Twilio (TWLO) Competitors

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

Does the MarketBeat Community favor TWLO or SNOW?

Twilio received 460 more outperform votes than Snowflake when rated by MarketBeat users. Likewise, 64.95% of users gave Twilio an outperform vote while only 54.31% of users gave Snowflake an outperform vote.

Company	Underperform	Outperform
Twilio	Outperform Votes 769 64.95%	Underperform Votes 415 35.05%
Snowflake	Outperform Votes 309 54.31%	Underperform Votes 260 45.69%

Do institutionals & insiders have more ownership in TWLO or SNOW?

84.3% of Twilio shares are held by institutional investors. Comparatively, 65.1% of Snowflake shares are held by institutional investors. 0.2% of Twilio shares are held by insiders. Comparatively, 6.8% of Snowflake shares are held by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock will outperform the market over the long term.

Is TWLO or SNOW more profitable?

Twilio has a net margin of -2.45% compared to Snowflake's net margin of -33.02%. Twilio's return on equity of 1.38% beat Snowflake's return on equity.

Company	Net Margins	Return on Equity	Return on Assets
Twilio	-2.45%	1.38%	1.14%
Snowflake	-33.02%	-24.23%	-13.30%

Do analysts recommend TWLO or SNOW?

Twilio currently has a consensus target price of $125.35, suggesting a potential upside of 5.99%. Snowflake has a consensus target price of $222.81, suggesting a potential upside of 6.87%. Given Snowflake's stronger consensus rating and higher probable upside, analysts clearly believe Snowflake is more favorable than Twilio.

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Twilio	1 Sell rating(s)	7 Hold rating(s)	16 Buy rating(s)	1 Strong Buy rating(s)	2.68
Snowflake	2 Sell rating(s)	6 Hold rating(s)	32 Buy rating(s)	2 Strong Buy rating(s)	2.81

Does the media refer more to TWLO or SNOW?

In the previous week, Snowflake had 42 more articles in the media than Twilio. MarketBeat recorded 64 mentions for Snowflake and 22 mentions for Twilio. Twilio's average media sentiment score of 0.75 beat Snowflake's score of 0.74 indicating that Twilio is being referred to more favorably in the media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
Twilio	8 Very Positive mention(s)	1 Positive mention(s)	9 Neutral mention(s)	1 Negative mention(s)	1 Very Negative mention(s)	Positive
Snowflake	31 Very Positive mention(s)	10 Positive mention(s)	14 Neutral mention(s)	2 Negative mention(s)	0 Very Negative mention(s)	Positive

Which has more volatility and risk, TWLO or SNOW?

Twilio has a beta of 1.3, indicating that its stock price is 30% more volatile than the S&P 500. Comparatively, Snowflake has a beta of 1.21, indicating that its stock price is 21% more volatile than the S&P 500.

Which has higher earnings and valuation, TWLO or SNOW?

Twilio has higher revenue and earnings than Snowflake. Twilio is trading at a lower price-to-earnings ratio than Snowflake, 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	$4.58B	3.94	-$109.40M	-$0.21	-563.18
Snowflake	$3.84B	18.13	-$836.10M	-$4.21	-49.52

Summary

Twilio beats Snowflake on 11 of the 19 factors compared between the two stocks.