QQQ   315.68 (+0.95%)
AAPL   162.36 (+0.99%)
MSFT   284.05 (+1.26%)
META   207.84 (+1.21%)
GOOGL   100.89 (-0.49%)
AMZN   102.00 (+1.75%)
TSLA   195.28 (+0.72%)
NVDA   273.83 (+1.48%)
NIO   10.46 (+6.41%)
BABA   103.38 (+3.46%)
AMD   97.88 (+1.86%)
T   19.08 (+0.42%)
F   12.29 (+1.99%)
MU   63.09 (-0.71%)
CGC   1.76 (-2.76%)
GE   94.05 (-0.01%)
DIS   98.10 (+1.27%)
AMC   4.97 (-0.60%)
PFE   40.38 (+0.32%)
PYPL   74.39 (+0.28%)
NFLX   338.43 (+1.93%)
QQQ   315.68 (+0.95%)
AAPL   162.36 (+0.99%)
MSFT   284.05 (+1.26%)
META   207.84 (+1.21%)
GOOGL   100.89 (-0.49%)
AMZN   102.00 (+1.75%)
TSLA   195.28 (+0.72%)
NVDA   273.83 (+1.48%)
NIO   10.46 (+6.41%)
BABA   103.38 (+3.46%)
AMD   97.88 (+1.86%)
T   19.08 (+0.42%)
F   12.29 (+1.99%)
MU   63.09 (-0.71%)
CGC   1.76 (-2.76%)
GE   94.05 (-0.01%)
DIS   98.10 (+1.27%)
AMC   4.97 (-0.60%)
PFE   40.38 (+0.32%)
PYPL   74.39 (+0.28%)
NFLX   338.43 (+1.93%)
QQQ   315.68 (+0.95%)
AAPL   162.36 (+0.99%)
MSFT   284.05 (+1.26%)
META   207.84 (+1.21%)
GOOGL   100.89 (-0.49%)
AMZN   102.00 (+1.75%)
TSLA   195.28 (+0.72%)
NVDA   273.83 (+1.48%)
NIO   10.46 (+6.41%)
BABA   103.38 (+3.46%)
AMD   97.88 (+1.86%)
T   19.08 (+0.42%)
F   12.29 (+1.99%)
MU   63.09 (-0.71%)
CGC   1.76 (-2.76%)
GE   94.05 (-0.01%)
DIS   98.10 (+1.27%)
AMC   4.97 (-0.60%)
PFE   40.38 (+0.32%)
PYPL   74.39 (+0.28%)
NFLX   338.43 (+1.93%)
QQQ   315.68 (+0.95%)
AAPL   162.36 (+0.99%)
MSFT   284.05 (+1.26%)
META   207.84 (+1.21%)
GOOGL   100.89 (-0.49%)
AMZN   102.00 (+1.75%)
TSLA   195.28 (+0.72%)
NVDA   273.83 (+1.48%)
NIO   10.46 (+6.41%)
BABA   103.38 (+3.46%)
AMD   97.88 (+1.86%)
T   19.08 (+0.42%)
F   12.29 (+1.99%)
MU   63.09 (-0.71%)
CGC   1.76 (-2.76%)
GE   94.05 (-0.01%)
DIS   98.10 (+1.27%)
AMC   4.97 (-0.60%)
PFE   40.38 (+0.32%)
PYPL   74.39 (+0.28%)
NFLX   338.43 (+1.93%)

Twilio - TWLO Competitors

$63.37
+0.45 (+0.72%)
(As of 03/30/2023 12:00 AM ET)
Add
Compare
Today's Range
$62.83
$64.20
50-Day Range
$54.26
$75.45
52-Week Range
$41.00
$176.96
Volume
2.20 million shs
Average Volume
4.48 million shs
Market Capitalization
$11.87 billion
P/E Ratio
N/A
Dividend Yield
N/A
Price Target
$86.96

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.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Twilio
8 Very Positive mention(s)
1 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Bentley Systems
3 Very Positive mention(s)
1 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

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.

CompanyUnderperformOutperform
TwilioOutperform Votes
692
67.84%
Underperform Votes
328
32.16%
Bentley SystemsOutperform Votes
42
65.63%
Underperform Votes
22
34.38%

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.

Company Net Margins Return on Equity Return on Assets
Twilio -32.83% -7.63% -6.42%
Bentley Systems 15.90% 41.48% 6.82%

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.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Twilio$3.83 billion3.10-$1.26 billion-$6.87-9.22
Bentley Systems$1.10 billion10.72$174.74 million$0.5576.85

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.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Twilio
2 Sell rating(s)
14 Hold rating(s)
12 Buy rating(s)
0 Strong Buy rating(s)
2.36
Bentley Systems
0 Sell rating(s)
1 Hold rating(s)
7 Buy rating(s)
0 Strong Buy rating(s)
2.88

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 Chart

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.
Skip Chart

TWLO vs. The Competition

MetricTwilioPrepackaged software IndustryComputer SectorNYSE Exchange
Market Cap$11.87B$15.81B$13.42B$14.46B
Dividend YieldN/A1.98%4.32%3.88%
P/E Ratio-9.2239.83314.7320.82
Price / Sales3.107.46886.6910.76
Price / CashN/A61.1725.1824.50
Price / Book1.1210.638.796.80
Net Income-$1.26B$279.09M$527.85M$867.48M
7 Day Performance1.59%1.43%1.78%3.38%
1 Month Performance-5.71%-3.15%-2.51%-4.86%
1 Year Performance-62.42%-27.74%-12.49%-13.54%

Twilio Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
BSY
Bentley Systems
2.7754 of 5 stars
$41.49
+0.1%
$46.56
+12.2%
-7.0%$11.57B$1.10B75.445,000Short Interest ↓
DT
Dynatrace
2.8563 of 5 stars
$39.39
+0.7%
$47.11
+19.6%
-16.8%$11.39B$929.45M393.903,600Short Interest ↓
XM
Qualtrics International
1.7747 of 5 stars
$17.73
+0.2%
$17.93
+1.1%
-40.2%$10.68B$1.46B-9.745,600Short Interest ↓
CDAY
Ceridian HCM
2.2694 of 5 stars
$68.81
+0.4%
$79.64
+15.7%
-1.1%$10.51B$1.25B-143.358,526Positive News
PCTY
Paylocity
3.0304 of 5 stars
$181.39
-0.5%
$272.71
+50.3%
-9.6%$10.12B$852.65M106.085,300Analyst Upgrade
News Coverage
NICE
NICE
2.2488 of 5 stars
$211.00
+0.4%
$253.38
+20.1%
-2.1%$13.39B$2.18B52.757,102
SSNC
SS&C Technologies
3.441 of 5 stars
$54.42
+0.9%
$68.25
+25.4%
-29.8%$13.64B$5.28B21.9427,600Positive News
TYL
Tyler Technologies
2.7437 of 5 stars
$332.25
+0.8%
$433.62
+30.5%
-24.5%$13.89B$1.85B85.857,200
ZI
ZoomInfo Technologies
3.0838 of 5 stars
$23.07
-0.5%
$38.56
+67.1%
-59.1%$9.33B$1.10B144.203,540Positive News
MANH
Manhattan Associates
2.1353 of 5 stars
$148.29
+0.7%
$154.33
+4.1%
+4.4%$9.27B$767.08M72.694,150
This page (NYSE:TWLO) was last updated on 3/30/2023 by MarketBeat.com Staff