Twilio (TWLO) Competitors $121.14 -7.86 (-6.09%) Closing price 08/1/2025 03:59 PM EasternExtended Trading$120.31 -0.83 (-0.69%) As of 08/1/2025 07:52 PM Eastern Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more. Add Compare Share Share Competitors Stock AnalysisAnalyst ForecastsChartCompetitorsEarningsFinancialsHeadlinesInsider TradesOptions ChainOwnershipSEC FilingsShort InterestSustainabilityTrendsBuy This Stock TWLO vs. ABNB, CRWD, DOCU, META, ROKU, ZM, BILL, NET, PD, and SNOWShould 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 Snowflake (SNOW). Twilio vs. Its Competitors Airbnb CrowdStrike Docusign Meta Platforms Roku Zoom Communications BILL Cloudflare PagerDuty Snowflake Airbnb (NASDAQ:ABNB) and Twilio (NYSE:TWLO) are related large-cap companies, but which is the better investment? We will contrast the two businesses based on the strength of their institutional ownership, risk, dividends, profitability, analyst recommendations, media sentiment, earnings and valuation. Do analysts recommend ABNB or TWLO? Airbnb currently has a consensus price target of $142.10, indicating a potential upside of 11.00%. Twilio has a consensus price target of $127.22, indicating a potential upside of 5.02%. Given Airbnb's higher probable upside, analysts clearly believe Airbnb is more favorable than Twilio.Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score Airbnb 5 Sell rating(s) 17 Hold rating(s) 13 Buy rating(s) 2 Strong Buy rating(s) 2.32Twilio 1 Sell rating(s) 7 Hold rating(s) 16 Buy rating(s) 1 Strong Buy rating(s) 2.68 Do insiders and institutionals have more ownership in ABNB or TWLO? 80.8% of Airbnb shares are owned by institutional investors. Comparatively, 84.3% of Twilio shares are owned by institutional investors. 27.9% of Airbnb 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. Which has more risk & volatility, ABNB or TWLO? Airbnb has a beta of 1.13, suggesting that its stock price is 13% more volatile than the S&P 500. Comparatively, Twilio has a beta of 1.23, suggesting that its stock price is 23% more volatile than the S&P 500. Which has preferable valuation and earnings, ABNB or TWLO? Airbnb has higher revenue and earnings than Twilio. Twilio is trading at a lower price-to-earnings ratio than Airbnb, indicating that it is currently the more affordable of the two stocks. CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings RatioAirbnb$11.10B7.22$2.65B$3.9632.33Twilio$4.46B4.15-$109.40M-$0.21-576.86 Is ABNB or TWLO more profitable? Airbnb has a net margin of 22.60% compared to Twilio's net margin of -0.74%. Airbnb's return on equity of 30.91% beat Twilio's return on equity.Company Net Margins Return on Equity Return on Assets Airbnb22.60% 30.91% 10.74% Twilio -0.74%2.25%1.84% Does the media refer more to ABNB or TWLO? In the previous week, Airbnb had 23 more articles in the media than Twilio. MarketBeat recorded 36 mentions for Airbnb and 13 mentions for Twilio. Twilio's average media sentiment score of 1.27 beat Airbnb's score of 1.15 indicating that Twilio is being referred to more favorably in the news media. Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment Airbnb 23 Very Positive mention(s) 2 Positive mention(s) 8 Neutral mention(s) 0 Negative mention(s) 0 Very Negative mention(s) Positive Twilio 10 Very Positive mention(s) 0 Positive mention(s) 2 Neutral mention(s) 0 Negative mention(s) 0 Very Negative mention(s) Positive SummaryAirbnb beats Twilio on 12 of the 17 factors compared between the two stocks. Get Twilio News Delivered to You Automatically Sign up to receive the latest news and ratings for TWLO and its competitors with MarketBeat's FREE daily newsletter. Email Address New MarketBeat Followers Over TimeWhat are MarkeBeat Followers?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. Skip ChartMedia Sentiment Over TimeWhat is Media Sentiment?