JFrog (FROG) Competitors

JFrog (NASDAQ:FROG) and Twilio (NYSE:TWLO) are both computer and technology companies, but which is the superior business? We will contrast the two businesses based on the strength of their valuation, institutional ownership, analyst recommendations, dividends, media sentiment, profitability, risk and earnings.

Which has more volatility & risk, FROG or TWLO?

JFrog has a beta of 1.06, indicating that its stock price is 6% more volatile than the S&P 500. Comparatively, Twilio has a beta of 1.23, indicating that its stock price is 23% more volatile than the S&P 500.

Do insiders & institutionals hold more shares of FROG or TWLO?

85.0% of JFrog shares are held by institutional investors. Comparatively, 84.3% of Twilio shares are held by institutional investors. 14.1% of JFrog shares are held by insiders. Comparatively, 0.2% of Twilio shares are held by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company will outperform the market over the long term.

Does the media prefer FROG or TWLO?

In the previous week, Twilio had 19 more articles in the media than JFrog. MarketBeat recorded 58 mentions for Twilio and 39 mentions for JFrog. Twilio's average media sentiment score of 0.85 beat JFrog's score of 0.76 indicating that Twilio is being referred to more favorably in the news media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
JFrog	15 Very Positive mention(s)	5 Positive mention(s)	8 Neutral mention(s)	0 Negative mention(s)	1 Very Negative mention(s)	Positive
Twilio	25 Very Positive mention(s)	7 Positive mention(s)	17 Neutral mention(s)	7 Negative mention(s)	0 Very Negative mention(s)	Positive

Do analysts rate FROG or TWLO?

JFrog currently has a consensus price target of $46.87, indicating a potential upside of 9.68%. Twilio has a consensus price target of $126.74, indicating a potential upside of 25.69%. Given Twilio's higher possible upside, analysts plainly believe Twilio is more favorable than JFrog.

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
JFrog	0 Sell rating(s)	2 Hold rating(s)	14 Buy rating(s)	1 Strong Buy rating(s)	2.94
Twilio	1 Sell rating(s)	7 Hold rating(s)	16 Buy rating(s)	1 Strong Buy rating(s)	2.68

Is FROG or TWLO more profitable?

Twilio has a net margin of 0.43% compared to JFrog's net margin of -18.18%. Twilio's return on equity of 2.78% beat JFrog's return on equity.

Company	Net Margins	Return on Equity	Return on Assets
JFrog	-18.18%	-7.54%	-5.20%
Twilio	0.43%	2.78%	2.26%

Which has better earnings and valuation, FROG or TWLO?

JFrog has higher earnings, but lower revenue than Twilio. JFrog is trading at a lower price-to-earnings ratio than Twilio, 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
JFrog	$428.49M	11.64	-$69.24M	-$0.77	-55.49
Twilio	$4.46B	3.45	-$109.40M	$0.12	840.28

Summary

Twilio beats JFrog on 11 of the 16 factors compared between the two stocks.