Twilio (TWLO) vs. Great Elm Capital Group (GEC) Head-To-Head Review

Twilio (NYSE: TWLO) and Great Elm Capital Group (NASDAQ:GEC) are both technology companies, but which is the better investment? We will compare the two companies based on the strength of their institutional ownership, earnings, analyst recommendations, dividends, profitability, risk and valuation.

Valuation and Earnings

This table compares Twilio and Great Elm Capital Group’s gross revenue, earnings per share (EPS) and valuation.

Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio
Twilio $277.33 million 8.60 -$41.32 million ($0.73) -35.12
Great Elm Capital Group $4.92 million 19.64 -$15.20 million $3.21 1.18

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

Profitability

This table compares Twilio and Great Elm Capital Group’s net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets
Twilio -15.69% -17.55% -14.06%
Great Elm Capital Group -221.85% -22.38% -18.36%

Institutional & Insider Ownership

59.8% of Twilio shares are held by institutional investors. Comparatively, 38.3% of Great Elm Capital Group shares are held by institutional investors. 25.0% of Twilio shares are held by insiders. Comparatively, 6.6% of Great Elm Capital Group shares are held by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company will outperform the market over the long term.

Analyst Recommendations

This is a summary of recent ratings and price targets for Twilio and Great Elm Capital Group, as provided by MarketBeat.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Twilio 1 2 13 0 2.75
Great Elm Capital Group 0 0 0 0 N/A

Twilio currently has a consensus target price of $37.23, indicating a potential upside of 45.21%. Given Twilio’s higher possible upside, equities analysts clearly believe Twilio is more favorable than Great Elm Capital Group.

Summary

Twilio beats Great Elm Capital Group on 8 of the 12 factors compared between the two stocks.

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.

Great Elm Capital Group Company Profile

Great Elm Capital Group, Inc., formerly Unwired Planet, Inc., is a holding company. The Company makes investments in businesses and assets in various industries. The Company’s investment for long-term value creation is in the asset management business. The Company continues to explore other opportunities in the investment management business, including other business development companies (BDCs) that trade at a discount to their net asset value. The Company intends to build a diversified investment company consisting of the following three business lines: investment management, financial products and merchant banking. It is embarking on a program of creating bespoke financial products and creating a pipeline of acquisition opportunities. The Company’s subsidiary is Great Elm Capital Corporation (GECC).

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