Real Estate - Development
Compare Stocks
5 / 10Stock Comparison
LRE vs KORE vs NRDS vs OPEN vs TWLO
Revenue, margins, valuation, and 5-year total return — side by side.
Telecommunications Services
Financial - Credit Services
Real Estate - Services
Internet Content & Information
LRE vs KORE vs NRDS vs OPEN vs TWLO — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | |||||
|---|---|---|---|---|---|
| Industry | Real Estate - Development | Telecommunications Services | Financial - Credit Services | Real Estate - Services | Internet Content & Information |
| Market Cap | $18M | $156M | $832M | $5.19B | $29.00B |
| Revenue (TTM) | $36.91B | $285M | $837M | $4.37B | $5.30B |
| Net Income (TTM) | $1.12B | $-70M | $69M | $-1.30B | $104M |
| Gross Margin | 16.4% | 55.3% | 92.4% | 8.0% | 48.8% |
| Operating Margin | 5.0% | -4.0% | 8.3% | -6.6% | 4.7% |
| Forward P/E | 4.3x | — | 11.5x | — | 35.3x |
| Total Debt | $11.60B | $307M | $0.00 | $193M | $1.08B |
| Cash & Equiv. | $1.30B | $19M | $98M | $962M | $682M |
LRE vs KORE vs NRDS vs OPEN vs TWLO — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | Sep 23 | May 26 | Return |
|---|---|---|---|
| Lead Real Estate Co… (LRE) | 100 | 26.3 | -73.7% |
| KORE Group Holdings… (KORE) | 100 | 302.3 | +202.3% |
| NerdWallet, Inc. (NRDS) | 100 | 126.0 | +26.0% |
| Opendoor Technologi… (OPEN) | 100 | 206.1 | +106.1% |
| Twilio Inc. (TWLO) | 100 | 327.0 | +227.0% |
Price return only. Dividends and distributions are not included.
Quick Verdict: LRE vs KORE vs NRDS vs OPEN vs TWLO
Each card shows where this stock fits in a portfolio — not just who wins on paper.
LRE carries the broadest edge in this set and is the clearest fit for income & stability and defensive.
- Dividend streak 1 yrs, beta 0.84, yield 0.9%
- Beta 0.84, yield 0.9%, current ratio 1.42x
- Lower P/E (4.3x vs 35.3x)
- Beta 0.84 vs OPEN's 3.09
KORE lags the leaders in this set but could rank higher in a more targeted comparison.
NRDS is the #2 pick in this set and the best alternative if growth and quality is your priority.
- 21.7% NII/revenue growth vs OPEN's -15.2%
- 5.8% margin vs OPEN's -29.7%
- 14.8% ROA vs OPEN's -54.0%, ROIC 14.0% vs -16.6%
OPEN ranks third and is worth considering specifically for momentum.
- +6.8% vs LRE's +5.7%
TWLO is the clearest fit if your priority is growth exposure and long-term compounding.
- Rev growth 13.7%, EPS growth 131.8%, 3Y rev CAGR 9.8%
- 5.6% 10Y total return vs KORE's -9.8%
- Lower volatility, beta 1.51, Low D/E 13.8%, current ratio 4.03x
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 21.7% NII/revenue growth vs OPEN's -15.2% | |
| Value | Lower P/E (4.3x vs 35.3x) | |
| Quality / Margins | 5.8% margin vs OPEN's -29.7% | |
| Stability / Safety | Beta 0.84 vs OPEN's 3.09 | |
| Dividends | 0.9% yield; 1-year raise streak; the other 4 pay no meaningful dividend | |
| Momentum (1Y) | +6.8% vs LRE's +5.7% | |
| Efficiency (ROA) | 14.8% ROA vs OPEN's -54.0%, ROIC 14.0% vs -16.6% |
LRE vs KORE vs NRDS vs OPEN vs TWLO — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
LRE vs KORE vs NRDS vs OPEN vs TWLO — Financial Metrics
Side-by-side numbers across 5 stocks — who leads on profitability, valuation, growth, and risk.
