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NYSE:TWLO

Twilio Competitors

$300.62
-5.48 (-1.79 %)
(As of 10/26/2020 12:00 AM ET)
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Today's Range
$295.11
Now: $300.62
$312.26
50-Day Range
$221.87
MA: $269.98
$337.88
52-Week Range
$68.06
Now: $300.62
$341.70
Volume4.26 million shs
Average Volume3.55 million shs
Market Capitalization$43.03 billion
P/E RatioN/A
Dividend YieldN/A
Beta1.63

Competitors

Twilio (NYSE:TWLO) Vs. SAP, SHOP, NOW, INTU, SQ, and SNOW

Should you be buying TWLO stock or one of its competitors? Companies in the industry of "prepackaged software" are considered alternatives and competitors to Twilio, including SAP (SAP), Shopify (SHOP), ServiceNow (NOW), Intuit (INTU), Square (SQ), and Snowflake (SNOW).

SAP (NYSE:SAP) and Twilio (NYSE:TWLO) are both large-cap computer and technology companies, but which is the superior stock? We will compare the two businesses based on the strength of their risk, institutional ownership, earnings, dividends, analyst recommendations, valuation and profitability.

Institutional & Insider Ownership

4.7% of SAP shares are owned by institutional investors. Comparatively, 84.0% of Twilio shares are owned by institutional investors. 7.4% of SAP shares are owned by insiders. Comparatively, 6.7% of Twilio shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company is poised for long-term growth.

Earnings and Valuation

This table compares SAP and Twilio's gross revenue, earnings per share (EPS) and valuation.

Gross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
SAP$30.86 billion4.45$3.72 billion$4.0228.61
Twilio$1.13 billion37.93$-307,060,000.00($1.83)-164.27

SAP has higher revenue and earnings than Twilio. Twilio is trading at a lower price-to-earnings ratio than SAP, indicating that it is currently the more affordable of the two stocks.

Analyst Ratings

This is a summary of current ratings and price targets for SAP and Twilio, as provided by MarketBeat.

Sell RatingsHold RatingsBuy RatingsStrong Buy RatingsRating Score
SAP151202.61
Twilio041902.83

SAP presently has a consensus price target of $148.7273, indicating a potential upside of 29.31%. Twilio has a consensus price target of $299.8261, indicating a potential downside of 0.26%. Given SAP's higher probable upside, analysts plainly believe SAP is more favorable than Twilio.

Profitability

This table compares SAP and Twilio's net margins, return on equity and return on assets.

Net MarginsReturn on EquityReturn on Assets
SAP16.30%16.31%8.09%
Twilio-26.77%-5.04%-4.17%

Volatility & Risk

SAP has a beta of 0.98, meaning that its share price is 2% less volatile than the S&P 500. Comparatively, Twilio has a beta of 1.63, meaning that its share price is 63% more volatile than the S&P 500.

Summary

SAP beats Twilio on 9 of the 14 factors compared between the two stocks.

Shopify (NYSE:SHOP) and Twilio (NYSE:TWLO) are both large-cap computer and technology companies, but which is the superior stock? We will compare the two businesses based on the strength of their risk, institutional ownership, earnings, dividends, analyst recommendations, valuation and profitability.

Institutional & Insider Ownership

59.5% of Shopify shares are owned by institutional investors. Comparatively, 84.0% of Twilio shares are owned by institutional investors. 6.7% of Twilio shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company is poised for long-term growth.

Earnings and Valuation

This table compares Shopify and Twilio's gross revenue, earnings per share (EPS) and valuation.

Gross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Shopify$1.58 billion79.33$-124,840,000.00($0.94)-1,104.31
Twilio$1.13 billion37.93$-307,060,000.00($1.83)-164.27

Shopify has higher revenue and earnings than Twilio. Shopify is trading at a lower price-to-earnings ratio than Twilio, indicating that it is currently the more affordable of the two stocks.

Analyst Ratings

This is a summary of current ratings and price targets for Shopify and Twilio, as provided by MarketBeat.

Sell RatingsHold RatingsBuy RatingsStrong Buy RatingsRating Score
Shopify2161102.31
Twilio041902.83

Shopify presently has a consensus price target of $1,021.5926, indicating a potential downside of 1.59%. Twilio has a consensus price target of $299.8261, indicating a potential downside of 0.26%. Given Twilio's stronger consensus rating and higher probable upside, analysts plainly believe Twilio is more favorable than Shopify.

Profitability

This table compares Shopify and Twilio's net margins, return on equity and return on assets.

Net MarginsReturn on EquityReturn on Assets
Shopify-3.25%0.32%0.28%
Twilio-26.77%-5.04%-4.17%

Volatility & Risk

Shopify has a beta of 1.48, meaning that its share price is 48% more volatile than the S&P 500. Comparatively, Twilio has a beta of 1.63, meaning that its share price is 63% more volatile than the S&P 500.

