TWLO vs. DDOG, EA, SQ, VEEV, MSTR, ANSS, NET, TTWO, HUBS, and TYL
Should you be buying Twilio stock or one of its competitors? The main competitors of Twilio include Datadog (DDOG), Electronic Arts (EA), Block (SQ), Veeva Systems (VEEV), MicroStrategy (MSTR), ANSYS (ANSS), Cloudflare (NET), Take-Two Interactive Software (TTWO), HubSpot (HUBS), and Tyler Technologies (TYL). These companies are all part of the "prepackaged software" industry.
Twilio (NYSE:TWLO) and Datadog (NASDAQ:DDOG) are both large-cap computer and technology companies, but which is the superior business? We will compare the two companies based on the strength of their earnings, valuation, analyst recommendations, media sentiment, risk, community ranking, dividends, profitability and institutional ownership.
Twilio currently has a consensus price target of $69.38, suggesting a potential upside of 17.87%. Datadog has a consensus price target of $138.21, suggesting a potential upside of 16.82%. Given Twilio's higher possible upside, research analysts clearly believe Twilio is more favorable than Datadog.
Datadog has lower revenue, but higher earnings than Twilio. Twilio is trading at a lower price-to-earnings ratio than Datadog, indicating that it is currently the more affordable of the two stocks.
Twilio received 444 more outperform votes than Datadog when rated by MarketBeat users. Likewise, 65.00% of users gave Twilio an outperform vote while only 64.68% of users gave Datadog an outperform vote.
Twilio has a beta of 1.35, meaning that its stock price is 35% more volatile than the S&P 500. Comparatively, Datadog has a beta of 1.11, meaning that its stock price is 11% more volatile than the S&P 500.
84.3% of Twilio shares are held by institutional investors. Comparatively, 78.3% of Datadog shares are held by institutional investors. 4.5% of Twilio shares are held by company insiders. Comparatively, 11.8% of Datadog shares are held by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock is poised for long-term growth.
In the previous week, Datadog had 7 more articles in the media than Twilio. MarketBeat recorded 21 mentions for Datadog and 14 mentions for Twilio. Datadog's average media sentiment score of 0.99 beat Twilio's score of 0.47 indicating that Datadog is being referred to more favorably in the news media.
Datadog has a net margin of 5.11% compared to Twilio's net margin of -17.37%. Datadog's return on equity of 7.48% beat Twilio's return on equity.
Summary
Datadog beats Twilio on 13 of the 19 factors compared between the two stocks.
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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.
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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