Twilio (TWLO) Competitors

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

Which has preferable valuation and earnings, TWLO or NTES?

NetEase has higher revenue and earnings than Twilio. Twilio is trading at a lower price-to-earnings ratio than NetEase, 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
Twilio	$4.46B	3.93	-$109.40M	-$0.64	-178.37
NetEase	$14.57B	4.55	$4.14B	$5.92	17.44

Which has more volatility and risk, TWLO or NTES?

Twilio has a beta of 1.43, suggesting that its stock price is 43% more volatile than the S&P 500. Comparatively, NetEase has a beta of 0.58, suggesting that its stock price is 42% less volatile than the S&P 500.

Does the MarketBeat Community believe in TWLO or NTES?

Twilio received 68 more outperform votes than NetEase when rated by MarketBeat users. However, 69.18% of users gave NetEase an outperform vote while only 64.71% of users gave Twilio an outperform vote.

Company	Underperform	Outperform
Twilio	Outperform Votes 748 64.71%	Underperform Votes 408 35.29%
NetEase	Outperform Votes 680 69.18%	Underperform Votes 303 30.82%

Do analysts rate TWLO or NTES?

Twilio currently has a consensus target price of $130.91, indicating a potential upside of 14.68%. NetEase has a consensus target price of $111.43, indicating a potential upside of 7.95%. Given Twilio's higher possible upside, analysts clearly believe Twilio is more favorable than NetEase.

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Twilio	1 Sell rating(s)	8 Hold rating(s)	15 Buy rating(s)	1 Strong Buy rating(s)	2.64
NetEase	0 Sell rating(s)	1 Hold rating(s)	6 Buy rating(s)	0 Strong Buy rating(s)	2.86

Does the media prefer TWLO or NTES?

In the previous week, Twilio had 13 more articles in the media than NetEase. MarketBeat recorded 42 mentions for Twilio and 29 mentions for NetEase. Twilio's average media sentiment score of 0.81 beat NetEase's score of 0.69 indicating that Twilio is being referred to more favorably in the media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
Twilio	25 Very Positive mention(s)	2 Positive mention(s)	10 Neutral mention(s)	3 Negative mention(s)	1 Very Negative mention(s)	Positive
NetEase	8 Very Positive mention(s)	9 Positive mention(s)	6 Neutral mention(s)	1 Negative mention(s)	2 Very Negative mention(s)	Positive

Do insiders & institutionals have more ownership in TWLO or NTES?

84.3% of Twilio shares are held by institutional investors. Comparatively, 11.1% of NetEase shares are held by institutional investors. 4.5% of Twilio shares are held by insiders. Comparatively, 54.7% of NetEase shares are held by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock will outperform the market over the long term.

Is TWLO or NTES more profitable?

NetEase has a net margin of 26.02% compared to Twilio's net margin of -2.45%. NetEase's return on equity of 20.82% beat Twilio's return on equity.

Company	Net Margins	Return on Equity	Return on Assets
Twilio	-2.45%	1.38%	1.14%
NetEase	26.02%	20.82%	14.68%

Summary

NetEase beats Twilio on 11 of the 19 factors compared between the two stocks.