Who Leads Where
NRDS leads in 2 of 6 categories
TWLO leads 1 • KORE leads 1 • LRE leads 0 • OPEN leads 0 • 1 tied
Explore the data ↓Income & Cash Flow (Last 12 Months)
NRDS leads this category, winning 3 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
LRE is the larger business by revenue, generating $36.9B annually — 129.3x KORE's $285M. NRDS is the more profitable business, keeping 5.8% of every revenue dollar as net income compared to OPEN's -29.7%. On growth, TWLO holds the edge at +20.0% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | |||||
|---|---|---|---|---|---|
| RevenueTrailing 12 months | $36.9B | $285M | $837M | $4.4B | $5.3B |
| EBITDAEarnings before interest/tax | $2.0B | $44M | $130M | -$287M | $415M |
| Net IncomeAfter-tax profit | $1.1B | -$70M | $69M | -$1.3B | $104M |
| Free Cash FlowCash after capex | -$2.8B | $3M | $135M | $1.0B | $1.0B |
| Gross MarginGross profit ÷ Revenue | +16.4% | +55.3% | +92.4% | +8.0% | +48.8% |
| Operating MarginEBIT ÷ Revenue | +5.0% | -4.0% | +8.3% | -6.6% | +4.7% |
| Net MarginNet income ÷ Revenue | +3.0% | -24.5% | +5.8% | -29.7% | +2.0% |
| FCF MarginFCF ÷ Revenue | -7.5% | +1.0% | +15.6% | +23.7% | +19.0% |
| Rev. Growth (YoY)Latest quarter vs prior year | +19.9% | -0.3% | — | -32.1% | +20.0% |
| EPS Growth (YoY)Latest quarter vs prior year | +44.9% | +36.0% | — | -7.9% | +3.8% |
Valuation Metrics
Evenly matched — LRE and NRDS and OPEN each lead in 2 of 6 comparable metrics.
Valuation Metrics
At 4.3x trailing earnings, LRE trades at a 100% valuation discount to TWLO's 911.4x P/E. On an enterprise value basis, NRDS's 6.3x EV/EBITDA is more attractive than TWLO's 75.0x.
| Metric | |||||
|---|---|---|---|---|---|
| Market CapShares × price | $18M | $156M | $832M | $5.2B | $29.0B |
| Enterprise ValueMkt cap + debt − cash | $83M | $444M | $734M | $4.4B | $29.4B |
| Trailing P/EPrice ÷ TTM EPS | 4.28x | -1.21x | 17.50x | -3.20x | 911.43x |
| Forward P/EPrice ÷ next-FY EPS est. | — | — | 11.45x | — | 35.28x |
| PEG RatioP/E ÷ EPS growth rate | — | — | 0.34x | — | — |
| EV / EBITDAEnterprise value multiple | 13.02x | — | 6.33x | — | 74.97x |
| Price / SalesMarket cap ÷ Revenue | 0.14x | 0.54x | 0.99x | 1.19x | 5.72x |
| Price / BookPrice ÷ Book value/share | 0.63x | — | 2.27x | 4.15x | 3.91x |
| Price / FCFMarket cap ÷ FCF | — | — | 6.39x | 5.00x | 28.07x |
Profitability & Efficiency
NRDS leads this category, winning 6 of 9 comparable metrics.
Profitability & Efficiency
LRE delivers a 26.5% return on equity — every $100 of shareholder capital generates $27 in annual profit, vs $-129 for OPEN. TWLO carries lower financial leverage with a 0.14x debt-to-equity ratio, signaling a more conservative balance sheet compared to LRE's 2.74x. On the Piotroski fundamental quality scale (0–9), NRDS scores 8/9 vs KORE's 4/9, reflecting strong financial health.
