anaplan
0 of 5 stars
$63.73
flat
N/AN/A$9.59B$592.18M-44.882,200
AYX
Alteryx
0.5137 of 5 stars
$48.26
+0.0%
$47.75
-1.1%
+12.1%$3.49B$970M-18.562,300High Trading Volume
NCNO
nCino
3.9938 of 5 stars
$30.02
-0.3%
$35.64
+18.7%
+23.9%$3.43B$476.54M-96.841,653Analyst Forecast
News Coverage
BL
BlackLine
4.6001 of 5 stars
$47.55
-0.4%
$64.56
+35.8%
-9.6%$2.94B$590M206.741,750Insider Buying
Short Interest ↓
Positive News
VEEV
Veeva Systems
4.8984 of 5 stars
$173.15
-10.8%
$235.10
+35.8%
-12.1%$27.93B$2.36B53.777,172Analyst Forecast
News Coverage
Gap Down
High Trading Volume
ANSS
ANSYS
3.7953 of 5 stars
$314.29
-1.8%
$320.00
+1.8%
-1.8%$27.44B$2.27B63.116,200Analyst Forecast
Positive News
TTWO
Take-Two Interactive Software
4.5529 of 5 stars
$158.57
-0.8%
$177.22
+11.8%
+16.5%$27.18B$5.35B-7.2112,371Positive News
MSTR
MicroStrategy
3.3011 of 5 stars
$1,496.71
-2.9%
$1,793.00
+19.8%
+408.3%$26.55B$496.26M-223.391,934Analyst Forecast
Gap Down
NET
Cloudflare
4.7823 of 5 stars
$66.82
-1.7%
$91.87
+37.5%
-2.8%$22.70B$1.30B-126.083,682Analyst Forecast
Insider Selling

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This page (NASDAQ:DBX) was last updated on 6/2/2024 by MarketBeat.com Staff

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