Financial Survey: Bit Digital (NASDAQ:BTBT) versus Twilio (NYSE:TWLO)

Bit Digital (NASDAQ:BTBT) and Twilio (NYSE:TWLO) are both technology companies, but which is the superior stock? We will compare the two businesses based on the strength of their profitability, dividends, risk, earnings, analyst recommendations, valuation and institutional ownership.

Insider & Institutional Ownership

47.7% of Bit Digital shares are owned by institutional investors. Comparatively, 84.3% of Twilio shares are owned by institutional investors. 2.0% of Bit Digital 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 company is poised for long-term growth.

Earnings and Valuation

This table compares Bit Digital and Twilio”s revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Bit Digital	$113.56 million	5.21	-$80.32 million	($1.06)	-1.55
Twilio	$5.07 billion	7.04	$33.83 million	$7.18	32.35

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.

Analyst Recommendations

This is a breakdown of recent recommendations for Bit Digital and Twilio, as provided by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Bit Digital	1	1	3	0	2.40
Twilio	1	1	22	3	3.00

Bit Digital currently has a consensus price target of $5.12, suggesting a potential upside of 212.50%. Twilio has a consensus price target of $249.68, suggesting a potential upside of 7.50%. Given Bit Digital’s higher possible upside, equities research analysts clearly believe Bit Digital is more favorable than Twilio.

Volatility and Risk

Bit Digital has a beta of 3.97, indicating that its share price is 297% more volatile than the S&P 500. Comparatively, Twilio has a beta of 1.4, indicating that its share price is 40% more volatile than the S&P 500.

Profitability

This table compares Bit Digital and Twilio’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Bit Digital	-237.19%	-10.66%	-6.81%
Twilio	20.61%	5.09%	4.15%

Summary

Twilio beats Bit Digital on 12 of the 15 factors compared between the two stocks.

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.

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.