TWLO vs. DDOG, EA, HUBS, VEEV, ANSS, TTWO, MSTR, NET, PTC, and MBLY
Should you be buying Twilio stock or one of its competitors? The main competitors of Twilio include Datadog (DDOG), Electronic Arts (EA), HubSpot (HUBS), Veeva Systems (VEEV), ANSYS (ANSS), Take-Two Interactive Software (TTWO), MicroStrategy (MSTR), Cloudflare (NET), PTC (PTC), and Mobileye Global (MBLY). These companies are all part of the "prepackaged software" industry.
Twilio (NYSE:TWLO) and Datadog (NASDAQ:DDOG) are both computer and technology companies, but which is the better business? We will compare the two companies based on the strength of their dividends, community ranking, risk, institutional ownership, profitability, valuation, earnings, media sentiment and analyst recommendations.
Twilio has a beta of 1.33, suggesting that its share price is 33% more volatile than the S&P 500. Comparatively, Datadog has a beta of 1.14, suggesting that its share price is 14% more volatile than the S&P 500.
Datadog has lower revenue, but higher earnings than Twilio. Twilio is trading at a lower price-to-earnings ratio than Datadog, indicating that it is currently the more affordable of the two stocks.
Datadog has a net margin of 5.11% compared to Twilio's net margin of -17.37%. Datadog's return on equity of 7.48% beat Twilio's return on equity.
84.3% of Twilio shares are owned by institutional investors. Comparatively, 78.3% of Datadog shares are owned by institutional investors. 4.5% of Twilio shares are owned by company insiders. Comparatively, 11.8% of Datadog shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company will outperform the market over the long term.
Twilio received 446 more outperform votes than Datadog when rated by MarketBeat users. Likewise, 65.11% of users gave Twilio an outperform vote while only 64.32% of users gave Datadog an outperform vote.
Twilio currently has a consensus price target of $69.95, suggesting a potential upside of 21.86%. Datadog has a consensus price target of $137.50, suggesting a potential upside of 24.80%. Given Datadog's stronger consensus rating and higher probable upside, analysts plainly believe Datadog is more favorable than Twilio.
In the previous week, Datadog had 9 more articles in the media than Twilio. MarketBeat recorded 18 mentions for Datadog and 9 mentions for Twilio. Datadog's average media sentiment score of 1.00 beat Twilio's score of 0.64 indicating that Datadog is being referred to more favorably in the news media.
Summary
Datadog beats Twilio on 14 of the 19 factors compared between the two stocks.
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This chart shows the number of new MarketBeat users adding TWLO and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
This 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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