DOCU vs. TWLO, PATH, GEN, ESTC, DUOL, PCOR, CFLT, SPSC, KVYO, and BRZE
Should you be buying DocuSign stock or one of its competitors? The main competitors of DocuSign include Twilio (TWLO), UiPath (PATH), Gen Digital (GEN), Elastic (ESTC), Duolingo (DUOL), Procore Technologies (PCOR), Confluent (CFLT), SPS Commerce (SPSC), Klaviyo (KVYO), and Braze (BRZE). These companies are all part of the "prepackaged software" industry.
DocuSign (NASDAQ:DOCU) and Twilio (NYSE:TWLO) are both large-cap business services companies, but which is the superior investment? We will contrast the two companies based on the strength of their profitability, dividends, institutional ownership, earnings, analyst recommendations, risk, valuation, community ranking and media sentiment.
Twilio received 297 more outperform votes than DocuSign when rated by MarketBeat users. Likewise, 65.17% of users gave Twilio an outperform vote while only 59.71% of users gave DocuSign an outperform vote.
In the previous week, Twilio had 19 more articles in the media than DocuSign. MarketBeat recorded 39 mentions for Twilio and 20 mentions for DocuSign. DocuSign's average media sentiment score of 0.57 beat Twilio's score of 0.41 indicating that DocuSign is being referred to more favorably in the media.
77.6% of DocuSign shares are owned by institutional investors. Comparatively, 84.3% of Twilio shares are owned by institutional investors. 1.7% of DocuSign shares are owned by insiders. Comparatively, 4.2% of Twilio shares are owned 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.
DocuSign currently has a consensus price target of $60.25, suggesting a potential upside of 4.76%. Twilio has a consensus price target of $68.59, suggesting a potential upside of 17.03%. Given Twilio's stronger consensus rating and higher probable upside, analysts clearly believe Twilio is more favorable than DocuSign.
DocuSign has a net margin of 2.68% compared to Twilio's net margin of -24.44%. DocuSign's return on equity of 13.91% beat Twilio's return on equity.
DocuSign has a beta of 0.88, indicating that its stock price is 12% less volatile than the S&P 500. Comparatively, Twilio has a beta of 1.33, indicating that its stock price is 33% more volatile than the S&P 500.
DocuSign has higher earnings, but lower revenue than Twilio. Twilio is trading at a lower price-to-earnings ratio than DocuSign, indicating that it is currently the more affordable of the two stocks.
Summary
Twilio beats DocuSign on 10 of the 18 factors compared between the two stocks.
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This chart shows the number of new MarketBeat users adding DOCU and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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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