ServiceNow (NYSE:NOW) and Twilio (NYSE:TWLO) are both large-cap computer and technology companies, but which is the superior stock? We will compare the two businesses based on the strength of their risk, institutional ownership, earnings, dividends, analyst recommendations, valuation and profitability.

Institutional & Insider Ownership

90.1% of ServiceNow shares are owned by institutional investors. Comparatively, 84.0% of Twilio shares are owned by institutional investors. 1.0% of ServiceNow shares are owned by insiders. Comparatively, 6.7% of Twilio shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company is poised for long-term growth.

Earnings and Valuation

This table compares ServiceNow and Twilio's gross revenue, earnings per share (EPS) and valuation.

Gross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
ServiceNow$3.46 billion27.80$626.70 million$0.65771.71
Twilio$1.13 billion37.93$-307,060,000.00($1.83)-164.27

ServiceNow has higher revenue and earnings than Twilio. Twilio is trading at a lower price-to-earnings ratio than ServiceNow, indicating that it is currently the more affordable of the two stocks.

Analyst Ratings

This is a summary of current ratings and price targets for ServiceNow and Twilio, as provided by MarketBeat.

Sell RatingsHold RatingsBuy RatingsStrong Buy RatingsRating Score
ServiceNow052212.86
Twilio041902.83

ServiceNow presently has a consensus price target of $479.4167, indicating a potential downside of 4.42%. Twilio has a consensus price target of $299.8261, indicating a potential downside of 0.26%. Given Twilio's higher probable upside, analysts plainly believe Twilio is more favorable than ServiceNow.

Profitability

This table compares ServiceNow and Twilio's net margins, return on equity and return on assets.

Net MarginsReturn on EquityReturn on Assets
ServiceNow18.42%11.09%3.92%
Twilio-26.77%-5.04%-4.17%

Volatility & Risk

ServiceNow has a beta of 1.27, meaning that its share price is 27% more volatile than the S&P 500. Comparatively, Twilio has a beta of 1.63, meaning that its share price is 63% more volatile than the S&P 500.

Summary

ServiceNow beats Twilio on 11 of the 15 factors compared between the two stocks.

Intuit (NASDAQ:INTU) and Twilio (NYSE:TWLO) are both large-cap computer and technology companies, but which is the superior stock? We will compare the two businesses based on the strength of their risk, institutional ownership, earnings, dividends, analyst recommendations, valuation and profitability.

Analyst Ratings

This is a summary of current ratings and price targets for Intuit and Twilio, as provided by MarketBeat.

Sell RatingsHold RatingsBuy RatingsStrong Buy RatingsRating Score
Intuit231302.61
Twilio041902.83

Intuit presently has a consensus price target of $366.5882, indicating a potential upside of 11.73%. Twilio has a consensus price target of $299.8261, indicating a potential downside of 0.26%. Given Intuit's higher probable upside, analysts plainly believe Intuit is more favorable than Twilio.

Profitability

This table compares Intuit and Twilio's net margins, return on equity and return on assets.

Net MarginsReturn on EquityReturn on Assets
Intuit23.78%40.79%22.22%
Twilio-26.77%-5.04%-4.17%

Institutional & Insider Ownership

85.5% of Intuit shares are owned by institutional investors. Comparatively, 84.0% of Twilio shares are owned by institutional investors. 4.1% of Intuit shares are owned by insiders. Comparatively, 6.7% of Twilio shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company is poised for long-term growth.

Earnings and Valuation

This table compares Intuit and Twilio's gross revenue, earnings per share (EPS) and valuation.

Gross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Intuit$7.68 billion11.19$1.83 billion$6.5650.01
Twilio$1.13 billion37.93$-307,060,000.00($1.83)-164.27

Intuit has higher revenue and earnings than Twilio. Twilio is trading at a lower price-to-earnings ratio than Intuit, indicating that it is currently the more affordable of the two stocks.

Volatility & Risk

Intuit has a beta of 0.99, meaning that its share price is 1% less volatile than the S&P 500. Comparatively, Twilio has a beta of 1.63, meaning that its share price is 63% more volatile than the S&P 500.

Summary

Intuit beats Twilio on 9 of the 14 factors compared between the two stocks.

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

Analyst Recommendations

This is a breakdown of current ratings and recommmendations for Twilio and Square, as reported by MarketBeat.com.

Sell RatingsHold RatingsBuy RatingsStrong Buy RatingsRating Score
Twilio041902.83
Square4182002.38

Twilio presently has a consensus target price of $299.8261, indicating a potential downside of 0.26%. Square has a consensus target price of $126.8750, indicating a potential downside of 25.32%. Given Twilio's stronger consensus rating and higher probable upside, equities research analysts clearly believe Twilio is more favorable than Square.

