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BOX vs DBX
Which Stock Would AI Choose? Box, Inc. (BOX) vs. Dropbox, Inc. (DBX) Stock Comparison
Key Takeaways
- Box, Inc. (BOX) and Dropbox, Inc. (DBX) operate in the cloud content management and collaboration sector, with overlapping business models focused on file storage, sharing, and enterprise productivity tools.
- Recent market activity shows BOX trading near $25.90 with year-to-date gains outperforming the broader market but trailing on a one-year basis, while DBX has hovered around $27 amid earnings beats and guidance adjustments.
- BOX benefits from a recently approved $500 million share repurchase program and upcoming earnings, alongside analyst price targets averaging approximately $32.25.
- DBX reported first-quarter 2026 results that exceeded estimates, with revenue of $629.5 million and adjusted earnings per share of $0.76, followed by raised full-year guidance.
- Both stocks face competition from larger cloud providers, with performance influenced by retention metrics, artificial intelligence integrations, and overall enterprise spending trends in recent weeks.
- Relative positioning favors stability in cash flow generation for DBX versus growth catalysts tied to upcoming results for BOX, creating distinct risk-reward profiles for investors.
Introduction
Box, Inc. (BOX) and Dropbox, Inc. (DBX) represent two established players in the cloud-based content collaboration space, making them natural candidates for side-by-side evaluation. Investors and traders seeking exposure to digital transformation trends, enterprise software adoption, or relative value opportunities within the technology sector may find this comparison relevant. The analysis examines recent performance dynamics, business fundamentals, and market sentiment to highlight key differences without favoring either security. This review draws on observable data from financial reporting and market activity over recent weeks to support informed decision-making.
BOX Overview and Recent Performance
Box, Inc. (BOX) provides a cloud content management platform designed for secure file sharing, collaboration, and workflow automation, primarily serving enterprise and mid-market clients. In recent market activity, the stock has traded near $25.90, reflecting a year-to-date return of approximately 13.41% that outpaced the S&P 500 benchmark. One-year returns, however, have lagged broader market gains at about 17.15%. Sentiment has been shaped by the announcement of a $500 million share buyback authorization and ongoing preparations for first-quarter fiscal 2027 earnings scheduled for May 26, 2026. Insider transactions, including sales under pre-arranged plans, have also featured in recent disclosures. Analyst consensus points to a 12-month price target near $32.25, with ratings generally leaning toward hold or buy amid focus on revenue growth and operating margins.
DBX Overview and Recent Performance
Dropbox, Inc. (DBX) delivers cloud storage and productivity solutions emphasizing file synchronization, team collaboration, and artificial intelligence-enhanced features for both individual and business users. Recent market activity has seen the stock trading around $27 following its first-quarter 2026 earnings release in early May. The company reported revenue of $629.5 million, essentially flat year-over-year, alongside an adjusted earnings per share of $0.76 that surpassed consensus estimates. Management subsequently raised full-year 2026 revenue and free cash flow guidance, highlighting progress in retention and AI initiatives. Stock reactions included initial gains followed by volatility, with analyst ratings clustered around hold and an average price target of approximately $27. Broader performance metrics reflect modest one-year declines relative to the S&P 500, tempered by consistent cash generation.
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Head-to-Head Comparison
Both companies derive revenue primarily from subscription-based cloud services, yet Box, Inc. (BOX) emphasizes enterprise-grade compliance and integration depth, while Dropbox, Inc. (DBX) benefits from broader brand recognition and cross-platform accessibility. Growth drivers for BOX include potential acceleration in large-deal wins and the impact of its share repurchase program on shareholder returns. DBX has demonstrated momentum through recent earnings beats and raised guidance tied to artificial intelligence enhancements and free cash flow expansion. Recent momentum favors DBX on reported results, whereas BOX carries catalyst potential from its imminent earnings release. Risk factors for both include competition from hyperscale providers and sensitivity to information technology budgets; DBX shows relatively stronger historical cash flow stability, while BOX exhibits higher valuation upside per analyst targets. Market sentiment remains balanced, with neither stock displaying pronounced outperformance in recent weeks beyond earnings-driven moves.
Tickeron AI Verdict
Based on observable factors such as earnings consistency, guidance revisions, and relative positioning, Tickeron’s AI models would currently assign a modestly higher probability of favorable near-term trend continuation to Dropbox, Inc. (DBX) over Box, Inc. (BOX). This assessment rests on DBX’s recent results beat and raised outlook, which provide measurable support for stability, contrasted with BOX’s pending earnings event. Any edge remains probabilistic and subject to new data, consistent with the inherent variability of market environments.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is BOX is a StrongBuy and DBX is a Buy.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
BOX’s FA Score shows that 2 FA rating(s) are green whileDBX’s FA Score has 2 green FA rating(s).
- BOX’s FA Score: 2 green, 3 red.
- DBX’s FA Score: 2 green, 3 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
BOX’s TA Score shows that 3 TA indicator(s) are bullish while DBX’s TA Score has 4 bullish TA indicator(s).
- BOX’s TA Score: 3 bullish, 6 bearish.
- DBX’s TA Score: 4 bullish, 4 bearish.
Price Growth
BOX (@Computer Communications) experienced а -4.51% price change this week, while DBX (@Computer Communications) price change was -5.25% for the same time period.
The average weekly price growth across all stocks in the @Computer Communications industry was -2.05%. For the same industry, the average monthly price growth was -0.87%, and the average quarterly price growth was +29.62%.
Reported Earning Dates
BOX is expected to report earnings on Sep 01, 2026.
DBX is expected to report earnings on Jul 30, 2026.