| Metric | |||||
|---|---|---|---|---|---|
| ROE (TTM)Return on equity | +26.5% | — | +18.3% | -129.4% | +1.3% |
| ROA (TTM)Return on assets | +6.5% | -16.5% | +14.8% | -54.0% | +1.1% |
| ROICReturn on invested capital | +4.8% | -30.4% | +14.0% | -16.6% | +1.6% |
| ROCEReturn on capital employed | +10.1% | -22.7% | +18.1% | -12.3% | +1.9% |
| Piotroski ScoreFundamental quality 0–9 | 5 | 4 | 8 | 5 | 7 |
| Debt / EquityFinancial leverage | 2.74x | — | — | 0.19x | 0.14x |
| Net DebtTotal debt minus cash | $10.3B | $288M | -$98M | -$769M | $399M |
| Cash & Equiv.Liquid assets | $1.3B | $19M | $98M | $962M | $682M |
| Total DebtShort + long-term debt | $11.6B | $307M | $0 | $193M | $1.1B |
| Interest CoverageEBIT ÷ Interest expense | 49.14x | -1.96x | 225.00x | — | — |
Total Returns (Dividends Reinvested)
TWLO leads this category, winning 3 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in KORE five years ago would be worth $9,253 today (with dividends reinvested), compared to $2,175 for LRE. Over the past 12 months, OPEN leads with a +675.8% total return vs LRE's +5.7%. The 3-year compound annual growth rate (CAGR) favors TWLO at 51.7% vs LRE's -39.9% — a key indicator of consistent wealth creation.
| Metric | |||||
|---|---|---|---|---|---|
| YTD ReturnYear-to-date | -26.4% | +105.8% | -13.4% | -10.4% | +38.3% |
| 1-Year ReturnPast 12 months | +5.7% | +277.0% | +32.4% | +675.8% | +89.7% |
| 3-Year ReturnCumulative with dividends | -78.3% | +57.9% | +26.4% | +165.4% | +249.0% |
| 5-Year ReturnCumulative with dividends | -78.3% | -7.5% | -60.4% | -69.5% | -37.1% |
| 10-Year ReturnCumulative with dividends | -78.3% | -9.8% | -60.4% | -49.6% | +564.8% |
| CAGR (3Y)Annualised 3-year return | -39.9% | +16.5% | +8.1% | +38.4% | +51.7% |
Risk & Volatility
KORE leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
KORE is the less volatile stock with a -0.09 beta — it tends to amplify market swings less than OPEN's 3.09 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. KORE currently trades 99.5% from its 52-week high vs LRE's 43.4% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | |||||
|---|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.84x | -0.09x | 1.39x | 3.09x | 1.51x |
| 52-Week HighHighest price in past year | $2.97 | $9.21 | $16.24 | $10.87 | $200.00 |
| 52-Week LowLowest price in past year | $1.00 | $2.00 | $8.34 | $0.51 | $91.84 |
| % of 52W HighCurrent price vs 52-week peak | +43.4% | +99.5% | +69.0% | +50.0% | +95.7% |
| RSI (14)Momentum oscillator 0–100 | 49.0 | 72.7 | 53.2 | 51.8 | 82.8 |
| Avg Volume (50D)Average daily shares traded | 16K | 137K | 820K | 36.3M | 2.2M |
Analyst Outlook
Insufficient data to determine a leader in this category.
Analyst Outlook
Analyst consensus: KORE as "Buy", NRDS as "Buy", OPEN as "Hold", TWLO as "Buy". Consensus price targets imply 42.9% upside for NRDS (target: $16) vs -3.3% for TWLO (target: $185). LRE is the only dividend payer here at 0.93% yield — a key consideration for income-focused portfolios.
| Metric | |||||
|---|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | — | Buy | Buy | Hold | Buy |
| Price TargetConsensus 12-month target | — | — | $16.00 | $6.50 | $185.17 |
| # AnalystsCovering analysts | — | 9 | 6 | 26 | 52 |
| Dividend YieldAnnual dividend ÷ price | +0.9% | — | — | — | — |
| Dividend StreakConsecutive years of raises | 1 | — | — | — | — |
| Dividend / ShareAnnual DPS | $1.87 | — | — | — | — |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | +0.3% | +8.4% | +22.8% | +3.0% |
NRDS leads in 2 of 6 categories (Income & Cash Flow, Profitability & Efficiency). TWLO leads in 1 (Total Returns). 1 tied.
LRE vs KORE vs NRDS vs OPEN vs TWLO: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is LRE or KORE or NRDS or OPEN or TWLO a better buy right now?
For growth investors, NerdWallet, Inc.
