Twilio (TWLO) Competitors

Twilio (NYSE:TWLO) and Atlassian (NASDAQ:TEAM) 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, media sentiment, risk, profitability, earnings, valuation and dividends.

Which has better earnings and valuation, TWLO or TEAM?

Twilio has higher earnings, but lower revenue than Atlassian. Atlassian is trading at a lower price-to-earnings ratio than Twilio, 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	3.64	-$109.40M	-$0.64	-166.25
Atlassian	$4.79B	12.82	-$300.52M	-$1.34	-175.09

Which has more risk and volatility, TWLO or TEAM?

Twilio has a beta of 1.47, suggesting that its stock price is 47% more volatile than the S&P 500. Comparatively, Atlassian has a beta of 0.91, suggesting that its stock price is 9% less volatile than the S&P 500.

Do analysts rate TWLO or TEAM?

Twilio currently has a consensus price target of $135.35, suggesting a potential upside of 27.21%. Atlassian has a consensus price target of $316.77, suggesting a potential upside of 35.02%. Given Atlassian's higher probable upside, analysts clearly believe Atlassian is more favorable than Twilio.

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Twilio	1 Sell rating(s)	7 Hold rating(s)	16 Buy rating(s)	1 Strong Buy rating(s)	2.68
Atlassian	0 Sell rating(s)	9 Hold rating(s)	16 Buy rating(s)	0 Strong Buy rating(s)	2.64

Does the MarketBeat Community favor TWLO or TEAM?

Twilio received 87 more outperform votes than Atlassian when rated by MarketBeat users. However, 64.84% of users gave Atlassian an outperform vote while only 64.63% of users gave Twilio an outperform vote.

Company	Underperform	Outperform
Twilio	Outperform Votes 751 64.63%	Underperform Votes 411 35.37%
Atlassian	Outperform Votes 664 64.84%	Underperform Votes 360 35.16%

Is TWLO or TEAM more profitable?

Twilio has a net margin of -2.45% compared to Atlassian's net margin of -7.22%. Twilio's return on equity of 1.38% beat Atlassian's return on equity.

Company	Net Margins	Return on Equity	Return on Assets
Twilio	-2.45%	1.38%	1.14%
Atlassian	-7.22%	-17.37%	-3.70%

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

84.3% of Twilio shares are held by institutional investors. Comparatively, 94.4% of Atlassian shares are held by institutional investors. 4.5% of Twilio shares are held by company insiders. Comparatively, 38.5% of Atlassian shares are held by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company will outperform the market over the long term.

Does the media prefer TWLO or TEAM?

In the previous week, Atlassian had 7 more articles in the media than Twilio. MarketBeat recorded 37 mentions for Atlassian and 30 mentions for Twilio. Twilio's average media sentiment score of 1.24 beat Atlassian's score of 1.04 indicating that Twilio is being referred to more favorably in the media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
Twilio	24 Very Positive mention(s)	1 Positive mention(s)	4 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Positive
Atlassian	23 Very Positive mention(s)	3 Positive mention(s)	7 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Positive

Summary

Twilio beats Atlassian on 11 of the 18 factors compared between the two stocks.