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Twilio (TWLO) Competitors

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$108.42 +4.89 (+4.72%)
Closing price 09/18/2025 03:59 PM Eastern
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$108.88 +0.46 (+0.43%)
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TWLO vs. ABNB, CRWD, DOCU, META, ROKU, ZM, BILL, NET, PD, and CRWV

Should you be buying Twilio stock or one of its competitors? The main competitors of Twilio include Airbnb (ABNB), CrowdStrike (CRWD), Docusign (DOCU), Meta Platforms (META), Roku (ROKU), Zoom Communications (ZM), BILL (BILL), Cloudflare (NET), PagerDuty (PD), and CoreWeave (CRWV).

Twilio vs. Its Competitors

Twilio (NYSE:TWLO) and Airbnb (NASDAQ:ABNB) are related large-cap companies, but which is the better investment? We will contrast the two businesses based on the strength of their analyst recommendations, valuation, earnings, media sentiment, profitability, dividends, risk and institutional ownership.

Twilio has a beta of 1.27, suggesting that its share price is 27% more volatile than the S&P 500. Comparatively, Airbnb has a beta of 1.13, suggesting that its share price is 13% more volatile than the S&P 500.

Airbnb has a net margin of 22.67% compared to Twilio's net margin of 0.43%. Airbnb's return on equity of 32.19% beat Twilio's return on equity.

Company Net Margins Return on Equity Return on Assets
Twilio0.43% 2.78% 2.26%
Airbnb 22.67%32.19%11.03%

Airbnb has higher revenue and earnings than Twilio. Airbnb is trading at a lower price-to-earnings ratio than Twilio, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Twilio$4.73B3.52-$109.40M$0.12903.50
Airbnb$11.58B6.73$2.65B$4.1330.38

84.3% of Twilio shares are held by institutional investors. Comparatively, 80.8% of Airbnb shares are held by institutional investors. 0.2% of Twilio shares are held by insiders. Comparatively, 27.9% of Airbnb shares are held by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock will outperform the market over the long term.

Twilio currently has a consensus target price of $129.78, suggesting a potential upside of 19.70%. Airbnb has a consensus target price of $141.19, suggesting a potential upside of 12.53%. Given Twilio's stronger consensus rating and higher probable upside, equities research analysts clearly believe Twilio is more favorable than Airbnb.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Twilio
1 Sell rating(s)
6 Hold rating(s)
17 Buy rating(s)
1 Strong Buy rating(s)
2.72
Airbnb
5 Sell rating(s)
19 Hold rating(s)
11 Buy rating(s)
2 Strong Buy rating(s)
2.27

In the previous week, Airbnb had 15 more articles in the media than Twilio. MarketBeat recorded 38 mentions for Airbnb and 23 mentions for Twilio. Airbnb's average media sentiment score of 1.19 beat Twilio's score of 1.15 indicating that Airbnb is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Twilio
17 Very Positive mention(s)
3 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Airbnb
30 Very Positive mention(s)
2 Positive mention(s)
3 Neutral mention(s)
1 Negative mention(s)
1 Very Negative mention(s)
Positive

Summary

Airbnb beats Twilio on 11 of the 17 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding TWLO and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NYSE and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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TWLO vs. The Competition

MetricTwilioINTERNET SOFTWARE IndustryComputer SectorNYSE Exchange
Market Cap$15.89B$20.18B$31.80B$21.54B
Dividend YieldN/A3.53%3.17%3.50%
P/E Ratio903.5880.77451.4430.17
Price / Sales3.5294.141,905.1175.23
Price / Cash42.1984.3737.2024.62
Price / Book2.089.137.524.58
Net Income-$109.40M$355.93M$809.77M$1.00B
7 Day Performance5.97%3.33%4.01%1.52%
1 Month Performance4.88%10.67%9.17%5.96%
1 Year Performance73.06%79.51%24,200.39%14.24%

Twilio Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
TWLO
Twilio
4.3798 of 5 stars
$108.42
+4.7%
$129.78
+19.7%
+79.2%$15.89B$4.73B903.585,535Positive News
Analyst Forecast
Short Interest ↑
ABNB
Airbnb
3.8836 of 5 stars
$120.37
-1.8%
$141.68
+17.7%
+2.5%$74.80B$11.10B29.157,300Positive News
Insider Trade
CRWD
CrowdStrike
4.1738 of 5 stars
$444.77
+2.0%
$460.10
+3.4%
+88.2%$111.62B$3.95B-373.7510,118Trending News
Analyst Forecast
Analyst Revision
Gap Up
DOCU
Docusign
4.4824 of 5 stars
$81.57
+1.7%
$94.14
+15.4%
+50.1%$16.40B$2.98B61.336,838Insider Trade
META
Meta Platforms
4.3178 of 5 stars
$764.70
+1.2%
$822.41
+7.5%
+45.0%$1.92T$178.80B27.6974,067Trending News
Analyst Forecast
Insider Trade
ROKU
Roku
2.4565 of 5 stars
$93.94
-0.6%
$100.67
+7.2%
+28.2%$13.84B$4.11B-223.673,340Analyst Forecast
Insider Trade
Short Interest ↓
ZM
Zoom Communications
4.5198 of 5 stars
$84.63
+0.8%
$90.30
+6.7%
+31.5%$25.60B$4.67B22.337,412Trending News
Analyst Upgrade
BILL
BILL
3.9129 of 5 stars
$51.61
+1.1%
$58.50
+13.4%
+1.9%$5.24B$1.46B-322.532,364Trending News
Gap Up
NET
Cloudflare
3.8821 of 5 stars
$226.32
+2.3%
$191.28
-15.5%
+186.3%$78.87B$1.67B-665.654,263Positive News
PD
PagerDuty
3.7454 of 5 stars
$15.97
-2.9%
$18.70
+17.1%
-6.2%$1.49B$467.50M-99.801,242Positive News
Short Interest ↓
CRWV
CoreWeave
1.6871 of 5 stars
$120.47
+7.6%
$107.45
-10.8%
N/A$58.86B$3.53B0.00881Trending News
Analyst Upgrade
Insider Trade
Lockup Expiration
Gap Up

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This page (NYSE:TWLO) was last updated on 9/19/2025 by MarketBeat.com Staff
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