Clear Secure (YOU) Competitors

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.

Does the MarketBeat Community prefer TWLO or YOU?

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

Do insiders and institutionals have more ownership in TWLO or YOU?

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.

Is TWLO or YOU more profitable?

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.

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

Do analysts prefer TWLO or YOU?

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.

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

Which has higher valuation & earnings, TWLO or YOU?

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.

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

Which has more volatility and risk, TWLO or YOU?

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.

Does the media prefer TWLO or YOU?

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.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
Twilio	4 Very Positive mention(s)	1 Positive mention(s)	2 Neutral mention(s)	1 Negative mention(s)	0 Very Negative mention(s)	Positive
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

Summary

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