(NRDS) is the stronger pick with 21. 7% revenue growth year-over-year, versus -15. 2% for Opendoor Technologies Inc. (OPEN). Lead Real Estate Co. , Ltd American Depositary Shares (LRE) offers the better valuation at 4. 3x trailing P/E, making it the more compelling value choice. Analysts rate KORE Group Holdings, Inc. (KORE) a "Buy" — based on 9 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — LRE or KORE or NRDS or OPEN or TWLO?
On trailing P/E, Lead Real Estate Co.
, Ltd American Depositary Shares (LRE) is the cheapest at 4. 3x versus Twilio Inc. at 911. 4x. On forward P/E, NerdWallet, Inc. is actually cheaper at 11. 5x — notably different from the trailing picture, reflecting expected earnings growth.
03Which is the better long-term investment — LRE or KORE or NRDS or OPEN or TWLO?
Over the past 5 years, KORE Group Holdings, Inc.
(KORE) delivered a total return of -7. 5%, compared to -78. 3% for Lead Real Estate Co. , Ltd American Depositary Shares (LRE). Over 10 years, the gap is even starker: TWLO returned +564. 8% versus LRE's -78. 3%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — LRE or KORE or NRDS or OPEN or TWLO?
By beta (market sensitivity over 5 years), KORE Group Holdings, Inc.
(KORE) is the lower-risk stock at -0. 09β versus Opendoor Technologies Inc. 's 3. 09β — meaning OPEN is approximately -3550% more volatile than KORE relative to the S&P 500. On balance sheet safety, Twilio Inc. (TWLO) carries a lower debt/equity ratio of 14% versus 3% for Lead Real Estate Co. , Ltd American Depositary Shares — giving it more financial flexibility in a downturn.
05Which is growing faster — LRE or KORE or NRDS or OPEN or TWLO?
By revenue growth (latest reported year), NerdWallet, Inc.
(NRDS) is pulling ahead at 21. 7% versus -15. 2% for Opendoor Technologies Inc. (OPEN). On earnings-per-share growth, the picture is similar: Twilio Inc. grew EPS 131. 8% year-over-year, compared to -203. 6% for Opendoor Technologies Inc.. Over a 3-year CAGR, LRE leads at 19. 0% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — LRE or KORE or NRDS or OPEN or TWLO?
NerdWallet, Inc.
(NRDS) is the more profitable company, earning 5. 8% net margin versus -51. 1% for KORE Group Holdings, Inc. — meaning it keeps 5. 8% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: NRDS leads at 8. 3% versus -35. 9% for KORE. At the gross margin level — before operating expenses — NRDS leads at 92. 4%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is LRE or KORE or NRDS or OPEN or TWLO more undervalued right now?
On forward earnings alone, NerdWallet, Inc.
(NRDS) trades at 11. 5x forward P/E versus 35. 3x for Twilio Inc. — 23. 8x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for NRDS: 42. 9% to $16. 00.
08Which pays a better dividend — LRE or KORE or NRDS or OPEN or TWLO?
In this comparison, LRE (0.
9% yield) pays a dividend. KORE, NRDS, OPEN, TWLO do not pay a meaningful dividend and should not be held primarily for income.
09Is LRE or KORE or NRDS or OPEN or TWLO better for a retirement portfolio?
For long-horizon retirement investors, KORE Group Holdings, Inc.
(KORE) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β -0. 09)). Opendoor Technologies Inc. (OPEN) carries a higher beta of 3. 09 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (KORE: -9. 8%, OPEN: -49. 6%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between LRE and KORE and NRDS and OPEN and TWLO?
These companies operate in different sectors (LRE (Real Estate) and KORE (Communication Services) and NRDS (Financial Services) and OPEN (Real Estate) and TWLO (Communication Services)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.
In terms of investment character: LRE is a small-cap deep-value stock; KORE is a small-cap quality compounder stock; NRDS is a small-cap high-growth stock; OPEN is a small-cap quality compounder stock; TWLO is a mid-cap quality compounder stock. LRE pays a dividend while KORE, NRDS, OPEN, TWLO do not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
Find Stocks Like These
Explore pre-built screens for each stock's profile, or build a custom screen to find stocks that outperform all of them.
- Sector: Communication Services
- Market Cap > $100B
- Revenue Growth > 9%
- Gross Margin > 29%
You Might Also Compare
Based on how these companies actually compete and overlap — not just which sector they're filed under.