Twilio (TWLO) Competitors

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

Does the media favor TTD or TWLO?

In the previous week, Trade Desk had 4 more articles in the media than Twilio. MarketBeat recorded 22 mentions for Trade Desk and 18 mentions for Twilio. Trade Desk's average media sentiment score of 1.19 beat Twilio's score of 0.58 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	12 Very Positive mention(s)	2 Positive mention(s)	6 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Positive
Twilio	5 Very Positive mention(s)	5 Positive mention(s)	6 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Positive

Does the MarketBeat Community believe in TTD or TWLO?

Trade Desk received 81 more outperform votes than Twilio when rated by MarketBeat users. Likewise, 76.22% of users gave Trade Desk an outperform vote while only 64.49% of users gave Twilio an outperform vote.

Company	Underperform	Outperform
Trade Desk	Outperform Votes 811 76.22%	Underperform Votes 253 23.78%
Twilio	Outperform Votes 730 64.49%	Underperform Votes 402 35.51%

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

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

Do analysts rate TTD or TWLO?

Trade Desk currently has a consensus target price of $127.07, suggesting a potential upside of 1.65%. Twilio has a consensus target price of $90.35, suggesting a potential downside of 16.29%. Given Trade Desk's stronger consensus rating and higher possible upside, equities analysts plainly believe Trade Desk is more favorable than Twilio.

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Trade Desk	1 Sell rating(s)	5 Hold rating(s)	24 Buy rating(s)	0 Strong Buy rating(s)	2.77
Twilio	2 Sell rating(s)	11 Hold rating(s)	10 Buy rating(s)	0 Strong Buy rating(s)	2.35

Which has more risk & volatility, TTD or TWLO?

Trade Desk has a beta of 1.43, meaning that its stock price is 43% more volatile than the S&P 500. Comparatively, Twilio has a beta of 1.38, meaning that its stock price is 38% more volatile than the S&P 500.

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%

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	$2.31B	26.72	$178.94M	$0.61	204.93
Twilio	$4.34B	3.82	-$1.02B	-$2.57	-42.00

Summary

Trade Desk beats Twilio on 16 of the 18 factors compared between the two stocks.