Twilio (TWLO) Competitors

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

Does the MarketBeat Community believe in SNOW or TWLO?

Twilio received 484 more outperform votes than Snowflake when rated by MarketBeat users. Likewise, 64.58% of users gave Twilio an outperform vote while only 52.03% of users gave Snowflake an outperform vote.

Company	Underperform	Outperform
Snowflake	Outperform Votes 269 52.03%	Underperform Votes 248 47.97%
Twilio	Outperform Votes 753 64.58%	Underperform Votes 413 35.42%

Do analysts recommend SNOW or TWLO?

Snowflake presently has a consensus target price of $202.51, suggesting a potential upside of 38.15%. Twilio has a consensus target price of $134.26, suggesting a potential upside of 52.08%. Given Twilio's higher possible upside, analysts clearly believe Twilio is more favorable than Snowflake.

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Snowflake	0 Sell rating(s)	9 Hold rating(s)	30 Buy rating(s)	2 Strong Buy rating(s)	2.83
Twilio	1 Sell rating(s)	7 Hold rating(s)	16 Buy rating(s)	1 Strong Buy rating(s)	2.68

Does the media favor SNOW or TWLO?

In the previous week, Snowflake had 12 more articles in the media than Twilio. MarketBeat recorded 39 mentions for Snowflake and 27 mentions for Twilio. Twilio's average media sentiment score of 1.15 beat Snowflake's score of 0.92 indicating that Twilio is being referred to more favorably in the news media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
Snowflake	24 Very Positive mention(s)	3 Positive mention(s)	6 Neutral mention(s)	4 Negative mention(s)	1 Very Negative mention(s)	Positive
Twilio	20 Very Positive mention(s)	0 Positive mention(s)	4 Neutral mention(s)	2 Negative mention(s)	0 Very Negative mention(s)	Positive

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

65.1% of Snowflake shares are owned by institutional investors. Comparatively, 84.3% of Twilio shares are owned by institutional investors. 7.8% of Snowflake shares are owned by insiders. Comparatively, 4.5% of Twilio shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company is poised for long-term growth.

Which has more volatility & risk, SNOW or TWLO?

Snowflake has a beta of 1.13, meaning that its stock price is 13% more volatile than the S&P 500. Comparatively, Twilio has a beta of 1.5, meaning that its stock price is 50% more volatile than the S&P 500.

Which has preferable earnings and valuation, SNOW or TWLO?

Twilio has higher revenue and earnings than Snowflake. Twilio is trading at a lower price-to-earnings ratio than Snowflake, 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
Snowflake	$3.63B	13.34	-$836.10M	-$3.87	-37.88
Twilio	$4.46B	3.02	-$109.40M	-$0.64	-137.95

Is SNOW or TWLO more profitable?

Twilio has a net margin of -2.45% compared to Snowflake's net margin of -33.02%. Twilio's return on equity of 1.38% beat Snowflake's return on equity.

Company	Net Margins	Return on Equity	Return on Assets
Snowflake	-33.02%	-24.23%	-13.30%
Twilio	-2.45%	1.38%	1.14%

Summary

Twilio beats Snowflake on 12 of the 19 factors compared between the two stocks.