S&P 500   5,123.41
DOW   37,983.24
QQQ   441.72
Novo Nordisk Arms Wegovy to Be a Triple Threat
Vital Farms Rides the Pasture-Raised Egg Trend to the Bank
5 Small-Cap Energy Stocks Surged in Price and Volume on Friday
Divisive? Not for moviegoers. ‘Civil War’ declares victory at box office.
Stock market today: Wall Street gains ahead of earnings, oil falls as Middle East tensions escalate
Citi’s Results Say This About The Stock Market
Did You Miss the Gold Rush? Try These 2 Silver Stocks
S&P 500   5,123.41
DOW   37,983.24
QQQ   441.72
Novo Nordisk Arms Wegovy to Be a Triple Threat
Vital Farms Rides the Pasture-Raised Egg Trend to the Bank
5 Small-Cap Energy Stocks Surged in Price and Volume on Friday
Divisive? Not for moviegoers. ‘Civil War’ declares victory at box office.
Stock market today: Wall Street gains ahead of earnings, oil falls as Middle East tensions escalate
Citi’s Results Say This About The Stock Market
Did You Miss the Gold Rush? Try These 2 Silver Stocks
S&P 500   5,123.41
DOW   37,983.24
QQQ   441.72
Novo Nordisk Arms Wegovy to Be a Triple Threat
Vital Farms Rides the Pasture-Raised Egg Trend to the Bank
5 Small-Cap Energy Stocks Surged in Price and Volume on Friday
Divisive? Not for moviegoers. ‘Civil War’ declares victory at box office.
Stock market today: Wall Street gains ahead of earnings, oil falls as Middle East tensions escalate
Citi’s Results Say This About The Stock Market
Did You Miss the Gold Rush? Try These 2 Silver Stocks
S&P 500   5,123.41
DOW   37,983.24
QQQ   441.72
Novo Nordisk Arms Wegovy to Be a Triple Threat
Vital Farms Rides the Pasture-Raised Egg Trend to the Bank
5 Small-Cap Energy Stocks Surged in Price and Volume on Friday
Divisive? Not for moviegoers. ‘Civil War’ declares victory at box office.
Stock market today: Wall Street gains ahead of earnings, oil falls as Middle East tensions escalate
Citi’s Results Say This About The Stock Market
Did You Miss the Gold Rush? Try These 2 Silver Stocks

Twilio (TWLO) Competitors

$60.84
-0.01 (-0.02%)
(As of 08:38 AM ET)

TWLO vs. INFA, CYBR, U, MNDY, PAYC, DAY, CDAY, GTLB, APPF, and DBX

Should you be buying Twilio stock or one of its competitors? The main competitors of Twilio include Informatica (INFA), CyberArk Software (CYBR), Unity Software (U), monday.com (MNDY), Paycom Software (PAYC), Dayforce (DAY), Ceridian HCM (CDAY), GitLab (GTLB), AppFolio (APPF), and Dropbox (DBX). These companies are all part of the "prepackaged software" industry.

Twilio vs.

Informatica (NYSE:INFA) and Twilio (NYSE:TWLO) 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 community ranking, valuation, dividends, earnings, media sentiment, analyst recommendations, profitability, institutional ownership and risk.

Informatica has a net margin of -7.85% compared to Informatica's net margin of -24.44%. Twilio's return on equity of 4.29% beat Informatica's return on equity.