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.Skip Chart TWLO vs. The Competition Export to ExcelMetricTwilioINTERNET SOFTWARE IndustryComputer SectorNYSE ExchangeMarket Cap$18.50B$18.72B$28.67B$20.47BDividend YieldN/A3.00%3.09%3.71%P/E Ratio-576.8684.8748.0929.04Price / Sales4.1564.051,541.8157.15Price / Cash49.3781.3136.0122.46Price / Book2.328.058.424.43Net Income-$109.40M$343.36M$783.53M$993.74M7 Day Performance-7.52%-6.57%3.32%-3.40%1 Month Performance0.61%-1.15%-1.08%-2.70%1 Year Performance92.71%57.38%53,283.36%10.16% Twilio Competitors List Export to ExcelCompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)TWLOTwilio4.0944 of 5 stars$121.14-6.1%$127.22+5.0%+93.0%$18.50B$4.46B-576.865,535News CoveragePositive NewsUpcoming EarningsShort Interest ↑Gap DownABNBAirbnb3.8186 of 5 stars$142.13+0.6%$141.50-0.4%-0.2%$89.13B$11.10B35.937,300Positive NewsUpcoming EarningsCRWDCrowdStrike4.1624 of 5 stars$471.84+0.8%$461.17-2.3%+105.0%$117.53B$3.95B-683.4110,118Positive NewsDOCUDocusign4.6778 of 5 stars$80.46+0.7%$89.77+11.6%+42.7%$16.29B$2.98B15.246,838News CoveragePositive NewsAnalyst DowngradeMETAMeta Platforms4.1771 of 5 stars$717.33+0.7%$752.33+4.9%+53.6%$1.80T$170.36B27.9574,067Trending NewsEarnings ReportAnalyst ForecastInsider TradeAnalyst RevisionROKURoku3.5479 of 5 stars$93.72+4.0%$93.92+0.2%+50.5%$13.69B$4.25B-128.453,340Trending NewsEarnings ReportAnalyst ForecastAnalyst RevisionGap DownZMZoom Communications4.4765 of 5 stars$75.30+0.6%$87.00+15.5%+21.3%$22.76B$4.67B22.607,412Positive NewsShort Interest ↑BILLBILL4.2214 of 5 stars$46.12+0.4%$62.10+34.6%-10.8%$4.76B$1.29B-384.642,187Trending NewsNETCloudflare4.242 of 5 stars$199.34+0.5%$161.72-18.9%+152.2%$69.20B$1.67B-868.014,263Trending NewsEarnings ReportAnalyst ForecastInsider TradeGap DownPDPagerDuty4.0923 of 5 stars$16.84+7.1%$19.75+17.3%-20.6%$1.54B$467.50M-42.161,242News CoverageHigh Trading VolumeSNOWSnowflake4.4889 of 5 stars$218.86-0.3%$226.73+3.6%+71.2%$73.09B$3.63B-52.007,834Positive NewsGap Down Related Companies and Tools Related Companies ABNB Alternatives CRWD Alternatives DOCU Alternatives META Alternatives ROKU Alternatives ZM Alternatives BILL Alternatives NET Alternatives PD Alternatives SNOW Alternatives Top 10 Stock Comparisons Semiconductor Stocks Artificial Intelligence Stocks Growth Stocks Magnificent Seven Stocks Pharmaceutical Stocks Ecommerce Stocks Bitcoin Stocks Meme Stocks Cryptocurrency Stocks Cybersecurity Stocks This page (NYSE:TWLO) was last updated on 8/3/2025 by MarketBeat.com Staff From Our PartnersMan Who Called Nvidia at $1.10 Says Buy This Now...In 2004, one man called Nvidia before just about anyone knew it existed. Now, this same guy says a new comp...The Oxford Club | SponsoredCrypto Income (almost instantly)How would you like to collect a small percentage of the $4 billion changing hands daily in the crypto market? ...Awesomely, LLC | SponsoredTurn $1K into $50K with This DeFi GemBitcoin grabs headlines, but smart money likes this token My research team has identified the token positio...Crypto 101 Media | SponsoredEx-Hedge Fund Manager Uncovers $100 Trillion Land ShiftTrump's Radical New Plan Could Enrich Thousands This isn't a campaign stunt. It's a $100 trillion move to u...Stansberry Research | SponsoredInvestigating the Most Controversial Stock on EarthTesla’s wild price swings may not be random after all. Hedge fund veteran Larry Benedict has uncovered a st...Brownstone Research | SponsoredThis New Rule Could Change EverythingA major change is quietly going into effect this July — and Wall Street is already positioning for it. Big ...American Alternative | SponsoredSell these "safe" blue chips immediatelyInvesting Legend Hints the End May be Near for These 3 Iconic Stocks One company to replace Amazon… another...InvestorPlace | SponsoredToo busy to trade? Good.Too busy to trade? That might be your edge. This after-hours strategy is built for people who don’t sit at ...Timothy Sykes | Sponsored Adding Choose a watchlist: Watchlist Adding You have already added ten stocks to your watchlist. Upgrade to MarketBeat All Access to add more stocks to your watchlist. Adding Twilio Inc. Please log in to your account or sign up in order to add this asset to your watchlist. Share Twilio With A Colleague Link copied to clipboard. Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
