Contrasting Trump Media & Technology Group (NASDAQ:DJT) and Twilio (NYSE:TWLO)
by Tristan Rich · The Markets DailyTrump Media & Technology Group (NASDAQ:DJT – Get Free Report) and Twilio (NYSE:TWLO – Get Free Report) are both computer and technology companies, but which is the better business? We will contrast the two companies based on the strength of their risk, analyst recommendations, valuation, institutional ownership, earnings, profitability and dividends.
Insider & Institutional Ownership
4.3% of Trump Media & Technology Group shares are owned by institutional investors. Comparatively, 84.3% of Twilio shares are owned by institutional investors. 53.0% of Trump Media & Technology Group shares are owned by company insiders. Comparatively, 0.2% of Twilio shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock will outperform the market over the long term.
Profitability
This table compares Trump Media & Technology Group and Twilio’s net margins, return on equity and return on assets.
| Net Margins | Return on Equity | Return on Assets | |
| Trump Media & Technology Group | -19,338.97% | -39.21% | -27.67% |
| Twilio | 0.67% | 3.93% | 3.19% |
Risk & Volatility
Trump Media & Technology Group has a beta of 4.59, indicating that its share price is 359% more volatile than the S&P 500. Comparatively, Twilio has a beta of 1.28, indicating that its share price is 28% more volatile than the S&P 500.
Analyst Recommendations
This is a summary of current recommendations and price targets for Trump Media & Technology Group and Twilio, as reported by MarketBeat.
| Sell Ratings | Hold Ratings | Buy Ratings | Strong Buy Ratings | Rating Score | |
| Trump Media & Technology Group | 1 | 0 | 0 | 0 | 1.00 |
| Twilio | 3 | 5 | 17 | 2 | 2.67 |
Twilio has a consensus target price of $145.22, indicating a potential upside of 10.96%. Given Twilio’s stronger consensus rating and higher probable upside, analysts plainly believe Twilio is more favorable than Trump Media & Technology Group.
Valuation & Earnings
This table compares Trump Media & Technology Group and Twilio”s revenue, earnings per share (EPS) and valuation.
| Gross Revenue | Price/Sales Ratio | Net Income | Earnings Per Share | Price/Earnings Ratio | |
| Trump Media & Technology Group | $3.68 million | 690.32 | -$712.06 million | ($2.79) | -3.29 |
| Twilio | $5.07 billion | 3.91 | $33.83 million | $0.19 | 688.84 |
Twilio has higher revenue and earnings than Trump Media & Technology Group. Trump Media & Technology Group is trading at a lower price-to-earnings ratio than Twilio, indicating that it is currently the more affordable of the two stocks.
Summary
Twilio beats Trump Media & Technology Group on 12 of the 15 factors compared between the two stocks.
About Trump Media & Technology Group
Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+ and TMTG News. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.
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.