Take Two Interactive Software vs Twilio
TTWO and TWLO side by side, both in computer programming, data processing, and other computer related services. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How TTWO and TWLO compare
Take Two Interactive Software and Twilio are about the same size, with market caps of $35.6B and $31.5B.
Twilio grew revenue faster over the last twelve months (19.1% versus 15.3% for Take Two Interactive Software).
Twilio keeps more of each dollar of sales as profit, with a net margin of 21.8% compared with −4.8% at Take Two Interactive Software.
Twilio scores higher on the StockData Score (11 against 6 for Take Two Interactive Software), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | TTWO | TWLO |
|---|---|---|
| Size and price | ||
| Market cap | $35.6B | $31.5B |
| Share price | $190.17 | $205.03 |
| Change, 1 year | −24.5% | 83.7% |
| Change, 5 years | 1.6% | −34.0% |
| Beta (5Y) | 0.81 | 1.93 |
| Employees | 13K | 5,587 |
| StockData Score | ||
| Total score | 6 | 11 (better) |
| Valuation score | 0 | 1 (better) |
| Growth score | 2 (better) | 1 |
| Performance score | 2 | 3 (better) |
| Health score | 2 | 6 (better) |
| Dividend score | 0 | 0 |
| Valuation | ||
| P/E | – | 25.8× |
| P/S | 5.3× (better) | 5.4× |
| P/B | 9.9× | 3.4× (better) |
| EV/EBITDA | 1036× | 53.3× (better) |
| P/FCF | 105× | – |
| FCF yield | 0.95% | – |
| Fair value | $112.12 | $149.03 |
| Margin of safety | −69.6% | −37.6% (better) |
| Growth | ||
| Revenue growth (TTM) | 15.3% | 19.1% (better) |
| Revenue growth, 5Y average | 14.6% | 23.5% (better) |
| Net income growth (TTM) | – | 1793% |
| EPS growth (TTM) | – | 1841% |
| Profitability | ||
| Gross margin | 56.0% (better) | 48.6% |
| Operating margin | −2.4% | 6.8% (better) |
| Net margin | −4.8% | 21.8% (better) |
| FCF margin | 5.0% | – |
| Return on equity | −9.0% | 14.9% (better) |
| Return on invested capital | −2.9% | 6.8% (better) |
| Financial health | ||
| Debt / equity | 0.70 (better) | 0.00 |
| Net debt / EBITDA | 19.80 | – |
| Interest coverage | −1.1× | – |
| Current ratio | 1.06 | 4.47 (better) |
| Altman Z-score | 3.47 | 9.79 (better) |
| Piotroski F-score | 7 | 7 |
| Dividends and buybacks | ||
| Buyback yield | −0.17% | 2.1% (better) |
| Shareholder yield | −0.17% | 2.1% (better) |
| Ownership | ||
| Held by institutions | 93.2% | 90.3% |
| Held by insiders | 2.1% | 0.35% |
| Insider net buying, 12 months | −$163M (better) | −$608M |
| Superinvestors holding | 2 | 3 (better) |
| Short interest, % of float | 5.1% | 4.1% |
Go deeper
- TTWO stock overview
- TTWO income statement
- TTWO valuation and score
- TWLO stock overview
- TWLO income statement
- TWLO valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.