Profitability

This table compares Twilio and Square's net margins, return on equity and return on assets.

Net MarginsReturn on EquityReturn on Assets
Twilio-26.77%-5.04%-4.17%
Square5.15%-1.20%-0.36%

Insider and Institutional Ownership

84.0% of Twilio shares are owned by institutional investors. Comparatively, 66.3% of Square shares are owned by institutional investors. 6.7% of Twilio shares are owned by company insiders. Comparatively, 21.8% of Square shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock is poised for long-term growth.

Valuation & Earnings

This table compares Twilio and Square's gross revenue, earnings per share and valuation.

Gross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Twilio$1.13 billion37.93$-307,060,000.00($1.83)-164.27
Square$4.71 billion15.99$375.45 million$0.17999.35

Square has higher revenue and earnings than Twilio. Twilio is trading at a lower price-to-earnings ratio than Square, indicating that it is currently the more affordable of the two stocks.

Risk & Volatility

Twilio has a beta of 1.63, indicating that its stock price is 63% more volatile than the S&P 500. Comparatively, Square has a beta of 2.68, indicating that its stock price is 168% more volatile than the S&P 500.

Summary

Square beats Twilio on 10 of the 14 factors compared between the two stocks.

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

Analyst Recommendations

This is a breakdown of current ratings and recommmendations for Twilio and Snowflake, as reported by MarketBeat.com.

Sell RatingsHold RatingsBuy RatingsStrong Buy RatingsRating Score
Twilio041902.83
Snowflake211902.32

Twilio presently has a consensus target price of $299.8261, indicating a potential downside of 0.26%. Snowflake has a consensus target price of $264.95, indicating a potential upside of 5.39%. Given Snowflake's higher probable upside, analysts clearly believe Snowflake is more favorable than Twilio.

Profitability

This table compares Twilio and Snowflake's net margins, return on equity and return on assets.

Net MarginsReturn on EquityReturn on Assets
Twilio-26.77%-5.04%-4.17%
SnowflakeN/AN/AN/A

Insider and Institutional Ownership

84.0% of Twilio shares are owned by institutional investors. 6.7% of Twilio shares are owned by company insiders. Comparatively, 0.2% of Snowflake shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock is poised for long-term growth.

Valuation & Earnings

This table compares Twilio and Snowflake's gross revenue, earnings per share and valuation.

Gross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Twilio$1.13 billion37.93$-307,060,000.00($1.83)-164.27
SnowflakeN/AN/AN/AN/AN/A

Snowflake has lower revenue, but higher earnings than Twilio.

Summary

Twilio beats Snowflake on 5 of the 9 factors compared between the two stocks.


