YOU vs. TWLO, GWRE, CYBR, CFLT, PAYC, INFA, CDAY, DUOL, GTLB, and DAY
Should you be buying Clear Secure stock or one of its competitors? The main competitors of Clear Secure include Twilio (TWLO), Guidewire Software (GWRE), CyberArk Software (CYBR), Confluent (CFLT), Paycom Software (PAYC), Informatica (INFA), Ceridian HCM (CDAY), Duolingo (DUOL), GitLab (GTLB), and Dayforce (DAY). These companies are all part of the "prepackaged software" industry.
Twilio (NYSE:TWLO) and Clear Secure (NYSE:YOU) are both mid-cap computer and technology companies, but which is the superior investment? We will contrast the two companies based on the strength of their media sentiment, dividends, analyst recommendations, valuation, profitability, institutional ownership, risk, community ranking and earnings.
Twilio received 679 more outperform votes than Clear Secure when rated by MarketBeat users. Likewise, 65.11% of users gave Twilio an outperform vote while only 61.54% of users gave Clear Secure an outperform vote.
84.3% of Twilio shares are held by institutional investors. Comparatively, 73.8% of Clear Secure shares are held by institutional investors. 4.5% of Twilio shares are held by company insiders. Comparatively, 37.9% of Clear Secure shares are held by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company will outperform the market over the long term.
Clear Secure has a net margin of 7.90% compared to Clear Secure's net margin of -17.37%. Twilio's return on equity of 20.62% beat Clear Secure's return on equity.
Twilio currently has a consensus target price of $69.95, indicating a potential upside of 21.86%. Clear Secure has a consensus target price of $28.40, indicating a potential upside of 68.15%. Given Twilio's stronger consensus rating and higher possible upside, analysts clearly believe Clear Secure is more favorable than Twilio.
Clear Secure has lower revenue, but higher earnings than Twilio. Twilio is trading at a lower price-to-earnings ratio than Clear Secure, indicating that it is currently the more affordable of the two stocks.
Twilio has a beta of 1.33, suggesting that its share price is 33% more volatile than the S&P 500. Comparatively, Clear Secure has a beta of 1.59, suggesting that its share price is 59% more volatile than the S&P 500.
In the previous week, Clear Secure had 11 more articles in the media than Twilio. MarketBeat recorded 19 mentions for Clear Secure and 8 mentions for Twilio. Clear Secure's average media sentiment score of 0.70 beat Twilio's score of 0.64 indicating that Twilio is being referred to more favorably in the media.
Summary
Clear Secure beats Twilio on 12 of the 18 factors compared between the two stocks.
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This chart shows the number of new MarketBeat users adding YOU and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
Skip ChartThis chart shows the average media sentiment of NYSE 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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