DocuSign (DOCU) Competitors

Twilio (NYSE:TWLO) and DocuSign (NASDAQ:DOCU) are both computer and technology companies, but which is the superior business? We will compare the two businesses based on the strength of their community ranking, valuation, earnings, dividends, risk, media sentiment, profitability, analyst recommendations and institutional ownership.

Does the MarketBeat Community prefer TWLO or DOCU?

Twilio received 298 more outperform votes than DocuSign when rated by MarketBeat users. Likewise, 65.11% of users gave Twilio an outperform vote while only 59.34% of users gave DocuSign an outperform vote.

Company	Underperform	Outperform
Twilio	Outperform Votes 711 65.11%	Underperform Votes 381 34.89%
DocuSign	Outperform Votes 413 59.34%	Underperform Votes 283 40.66%

Does the media refer more to TWLO or DOCU?

In the previous week, DocuSign had 38 more articles in the media than Twilio. MarketBeat recorded 45 mentions for DocuSign and 7 mentions for Twilio. DocuSign's average media sentiment score of 1.02 beat Twilio's score of 0.69 indicating that Twilio is being referred to more favorably in the media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
Twilio	6 Very Positive mention(s)	0 Positive mention(s)	1 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Positive
DocuSign	15 Very Positive mention(s)	2 Positive mention(s)	11 Neutral mention(s)	6 Negative mention(s)	1 Very Negative mention(s)	Positive

Which has stronger earnings & valuation, TWLO or DOCU?

DocuSign has lower revenue, but higher earnings 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.

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Twilio	$4.19B	2.33	-$1.02B	-$4.01	-14.25
DocuSign	$2.76B	3.83	$73.98M	$0.36	143.20

Do analysts prefer TWLO or DOCU?

Twilio currently has a consensus target price of $69.95, suggesting a potential upside of 22.06%. DocuSign has a consensus target price of $60.17, suggesting a potential upside of 16.00%. Given DocuSign's stronger consensus rating and higher probable upside, equities analysts plainly believe Twilio is more favorable than DocuSign.

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Twilio	2 Sell rating(s)	10 Hold rating(s)	9 Buy rating(s)	0 Strong Buy rating(s)	2.33
DocuSign	2 Sell rating(s)	8 Hold rating(s)	2 Buy rating(s)	0 Strong Buy rating(s)	2.00

Do insiders and institutionals hold more shares of TWLO or DOCU?

84.3% of Twilio shares are owned by institutional investors. Comparatively, 77.6% of DocuSign shares are owned by institutional investors. 4.5% of Twilio shares are owned by company insiders. Comparatively, 1.7% of DocuSign shares are owned 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.

Which has more risk and volatility, TWLO or DOCU?

Twilio has a beta of 1.34, suggesting that its share price is 34% more volatile than the S&P 500. Comparatively, DocuSign has a beta of 0.89, suggesting that its share price is 11% less volatile than the S&P 500.

Is TWLO or DOCU more profitable?

DocuSign has a net margin of 2.68% compared to DocuSign's net margin of -17.37%. Twilio's return on equity of 13.91% beat DocuSign's return on equity.

Company	Net Margins	Return on Equity	Return on Assets
Twilio	-17.37%	-0.89%	-0.75%
DocuSign	2.68%	13.91%	4.04%

Summary

Twilio beats DocuSign on 10 of the 18 factors compared between the two stocks.