Twilio (NYSE: TWLO) and Sabre (NASDAQ:SABR) are both mid-cap technology companies, but which is the superior investment? We will compare the two businesses based on the strength of their institutional ownership, analyst recommendations, profitability, valuation, risk, earnings and dividends.
Valuation & Earnings
This table compares Twilio and Sabre’s gross revenue, earnings per share (EPS) and valuation.
|Gross Revenue||Price/Sales Ratio||Net Income||Earnings Per Share||Price/Earnings Ratio|
|Twilio||$399.02 million||7.71||-$41.32 million||($0.70)||-47.27|
|Sabre||$3.60 billion||1.77||$242.56 million||$0.88||26.43|
This table compares Twilio and Sabre’s net margins, return on equity and return on assets.
|Net Margins||Return on Equity||Return on Assets|
This is a breakdown of recent ratings and price targets for Twilio and Sabre, as reported by MarketBeat.com.
|Sell Ratings||Hold Ratings||Buy Ratings||Strong Buy Ratings||Rating Score|
Twilio presently has a consensus target price of $37.17, indicating a potential upside of 12.32%. Sabre has a consensus target price of $22.63, indicating a potential downside of 2.73%. Given Twilio’s stronger consensus rating and higher possible upside, equities analysts clearly believe Twilio is more favorable than Sabre.
Sabre pays an annual dividend of $0.56 per share and has a dividend yield of 2.4%. Twilio does not pay a dividend. Sabre pays out 63.6% of its earnings in the form of a dividend.
Institutional and Insider Ownership
60.0% of Twilio shares are held by institutional investors. 25.0% of Twilio shares are held by company insiders. Comparatively, 1.8% of Sabre shares are held by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock is poised for long-term growth.
Sabre beats Twilio on 8 of the 15 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.
Sabre Company Profile
Sabre Corporation is a technology solutions provider to the global travel and tourism industry. The Company provides software and services to a range of travel suppliers and travel buyers. The Company operates through two business segments: Travel Network, and Airline and Hospitality Solutions. Travel Network is its global business-to-business travel marketplace and consists primarily of its global distribution system (GDS) and a set of solutions that integrate with its GDS to serve travel suppliers and travel buyers. Its Airline and Hospitality Solutions business offers a portfolio of software technology products and solutions, through software-as-a-service (SaaS) and hosted delivery model, to airlines, hoteliers and other travel suppliers. The Company connects travel suppliers, including airlines, hotels, car rental brands, rail carriers, cruise lines and tour operators, with travel buyers in a travel marketplace.
Receive News & Ratings for Twilio Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Twilio and related companies with MarketBeat.com's FREE daily email newsletter.