Twilio (TWLO) Competitors $120.41 +3.90 (+3.35%) Closing price 07/3/2025 03:55 PM EasternExtended Trading$120.41 0.00 (0.00%) As of 07/3/2025 04:53 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, META, ROKU, ZM, BILL, NET, PD, SHOP, and SNOWShould you be buying Twilio stock or one of its competitors? The main competitors of Twilio include Airbnb (ABNB), CrowdStrike (CRWD), Meta Platforms (META), Roku (ROKU), Zoom Communications (ZM), BILL (BILL), Cloudflare (NET), PagerDuty (PD), Shopify (SHOP), and Snowflake (SNOW). Twilio vs. Its Competitors Airbnb CrowdStrike Meta Platforms Roku Zoom Communications BILL Cloudflare PagerDuty Shopify Snowflake Airbnb (NASDAQ:ABNB) and Twilio (NYSE:TWLO) are related large-cap companies, but which is the superior business? We will contrast the two businesses based on the strength of their media sentiment, risk, institutional ownership, valuation, profitability, earnings, analyst recommendations and dividends. Do institutionals & insiders 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 insiders. Comparatively, 0.2% of Twilio shares are owned by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock is poised for long-term growth. 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% Which has stronger earnings & valuation, 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$11.10B7.70$2.65B$3.9634.47Twilio$4.46B4.12-$109.40M-$0.21-573.38 Do analysts rate ABNB or TWLO? Airbnb presently has a consensus target price of $141.23, suggesting a potential upside of 3.47%. Twilio has a consensus target price of $126.39, suggesting a potential upside of 4.97%. 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 Airbnb 5 Sell rating(s) 16 Hold rating(s) 13 Buy rating(s) 2 Strong Buy rating(s) 2.33Twilio 1 Sell rating(s) 7 Hold rating(s) 16 Buy rating(s) 1 Strong Buy rating(s) 2.68 Which has more volatility and risk, ABNB or TWLO? Airbnb has a beta of 1.13, indicating that its share price is 13% more volatile than the S&P 500. Comparatively, Twilio has a beta of 1.3, indicating that its share price is 30% more volatile than the S&P 500. Does the media favor ABNB or TWLO? In the previous week, Airbnb had 10 more articles in the media than Twilio. MarketBeat recorded 36 mentions for Airbnb and 26 mentions for Twilio. Airbnb's average media sentiment score of 1.31 beat Twilio's score of 1.11 indicating that Airbnb is being referred to more favorably in the media. Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment Airbnb 28 Very Positive mention(s) 5 Positive mention(s) 2 Neutral mention(s) 0 Negative mention(s) 0 Very Negative mention(s) Positive Twilio 20 Very Positive mention(s) 1 Positive mention(s) 3 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$18.38B$18.06B$27.57B$20.64BDividend YieldN/A2.53%3.12%3.74%P/E Ratio-573.3874.3037.0328.10Price / Sales4.12314.702,036.2754.30Price / Cash47.4791.7037.8322.31Price / Book2.318.687.254.59Net Income-$109.40M$337.50M$763.57M$986.06M7 Day Performance-2.04%3.58%2.69%2.79%1 Month Performance0.45%2.46%5.96%5.41%1 Year Performance113.38%67.59%52,290.41%14.62% Twilio Competitors List Export to ExcelCompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)TWLOTwilio4.1783 of 5 stars$120.41+3.3%$126.39+5.0%+113.1%$18.38B$4.46B-573.385,535Insider TradeABNBAirbnb3.396 of 5 stars$132.41-1.6%$141.23+6.7%-10.6%$82.94B$11.10B33.446,810Positive NewsCRWDCrowdStrike4.4866 of 5 stars$508.16+1.8%$453.88-10.7%+32.7%$126.66B$3.95B-736.4610,118Trending NewsInsider TradeMETAMeta Platforms3.9718 of 5 stars$738.21+0.6%$719.52-2.5%+40.6%$1.86T$170.36B28.7974,067Trending NewsAnalyst ForecastInsider TradeROKURoku3.0341 of 5 stars$88.21+1.5%$89.93+2.0%+41.5%$12.87B$4.11B-120.833,340Analyst ForecastZMZoom Communications4.6895 of 5 stars$77.91-0.6%$87.00+11.7%+33.2%$23.57B$4.67B23.408,480Positive NewsBILLBILL4.5047 of 5 stars$46.31+1.6%$62.75+35.5%-9.6%$4.77B$1.29B-385.882,187Trending NewsNETCloudflare3.7879 of 5 stars$194.83+0.4%$145.92-25.1%+126.2%$67.53B$1.67B-847.093,220Positive NewsInsider TradePDPagerDuty3.7754 of 5 stars$15.32+0.6%$19.50+27.3%-27.7%$1.40B$467.50M-38.301,242News CoverageSHOPShopify4.0321 of 5 stars$115.08+1.3%$115.66+0.5%+75.9%$149.30B$9.38B74.2511,600Positive NewsSNOWSnowflake3.9899 of 5 stars$223.28+0.3%$225.22+0.9%+54.9%$74.54B$3.63B-53.043,990Trending NewsInsider Trade Related Companies and Tools Related Companies ABNB Alternatives CRWD Alternatives META Alternatives ROKU Alternatives ZM Alternatives BILL Alternatives NET Alternatives PD Alternatives SHOP 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 7/4/2025 by MarketBeat.com Staff From Our PartnersThe Trump Dump is starting; Get out of stocks now?The first 365 days of the Trump presidency… Will be the best time to get rich in American history.Paradigm Press | SponsoredINVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting OffRight now, we’re witnessing a monumental shift in the world.Traders Agency | SponsoredElon’s NEXT Big IPO?Cancel your internet TODAY!? 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