Twilio (TWLO) Competitors $106.28 +5.31 (+5.26%) Closing price 08/22/2025 03:59 PM EasternExtended Trading$106.60 +0.32 (+0.30%) As of 08/22/2025 08:00 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 XYZShould 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 Block (XYZ). Twilio vs. Its Competitors Airbnb CrowdStrike Docusign Meta Platforms Roku Zoom Communications BILL Cloudflare PagerDuty Block Twilio (NYSE:TWLO) and Airbnb (NASDAQ:ABNB) are related large-cap companies, but which is the better business? We will contrast the two companies based on the strength of their earnings, institutional ownership, dividends, analyst recommendations, profitability, valuation, risk and media sentiment. Do analysts prefer TWLO or ABNB? Twilio currently has a consensus target price of $126.74, indicating a potential upside of 19.25%. Airbnb has a consensus target price of $142.72, indicating a potential upside of 9.86%. Given Twilio's stronger consensus rating and higher possible upside, analysts plainly believe Twilio is more favorable than Airbnb.Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score Twilio 1 Sell rating(s) 7 Hold rating(s) 16 Buy rating(s) 1 Strong Buy rating(s) 2.68Airbnb 5 Sell rating(s) 19 Hold rating(s) 13 Buy rating(s) 2 Strong Buy rating(s) 2.31 Does the media prefer TWLO or ABNB? In the previous week, Airbnb had 20 more articles in the media than Twilio. MarketBeat recorded 47 mentions for Airbnb and 27 mentions for Twilio. Twilio's average media sentiment score of 1.23 beat Airbnb's score of 1.19 indicating that Twilio is being referred to more favorably in the media. Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment Twilio 21 Very Positive mention(s) 0 Positive mention(s) 5 Neutral mention(s) 0 Negative mention(s) 0 Very Negative mention(s) Positive Airbnb 35 Very Positive mention(s) 4 Positive mention(s) 4 Neutral mention(s) 1 Negative mention(s) 1 Very Negative mention(s) Positive Do institutionals & insiders believe in TWLO or ABNB? 84.3% of Twilio shares are owned by institutional investors. Comparatively, 80.8% of Airbnb shares are owned by institutional investors. 0.2% of Twilio shares are owned by company insiders. Comparatively, 27.9% of Airbnb shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock is poised for long-term growth. Which has more volatility and risk, TWLO or ABNB? Twilio has a beta of 1.23, meaning that its share price is 23% more volatile than the S&P 500. Comparatively, Airbnb has a beta of 1.13, meaning that its share price is 13% more volatile than the S&P 500. Which has higher valuation and earnings, TWLO or ABNB? 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 RatioTwilio$4.46B3.66-$109.40M$0.12885.67Airbnb$11.58B6.97$2.65B$4.1331.46 Is TWLO or ABNB more profitable? 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% SummaryAirbnb beats Twilio on 10 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$15.49B$19.09B$29.24B$20.94BDividend YieldN/A3.83%3.09%3.58%P/E Ratio885.7475.5854.4229.11Price / Sales3.66192.081,252.1652.98Price / Cash41.1480.0735.2023.54Price / Book2.0317.949.585.45Net Income-$109.40M$346.10M$805.43M$992.10M7 Day Performance0.47%2.64%1.55%2.61%1 Month Performance-19.95%-2.98%-0.63%1.46%1 Year Performance74.89%54.93%24,052.27%10.72% Twilio Competitors List Export to ExcelCompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)TWLOTwilio4.4335 of 5 stars$106.28+5.3%$126.74+19.3%+80.5%$15.49B$4.46B885.745,535Positive NewsInsider TradeABNBAirbnb3.5277 of 5 stars$125.46+0.3%$142.72+13.8%+12.5%$77.97B$11.10B30.387,300Positive NewsInsider TradeCRWDCrowdStrike4.5384 of 5 stars$426.49-0.3%$460.81+8.0%+57.1%$106.30B$3.95B-618.1010,118Trending NewsUpcoming EarningsDOCUDocusign4.6547 of 5 stars$71.71+1.1%$89.77+25.2%+31.9%$14.49B$2.98B13.566,838News CoveragePositive NewsMETAMeta Platforms4.2259 of 5 stars$767.84-2.2%$822.41+7.1%+41.9%$1.93T$164.50B27.8074,067Trending NewsAnalyst DowngradeInsider TradeAnalyst RevisionROKURoku2.6667 of 5 stars$92.57+2.5%$98.96+6.9%+52.4%$13.64B$4.11B-220.393,340Insider TradeZMZoom Communications4.2061 of 5 stars$73.67+0.7%$87.00+18.1%+21.2%$22.29B$4.67B22.127,412Trending NewsAnalyst DowngradeGap UpBILLBILL4.5954 of 5 stars$41.60+2.9%$62.10+49.3%-16.8%$4.29B$1.29B-346.642,187Trending NewsUpcoming EarningsNETCloudflare3.877 of 5 stars$202.31+0.7%$191.28-5.5%+142.9%$70.50B$1.67B-595.034,263Positive NewsInsider TradePDPagerDuty3.717 of 5 stars$15.97+1.3%$19.75+23.7%-11.9%$1.45B$467.50M-39.931,242News CoveragePositive NewsAnalyst DowngradeXYZBlock3.3321 of 5 stars$76.74+1.2%$79.82+4.0%N/A$47.20B$24.12B16.4311,372Analyst ForecastInsider Trade Related Companies and Tools Related Companies ABNB Alternatives CRWD Alternatives DOCU Alternatives META Alternatives ROKU Alternatives ZM Alternatives BILL Alternatives NET Alternatives PD Alternatives XYZ 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 8/23/2025 by MarketBeat.com Staff From Our PartnersBONUS GUIDE - Ben Stein Prepares For the Next Financial CrisisWith inflation high, debt soaring, and global tensions rising, a financial storm may be brewing. 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