TWLO vs. PAYC, CYBR, U, MANH, GWRE, PCTY, DAY, DT, MNDY, and CDAY
Should you be buying Twilio stock or one of its competitors? The main competitors of Twilio include Paycom Software (PAYC), CyberArk Software (CYBR), Unity Software (U), Manhattan Associates (MANH), Guidewire Software (GWRE), Paylocity (PCTY), Dayforce (DAY), Dynatrace (DT), monday.com (MNDY), and Ceridian HCM (CDAY). These companies are all part of the "prepackaged software" industry.
Twilio (NYSE:TWLO) and Paycom Software (NYSE:PAYC) are both large-cap computer and technology companies, but which is the superior stock? We will compare the two companies based on the strength of their media sentiment, dividends, community ranking, risk, profitability, institutional ownership, earnings, analyst recommendations and valuation.
In the previous week, Twilio had 31 more articles in the media than Paycom Software. MarketBeat recorded 51 mentions for Twilio and 20 mentions for Paycom Software. Paycom Software's average media sentiment score of 0.61 beat Twilio's score of 0.18 indicating that Paycom Software is being referred to more favorably in the news media.
Paycom Software has a net margin of 26.91% compared to Twilio's net margin of -17.37%. Paycom Software's return on equity of 32.84% beat Twilio's return on equity.
Twilio received 24 more outperform votes than Paycom Software when rated by MarketBeat users. Likewise, 65.20% of users gave Twilio an outperform vote while only 65.15% of users gave Paycom Software an outperform vote.
Paycom Software has lower revenue, but higher earnings than Twilio. Twilio is trading at a lower price-to-earnings ratio than Paycom Software, indicating that it is currently the more affordable of the two stocks.
Twilio presently has a consensus price target of $69.24, indicating a potential upside of 15.22%. Paycom Software has a consensus price target of $246.31, indicating a potential upside of 42.06%. Given Paycom Software's higher probable upside, analysts plainly believe Paycom Software is more favorable than Twilio.
84.3% of Twilio shares are held by institutional investors. Comparatively, 87.8% of Paycom Software shares are held by institutional investors. 4.2% of Twilio shares are held by company insiders. Comparatively, 14.5% of Paycom Software shares are held by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock is poised for long-term growth.
Twilio has a beta of 1.33, suggesting that its stock price is 33% more volatile than the S&P 500. Comparatively, Paycom Software has a beta of 1.17, suggesting that its stock price is 17% more volatile than the S&P 500.
Summary
Paycom Software beats Twilio on 11 of the 18 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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