TWLO vs. DDOG, EA, HUBS, VEEV, ANSS, TTWO, MSTR, NET, PTC, and MBLY
Should you be buying Twilio stock or one of its competitors? The main competitors of Twilio include Datadog (DDOG), Electronic Arts (EA), HubSpot (HUBS), Veeva Systems (VEEV), ANSYS (ANSS), Take-Two Interactive Software (TTWO), MicroStrategy (MSTR), Cloudflare (NET), PTC (PTC), and Mobileye Global (MBLY). These companies are all part of the "prepackaged software" industry.
Datadog (NASDAQ:DDOG) and Twilio (NYSE:TWLO) are both computer and technology companies, but which is the better business? We will contrast the two businesses based on the strength of their community ranking, valuation, dividends, earnings, media sentiment, analyst recommendations, profitability, institutional ownership and risk.
78.3% of Datadog shares are held by institutional investors. Comparatively, 84.3% of Twilio shares are held by institutional investors. 11.8% of Datadog shares are held by company insiders. Comparatively, 4.5% of Twilio 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.
Datadog has a net margin of 5.11% compared to Datadog's net margin of -17.37%. Twilio's return on equity of 7.48% beat Datadog's return on equity.
Twilio received 446 more outperform votes than Datadog when rated by MarketBeat users. Likewise, 65.11% of users gave Twilio an outperform vote while only 64.32% of users gave Datadog an outperform vote.
Datadog has a beta of 1.14, indicating that its share price is 14% more volatile than the S&P 500. Comparatively, Twilio has a beta of 1.33, indicating that its share price is 33% more volatile than the S&P 500.
In the previous week, Datadog had 11 more articles in the media than Twilio. MarketBeat recorded 19 mentions for Datadog and 8 mentions for Twilio. Twilio's average media sentiment score of 0.99 beat Datadog's score of 0.64 indicating that Datadog is being referred to more favorably in the media.
Datadog has higher earnings, but lower revenue than Twilio. Twilio is trading at a lower price-to-earnings ratio than Datadog, indicating that it is currently the more affordable of the two stocks.
Datadog presently has a consensus target price of $137.50, indicating a potential upside of 24.80%. Twilio has a consensus target price of $69.95, indicating a potential upside of 21.86%. Given Twilio's stronger consensus rating and higher probable upside, analysts clearly believe Datadog is more favorable than Twilio.
Summary
Datadog beats Twilio on 14 of the 19 factors compared between the two stocks.
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This chart shows the number of new MarketBeat users adding TWLO and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
This chart shows the average media sentiment of NYSE and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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