Twilio (NYSE: TWLO) and SeaChange International (NASDAQ:SEAC) are both computer and technology companies, but which is the better business? We will compare the two businesses based on the strength of their analyst recommendations, valuation, profitability, risk, dividends, earnings and institutional ownership.
This is a summary of current ratings and target prices for Twilio and SeaChange International, as provided by MarketBeat.com.
|Sell Ratings||Hold Ratings||Buy Ratings||Strong Buy Ratings||Rating Score|
Twilio currently has a consensus target price of $37.14, suggesting a potential upside of 42.47%. Given Twilio’s higher possible upside, equities analysts plainly believe Twilio is more favorable than SeaChange International.
Institutional and Insider Ownership
60.1% of Twilio shares are held by institutional investors. Comparatively, 73.4% of SeaChange International shares are held by institutional investors. 25.0% of Twilio shares are held by company insiders. Comparatively, 2.9% of SeaChange International 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.
This table compares Twilio and SeaChange International’s net margins, return on equity and return on assets.
|Net Margins||Return on Equity||Return on Assets|
Valuation and Earnings
This table compares Twilio and SeaChange International’s gross revenue, earnings per share (EPS) and valuation.
|Gross Revenue||Price/Sales Ratio||Net Income||Earnings Per Share||Price/Earnings Ratio|
|Twilio||$277.33 million||8.75||-$41.32 million||($0.64)||-40.73|
|SeaChange International||$83.79 million||1.14||-$71.24 million||($1.20)||-2.26|
Twilio has higher revenue and earnings than SeaChange International. Twilio is trading at a lower price-to-earnings ratio than SeaChange International, indicating that it is currently the more affordable of the two stocks.
Volatility & Risk
Twilio has a beta of 2.59, indicating that its stock price is 159% more volatile than the S&P 500. Comparatively, SeaChange International has a beta of 0.85, indicating that its stock price is 15% less volatile than the S&P 500.
Twilio beats SeaChange International on 9 of the 12 factors compared between the two stocks.
Twilio Company Profile
Twilio Inc. offers Cloud Communications Platform, which enables developers to build, scale and operate real-time communications within software applications. The Company’s platform consists of Programmable Communications Cloud, Super Network and Business Model for Innovators. Its Programmable Communications Cloud software enables developers to embed voice, messaging, video and authentication capabilities into their applications through its Application Programming Interfaces (APIs). Its Programmable Communications Cloud offers building blocks that enable its customers to build what they need. Its Programmable Communications Cloud includes Programmable Voice, Programmable Messaging, Programmable Video and Use Case APIs. The Super Network is its software layer that allows its customers’ software to communicate with connected devices globally. It interconnects with communications networks around the world.
SeaChange International Company Profile
SeaChange International, Inc. (SeaChange) is engaged in the delivery of multiscreen video. The Company’s products and services facilitate the aggregation, licensing, management and distribution of video and advertising content for cable television system operators, telecommunications companies, satellite operators and media companies. SeaChange sells its software products and services across the world, to television service providers, including cable television system operators, telecommunications companies, satellite operators and media companies. Its systems enable service providers to offer other interactive television services that allow subscribers to receive personalized services and interact with their video devices. Its business consists of three product areas: multiscreen video backoffice, advertising and video gateway software solutions. It also offers SeaChange Infusion Advanced Advertising Platform, Adrenalin, SeaChange Infusion Advanced Advertising Platform and Nucleus.
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