TWLO vs. BSY, DT, XM, CDAY, PCTY, NICE, SSNC, TYL, ZI, and MANH
Should you be buying Twilio stock or one of its competitors? The main competitors of Twilio include Bentley Systems (BSY), Dynatrace (DT), Qualtrics International (XM), Ceridian HCM (CDAY), Paylocity (PCTY), NICE (NICE), SS&C Technologies (SSNC), Tyler Technologies (TYL), ZoomInfo Technologies (ZI), and Manhattan Associates (MANH). These companies are all part of the "prepackaged software" industry.
Twilio vs.
Twilio (NYSE:TWLO) and Bentley Systems (NASDAQ:BSY) 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 community ranking, earnings, institutional ownership, risk, analyst recommendations, media sentiment, profitability, valuation and dividends.
78.7% of Twilio shares are owned by institutional investors. Comparatively, 36.1% of Bentley Systems shares are owned by institutional investors. 5.0% of Twilio shares are owned by insiders. Comparatively, 22.5% of Bentley Systems shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company is poised for long-term growth.
In the previous week, Twilio had 2 more articles in the media than Bentley Systems. MarketBeat recorded 10 mentions for Twilio and 8 mentions for Bentley Systems. Bentley Systems' average media sentiment score of 1.05 beat Twilio's score of 0.45 indicating that Bentley Systems is being referred to more favorably in the news media.
Twilio received 650 more outperform votes than Bentley Systems when rated by MarketBeat users. Likewise, 67.84% of users gave Twilio an outperform vote while only 65.63% of users gave Bentley Systems an outperform vote.
Bentley Systems has a net margin of 15.90% compared to Twilio's net margin of -32.83%. Bentley Systems' return on equity of 41.48% beat Twilio's return on equity.
Twilio has a beta of 1.45, indicating that its stock price is 45% more volatile than the S&P 500. Comparatively, Bentley Systems has a beta of 1.19, indicating that its stock price is 19% more volatile than the S&P 500.
Bentley Systems has lower revenue, but higher earnings than Twilio. Twilio is trading at a lower price-to-earnings ratio than Bentley Systems, indicating that it is currently the more affordable of the two stocks.
Twilio presently has a consensus price target of $86.96, suggesting a potential upside of 37.23%. Bentley Systems has a consensus price target of $46.56, suggesting a potential upside of 10.14%. Given Twilio's higher probable upside, analysts clearly believe Twilio is more favorable than Bentley Systems.
Summary
Bentley Systems beats Twilio on 10 of the 18 factors compared between the two stocks.
New MarketBeat Followers Over Time
This chart shows the number of new MarketBeat users adding TWLO and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
Skip ChartMedia 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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