Reviewing CI&T (NYSE:CINT) & Twilio (NYSE:TWLO)

Twilio (NYSE:TWLO) and CI&T (NYSE:CINT) are both technology companies, but which is the better stock? We will compare the two companies based on the strength of their institutional ownership, earnings, analyst recommendations, valuation, profitability, dividends and risk.

Volatility and Risk

Twilio has a beta of 1.49, meaning that its stock price is 49% more volatile than the S&P 500. Comparatively, CI&T has a beta of 0.82, meaning that its stock price is 18% less volatile than the S&P 500.

Insider & Institutional Ownership

84.3% of Twilio shares are owned by institutional investors. Comparatively, 92.4% of CI&T shares are owned by institutional investors. 0.2% of Twilio shares are owned by 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 Twilio and CI&T’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Twilio	21.82%	5.58%	4.56%
CI&T	6.79%	11.69%	6.51%

Analyst Ratings

This is a summary of current ratings for Twilio and CI&T, as reported by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Twilio	1	2	22	3	2.96
CI&T	2	2	7	0	2.45

Twilio currently has a consensus price target of $269.48, suggesting a potential upside of 33.43%. CI&T has a consensus price target of $6.08, suggesting a potential upside of 96.56%. Given CI&T’s higher possible upside, analysts plainly believe CI&T is more favorable than Twilio.

Earnings and Valuation

This table compares Twilio and CI&T”s gross revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Twilio	$5.07 billion	6.17	$33.83 million	$7.95	25.40
CI&T	$489.65 million	0.85	$40.62 million	$0.29	10.66

CI&T has lower revenue, but higher earnings than Twilio. CI&T 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 CI&T on 10 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 CI&T

CI&T, Inc. provides strategy, design and software engineering services to enable digital transformation. The firm’s solutions and services include Digital Strategy, Customer-Centric Design and Top-of-the-Line Software Engineering. The company was founded by Cesar Nivaldo Gon, Bruno Guiçardi Neto and Fernando Matt Borges Martins on June 7, 2021 and is headquartered in Sao Paulo, Brazil.