DOCU vs. TWLO, PCOR, ESTC, GEN, DUOL, CFLT, SPSC, KVYO, BRZE, and CXM
Should you be buying DocuSign stock or one of its competitors? The main competitors of DocuSign include Twilio (TWLO), Procore Technologies (PCOR), Elastic (ESTC), Gen Digital (GEN), Duolingo (DUOL), Confluent (CFLT), SPS Commerce (SPSC), Klaviyo (KVYO), Braze (BRZE), and Sprinklr (CXM). 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 better business? We will compare the two companies based on the strength of their earnings, valuation, risk, institutional ownership, dividends, profitability, media sentiment, community ranking and analyst recommendations.
Twilio received 294 more outperform votes than DocuSign when rated by MarketBeat users. Likewise, 65.25% of users gave Twilio an outperform vote while only 59.71% of users gave DocuSign an outperform vote.
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 currently has a consensus target price of $60.25, indicating a potential upside of 5.17%. Twilio has a consensus target price of $68.90, indicating a potential upside of 12.99%. Given Twilio's stronger consensus rating and higher probable upside, analysts plainly believe Twilio is more favorable than DocuSign.
In the previous week, Twilio had 1 more articles in the media than DocuSign. MarketBeat recorded 5 mentions for Twilio and 4 mentions for DocuSign. Twilio's average media sentiment score of 0.58 beat DocuSign's score of 0.48 indicating that Twilio is being referred to more favorably in the news media.
77.6% of DocuSign shares are held by institutional investors. Comparatively, 84.3% of Twilio shares are held by institutional investors. 17.8% of DocuSign shares are held by insiders. Comparatively, 4.2% of Twilio shares are held by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock will outperform the market over the long term.
DocuSign has a beta of 0.89, indicating that its share price is 11% less volatile than the S&P 500. Comparatively, Twilio has a beta of 1.35, indicating that its share price is 35% 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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