DOCU vs. TWLO, SPLK, EA, SNOW, BIDU, VEEV, PINS, NET, RBLX, and SNAP
Should you be buying DocuSign stock or one of its competitors? The main competitors of DocuSign include Twilio (TWLO), Splunk (SPLK), Electronic Arts (EA), Snowflake (SNOW), Baidu (BIDU), Veeva Systems (VEEV), Pinterest (PINS), Cloudflare (NET), Roblox (RBLX), and Snap (SNAP).
DocuSign (NASDAQ:DOCU) and Twilio (NYSE:TWLO) are both large-cap business services companies, but which is the better business? We will contrast the two companies based on the strength of their earnings, community ranking, media sentiment, profitability, analyst recommendations, institutional ownership, dividends, valuation and risk.
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.
In the previous week, Twilio had 4 more articles in the media than DocuSign. MarketBeat recorded 13 mentions for Twilio and 9 mentions for DocuSign. DocuSign's average media sentiment score of 0.95 beat Twilio's score of 0.47 indicating that DocuSign is being referred to more favorably in the media.
Twilio received 300 more outperform votes than DocuSign when rated by MarketBeat users. Likewise, 65.00% of users gave Twilio an outperform vote while only 59.37% of users gave DocuSign an outperform vote.
DocuSign has a beta of 0.94, indicating that its share price is 6% 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 currently has a consensus price target of $59.36, indicating a potential upside of 6.20%. Twilio has a consensus price target of $69.38, indicating a potential upside of 17.87%. Given Twilio's stronger consensus rating and higher possible upside, analysts plainly believe Twilio is more favorable than DocuSign.
77.6% of DocuSign shares are held by institutional investors. Comparatively, 84.3% of Twilio shares are held by institutional investors. 1.7% of DocuSign shares are held by company insiders. Comparatively, 4.5% of Twilio shares are held by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company is poised for long-term growth.
DocuSign has a net margin of 3.81% compared to Twilio's net margin of -17.37%. DocuSign's return on equity of 15.44% beat Twilio's return on equity.
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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