BOX (BOX) Competitors

BOX (NYSE:BOX) and Twilio (NYSE:TWLO) are both computer and technology companies, but which is the superior stock? We will compare the two companies based on the strength of their earnings, analyst recommendations, valuation, community ranking, media sentiment, dividends, risk, profitability and institutional ownership.

Is BOX or TWLO more profitable?

BOX has a net margin of 13.96% compared to Twilio's net margin of -2.45%. Twilio's return on equity of 1.38% beat BOX's return on equity.

Company	Net Margins	Return on Equity	Return on Assets
BOX	13.96%	-17.20%	6.15%
Twilio	-2.45%	1.38%	1.14%

Which has better earnings and valuation, BOX or TWLO?

BOX has higher earnings, but lower revenue than Twilio. Twilio is trading at a lower price-to-earnings ratio than BOX, 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
BOX	$1.04B	4.70	$129.03M	$0.80	42.39
Twilio	$4.46B	3.95	-$109.40M	-$0.64	-179.48

Which has more volatility & risk, BOX or TWLO?

BOX has a beta of 0.88, suggesting that its share price is 12% less volatile than the S&P 500. Comparatively, Twilio has a beta of 1.43, suggesting that its share price is 43% more volatile than the S&P 500.

Does the MarketBeat Community prefer BOX or TWLO?

BOX received 60 more outperform votes than Twilio when rated by MarketBeat users. Likewise, 71.69% of users gave BOX an outperform vote while only 64.71% of users gave Twilio an outperform vote.

Company	Underperform	Outperform
BOX	Outperform Votes 808 71.69%	Underperform Votes 319 28.31%
Twilio	Outperform Votes 748 64.71%	Underperform Votes 408 35.29%

Do analysts prefer BOX or TWLO?

BOX currently has a consensus price target of $35.89, indicating a potential upside of 5.84%. Twilio has a consensus price target of $130.91, indicating a potential upside of 13.97%. Given Twilio's stronger consensus rating and higher possible upside, analysts plainly believe Twilio is more favorable than BOX.

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
BOX	1 Sell rating(s)	2 Hold rating(s)	8 Buy rating(s)	0 Strong Buy rating(s)	2.64
Twilio	1 Sell rating(s)	8 Hold rating(s)	15 Buy rating(s)	1 Strong Buy rating(s)	2.64

Does the media favor BOX or TWLO?

In the previous week, Twilio had 45 more articles in the media than BOX. MarketBeat recorded 47 mentions for Twilio and 2 mentions for BOX. BOX's average media sentiment score of 1.73 beat Twilio's score of 0.57 indicating that BOX is being referred to more favorably in the media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
BOX	2 Very Positive mention(s)	0 Positive mention(s)	0 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Very Positive
Twilio	24 Very Positive mention(s)	4 Positive mention(s)	13 Neutral mention(s)	3 Negative mention(s)	1 Very Negative mention(s)	Positive

Do institutionals and insiders believe in BOX or TWLO?

86.7% of BOX shares are held by institutional investors. Comparatively, 84.3% of Twilio shares are held by institutional investors. 4.1% of BOX shares are held by insiders. Comparatively, 4.5% of Twilio shares are held by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company will outperform the market over the long term.

Summary

BOX beats Twilio on 10 of the 19 factors compared between the two stocks.