Twilio (TWLO) Competitors $113.92 -0.13 (-0.11%) As of 02:26 PM Eastern This is a fair market value 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 CRWVShould 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 Airbnb CrowdStrike Docusign Meta Platforms Roku Zoom Communications BILL Cloudflare PagerDuty CoreWeave Twilio (NYSE:TWLO) and Airbnb (NASDAQ:ABNB) are related large-cap companies, but which is the superior investment? We will compare the two companies based on the strength of their analyst recommendations, dividends, valuation, earnings, profitability, risk, institutional ownership and media sentiment. Do analysts prefer TWLO or ABNB? Twilio presently has a consensus target price of $130.22, suggesting a potential upside of 14.22%. Airbnb has a consensus target price of $141.81, suggesting a potential upside of 18.02%. Given Airbnb's higher probable upside, analysts plainly believe Airbnb is more favorable than Twilio.Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score Twilio 1 Sell rating(s) 7 Hold rating(s) 17 Buy rating(s) 1 Strong Buy rating(s) 2.69Airbnb 5 Sell rating(s) 19 Hold rating(s) 11 Buy rating(s) 3 Strong Buy rating(s) 2.32 Does the media refer more to TWLO or ABNB? In the previous week, Airbnb had 14 more articles in the media than Twilio. MarketBeat recorded 33 mentions for Airbnb and 19 mentions for Twilio. Airbnb's average media sentiment score of 0.97 beat Twilio's score of 0.84 indicating that Airbnb is being referred to more favorably in the news media. Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment Twilio 11 Very Positive mention(s) 2 Positive mention(s) 2 Neutral mention(s) 0 Negative mention(s) 0 Very Negative mention(s) Positive Airbnb 21 Very Positive mention(s) 2 Positive mention(s) 8 Neutral mention(s) 0 Negative mention(s) 0 Very Negative mention(s) Positive Do institutionals & insiders hold more shares of 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 insiders. Comparatively, 27.9% of Airbnb shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock will outperform the market over the long term. Which has more risk & volatility, TWLO or ABNB? Twilio has a beta of 1.25, meaning that its stock price is 25% more volatile than the S&P 500. Comparatively, Airbnb has a beta of 1.1, meaning that its stock price is 10% more volatile than the S&P 500. Which has preferable valuation & 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$4.46B3.92-$109.40M$0.12950.01Airbnb$11.10B6.73$2.65B$4.1329.10 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 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. Subscribe Now View SMS TermsBy entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy. 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$17.47B$19.81B$33.02B$21.85BDividend YieldN/A3.68%3.17%3.61%P/E Ratio949.0076.79494.7829.59Price / Sales3.92112.701,891.4361.87Price / Cash43.8283.5937.7324.43Price / Book2.199.437.744.60Net Income-$109.40M$354.27M$820.34M$1.01B7 Day Performance8.26%1.00%1.46%-0.46%1 Month Performance6.31%5.87%8.86%2.25%1 Year Performance64.79%95.21%23,992.72%14.30% Twilio Competitors List Export to ExcelCompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)TWLOTwilio4.4027 of 5 stars$114.000.0%$130.22+14.2%+68.5%$17.47B$4.46B949.005,535Analyst ForecastInsider TradeABNBAirbnb3.9476 of 5 stars$120.35+0.1%$141.81+17.8%-9.4%$74.79B$11.10B29.147,300Positive NewsAnalyst ForecastCRWDCrowdStrike4.4217 of 5 stars$495.95+1.2%$487.11-1.8%+74.0%$124.46B$3.95B-416.7610,118Trending NewsAnalyst ForecastDOCUDocusign4.8038 of 5 stars$72.17+3.5%$94.14+30.4%+7.0%$14.51B$2.98B54.266,838Analyst ForecastInsider TradeMETAMeta Platforms4.3674 of 5 stars$715.66+0.7%$830.02+16.0%+21.1%$1.80T$164.50B25.9174,067Trending NewsAnalyst ForecastInsider TradeROKURoku2.0813 of 5 stars$104.84+1.0%$101.33-3.3%+27.2%$15.45B$4.11B-249.623,340Trending NewsAnalyst ForecastInsider TradeAnalyst RevisionZMZoom Communications4.4923 of 5 stars$81.03+0.1%$91.74+13.2%+16.9%$24.52B$4.67B21.387,412Insider TradeBILLBILL3.8554 of 5 stars$53.38+0.1%$59.65+11.7%-3.3%$5.43B$1.46B-333.602,364Trending NewsAnalyst ForecastNETCloudflare3.7592 of 5 stars$221.09+2.0%$191.28-13.5%+169.0%$77.05B$1.67B-650.264,263Analyst ForecastPDPagerDuty3.0648 of 5 stars$15.97-0.4%$18.70+17.1%-8.8%$1.49B$467.50M-99.811,242News CoverageAnalyst ForecastGap UpCRWVCoreWeave1.7233 of 5 stars$133.85-0.7%$127.64-4.6%N/A$65.40BN/A0.00881Trending NewsInsider 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 CRWV 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 10/9/2025 by MarketBeat.com Staff From Our PartnersBitcoin grabs headlines, but smart money likes this tokenBitcoin grabs headlines, but smart money likes this token My research team has identified the token positio...Crypto 101 Media | SponsoredBuilding The Infrastructure for the Coming Financial ResetWhile China pushes nearly $1 trillion through its new digital currency, one emerging company is quietly buildi...Intellistake | SponsoredMagnificent 7 being replaced by the “Hidden 7”?BULLISH: It's time to buy this 'hidden' AI stock An award-winning stock-rating system has turned BULLISH on...Chaikin Analytics | SponsoredCapital Gains Tax Strategies for SeniorsCapital gains taxes can take a bite out of your retirement income—unless you have a smart strategy. 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