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Unity Software (U) Competitors

$17.98
+0.71 (+4.11%)
(As of 06/10/2024 ET)

U vs. NET, RBLX, PTC, TYL, MBLY, CHKP, MDB, GEN, SSNC, and OKTA

Should you be buying Unity Software stock or one of its competitors? The main competitors of Unity Software include Cloudflare (NET), Roblox (RBLX), PTC (PTC), Tyler Technologies (TYL), Mobileye Global (MBLY), Check Point Software Technologies (CHKP), MongoDB (MDB), Gen Digital (GEN), SS&C Technologies (SSNC), and Okta (OKTA). These companies are all part of the "prepackaged software" industry.

Unity Software vs.

Unity Software (NYSE:U) and Cloudflare (NYSE:NET) are both computer and technology companies, but which is the better stock? We will contrast the two companies based on the strength of their media sentiment, profitability, institutional ownership, dividends, risk, earnings, analyst recommendations, valuation and community ranking.

Cloudflare received 88 more outperform votes than Unity Software when rated by MarketBeat users. Likewise, 51.03% of users gave Cloudflare an outperform vote while only 48.86% of users gave Unity Software an outperform vote.

CompanyUnderperformOutperform
Unity SoftwareOutperform Votes
86
48.86%
Underperform Votes
90
51.14%
CloudflareOutperform Votes
174
51.03%
Underperform Votes
167
48.97%

In the previous week, Cloudflare had 10 more articles in the media than Unity Software. MarketBeat recorded 21 mentions for Cloudflare and 11 mentions for Unity Software. Unity Software's average media sentiment score of 1.00 beat Cloudflare's score of 0.59 indicating that Unity Software is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Unity Software
5 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
4 Negative mention(s)
0 Very Negative mention(s)
Positive
Cloudflare
12 Very Positive mention(s)
3 Positive mention(s)
2 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive

Cloudflare has lower revenue, but higher earnings than Unity Software. Cloudflare 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$2.19B3.21-$822.01M-$2.24-8.02
Cloudflare$1.30B18.79-$183.95M-$0.53-135.28

Unity Software currently has a consensus target price of $34.79, indicating a potential upside of 93.57%. Cloudflare has a consensus target price of $90.70, indicating a potential upside of 26.49%. Given Unity Software's stronger consensus rating and higher probable upside, equities research analysts plainly believe Unity Software is more favorable than Cloudflare.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Unity Software
2 Sell rating(s)
11 Hold rating(s)
9 Buy rating(s)
0 Strong Buy rating(s)
2.32
Cloudflare
4 Sell rating(s)
9 Hold rating(s)
10 Buy rating(s)
0 Strong Buy rating(s)
2.26

73.5% of Unity Software shares are owned by institutional investors. Comparatively, 82.7% of Cloudflare shares are owned by institutional investors. 6.3% of Unity Software shares are owned by insiders. Comparatively, 12.8% 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.

Unity Software has a beta of 2.29, indicating that its stock price is 129% more volatile than the S&P 500. Comparatively, Cloudflare has a beta of 1.08, indicating that its stock price is 8% more volatile than the S&P 500.

Cloudflare has a net margin of -13.10% compared to Unity Software's net margin of -40.11%. Unity Software's return on equity of -7.73% beat Cloudflare's return on equity.

Company Net Margins Return on Equity Return on Assets
Unity Software-40.11% -7.73% -3.47%
Cloudflare -13.10%-12.78%-3.47%

Summary

Cloudflare beats Unity Software on 10 of the 17 factors compared between the two stocks.

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 SoftwarePrepackaged software IndustryComputer SectorNYSE Exchange
Market Cap$7.03B$21.57B$19.26B$17.76B
Dividend YieldN/A2.04%2.70%3.57%
P/E Ratio-8.0274.68250.5225.06
Price / Sales3.218.04541.1715.35
Price / Cash31.9566.9230.2215.70
Price / Book2.149.616.785.01
Net Income-$822.01M$363.62M$629.96M$975.80M
7 Day Performance0.14%1.58%1.04%-0.37%
1 Month Performance-17.13%-3.15%1.00%-1.18%
1 Year Performance-50.48%4.96%12.80%9.74%

Unity Software Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
NET
Cloudflare
4.7403 of 5 stars
$69.87
+2.7%
$90.70
+29.8%
+12.3%$23.74B$1.30B-131.833,682
RBLX
Roblox
2.7785 of 5 stars
$35.61
+1.7%
$41.76
+17.3%
-9.6%$21.06B$2.80B-19.152,457Gap Up
PTC
PTC
4.6794 of 5 stars
$172.18
+0.4%
$199.73
+16.0%
+26.7%$20.61B$2.10B72.047,231Analyst Downgrade
TYL
Tyler Technologies
4.401 of 5 stars
$483.92
+1.0%
$519.09
+7.3%
+22.7%$20.54B$1.99B109.487,300Insider Selling
Positive News
MBLY
Mobileye Global
2.8832 of 5 stars
$25.94
+2.2%
$39.82
+53.5%
-22.3%$20.47B$1.86B-123.523,700
CHKP
Check Point Software Technologies
4.1987 of 5 stars
$153.80
+1.8%
$169.18
+10.0%
+23.8%$17.37B$2.41B21.366,450Positive News
MDB
MongoDB
4.6508 of 5 stars
$233.24
+0.5%
$364.11
+56.1%
-40.0%$16.99B$1.68B-83.005,037
GEN
Gen Digital
2.7637 of 5 stars
$25.46
+2.6%
N/A+37.4%$15.94B$3.81B26.803,400
SSNC
SS&C Technologies
4.7995 of 5 stars
$62.33
+0.0%
$70.20
+12.6%
+9.2%$15.42B$5.50B24.8326,000Positive News
OKTA
Okta
4.0491 of 5 stars
$88.51
+2.2%
$104.48
+18.0%
+24.8%$14.82B$2.26B-53.005,908

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This page (NYSE:U) was last updated on 6/11/2024 by MarketBeat.com Staff

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