Head-To-Head Survey: Mobileye BV (MBLY) and Twilio (NYSE:TWLO)

Twilio (NYSE: TWLO) and Mobileye BV (NYSE:MBLY) are both mid-cap computer and technology companies, but which is the better business? We will contrast the two companies based on the strength of their institutional ownership, analyst recommendations, risk, profitability, dividends, valuation and earnings.

Insider & Institutional Ownership

57.6% of Twilio shares are held by institutional investors. Comparatively, 61.0% of Mobileye BV shares are held by institutional investors. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company is poised for long-term growth.

Analyst Recommendations

This is a summary of recent ratings for Twilio and Mobileye BV, as reported by MarketBeat.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Twilio 1 2 13 0 2.75
Mobileye BV 1 19 2 0 2.05

Twilio presently has a consensus target price of $37.29, suggesting a potential upside of 33.16%. Mobileye BV has a consensus target price of $55.34, suggesting a potential downside of 11.69%. Given Twilio’s stronger consensus rating and higher possible upside, analysts plainly believe Twilio is more favorable than Mobileye BV.

Valuation & Earnings

This table compares Twilio and Mobileye BV’s revenue, earnings per share (EPS) and valuation.

Gross Revenue Price/Sales Ratio NetIncome Earnings Per Share Price/Earnings Ratio
Twilio $277.33 million 9.28 -$41.32 million ($0.52) -53.85
Mobileye BV N/A N/A N/A $0.50 125.34

Mobileye BV has higher revenue, but lower earnings than Twilio. Twilio is trading at a lower price-to-earnings ratio than Mobileye BV, indicating that it is currently the more affordable of the two stocks.

Profitability

This table compares Twilio and Mobileye BV’s net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets
Twilio -13.42% -15.40% -12.25%
Mobileye BV 26.88% 18.47% 16.50%

Volatility and Risk

Twilio has a beta of 3.32, meaning that its share price is 232% more volatile than the S&P 500. Comparatively, Mobileye BV has a beta of 0.87, meaning that its share price is 13% less volatile than the S&P 500.

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.

Mobileye BV Company Profile

Mobileye N.V. is engaged in the development of computer vision and machine learning-based sensing, mapping and driving policy technology for advanced driver assistance systems and autonomous driving technologies. The Company operates through two segments: Original Equipment Manufacturing, which supplies the software algorithms and EyeQ chip, and After Market, which sells a complete system, which includes its software algorithms and EyeQ chip, as well as the camera and other necessary components. Its software algorithms and EyeQ chips perform detailed interpretations of the visual field in order to anticipate possible collisions with other vehicles, pedestrians, cyclists, animals, debris and other obstacles. Its products are able to detect roadway markings; identify and read traffic signs, directional signs and traffic lights; create a Roadbook of localized drivable paths and visual landmarks using its road experience management technology, and provide mapping for autonomous driving.

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