Clear Secure (YOU) Competitors

Guidewire Software (NYSE:GWRE) and Clear Secure (NYSE:YOU) are both computer and technology companies, but which is the superior stock? We will compare the two businesses based on the strength of their earnings, community ranking, risk, valuation, profitability, dividends, analyst recommendations, media sentiment and institutional ownership.

Do institutionals & insiders have more ownership in GWRE or YOU?

73.8% of Clear Secure shares are held by institutional investors. 0.4% of Guidewire Software shares are held by insiders. Comparatively, 37.8% of Clear Secure shares are held by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock will outperform the market over the long term.

Does the media prefer GWRE or YOU?

In the previous week, Guidewire Software had 7 more articles in the media than Clear Secure. MarketBeat recorded 20 mentions for Guidewire Software and 13 mentions for Clear Secure. Clear Secure's average media sentiment score of 0.77 beat Guidewire Software's score of 0.57 indicating that Guidewire Software is being referred to more favorably in the media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
Guidewire Software	8 Very Positive mention(s)	2 Positive mention(s)	6 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Positive
Clear Secure	7 Very Positive mention(s)	1 Positive mention(s)	3 Neutral mention(s)	1 Negative mention(s)	1 Very Negative mention(s)	Positive

Does the MarketBeat Community believe in GWRE or YOU?

Guidewire Software received 383 more outperform votes than Clear Secure when rated by MarketBeat users. Likewise, 64.10% of users gave Guidewire Software an outperform vote while only 62.26% of users gave Clear Secure an outperform vote.

Company	Underperform	Outperform
Guidewire Software	Outperform Votes 416 64.10%	Underperform Votes 233 35.90%
Clear Secure	Outperform Votes 33 62.26%	Underperform Votes 20 37.74%

Which has preferable valuation and earnings, GWRE or YOU?

Clear Secure has lower revenue, but higher earnings than Guidewire Software. Guidewire Software is trading at a lower price-to-earnings ratio than Clear Secure, 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
Guidewire Software	$905.34M	13.51	-$111.86M	-$0.13	-1,138.22
Clear Secure	$660.27M	4.68	$28.11M	$0.56	38.11

Do analysts rate GWRE or YOU?

Guidewire Software presently has a consensus target price of $137.31, indicating a potential downside of 7.21%. Clear Secure has a consensus target price of $28.40, indicating a potential upside of 33.08%. Given Guidewire Software's higher possible upside, analysts clearly believe Clear Secure is more favorable than Guidewire Software.

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Guidewire Software	1 Sell rating(s)	1 Hold rating(s)	11 Buy rating(s)	0 Strong Buy rating(s)	2.77
Clear Secure	1 Sell rating(s)	1 Hold rating(s)	3 Buy rating(s)	0 Strong Buy rating(s)	2.40

Is GWRE or YOU more profitable?

Clear Secure has a net margin of 7.90% compared to Clear Secure's net margin of -1.11%. Guidewire Software's return on equity of 20.62% beat Clear Secure's return on equity.

Company	Net Margins	Return on Equity	Return on Assets
Guidewire Software	-1.11%	-1.19%	-0.74%
Clear Secure	7.90%	20.62%	7.63%

Which has more volatility and risk, GWRE or YOU?

Guidewire Software has a beta of 1.19, meaning that its share price is 19% more volatile than the S&P 500. Comparatively, Clear Secure has a beta of 1.58, meaning that its share price is 58% more volatile than the S&P 500.

Summary

Clear Secure beats Guidewire Software on 10 of the 18 factors compared between the two stocks.