DocuSign (DOCU) Competitors

DocuSign (NASDAQ:DOCU) and Twilio (NYSE:TWLO) are both large-cap computer and technology companies, but which is the superior business? We will compare the two businesses based on the strength of their analyst recommendations, valuation, institutional ownership, media sentiment, risk, profitability, dividends, community ranking and earnings.

Do institutionals and insiders believe in DOCU or TWLO?

77.6% of DocuSign shares are owned by institutional investors. Comparatively, 84.3% of Twilio shares are owned by institutional investors. 1.7% of DocuSign shares are owned by insiders. Comparatively, 4.5% of Twilio shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock is poised for long-term growth.

Is DOCU or TWLO more profitable?

DocuSign has a net margin of 34.56% compared to Twilio's net margin of -10.65%. DocuSign's return on equity of 16.18% beat Twilio's return on equity.

Company	Net Margins	Return on Equity	Return on Assets
DocuSign	34.56%	16.18%	6.47%
Twilio	-10.65%	0.85%	0.71%

Does the media prefer DOCU or TWLO?

In the previous week, Twilio had 6 more articles in the media than DocuSign. MarketBeat recorded 18 mentions for Twilio and 12 mentions for DocuSign. DocuSign's average media sentiment score of 0.75 beat Twilio's score of 0.69 indicating that DocuSign is being referred to more favorably in the media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
DocuSign	8 Very Positive mention(s)	0 Positive mention(s)	2 Neutral mention(s)	0 Negative mention(s)	1 Very Negative mention(s)	Positive
Twilio	5 Very Positive mention(s)	2 Positive mention(s)	10 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Positive

Which has preferable earnings and valuation, DOCU or TWLO?

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.

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
DocuSign	$2.76B	5.79	$73.98M	$4.74	16.63
Twilio	$4.15B	3.64	-$1.02B	-$2.57	-38.31

Does the MarketBeat Community prefer DOCU or TWLO?

Twilio received 312 more outperform votes than DocuSign when rated by MarketBeat users. Likewise, 64.63% of users gave Twilio an outperform vote while only 58.98% of users gave DocuSign an outperform vote.

Company	Underperform	Outperform
DocuSign	Outperform Votes 417 58.98%	Underperform Votes 290 41.02%
Twilio	Outperform Votes 729 64.63%	Underperform Votes 399 35.37%

Do analysts prefer DOCU or TWLO?

DocuSign currently has a consensus price target of $63.40, indicating a potential downside of 19.55%. Twilio has a consensus price target of $83.70, indicating a potential downside of 14.99%. Given Twilio's stronger consensus rating and higher probable upside, analysts clearly believe Twilio is more favorable than DocuSign.

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
DocuSign	2 Sell rating(s)	7 Hold rating(s)	2 Buy rating(s)	0 Strong Buy rating(s)	2.00
Twilio	2 Sell rating(s)	11 Hold rating(s)	10 Buy rating(s)	0 Strong Buy rating(s)	2.35

Which has more volatility and risk, DOCU or TWLO?

DocuSign has a beta of 0.9, indicating that its stock price is 10% less volatile than the S&P 500. Comparatively, Twilio has a beta of 1.32, indicating that its stock price is 32% more volatile than the S&P 500.

Summary

Twilio beats DocuSign on 10 of the 18 factors compared between the two stocks.