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Twilio (TWLO) Competitors

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$115.90 +1.35 (+1.18%)
Closing price 03:59 PM Eastern
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$116.12 +0.23 (+0.20%)
As of 07:59 PM Eastern
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TWLO vs. SNOW, TEAM, NET, RBLX, DDOG, CRWV, ZS, VEEV, TTD, and EA

Should you be buying Twilio stock or one of its competitors? The main competitors of Twilio include Snowflake (SNOW), Atlassian (TEAM), Cloudflare (NET), Roblox (RBLX), Datadog (DDOG), CoreWeave, Inc. Class A Common Stock (CRWV), Zscaler (ZS), Veeva Systems (VEEV), Trade Desk (TTD), and Electronic Arts (EA). These companies are all part of the "computer software" industry.

Twilio vs.

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

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

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.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Twilio$4.58B3.86-$109.40M-$0.21-551.89
Snowflake$3.63B18.51-$836.10M-$3.87-52.55

Twilio currently has a consensus price target of $124.41, indicating a potential upside of 7.34%. Snowflake has a consensus price target of $215.27, indicating a potential upside of 5.86%. Given Twilio's higher possible upside, equities analysts plainly believe Twilio is more favorable than Snowflake.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Twilio
1 Sell rating(s)
7 Hold rating(s)
15 Buy rating(s)
1 Strong Buy rating(s)
2.67
Snowflake
1 Sell rating(s)
8 Hold rating(s)
30 Buy rating(s)
2 Strong Buy rating(s)
2.80

In the previous week, Snowflake had 75 more articles in the media than Twilio. MarketBeat recorded 104 mentions for Snowflake and 29 mentions for Twilio. Twilio's average media sentiment score of 1.16 beat Snowflake's score of 0.97 indicating that Twilio is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Twilio
21 Very Positive mention(s)
1 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Snowflake
48 Very Positive mention(s)
6 Positive mention(s)
22 Neutral mention(s)
1 Negative mention(s)
2 Very Negative mention(s)
Positive

Twilio has a beta of 1.44, indicating that its stock price is 44% more volatile than the S&P 500. Comparatively, Snowflake has a beta of 1.11, indicating that its stock price is 11% more volatile than the S&P 500.

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%

Twilio received 472 more outperform votes than Snowflake when rated by MarketBeat users. Likewise, 64.86% of users gave Twilio an outperform vote while only 53.45% of users gave Snowflake an outperform vote.

CompanyUnderperformOutperform
TwilioOutperform Votes
766
64.86%
Underperform Votes
415
35.14%
SnowflakeOutperform Votes
294
53.45%
Underperform Votes
256
46.55%

Summary

Twilio beats Snowflake on 12 of the 19 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding {thisCompany.Symbol} and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

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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TWLO vs. The Competition

MetricTwilioPrepackaged software IndustryComputer SectorNYSE Exchange
Market Cap$17.69B$26.39B$25.05B$19.30B
Dividend YieldN/A1.74%2.89%3.84%
P/E Ratio-181.09118.7844.3834.53
Price / Sales3.8622.362,068.5534.83
Price / Cash144.3686.0634.7817.51
Price / Book2.179.276.704.69
Net Income-$109.40M$436.62M$739.31M$1.02B
7 Day Performance1.63%0.03%-0.32%-1.74%
1 Month Performance38.41%22.57%13.46%7.50%
1 Year Performance92.52%19.24%52,670.39%4.15%

Twilio Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
TWLO
Twilio
4.3939 of 5 stars
$115.90
+1.2%
$124.41
+7.3%
+89.7%$17.69B$4.58B-181.098,160Positive News
Insider Trade
Gap Up
SNOW
Snowflake
4.0534 of 5 stars
$182.14
-0.5%
$199.86
+9.7%
+10.2%$60.12B$3.63B-53.733,990Trending News
Earnings Report
Analyst Forecast
Gap Up
TEAM
Atlassian
4.8121 of 5 stars
$215.14
-2.6%
$285.29
+32.6%
+17.5%$56.48B$4.96B-160.558,810Positive News
Analyst Downgrade
Insider Trade
Gap Down
NET
Cloudflare
3.8406 of 5 stars
$157.30
+0.1%
$141.79
-9.9%
+110.2%$54.28B$1.77B-715.003,220Insider Trade
Gap Up
RBLX
Roblox
2.6277 of 5 stars
$80.53
-0.9%
$68.68
-14.7%
+149.6%$50.73B$3.84B-55.542,130Trending News
Insider Trade
DDOG
Datadog
4.6726 of 5 stars
$116.86
-0.7%
$141.54
+21.1%
-7.1%$40.36B$2.83B229.144,800Positive News
CRWV
CoreWeave, Inc. Class A Common Stock
N/A$86.70
+8.0%
$55.25
-36.3%
N/A$40.24B$1.92B0.00881Trending News
Analyst Forecast
Options Volume
Gap Down
High Trading Volume
ZS
Zscaler
3.4448 of 5 stars
$252.76
+0.5%
$238.53
-5.6%
+40.5%$39.11B$2.42B-1,011.044,980Upcoming Earnings
Insider Trade
VEEV
Veeva Systems
4.0857 of 5 stars
$239.24
-1.5%
$254.92
+6.6%
+12.3%$38.92B$2.75B59.075,480News Coverage
Positive News
Upcoming Earnings
TTD
Trade Desk
4.208 of 5 stars
$76.19
-0.2%
$97.12
+27.5%
-22.1%$37.80B$2.57B97.682,770Positive News
Analyst Forecast
EA
Electronic Arts
4.2803 of 5 stars
$150.18
-0.9%
$161.29
+7.4%
+16.8%$37.66B$7.46B38.2112,900Positive News
Insider Trade

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This page (NYSE:TWLO) was last updated on 5/22/2025 by MarketBeat.com Staff
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