Twilio Competitors List

Competitor NameCompetitor BTM RankCompetitor PriceCompetitor Price ChangeCompetitor Market CapCompetitor RevenueCompetitor P/E RatioCompetitor Indicator(s)
SAP logo
SAP
SAP
1.9$115.02-30.1%$137.29 billion$30.86 billion27.19Analyst Report
High Trading Volume
Unusual Options Activity
Heavy News Reporting
Shopify logo
SHOP
Shopify
1.2$1,038.05-1.1%$125.20 billion$1.58 billion-1,701.69Upcoming Earnings
ServiceNow logo
NOW
ServiceNow
1.7$501.61-2.5%$96.21 billion$3.46 billion136.31Upcoming Earnings
Analyst Report
Intuit logo
INTU
Intuit
2.0$328.09-1.9%$85.90 billion$7.68 billion47.41
Square logo
SQ
Square
1.3$169.89-4.0%$75.35 billion$4.71 billion274.02
Snowflake logo
SNOW
Snowflake
1.6$251.39-5.4%$69.56 billionN/A0.00Quiet Period Expiration
Activision Blizzard logo
ATVI
Activision Blizzard
2.1$80.49-0.7%$62.55 billion$6.49 billion34.40Upcoming Earnings
Analyst Report
VMware logo
VMW
VMware
1.5$142.62-4.6%$59.92 billion$10.81 billion33.64
Autodesk logo
ADSK
Autodesk
1.6$249.13-2.1%$55.79 billion$3.27 billion152.84
Veeva Systems logo
VEEV
Veeva Systems
1.4$296.87-0.0%$44.78 billion$1.10 billion144.11Analyst Report
Docusign logo
DOCU
Docusign
1.3$220.17-0.2%$40.77 billion$973.97 million-194.84Analyst Report
Electronic Arts logo
EA
Electronic Arts
1.9$126.68-0.1%$36.58 billion$5.54 billion18.77Analyst Report
Splunk logo
SPLK
Splunk
1.5$209.78-3.2%$33.65 billion$2.36 billion-51.04Analyst Upgrade
Synopsys logo
SNPS
Synopsys
1.5$220.63-2.8%$33.48 billion$3.36 billion54.61
Cadence Design Systems logo
CDNS
Cadence Design Systems
1.4$109.88-2.0%$31.25 billion$2.34 billion28.54
DDOG
Datadog
1.2$99.76-2.3%$30.26 billion$362.78 million-4,988.00
CRWD
CrowdStrike
1.4$133.08-1.8%$29.72 billion$481.41 million-246.44
ANSYS logo
ANSS
ANSYS
1.0$321.00-2.9%$28.33 billion$1.52 billion69.93
Okta logo
OKTA
Okta
1.2$219.20-0.1%$28.08 billion$586.07 million-115.37
Atlassian logo
TEAM
Atlassian
1.6$207.20-0.6%$27.38 billion$1.61 billion-143.89Upcoming Earnings
Paycom Software logo
PAYC
Paycom Software
1.4$378.42-2.7%$22.15 billion$737.67 million125.31
Coupa Software logo
COUP
Coupa Software
1.0$292.74-3.2%$20.79 billion$389.72 million-175.29
TAKE-TWO INTERACTIVE SOFTWARE logo
TTWO
TAKE-TWO INTERACTIVE SOFTWARE
1.5$165.05-0.4%$18.87 billion$3.09 billion42.32
Check Point Software Technologies logo
CHKP
Check Point Software Technologies
1.4$120.00-0.4%$17.52 billion$1.99 billion20.44Earnings Announcement
Analyst Upgrade
Cloudflare logo
NET
Cloudflare
1.6$54.75-2.0%$16.74 billion$287.02 million-84.23
SS&C Technologies logo
SSNC
SS&C Technologies
1.9$64.06-1.8%$16.50 billion$4.63 billion33.54Upcoming Earnings
Tyler Technologies logo
TYL
Tyler Technologies
1.2$398.94-1.4%$16.05 billion$1.09 billion86.54Analyst Report
WORK
Slack Technologies
1.5$27.75-3.6%$15.83 billion$630.42 million-47.84
Citrix Systems logo
CTXS
Citrix Systems
1.7$123.82-0.9%$15.16 billion$3.01 billion26.57Earnings Announcement
Dividend Announcement
Black Knight logo
BKI
Black Knight
1.3$90.33-3.3%$14.65 billion$1.18 billion96.10Analyst Downgrade
NICE logo
NICE
NICE
1.1$227.09-0.4%$14.17 billion$1.57 billion74.95
MongoDB logo
MDB
MongoDB
1.1$240.10-3.3%$14.13 billion$421.72 million-61.72
HubSpot logo
HUBS
HubSpot
1.3$306.32-3.0%$13.96 billion$674.86 million-183.42
Ceridian HCM logo
CDAY
Ceridian HCM
1.3$88.80-3.8%$13.54 billion$824.10 million174.12
Symantec logo
SYMC
Symantec
2.1$20.84-0.9%$12.88 billion$4.73 billion17.81
Avalara logo
AVLR
Avalara
1.1$151.25-2.2%$12.29 billion$382.42 million-232.69
NLOK
NortonLifeLock
2.3$20.62-1.1%$12.19 billion$2.49 billion3.34
DT
Dynatrace
1.5$40.31-7.5%$11.33 billion$545.80 million-29.64Upcoming Earnings
Paylocity logo
PCTY
Paylocity
1.8$188.64-1.2%$10.15 billion$561.33 million162.62
PTC logo
PTC
PTC
1.7$83.67-6.7%$9.72 billion$1.26 billion111.56Upcoming Earnings
Nuance Communications logo
NUAN
Nuance Communications
1.5$33.04-3.8%$9.33 billion$1.82 billion60.07
Alteryx logo
AYX
Alteryx
1.4$137.59-0.9%$9.19 billion$417.91 million-319.98
ESTC
Elastic
1.5$106.45-2.4%$9.18 billion$427.62 million-59.14
BILL
Bill.com
1.3$107.70-1.4%$8.85 billion$157.60 million-185.69Unusual Options Activity
Guidewire Software logo
GWRE
Guidewire Software
1.5$99.56-2.2%$8.31 billion$742.31 million-301.70
PLAN
Anaplan
1.2$57.54-5.1%$8.04 billion$348.02 million-53.28
Dropbox logo
DBX
Dropbox
1.6$19.13-3.1%$7.91 billion$1.66 billion273.21
Fastly logo
FSLY
Fastly
1.2$74.02-3.1%$7.54 billion$200.46 million-134.58Upcoming Earnings
SolarWinds logo
SWI
SolarWinds
1.3$21.44-1.3%$6.70 billion$932.53 million238.25
Smartsheet logo
SMAR
Smartsheet
1.3$54.78-2.4%$6.61 billion$270.88 million-58.28
This page was last updated on 10/27/2020 by MarketBeat.com Staff

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