Twilio - TWLO Competitors

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.

Do insiders and institutionals hold more shares of TWLO or BSY?

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.

Does the media refer more to TWLO or BSY?

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

Does the MarketBeat Community prefer TWLO or BSY?

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.

Company	Underperform	Outperform
Twilio	Outperform Votes 692 67.84%	Underperform Votes 328 32.16%
Bentley Systems	Outperform Votes 42 65.63%	Underperform Votes 22 34.38%

Is TWLO or BSY more profitable?

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%

Which has more volatility & risk, TWLO or BSY?

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.

Which has higher valuation & earnings, TWLO or BSY?

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.

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Twilio	$3.83 billion	3.10	-$1.26 billion	-$6.87	-9.22
Bentley Systems	$1.10 billion	10.72	$174.74 million	$0.55	76.85

Do analysts rate TWLO or BSY?

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.