Twilio (NYSE:TWLO – Get Free Report) and Bit Digital (NASDAQ:BTBT – Get Free Report) are both technology companies, but which is the superior stock? We will contrast the two businesses based on the strength of their valuation, risk, dividends, institutional ownership, analyst recommendations, profitability and earnings.
Analyst Recommendations
This is a breakdown of current recommendations and price targets for Twilio and Bit Digital, as reported by MarketBeat.
| Sell Ratings | Hold Ratings | Buy Ratings | Strong Buy Ratings | Rating Score | |
| Twilio | 1 | 1 | 22 | 3 | 3.00 |
| Bit Digital | 1 | 1 | 3 | 0 | 2.40 |
Twilio currently has a consensus price target of $249.68, suggesting a potential upside of 7.50%. Bit Digital has a consensus price target of $5.12, suggesting a potential upside of 212.50%. Given Bit Digital’s higher probable upside, analysts plainly believe Bit Digital is more favorable than Twilio.
Earnings & Valuation
| Gross Revenue | Price/Sales Ratio | Net Income | Earnings Per Share | Price/Earnings Ratio | |
| Twilio | $5.07 billion | 7.04 | $33.83 million | $7.18 | 32.35 |
| Bit Digital | $113.56 million | 5.21 | -$80.32 million | ($1.06) | -1.55 |
Twilio has higher revenue and earnings than Bit Digital. Bit Digital is trading at a lower price-to-earnings ratio than Twilio, indicating that it is currently the more affordable of the two stocks.
Institutional and Insider Ownership
84.3% of Twilio shares are owned by institutional investors. Comparatively, 47.7% of Bit Digital shares are owned by institutional investors. 0.2% of Twilio shares are owned by company insiders. Comparatively, 2.0% of Bit Digital shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company will outperform the market over the long term.
Profitability
This table compares Twilio and Bit Digital’s net margins, return on equity and return on assets.
| Net Margins | Return on Equity | Return on Assets | |
| Twilio | 20.61% | 5.09% | 4.15% |
| Bit Digital | -237.19% | -10.66% | -6.81% |
Risk and Volatility
Twilio has a beta of 1.4, meaning that its share price is 40% more volatile than the S&P 500. Comparatively, Bit Digital has a beta of 3.97, meaning that its share price is 297% more volatile than the S&P 500.
Summary
Twilio beats Bit Digital on 12 of the 15 factors compared between the two stocks.
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.
About Bit Digital
Bit Digital, Inc., together with its subsidiaries, engages in the bitcoin mining business. It is also involved in the treasury management activities; and digital asset staking and digital asset mining businesses, as well as ethereum staking activities. In addition, it provides specialized cloud-infrastructure services for artificial intelligence applications. The company was formerly known as Golden Bull Limited and changed its name to Bit Digital, Inc. in September 2020. Bit Digital, Inc. was founded in 2015 and is headquartered in New York, New York.
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