Twilio (TWLO) Competitors $102.32 -0.24 (-0.23%) Closing price 03:59 PM EasternExtended Trading$101.98 -0.35 (-0.34%) As of 04:04 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 DDOGShould 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 Datadog (DDOG). Twilio vs. Its Competitors Airbnb CrowdStrike Docusign Meta Platforms Roku Zoom Communications BILL Cloudflare PagerDuty Datadog Twilio (NYSE:TWLO) and Airbnb (NASDAQ:ABNB) are related large-cap companies, but which is the better investment? We will contrast the two companies based on the strength of their dividends, earnings, media sentiment, analyst recommendations, institutional ownership, profitability, valuation and risk. Do insiders and institutionals hold more shares of TWLO or ABNB? 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 company insiders. Comparatively, 27.9% of Airbnb shares are held by company 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 and volatility, TWLO or ABNB? Twilio has a beta of 1.27, suggesting that its stock price is 27% more volatile than the S&P 500. Comparatively, Airbnb has a beta of 1.13, suggesting that its stock price is 13% more volatile than the S&P 500. 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. Airbnb's average media sentiment score of 1.32 beat Twilio's score of 1.18 indicating that Airbnb is being referred to more favorably in the news media. Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment Twilio 19 Very Positive mention(s) 1 Positive mention(s) 6 Neutral mention(s) 0 Negative mention(s) 0 Very Negative mention(s) Positive Airbnb 34 Very Positive mention(s) 4 Positive mention(s) 6 Neutral mention(s) 1 Negative mention(s) 1 Very Negative mention(s) Positive 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% 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$4.46B3.51-$109.40M$0.12849.06Airbnb$11.10B6.85$2.65B$4.1329.62 Do analysts rate TWLO or ABNB? Twilio presently has a consensus price target of $129.78, suggesting a potential upside of 27.38%. Airbnb has a consensus price target of $142.66, suggesting a potential upside of 16.62%. 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) 2.72Airbnb 5 Sell rating(s) 19 Hold rating(s) 13 Buy rating(s) 2 Strong Buy rating(s) 2.31 SummaryAirbnb beats Twilio on 11 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$15.58B$19.62B$31.19B$21.54BDividend YieldN/A3.48%3.17%3.53%P/E Ratio846.3678.03437.6929.80Price / Sales3.5179.021,759.3151.04Price / Cash42.4882.6536.4724.52Price / Book1.968.667.254.59Net Income-$109.40M$355.98M$808.32M$1.00B7 Day Performance-6.18%3.77%2.93%0.80%1 Month Performance7.15%7.77%5.07%4.79%1 Year Performance72.28%73.26%24,305.00%16.13% Twilio Competitors List Export to ExcelCompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)TWLOTwilio4.5268 of 5 stars$102.32-0.2%$129.78+26.8%+74.2%$15.70B$4.46B852.755,535Positive NewsShort Interest ↑ABNBAirbnb4.1116 of 5 stars$124.62+0.7%$142.66+14.5%+6.1%$77.44B$11.10B30.177,300CRWDCrowdStrike4.331 of 5 stars$428.06+2.5%$460.10+7.5%+70.9%$107.43B$3.95B-359.7110,118Trending NewsDOCUDocusign4.6384 of 5 stars$81.73+2.3%$94.14+15.2%+45.1%$16.51B$2.98B61.456,838Analyst UpgradeMETAMeta Platforms4.4057 of 5 stars$752.300.0%$822.41+9.3%+46.7%$1.89T$164.50B27.2474,067Trending NewsDividend AnnouncementInsider TradeROKURoku2.7621 of 5 stars$99.39+4.4%$100.36+1.0%+37.4%$14.64B$4.11B-236.643,340Trending NewsInsider TradeShort Interest ↓Gap UpZMZoom Communications4.555 of 5 stars$85.08+1.7%$90.30+6.1%+25.9%$25.74B$4.67B22.457,412Positive NewsInsider TradeBILLBILL3.8674 of 5 stars$50.04-2.9%$59.50+18.9%-1.0%$5.09B$1.46B-312.762,364Trending NewsAnalyst UpgradeNETCloudflare3.8284 of 5 stars$217.96+1.6%$191.28-12.2%+186.2%$75.96B$1.67B-641.074,263Positive NewsInsider TradePDPagerDuty3.754 of 5 stars$17.18+4.3%$18.70+8.9%-5.9%$1.60B$467.50M-107.351,242Short Interest ↓DDOGDatadog4.4173 of 5 stars$136.44+0.3%$153.10+12.2%+27.1%$47.58B$2.68B389.846,500Positive NewsInsider TradeShort Interest ↑ Related Companies and Tools Related Companies ABNB Alternatives CRWD Alternatives DOCU Alternatives META Alternatives ROKU Alternatives ZM Alternatives BILL Alternatives NET Alternatives PD Alternatives DDOG 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 9/12/2025 by MarketBeat.com Staff From Our PartnersStunning new initiative unfolding in the White House?what I just learned about what’s unfolding in the White House is truly stunning… And you need to see it for...Paradigm Press | SponsoredTrump’s national nightmare is herePorter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger ...Porter & Company | SponsoredIRS Wants Another Check on Sept 15th—What If You Could Keep It Instead?On September 15th, the IRS collects another round of quarterly tax payments—targeting self-employed profession...American Alternative | SponsoredForget NVDA. 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