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Twilio (TWLO) Competitors

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$209.31 +0.00 (+0.00%)
Closing price 07/2/2026 03:59 PM Eastern
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$209.69 +0.38 (+0.18%)
As of 07/2/2026 07:59 PM Eastern
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TWLO vs. ABNB, CRWD, META, ROKU, and TEAM

Should you buy Twilio stock or one of its competitors? MarketBeat compares Twilio with other companies and stocks that may be similar based on industry, sector, market capitalization, business model, investor interest, or shared news coverage. Companies and stocks commonly compared with Twilio include Airbnb (ABNB), CrowdStrike (CRWD), Meta Platforms (META), Roku (ROKU), and Atlassian (TEAM).

How does Twilio compare to Airbnb?

Twilio (NYSE:TWLO) and Airbnb (NASDAQ:ABNB) are related large-cap companies, but which is the superior business? We will contrast the two companies based on the strength of their earnings, analyst recommendations, risk, valuation, institutional ownership, media sentiment, profitability and dividends.

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, 27.2% of Airbnb shares are held by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock is poised for long-term growth.

Airbnb has a net margin of 19.90% compared to Twilio's net margin of 1.96%. Airbnb's return on equity of 31.24% beat Twilio's return on equity.

Company Net Margins Return on Equity Return on Assets
Twilio1.96% 4.64% 3.76%
Airbnb 19.90%31.24%10.16%

Twilio currently has a consensus price target of $207.41, suggesting a potential downside of 0.91%. Airbnb has a consensus price target of $158.36, suggesting a potential upside of 6.33%. Given Airbnb's higher possible upside, analysts clearly believe Airbnb is more favorable than Twilio.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Twilio
1 Sell rating(s)
3 Hold rating(s)
18 Buy rating(s)
3 Strong Buy rating(s)
2.92
Airbnb
1 Sell rating(s)
13 Hold rating(s)
23 Buy rating(s)
2 Strong Buy rating(s)
2.67

Twilio has a beta of 1.36, meaning that its share price is 36% more volatile than the broader market. Comparatively, Airbnb has a beta of 1.14, meaning that its share price is 14% more volatile than the broader market.

In the previous week, Airbnb had 23 more articles in the media than Twilio. MarketBeat recorded 39 mentions for Airbnb and 16 mentions for Twilio. Airbnb's average media sentiment score of 0.91 beat Twilio's score of 0.91 indicating that Airbnb is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Twilio
9 Very Positive mention(s)
2 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Airbnb
20 Very Positive mention(s)
8 Positive mention(s)
6 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive

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 Ratio
Twilio$5.07B6.27$33.83M$0.64327.05
Airbnb$12.24B7.33$2.51B$4.0636.68

Summary

Airbnb beats Twilio on 12 of the 17 factors compared between the two stocks.

How does Twilio compare to CrowdStrike?

Twilio (NYSE:TWLO) and CrowdStrike (NASDAQ:CRWD) are both large-cap computer and technology companies, but which is the better investment? We will contrast the two companies based on the strength of their risk, earnings, media sentiment, analyst recommendations, institutional ownership, valuation, dividends and profitability.

Twilio presently has a consensus target price of $207.41, suggesting a potential downside of 0.91%. CrowdStrike has a consensus target price of $174.76, suggesting a potential downside of 9.91%. Given Twilio's stronger consensus rating and higher possible upside, analysts clearly believe Twilio is more favorable than CrowdStrike.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Twilio
1 Sell rating(s)
3 Hold rating(s)
18 Buy rating(s)
3 Strong Buy rating(s)
2.92
CrowdStrike
2 Sell rating(s)
14 Hold rating(s)
35 Buy rating(s)
0 Strong Buy rating(s)
2.65

Twilio has a net margin of 1.96% compared to CrowdStrike's net margin of -0.89%. Twilio's return on equity of 4.64% beat CrowdStrike's return on equity.

Company Net Margins Return on Equity Return on Assets
Twilio1.96% 4.64% 3.76%
CrowdStrike -0.89%2.29%0.94%

Twilio has a beta of 1.36, meaning that its stock price is 36% more volatile than the broader market. Comparatively, CrowdStrike has a beta of 1.24, meaning that its stock price is 24% more volatile than the broader market.

84.3% of Twilio shares are held by institutional investors. Comparatively, 71.2% of CrowdStrike shares are held by institutional investors. 0.2% of Twilio shares are held by insiders. Comparatively, 1.7% of CrowdStrike shares are held by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company is poised for long-term growth.

