Twilio (NYSE:TWLO) & Cision (NYSE:CISN) Critical Review
Cision (NYSE:CISN) and Twilio (NYSE:TWLO) are both computer and technology companies, but which is the better investment? We will compare the two companies based on the strength of their profitability, valuation, earnings, dividends, institutional ownership, risk and analyst recommendations.
Insider & Institutional Ownership
53.7% of Cision shares are owned by institutional investors. Comparatively, 80.9% of Twilio shares are owned by institutional investors. 4.8% of Cision shares are owned by insiders. Comparatively, 10.9% of Twilio shares are owned by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company will outperform the market over the long term.
This is a summary of recent ratings and recommmendations for Cision and Twilio, as provided by MarketBeat.com.
|Sell Ratings||Hold Ratings||Buy Ratings||Strong Buy Ratings||Rating Score|
Cision currently has a consensus target price of $11.20, suggesting a potential upside of 12.11%. Twilio has a consensus target price of $140.65, suggesting a potential upside of 13.29%. Given Twilio’s stronger consensus rating and higher possible upside, analysts clearly believe Twilio is more favorable than Cision.
This table compares Cision and Twilio’s net margins, return on equity and return on assets.
|Net Margins||Return on Equity||Return on Assets|
Earnings and Valuation
This table compares Cision and Twilio’s gross revenue, earnings per share and valuation.
|Gross Revenue||Price/Sales Ratio||Net Income||Earnings Per Share||Price/Earnings Ratio|
|Cision||$730.37 million||2.03||-$24.39 million||$0.83||12.04|
|Twilio||$650.07 million||26.20||-$121.95 million||($0.80)||-155.25|
Cision has higher revenue and earnings than Twilio. Twilio is trading at a lower price-to-earnings ratio than Cision, indicating that it is currently the more affordable of the two stocks.
Risk and Volatility
Cision has a beta of 0.84, suggesting that its share price is 16% less volatile than the S&P 500. Comparatively, Twilio has a beta of 1.1, suggesting that its share price is 10% more volatile than the S&P 500.
Twilio beats Cision on 8 of the 14 factors compared between the two stocks.
Cision Ltd. provides public relations (PR) software, media distribution, media intelligence, and related professional services to businesses worldwide. The company enables public relations and communications professionals to manage, execute, and measure their strategic PR and communications programs. It offers Cision Communications Cloud, a cloud-based platform that enables companies and brands to build relationships with influencers and buyers in order to amplify their marketplace influence; and provides media database that offers access to influencers when planning a campaign, as well as to schedule and record various interactions with contacts. The company also provides PR Newswire that offers wire distribution services, as well as a suite of products and services for investor relations professionals, including distribution of earnings and other material news, Webcasts and conference calls, IR Website hosting, and virtual investor conferences. In addition, it offers media monitoring software that tracks and monitors content on digital, print, social, and broadcast sources. Further, the company enables its customers to assess media coverage by collecting and analyzing data and metrics on audience engagement, campaign reach and effectiveness, sentiment, and competitive benchmarking to quantify campaign results of earned media strategies, as well as provides data-driven insights that inform the creation of future campaigns and marketing investment. Cision Ltd. was founded in 2014 and is headquartered in Chicago, Illinois.
Twilio Inc. provides a cloud communications platform that enables developers to build, scale, and operate communications within software applications in the United States and internationally. The company's programmable communications cloud provides a set of application programming interfaces that enable developers to embed voice, messaging, and video capabilities into their applications. Twilio Inc. was founded in 2008 and is headquartered in San Francisco, California.
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