TWLO vs. PAYC, CYBR, U, MANH, GWRE, PCTY, DAY, DT, MNDY, and CDAY
Should you be buying Twilio stock or one of its competitors? The main competitors of Twilio include Paycom Software (PAYC), CyberArk Software (CYBR), Unity Software (U), Manhattan Associates (MANH), Guidewire Software (GWRE), Paylocity (PCTY), Dayforce (DAY), Dynatrace (DT), monday.com (MNDY), and Ceridian HCM (CDAY). These companies are all part of the "prepackaged software" industry.
Paycom Software (NYSE:PAYC) and Twilio (NYSE:TWLO) 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 community ranking, profitability, media sentiment, analyst recommendations, institutional ownership, risk, earnings, valuation and dividends.
Paycom Software has a net margin of 26.91% compared to Paycom Software's net margin of -17.37%. Twilio's return on equity of 32.84% beat Paycom Software's return on equity.
Paycom Software has higher earnings, but lower revenue than Twilio. Twilio is trading at a lower price-to-earnings ratio than Paycom Software, indicating that it is currently the more affordable of the two stocks.
Paycom Software has a beta of 1.17, meaning that its stock price is 17% more volatile than the S&P 500. Comparatively, Twilio has a beta of 1.33, meaning that its stock price is 33% more volatile than the S&P 500.
Twilio received 24 more outperform votes than Paycom Software when rated by MarketBeat users. Likewise, 65.20% of users gave Twilio an outperform vote while only 65.15% of users gave Paycom Software an outperform vote.
Paycom Software presently has a consensus target price of $246.31, indicating a potential upside of 42.06%. Twilio has a consensus target price of $69.24, indicating a potential upside of 15.20%. Given Twilio's higher probable upside, analysts clearly believe Paycom Software is more favorable than Twilio.
In the previous week, Twilio had 32 more articles in the media than Paycom Software. MarketBeat recorded 52 mentions for Twilio and 20 mentions for Paycom Software. Twilio's average media sentiment score of 0.66 beat Paycom Software's score of 0.18 indicating that Paycom Software is being referred to more favorably in the media.
87.8% of Paycom Software shares are owned by institutional investors. Comparatively, 84.3% of Twilio shares are owned by institutional investors. 14.5% of Paycom Software shares are owned by insiders. Comparatively, 4.2% of Twilio shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock is poised for long-term growth.
Summary
Paycom Software beats Twilio on 11 of the 18 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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