Twilio has higher revenue and earnings than CrowdStrike. CrowdStrike 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 Ratio
Twilio$5.07B6.27$33.83M$0.64327.05
CrowdStrike$4.81B41.05-$162.50M-$0.19N/A

In the previous week, CrowdStrike had 18 more articles in the media than Twilio. MarketBeat recorded 34 mentions for CrowdStrike and 16 mentions for Twilio. Twilio's average media sentiment score of 0.91 beat CrowdStrike's score of 0.27 indicating that Twilio is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Twilio
9 Very Positive mention(s)
2 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
CrowdStrike
12 Very Positive mention(s)
5 Positive mention(s)
8 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

Summary

Twilio beats CrowdStrike on 13 of the 17 factors compared between the two stocks.

How does Twilio compare to Meta Platforms?

Twilio (NYSE:TWLO) and Meta Platforms (NASDAQ:META) are both large-cap computer and technology companies, but which is the better business? We will compare the two businesses based on the strength of their earnings, analyst recommendations, dividends, institutional ownership, media sentiment, valuation, profitability and risk.

Meta Platforms has higher revenue and earnings than Twilio. Meta Platforms 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 Ratio
Twilio$5.07B6.27$33.83M$0.64327.05
Meta Platforms$200.97B7.34$60.46B$27.5121.19

Meta Platforms has a net margin of 32.84% compared to Twilio's net margin of 1.96%. Meta Platforms' return on equity of 36.93% beat Twilio's return on equity.

Company Net Margins Return on Equity Return on Assets
Twilio1.96% 4.64% 3.76%
Meta Platforms 32.84%36.93%23.09%

Twilio has a beta of 1.36, meaning that its share price is 36% more volatile than the broader market. Comparatively, Meta Platforms has a beta of 1.25, meaning that its share price is 25% more volatile than the broader market.

Twilio currently has a consensus price target of $207.41, indicating a potential downside of 0.91%. Meta Platforms has a consensus price target of $840.64, indicating a potential upside of 44.22%. Given Meta Platforms' higher probable upside, analysts plainly believe Meta Platforms is more favorable than Twilio.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Twilio
1 Sell rating(s)
3 Hold rating(s)
18 Buy rating(s)
3 Strong Buy rating(s)
2.92
Meta Platforms
1 Sell rating(s)
10 Hold rating(s)
34 Buy rating(s)
3 Strong Buy rating(s)
2.81

84.3% of Twilio shares are held by institutional investors. Comparatively, 79.9% of Meta Platforms shares are held by institutional investors. 0.2% of Twilio shares are held by company insiders. Comparatively, 13.5% of Meta Platforms shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company will outperform the market over the long term.

In the previous week, Meta Platforms had 118 more articles in the media than Twilio. MarketBeat recorded 134 mentions for Meta Platforms and 16 mentions for Twilio. Meta Platforms' average media sentiment score of 0.92 beat Twilio's score of 0.91 indicating that Meta Platforms is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Twilio
9 Very Positive mention(s)
2 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Meta Platforms
89 Very Positive mention(s)
6 Positive mention(s)
20 Neutral mention(s)
12 Negative mention(s)
5 Very Negative mention(s)
Positive

Summary

Meta Platforms beats Twilio on 12 of the 16 factors compared between the two stocks.

How does Twilio compare to Roku?

Twilio (NYSE:TWLO) and Roku (NASDAQ:ROKU) are related large-cap companies, but which is the better investment? We will compare the two companies based on the strength of their institutional ownership, analyst recommendations, media sentiment, risk, profitability, earnings, valuation and dividends.

Roku has lower revenue, but higher earnings than Twilio. Roku 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 Ratio
Twilio$5.07B6.27$33.83M$0.64327.05
Roku$4.74B4.43$88.36M$1.33107.09

Roku has a net margin of 4.06% compared to Twilio's net margin of 1.96%. Roku's return on equity of 7.64% beat Twilio's return on equity.

Company Net Margins Return on Equity Return on Assets
Twilio1.96% 4.64% 3.76%
Roku 4.06%7.64%4.61%

84.3% of Twilio shares are owned by institutional investors. Comparatively, 86.3% of Roku shares are owned by institutional investors. 0.2% of Twilio shares are owned by company insiders. Comparatively, 13.5% of Roku shares are owned by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock will outperform the market over the long term.

