TWLO vs. DDOG, EA, HUBS, VEEV, MSTR, ANSS, TTWO, MBLY, NET, and RBLX
Should you be buying Twilio stock or one of its competitors? The main competitors of Twilio include Datadog (DDOG), Electronic Arts (EA), HubSpot (HUBS), Veeva Systems (VEEV), MicroStrategy (MSTR), ANSYS (ANSS), Take-Two Interactive Software (TTWO), Mobileye Global (MBLY), Cloudflare (NET), and Roblox (RBLX). These companies are all part of the "prepackaged software" industry.
Datadog (NASDAQ:DDOG) and Twilio (NYSE:TWLO) are both computer and technology companies, but which is the better business? We will compare the two companies based on the strength of their dividends, analyst recommendations, community ranking, profitability, earnings, risk, media sentiment, institutional ownership and valuation.
Datadog has a beta of 1.1, indicating that its share price is 10% more volatile than the S&P 500. Comparatively, Twilio has a beta of 1.34, indicating that its share price is 34% more volatile than the S&P 500.
Datadog has higher earnings, but lower revenue 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.
In the previous week, Datadog had 17 more articles in the media than Twilio. MarketBeat recorded 30 mentions for Datadog and 13 mentions for Twilio. Datadog's average media sentiment score of 0.81 beat Twilio's score of 0.41 indicating that Twilio is being referred to more favorably in the news media.
Twilio received 446 more outperform votes than Datadog when rated by MarketBeat users. Likewise, 65.05% of users gave Twilio an outperform vote while only 64.32% of users gave Datadog an outperform vote.
Datadog has a net margin of 5.11% compared to Datadog's net margin of -17.37%. Twilio's return on equity of 7.48% beat Datadog's return on equity.
78.3% of Datadog shares are held by institutional investors. Comparatively, 84.3% of Twilio shares are held by institutional investors. 11.8% of Datadog shares are held by insiders. Comparatively, 4.5% of Twilio shares are held by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock will outperform the market over the long term.
Datadog presently has a consensus price target of $137.50, indicating a potential upside of 21.22%. Twilio has a consensus price target of $69.95, indicating a potential upside of 20.73%. Given Twilio's stronger consensus rating and higher probable upside, equities analysts plainly believe Datadog is more favorable than Twilio.
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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