Clear Secure (YOU) Competitors

Clear Secure (NYSE:YOU) and Twilio (NYSE:TWLO) are both mid-cap industrial products companies, but which is the better business? We will compare the two businesses based on the strength of their community ranking, analyst recommendations, valuation, profitability, media sentiment, risk, dividends, earnings and institutional ownership.

Do insiders & institutionals believe in YOU or TWLO?

73.8% of Clear Secure shares are owned by institutional investors. Comparatively, 84.3% of Twilio shares are owned by institutional investors. 37.9% of Clear Secure shares are owned by insiders. Comparatively, 4.5% of Twilio shares are owned by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock is poised for long-term growth.

Which has more volatility & risk, YOU or TWLO?

Clear Secure has a beta of 1.59, indicating that its share price is 59% more volatile than the S&P 500. Comparatively, Twilio has a beta of 1.33, indicating that its share price is 33% more volatile than the S&P 500.

Which has preferable earnings & valuation, YOU or TWLO?

Clear Secure has higher earnings, but lower revenue 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.

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Clear Secure	$613.58M	3.99	$28.11M	$0.56	30.16
Twilio	$4.15B	2.37	-$1.02B	-$4.01	-14.31

Is YOU or TWLO more profitable?

Clear Secure has a net margin of 7.90% compared to Twilio's net margin of -17.37%. Clear Secure's return on equity of 20.62% beat Twilio's return on equity.

Company	Net Margins	Return on Equity	Return on Assets
Clear Secure	7.90%	20.62%	7.63%
Twilio	-17.37%	-0.89%	-0.75%

Does the MarketBeat Community prefer YOU or TWLO?

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.

Company	Underperform	Outperform
Clear Secure	Outperform Votes 32 61.54%	Underperform Votes 20 38.46%
Twilio	Outperform Votes 711 65.11%	Underperform Votes 381 34.89%

Does the media refer more to YOU or TWLO?

In the previous week, Clear Secure had 10 more articles in the media than Twilio. MarketBeat recorded 19 mentions for Clear Secure and 9 mentions for Twilio. Twilio's average media sentiment score of 0.64 beat Clear Secure's score of 0.61 indicating that Twilio is being referred to more favorably in the news media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
Clear Secure	6 Very Positive mention(s)	3 Positive mention(s)	9 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Positive
Twilio	4 Very Positive mention(s)	1 Positive mention(s)	3 Neutral mention(s)	1 Negative mention(s)	0 Very Negative mention(s)	Positive

Do analysts recommend YOU or TWLO?

Clear Secure presently has a consensus price target of $28.40, suggesting a potential upside of 68.15%. Twilio has a consensus price target of $69.95, suggesting a potential upside of 21.86%. Given Clear Secure's stronger consensus rating and higher possible upside, research analysts plainly believe Clear Secure is more favorable than Twilio.

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Clear Secure	1 Sell rating(s)	1 Hold rating(s)	3 Buy rating(s)	0 Strong Buy rating(s)	2.40
Twilio	2 Sell rating(s)	10 Hold rating(s)	9 Buy rating(s)	0 Strong Buy rating(s)	2.33

Summary

Clear Secure beats Twilio on 12 of the 18 factors compared between the two stocks.