Twilio (TWLO) Competitors

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

Does the media prefer SNOW or TWLO?

In the previous week, Snowflake and Snowflake both had 41 articles in the media. Snowflake's average media sentiment score of 1.24 beat Twilio's score of 0.85 indicating that Snowflake is being referred to more favorably in the media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
Snowflake	31 Very Positive mention(s)	5 Positive mention(s)	4 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Positive
Twilio	18 Very Positive mention(s)	3 Positive mention(s)	7 Neutral mention(s)	7 Negative mention(s)	0 Very Negative mention(s)	Positive

Do analysts rate SNOW or TWLO?

Snowflake presently has a consensus price target of $200.27, suggesting a potential upside of 20.99%. Twilio has a consensus price target of $124.65, suggesting a potential upside of 27.35%. Given Twilio's higher possible upside, analysts plainly believe Twilio is more favorable than Snowflake.

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Snowflake	0 Sell rating(s)	9 Hold rating(s)	30 Buy rating(s)	2 Strong Buy rating(s)	2.83
Twilio	1 Sell rating(s)	7 Hold rating(s)	16 Buy rating(s)	1 Strong Buy rating(s)	2.68

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

65.1% of Snowflake shares are held by institutional investors. Comparatively, 84.3% of Twilio shares are held by institutional investors. 7.8% of Snowflake shares are held by insiders. Comparatively, 4.5% of Twilio shares are held by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company is poised for long-term growth.

Which has higher earnings and valuation, SNOW or TWLO?

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
Snowflake	$3.63B	15.07	-$836.10M	-$3.87	-42.77
Twilio	$4.46B	3.35	-$109.40M	-$0.64	-152.93

Does the MarketBeat Community believe in SNOW or TWLO?

Twilio received 487 more outperform votes than Snowflake when rated by MarketBeat users. Likewise, 64.71% of users gave Twilio an outperform vote while only 52.31% of users gave Snowflake an outperform vote.

Company	Underperform	Outperform
Snowflake	Outperform Votes 272 52.31%	Underperform Votes 248 47.69%
Twilio	Outperform Votes 759 64.71%	Underperform Votes 414 35.29%

Is SNOW or TWLO 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
Snowflake	-33.02%	-24.23%	-13.30%
Twilio	-2.45%	1.38%	1.14%

Which has more volatility and risk, SNOW or TWLO?

Snowflake has a beta of 1.13, meaning that its stock price is 13% more volatile than the S&P 500. Comparatively, Twilio has a beta of 1.5, meaning that its stock price is 50% more volatile than the S&P 500.

Summary

Twilio beats Snowflake on 11 of the 18 factors compared between the two stocks.