TWLO vs. CYBR, GWRE, PCTY, CDAY, DAY, GTLB, MNDY, INFA, APPF, and DSGX
Should you be buying Twilio stock or one of its competitors? The main competitors of Twilio include CyberArk Software (CYBR), Guidewire Software (GWRE), Paylocity (PCTY), Ceridian HCM (CDAY), Dayforce (DAY), GitLab (GTLB), monday.com (MNDY), Informatica (INFA), AppFolio (APPF), and The Descartes Systems Group (DSGX). These companies are all part of the "prepackaged software" industry.
Twilio (NYSE:TWLO) and CyberArk Software (NASDAQ:CYBR) are both large-cap computer and technology companies, but which is the better stock? We will contrast the two companies based on the strength of their valuation, risk, earnings, institutional ownership, media sentiment, profitability, community ranking, dividends and analyst recommendations.
In the previous week, CyberArk Software had 14 more articles in the media than Twilio. MarketBeat recorded 35 mentions for CyberArk Software and 21 mentions for Twilio. CyberArk Software's average media sentiment score of 0.49 beat Twilio's score of 0.47 indicating that CyberArk Software is being referred to more favorably in the news media.
84.3% of Twilio shares are held by institutional investors. Comparatively, 91.8% of CyberArk Software shares are held by institutional investors. 4.5% of Twilio shares are held by company insiders. Comparatively, 1.4% of CyberArk Software shares are held by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock will outperform the market over the long term.
Twilio currently has a consensus price target of $69.95, indicating a potential upside of 17.27%. CyberArk Software has a consensus price target of $266.04, indicating a potential upside of 8.80%. Given Twilio's higher probable upside, analysts plainly believe Twilio is more favorable than CyberArk Software.
CyberArk Software has a net margin of -3.20% compared to Twilio's net margin of -17.37%. Twilio's return on equity of -0.89% beat CyberArk Software's return on equity.
CyberArk Software received 120 more outperform votes than Twilio when rated by MarketBeat users. Likewise, 70.60% of users gave CyberArk Software an outperform vote while only 65.17% of users gave Twilio an outperform vote.
Twilio has a beta of 1.33, meaning that its stock price is 33% more volatile than the S&P 500. Comparatively, CyberArk Software has a beta of 1.06, meaning that its stock price is 6% more volatile than the S&P 500.
CyberArk Software has lower revenue, but higher earnings than Twilio. CyberArk Software is trading at a lower price-to-earnings ratio than Twilio, indicating that it is currently the more affordable of the two stocks.
Summary
CyberArk 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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