Twitter Inc (TWTR): 40 Companies With A Similar Market Cap

I don’t have a strong sense on the valuation of Twitter Inc (NYSE:TWTR), but I want to share with you forty companies with valuations similar to that of Twitter Inc (NYSE:TWTR) as of the close on November 7th.

Company	Ticker	Industry	Market cap	P/B	P/S	PE ttm	P/EE1	P/EE2	EE growth	yield
Adobe Systems Incorporated	ADBE	1036 – Software & Programming	27,529.77	4.03	6.61	62.10	34.50	24.50	11.67	–
Alexion Pharmaceuticals, Inc.	ALXN	0809 – Major Drugs	24,136.47	10.25	16.88	69.70	36.00	29.00	24.58	–
Allergan, Inc.	AGN	0803 – Biotechnology & Drugs	26,830.29	4.41	4.41	21.40	16.70	15.50	13.14	0.20
Allstate Corporation, The	ALL	0715 – Insurance (Property & Casualty)	24,567.41	1.22	0.72	13.80	10.30	9.50	9.34	1.90
Archer Daniels Midland Company	ADM	0515 – Food Processing	27,157.60	1.39	0.30	18.30	12.60	12.50	10.00	1.90
Baker Hughes Incorporated	BHI	0612 – Oil Well Services & Equipment	25,880.76	1.44	1.18	24.10	13.80	11.10	18.75	1.00
BB&T Corporation	BBT	0727 – Regional Banks	23,863.10	1.23	3.58	15.80	11.20	10.20	5.98	2.70
Carnival Corporation	CCL	0936 – Recreational Activities	27,001.00	1.11	1.76	24.50	21.90	15.80	12.25	2.90
Charles Schwab Corp	SCHW	0718 – Investment Services	29,963.52	3.39	5.75	33.00	25.70	21.00	18.95	1.00
CME Group Inc	CME	0718 – Investment Services	24,825.87	1.14	8.62	26.70	20.40	18.10	13.17	2.40
Cognizant Technology Solutions	CTSH	1036 – Software & Programming	26,408.19	4.96	3.29	23.30	18.70	15.90	18.30	–
Corning Incorporated	GLW	1024 – Electronic Instruments & Controls	24,907.02	1.15	3.11	13.80	12.20	10.90	17.60	2.30
Crown Castle International Cor	CCI	0939 – Rental & Leasing	21,830.17	7.32	7.53	234.90	92.00	56.70	38.77	–
CSX Corporation	CSX	1112 – Railroads	26,726.76	2.71	2.24	14.10	13.40	12.00	11.43	2.30
Cummins Inc.	CMI	0218 – Misc. Capital Goods	23,966.10	3.38	1.41	17.10	13.80	11.50	10.00	1.90
Devon Energy Corp	DVN	0609 – Oil & Gas Operations	25,591.32	1.28	2.69	(14.80)	11.50	11.00	8.40	1.40
Discover Financial Services	DFS	0703 – Consumer Financial Services	25,064.00	2.36	3.33	10.20	10.30	9.80	8.14	1.50
Estee Lauder Companies Inc	EL	0521 – Personal & Household Products	27,129.73	8.26	2.66	27.10	21.50	19.10	12.97	1.10
Exelon Corporation	EXC	1203 – Electric Utilities	24,541.52	1.15	0.98	21.20	12.70	12.80	(5.23)	4.30
Hess Corp.	HES	0609 – Oil & Gas Operations	27,839.92	1.16	1.01	7.90	14.00	14.10	5.80	1.20
LinkedIn Corp	LNKD	1018 – Computer Services	25,055.41	9.90	18.09	733.00	100.00	66.00	54.06	–
Marathon Oil Corporation	MRO	0606 – Oil & Gas – Integrated	25,041.70	1.32	1.53	15.90	11.20	12.70	10.00	2.20
Marsh & McLennan Companies, In	MMC	0712 – Insurance (Miscellaneous)	25,307.43	3.73	2.10	19.70	16.90	15.10	11.42	2.20
Noble Energy, Inc.	NBL	0609 – Oil & Gas Operations	26,993.21	3.04	6.05	26.30	17.80	16.70	15.90	0.70
Norfolk Southern Corp.	NSC	1112 – Railroads	27,004.80	2.62	2.44	15.30	13.70	12.20	12.55	2.40
Northrop Grumman Corporation	NOC	0203 – Aerospace and Defense	24,672.98	2.64	0.99	12.90	13.00	11.90	2.83	2.30
Pioneer Natural Resources	PXD	0606 – Oil & Gas – Integrated	28,235.38	3.78	8.22	241.50	34.60	28.50	16.48	–
PPG Industries, Inc.	PPG	0103 – Chemical Manufacturing	26,169.80	5.19	1.74	26.80	19.30	17.10	9.25	1.30
Public Storage	PSA	0933 – Real Estate Operations	29,002.91	5.61	15.37	37.80	33.10	30.90	6.93	3.30
Raytheon Company	RTN	0203 – Aerospace and Defense	27,009.38	3.06	1.11	14.20	13.50	12.00	8.70	2.60
Regeneron Pharmaceuticals Inc	REGN	0803 – Biotechnology & Drugs	27,921.68	18.70	16.05	38.20	51.50	35.90	29.70	–
Reynolds American, Inc.	RAI	0524 – Tobacco	28,065.60	5.53	3.39	18.10	14.90	13.70	7.70	4.90
Southern Copper Corp	SCCO	0124 – Metal Mining	23,964.20	4.61	3.84	14.80	14.30	12.70	11.50	2.40
Spectra Energy Corp.	SE	1206 – Natural Gas Utilities	23,682.60	2.71	4.53	25.30	21.30	20.70	5.45	3.40
Sprint Corp	S	0915 – Communications Services	26,981.29	1.02	1.02	(6.25)	(16.96)	(94.11)	(32.11)	–
Stryker Corporation	SYK	0812 – Medical Equipment & Supplies	28,005.55	3.20	3.15	31.80	16.00	14.70	8.16	1.40
VF Corp	VFC	0403 – Apparel/Accessories	23,606.95	4.19	2.11	20.50	17.50	15.40	11.14	1.90
WellPoint, Inc.	WLP	0706 – Insurance (Accident & Health)	25,386.06	1.02	0.37	9.30	10.20	9.50	8.21	1.80
Whole Foods Market, Inc.	WFM	0957 – Retail (Grocery)	23,509.62	6.21	1.83	43.70	36.60	30.30	18.71	0.60
Williams Companies, Inc.	WMB	0609 – Oil & Gas Operations	24,256.36	5.17	3.37	38.20	29.20	23.40	10.80	4.10

		Grand Average	25,890.84	2.29	1.76	25.03	17.98	15.79	12.17	1.68

Twitter’s valuation was around $25.9 Billion at the close of regular trading on 11/7. The private equity sponsors must be jumping for joy, as they got more than they expected on the IPO, and even more, if the price of Twitter Inc (NYSE:TWTR) holds up past the time of their lockup, when they can sell their remaining shares.

Twitter has no profits, and trades at 10 times book value, versus 2.3x on their competitors here. Price-to-Sales is around 50, versus 1.8 for competitors here.

There is one thing certain here, there is a lot of profits growth expected out of Twitter. It has to go from negative profits to positive, and then soar thereafter. That would justify the valuation.

But how likely is that? There are few companies that ever do that. So be wary and avoid Twitter Inc (NYSE:TWTR) stock, realizing there is a small chance that it might be worth its present valuation, much less more.