Twilio (NYSE:TWLO – Get Free Report) and Perfect (NYSE:PERF – Get Free Report) are both computer and technology companies, but which is the superior business? We will compare the two businesses based on the strength of their risk, institutional ownership, earnings, dividends, valuation, profitability and analyst recommendations.
Insider and Institutional Ownership
84.3% of Twilio shares are held by institutional investors. 0.2% of Twilio shares are held by company insiders. Comparatively, 44.7% of Perfect 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.
Analyst Ratings
This is a breakdown of recent recommendations for Twilio and Perfect, as provided by MarketBeat.com.
| Sell Ratings | Hold Ratings | Buy Ratings | Strong Buy Ratings | Rating Score | |
| Twilio | 1 | 3 | 17 | 2 | 2.87 |
| Perfect | 1 | 2 | 0 | 0 | 1.67 |
Profitability
This table compares Twilio and Perfect’s net margins, return on equity and return on assets.
| Net Margins | Return on Equity | Return on Assets | |
| Twilio | 1.96% | 4.64% | 3.76% |
| Perfect | 6.62% | 3.02% | 2.40% |
Valuation and Earnings
This table compares Twilio and Perfect”s top-line revenue, earnings per share (EPS) and valuation.
| Gross Revenue | Price/Sales Ratio | Net Income | Earnings Per Share | Price/Earnings Ratio | |
| Twilio | $5.07 billion | 5.93 | $33.83 million | $0.64 | 309.20 |
| Perfect | $69.15 million | 2.50 | $4.64 million | $0.05 | 34.00 |
Twilio has higher revenue and earnings than Perfect. Perfect is trading at a lower price-to-earnings ratio than Twilio, indicating that it is currently the more affordable of the two stocks.
Risk & Volatility
Twilio has a beta of 1.32, meaning that its stock price is 32% more volatile than the S&P 500. Comparatively, Perfect has a beta of 0.28, meaning that its stock price is 72% less volatile than the S&P 500.
Summary
Twilio beats Perfect on 13 of the 15 factors compared between the two stocks.
About Twilio
Twilio Inc., together with its subsidiaries, provides customer engagement platform solutions in the United States and internationally. It operates through two segments, Twilio Communications and Twilio Segment. The company provides various application programming interfaces and software solutions for communications between customers and end users, including messaging, voice, email, flex, marketing campaigns, and user identity and authentication. It also offers software products to build direct, personalized relationships with their end users, such as segment, a platform that provides tools for first-party data by unifying real-time information collected; and engage, an automation platform for the delivery of omnichannel campaigns. Twilio Inc. was incorporated in 2008 and is headquartered in San Francisco, California.
About Perfect
Perfect Corp. is a software as a service technology company, which engages in the business of developing makeup virtual try-on solutions. Its solutions include virtual try-ons for makeup, nail art, hairstyles, beard dye and styling, eyewear, jewelry, advanced skin diagnostic technology, foundation shade finder, and interactive artificial reality makeup application tutorial platform. Its brands include Estée Lauder, Clinique, MAC, e.l.e., benefit, Sally Hansen, Belcorp, Decorté, NARS, Aveda, Madisonreed, kate, Sofina iP, Jillstuart, Cosnova, Beekman, Marianna, Ardell, tarte, and Coffret D’or. It operates through the following geographical segments: United States, Japan, France, and Others. The company was founded by Alice H. Chang on February 13, 2015 and is headquartered in New Taipei, Taiwan.
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