/biz/ - Business & Finance

Here's a new stock I learned about today. You may have heard of Twilio (TWLO), which was a very hot stock last year. The company I work for uses a service with comparable offerings, called Bandwidth. I didn't realize this until today, but Bandwidth is also a public company (BAND). If I had bought the stock when I first started working with their service, I would have had a three-bagger. One interesting point of comparison is that Bandwidth, at least according the Yahoo page, unlike Twilio, actually has positive earnings at this point even if it is trading at a 726 P/E ratio. The market cap is less than 1/7th compared to Twilio, so on top of growing this market, there could be room for them to take market share from Twilio. That said, I'm not familiar enough with Twilio to say whether either has a competitive advantage in any particular area. Twilio is definitely trendier and the top dog for now.
https://finance.yahoo.com/quote/BAND/