Industries' Descriptions
@Computer Communications (-2.05% weekly)Computer communications industry develops technology that allows computing devices to exchange data with each other using connections/data links between nodes. Common types of computer network include Cloud (IAN), Internet, Wide (WAN, Local (LAN)/Wireless(WLAN) etc. The industry is an ever-more important part of technology, and is set to become even bigger as the Internet of Things (IoT) rapidly forays into the various aspects of our lives. Cisco Systems, Inc., Palo Alto Networks, Inc. and Arista Networks, Inc., Fortinet, Inc. are some of the major computer communications companies.
| BOX | DBX | BOX / DBX | |
| Capitalization | 3.38B | 6.02B | 56% |
| EBITDA | 159M | 844M | 19% |
| Gain YTD | -18.556 | -7.194 | 258% |
| P/E Ratio | 38.06 | 14.10 | 270% |
| Revenue | 1.21B | 2.53B | 48% |
| Total Cash | 477M | 1.29B | 37% |
| Total Debt | 531M | 4.01B | 13% |
BOX | DBX | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 55 | 64 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 1 Undervalued | 1 Undervalued | |
PROFIT vs RISK RATING 1..100 | 95 | 100 | |
SMR RATING 1..100 | 99 | 3 | |
PRICE GROWTH RATING 1..100 | 62 | 60 | |
P/E GROWTH RATING 1..100 | 23 | 76 | |
SEASONALITY SCORE 1..100 | 16 | 85 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
BOX's Valuation (1) in the Information Technology Services industry is in the same range as DBX (1) in the Data Processing Services industry. This means that BOX’s stock grew similarly to DBX’s over the last 12 months.
BOX's Profit vs Risk Rating (95) in the Information Technology Services industry is in the same range as DBX (100) in the Data Processing Services industry. This means that BOX’s stock grew similarly to DBX’s over the last 12 months.
DBX's SMR Rating (3) in the Data Processing Services industry is significantly better than the same rating for BOX (99) in the Information Technology Services industry. This means that DBX’s stock grew significantly faster than BOX’s over the last 12 months.
DBX's Price Growth Rating (60) in the Data Processing Services industry is in the same range as BOX (62) in the Information Technology Services industry. This means that DBX’s stock grew similarly to BOX’s over the last 12 months.
BOX's P/E Growth Rating (23) in the Information Technology Services industry is somewhat better than the same rating for DBX (76) in the Data Processing Services industry. This means that BOX’s stock grew somewhat faster than DBX’s over the last 12 months.
| BOX | DBX | |
|---|---|---|
| RSI ODDS (%) | 1 day ago 76% | N/A |
| Stochastic ODDS (%) | 1 day ago 61% | 1 day ago 72% |
| Momentum ODDS (%) | 1 day ago 58% | 1 day ago 57% |
| MACD ODDS (%) | 1 day ago 61% | 1 day ago 62% |
| TrendWeek ODDS (%) | 1 day ago 63% | 1 day ago 60% |
| TrendMonth ODDS (%) | 1 day ago 58% | 1 day ago 64% |
| Advances ODDS (%) | 7 days ago 63% | 7 days ago 66% |
| Declines ODDS (%) | 1 day ago 65% | 1 day ago 67% |
| BollingerBands ODDS (%) | 1 day ago 68% | 1 day ago 71% |
| Aroon ODDS (%) | 1 day ago 52% | 1 day ago 67% |
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| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| NEWZ | 29.44 | 0.20 | +0.68% |
| EA Series Trust StockSnips AI-Powered Sentiment US All Cap ETF | |||
| NUMV | 42.63 | 0.11 | +0.27% |
| Nuveen ESG Mid-Cap Value ETF | |||
| IBDS | 24.17 | N/A | N/A |
| iShares iBonds Dec 2027 Term Corp ETF | |||
| WLTG | 37.46 | -0.01 | -0.02% |
| WealthTrust DBS Long Term Growth ETF | |||
| ACGR | 68.23 | -0.98 | -1.41% |
| American Century Large Cap Growth ETF | |||
BOX and
Correlation & Price change
A.I.dvisor indicates that over the last year, BOX has been loosely correlated with TENB. These tickers have moved in lockstep 59% of the time. This A.I.-generated data suggests there is some statistical probability that if BOX jumps, then TENB could also see price increases.
| Ticker / NAME | Correlation To BOX | 1D Price Change % | ||
|---|---|---|---|---|
| BOX | 100% | -1.93% | ||
| TENB - BOX | 59% Loosely correlated | -1.94% | ||
| OKTA - BOX | 58% Loosely correlated | -1.59% | ||
| FIVN - BOX | 57% Loosely correlated | -2.89% | ||
| DBX - BOX | 56% Loosely correlated | -0.65% | ||
| ACIW - BOX | 54% Loosely correlated | -2.68% | ||
More | ||||
DBX and
Correlation & Price change
A.I.dvisor indicates that over the last year, DBX has been loosely correlated with GEN. These tickers have moved in lockstep 60% of the time. This A.I.-generated data suggests there is some statistical probability that if DBX jumps, then GEN could also see price increases.
| Ticker / NAME | Correlation To DBX | 1D Price Change % | ||
|---|---|---|---|---|
| DBX | 100% | -0.65% | ||
| GEN - DBX | 60% Loosely correlated | -4.84% | ||
| RIOT - DBX | 60% Loosely correlated | +1.89% | ||
| CLSK - DBX | 57% Loosely correlated | +1.31% | ||
| BOX - DBX | 56% Loosely correlated | -1.93% | ||
| COIN - DBX | 55% Loosely correlated | +0.97% | ||
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