Company Net Margins Return on Equity Return on Assets
Informatica-7.85% 4.29% 1.79%
Twilio -24.44%-1.66%-1.39%

Informatica presently has a consensus target price of $32.89, indicating a potential downside of 14.53%. Twilio has a consensus target price of $68.90, indicating a potential upside of 13.23%. Given Informatica's higher probable upside, analysts clearly believe Twilio is more favorable than Informatica.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Informatica
0 Sell rating(s)
5 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.44
Twilio
2 Sell rating(s)
9 Hold rating(s)
7 Buy rating(s)
0 Strong Buy rating(s)
2.28

98.4% of Informatica shares are held by institutional investors. Comparatively, 84.3% of Twilio shares are held by institutional investors. 53.9% of Informatica shares are held by company insiders. Comparatively, 4.2% of Twilio shares are held by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company will outperform the market over the long term.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Informatica$1.60B7.12-$125.28M-$0.46-83.65
Twilio$4.15B2.65-$1.02B-$5.54-10.98

Twilio received 387 more outperform votes than Informatica when rated by MarketBeat users. Likewise, 65.22% of users gave Twilio an outperform vote while only 61.39% of users gave Informatica an outperform vote.

CompanyUnderperformOutperform
InformaticaOutperform Votes
318
61.39%
Underperform Votes
200
38.61%
TwilioOutperform Votes
705
65.22%
Underperform Votes
376
34.78%

Informatica has a beta of 1.08, indicating that its share price is 8% more volatile than the S&P 500. Comparatively, Twilio has a beta of 1.35, indicating that its share price is 35% more volatile than the S&P 500.

In the previous week, Informatica and Informatica both had 20 articles in the media. Informatica's average media sentiment score of 0.91 beat Twilio's score of 0.21 indicating that Twilio is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Informatica
7 Very Positive mention(s)
4 Positive mention(s)
7 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Neutral
Twilio
10 Very Positive mention(s)
4 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Summary

Informatica beats Twilio on 9 of the 17 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.
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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$11.02B$22.22B$18.95B$17.18B
Dividend YieldN/A2.13%2.72%3.58%
P/E Ratio-10.98124.68246.5724.99
Price / Sales2.658.62533.2111.24
Price / Cash74.0764.8228.2517.17
Price / Book1.139.916.844.72
Net Income-$1.02B$379.23M$627.85M$966.30M
7 Day Performance-0.67%-0.80%0.85%-1.22%
1 Month Performance1.98%11.44%1.18%1.36%
1 Year Performance2.06%13.45%20.89%14.68%

Twilio Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
INFA
Informatica
2.4908 of 5 stars
$38.15
-0.3%
$32.89
-13.8%
+138.1%$11.26B$1.60B-82.935,000Short Interest ↑
News Coverage
High Trading Volume
CYBR
CyberArk Software
1.3366 of 5 stars
$259.99
+0.3%
$258.54
-0.6%
+86.9%$10.99B$751.89M-160.493,018
U
Unity Software
3.1379 of 5 stars
$27.08
+3.3%
$37.03
+36.7%
-14.0%$10.45B$2.19B-12.546,748
MNDY
monday.com
2.3326 of 5 stars
$215.75
+0.1%
$232.43
+7.7%
+47.5%$10.42B$729.70M-3,081.701,168
PAYC
Paycom Software
4.8892 of 5 stars
$207.82
+3.0%
$257.18
+23.7%
-34.7%$11.96B$1.69B35.227,308Positive News
DAY
Dayforce
2.0182 of 5 stars
$64.10
+2.5%
$77.00
+20.1%
N/A$9.97B$1.51B183.159,084Short Interest ↑
CDAY
Ceridian HCM
0.4274 of 5 stars
$62.55
+2.5%
$76.38
+22.1%
-10.4%$9.77B$1.45B2,085.708,526Positive News
GTLB
GitLab
3.2587 of 5 stars
$59.53
+1.6%
$70.76
+18.9%
+76.5%$9.27B$579.91M-21.652,130Analyst Upgrade
Short Interest ↑
APPF
AppFolio
1.6112 of 5 stars
$232.49
-0.3%
$239.40
+3.0%
+72.9%$8.34B$620.45M7,752.251,504Short Interest ↑
DBX
Dropbox
4.8622 of 5 stars
$23.32
+0.2%
$29.78
+27.7%
+4.3%$8.02B$2.50B17.672,693Short Interest ↑

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This page (NYSE:TWLO) was last updated on 4/15/2024 by MarketBeat.com Staff

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