Twilio (TWLO) Competitors

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

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

67.8% of Trade Desk shares are owned by institutional investors. Comparatively, 84.3% of Twilio shares are owned by institutional investors. 9.7% of Trade Desk shares are owned by insiders. Comparatively, 4.5% of Twilio shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company will outperform the market over the long term.

Which has more volatility and risk, TTD or TWLO?

Trade Desk has a beta of 1.47, indicating that its share price is 47% more volatile than the S&P 500. Comparatively, Twilio has a beta of 1.32, indicating that its share price is 32% more volatile than the S&P 500.

Do analysts prefer TTD or TWLO?

Trade Desk presently has a consensus target price of $122.65, suggesting a potential downside of 1.01%. Twilio has a consensus target price of $83.70, suggesting a potential downside of 14.99%. Given Trade Desk's stronger consensus rating and higher probable upside, analysts plainly believe Trade Desk is more favorable than Twilio.

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Trade Desk	2 Sell rating(s)	3 Hold rating(s)	24 Buy rating(s)	1 Strong Buy rating(s)	2.80
Twilio	2 Sell rating(s)	11 Hold rating(s)	10 Buy rating(s)	0 Strong Buy rating(s)	2.35

Does the media refer more to TTD or TWLO?

In the previous week, Trade Desk had 4 more articles in the media than Twilio. MarketBeat recorded 23 mentions for Trade Desk and 19 mentions for Twilio. Trade Desk's average media sentiment score of 0.84 beat Twilio's score of 0.62 indicating that Trade Desk is being referred to more favorably in the media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
Trade Desk	13 Very Positive mention(s)	0 Positive mention(s)	8 Neutral mention(s)	1 Negative mention(s)	0 Very Negative mention(s)	Positive
Twilio	6 Very Positive mention(s)	2 Positive mention(s)	10 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Positive

Which has preferable valuation and earnings, TTD or TWLO?

Trade Desk has higher earnings, but lower revenue than Twilio. Twilio is trading at a lower price-to-earnings ratio than Trade Desk, 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
Trade Desk	$1.95B	31.42	$178.94M	$0.61	203.11
Twilio	$4.15B	3.64	-$1.02B	-$2.57	-38.31

Is TTD or TWLO more profitable?

Trade Desk has a net margin of 13.34% compared to Twilio's net margin of -10.65%. Trade Desk's return on equity of 13.17% beat Twilio's return on equity.

Company	Net Margins	Return on Equity	Return on Assets
Trade Desk	13.34%	13.17%	6.10%
Twilio	-10.65%	0.85%	0.71%

Does the MarketBeat Community favor TTD or TWLO?

Trade Desk received 76 more outperform votes than Twilio when rated by MarketBeat users. Likewise, 76.30% of users gave Trade Desk an outperform vote while only 64.63% of users gave Twilio an outperform vote.

Company	Underperform	Outperform
Trade Desk	Outperform Votes 805 76.30%	Underperform Votes 250 23.70%
Twilio	Outperform Votes 729 64.63%	Underperform Votes 399 35.37%

Summary

Trade Desk beats Twilio on 17 of the 19 factors compared between the two stocks.