Twilio (TWLO) Competitors

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

Does the media refer more to TWLO or TEAM?

In the previous week, Atlassian had 22 more articles in the media than Twilio. MarketBeat recorded 47 mentions for Atlassian and 25 mentions for Twilio. Twilio's average media sentiment score of 0.93 beat Atlassian's score of 0.56 indicating that Twilio is being referred to more favorably in the media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
Twilio	14 Very Positive mention(s)	2 Positive mention(s)	7 Neutral mention(s)	1 Negative mention(s)	0 Very Negative mention(s)	Positive
Atlassian	17 Very Positive mention(s)	4 Positive mention(s)	16 Neutral mention(s)	0 Negative mention(s)	1 Very Negative mention(s)	Positive

Which has better valuation & earnings, TWLO or TEAM?

Atlassian has higher revenue and earnings than Twilio. 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	$4.34B	3.97	-$1.02B	-$2.57	-43.67
Atlassian	$4.36B	15.27	-$300.52M	-$1.52	-168.11

Which has more risk and volatility, TWLO or TEAM?

Twilio has a beta of 1.38, suggesting that its share price is 38% more volatile than the S&P 500. Comparatively, Atlassian has a beta of 0.83, suggesting that its share price is 17% less volatile than the S&P 500.

Is TWLO or TEAM more profitable?

Atlassian has a net margin of -8.59% compared to Twilio's net margin of -10.65%. Twilio's return on equity of 0.85% beat Atlassian's return on equity.

Company	Net Margins	Return on Equity	Return on Assets
Twilio	-10.65%	0.85%	0.71%
Atlassian	-8.59%	-23.35%	-4.86%

Do analysts rate TWLO or TEAM?

Twilio presently has a consensus target price of $93.74, suggesting a potential downside of 16.48%. Atlassian has a consensus target price of $272.00, suggesting a potential upside of 6.45%. Given Atlassian's stronger consensus rating and higher possible upside, analysts plainly believe Atlassian is more favorable than Twilio.

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Twilio	2 Sell rating(s)	10 Hold rating(s)	11 Buy rating(s)	0 Strong Buy rating(s)	2.39
Atlassian	0 Sell rating(s)	8 Hold rating(s)	16 Buy rating(s)	0 Strong Buy rating(s)	2.67

Do insiders & institutionals believe in TWLO or TEAM?

84.3% of Twilio shares are held by institutional investors. Comparatively, 94.5% of Atlassian shares are held by institutional investors. 4.5% of Twilio shares are held by company insiders. Comparatively, 38.6% of Atlassian shares are held by company 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.

Does the MarketBeat Community believe in TWLO or TEAM?

Twilio received 83 more outperform votes than Atlassian when rated by MarketBeat users. However, 64.84% of users gave Atlassian an outperform vote while only 64.49% of users gave Twilio an outperform vote.

Company	Underperform	Outperform
Twilio	Outperform Votes 732 64.49%	Underperform Votes 403 35.51%
Atlassian	Outperform Votes 649 64.84%	Underperform Votes 352 35.16%

Summary

Atlassian beats Twilio on 12 of the 18 factors compared between the two stocks.