Twilio currently has a consensus price target of $207.41, indicating a potential downside of 0.91%. Roku has a consensus price target of $153.71, indicating a potential upside of 7.92%. Given Roku's higher probable upside, analysts plainly believe Roku is more favorable than Twilio.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Twilio
1 Sell rating(s)
3 Hold rating(s)
18 Buy rating(s)
3 Strong Buy rating(s)
2.92
Roku
0 Sell rating(s)
16 Hold rating(s)
11 Buy rating(s)
0 Strong Buy rating(s)
2.41

In the previous week, Roku had 6 more articles in the media than Twilio. MarketBeat recorded 22 mentions for Roku and 16 mentions for Twilio. Twilio's average media sentiment score of 0.91 beat Roku's score of 0.31 indicating that Twilio is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Twilio
9 Very Positive mention(s)
2 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Roku
8 Very Positive mention(s)
2 Positive mention(s)
7 Neutral mention(s)
2 Negative mention(s)
1 Very Negative mention(s)
Neutral

Twilio has a beta of 1.36, indicating that its stock price is 36% more volatile than the broader market. Comparatively, Roku has a beta of 2.01, indicating that its stock price is 101% more volatile than the broader market.

Summary

Roku beats Twilio on 10 of the 17 factors compared between the two stocks.

How does Twilio compare to Atlassian?

Atlassian (NASDAQ:TEAM) and Twilio (NYSE:TWLO) are both large-cap computer and technology companies, but which is the superior stock? We will compare the two businesses based on the strength of their analyst recommendations, profitability, institutional ownership, media sentiment, dividends, earnings, valuation and risk.

Atlassian currently has a consensus price target of $145.26, indicating a potential upside of 73.26%. Twilio has a consensus price target of $207.41, indicating a potential downside of 0.91%. Given Atlassian's higher probable upside, analysts clearly believe Atlassian is more favorable than Twilio.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Atlassian
1 Sell rating(s)
7 Hold rating(s)
21 Buy rating(s)
0 Strong Buy rating(s)
2.69
Twilio
1 Sell rating(s)
3 Hold rating(s)
18 Buy rating(s)
3 Strong Buy rating(s)
2.92

Twilio has a net margin of 1.96% compared to Atlassian's net margin of -3.50%. Atlassian's return on equity of 6.22% beat Twilio's return on equity.

Company Net Margins Return on Equity Return on Assets
Atlassian-3.50% 6.22% 1.37%
Twilio 1.96%4.64%3.76%

Atlassian has a beta of 1.11, meaning that its stock price is 11% more volatile than the broader market. Comparatively, Twilio has a beta of 1.36, meaning that its stock price is 36% more volatile than the broader market.

In the previous week, Atlassian and Atlassian both had 16 articles in the media. Twilio's average media sentiment score of 0.91 beat Atlassian's score of 0.73 indicating that Twilio is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Atlassian
10 Very Positive mention(s)
2 Positive mention(s)
0 Neutral mention(s)
1 Negative mention(s)
1 Very Negative mention(s)
Positive
Twilio
9 Very Positive mention(s)
2 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

94.5% of Atlassian shares are owned by institutional investors. Comparatively, 84.3% of Twilio shares are owned by institutional investors. 36.7% of Atlassian 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 stock will outperform the market over the long term.

Twilio has lower revenue, but higher earnings than Atlassian. Atlassian 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 Ratio
Atlassian$5.22B4.08-$256.69M-$0.83N/A
Twilio$5.07B6.27$33.83M$0.64327.05

Summary

Twilio beats Atlassian on 10 of the 16 factors compared between the two stocks.

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New MarketBeat Followers Over Time

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.
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Media Sentiment Over Time

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.
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TWLO vs. The Competition

MetricTwilioINTERNET SOFTWARE IndustryComputer SectorNYSE Exchange
Market Cap$31.77B$16.87B$38.23B$23.50B
Dividend YieldN/A3.50%3.17%3.98%
P/E Ratio327.0667.54170.4531.55
Price / Sales6.2739.35601.0022.16
Price / Cash32.1976.1945.6418.69
Price / Book4.086.759.634.81
Net Income$33.83M$385.08M$1.07B$1.07B
7 Day Performance5.32%3.64%-0.08%0.50%
1 Month Performance-7.54%2.79%0.41%4.72%
1 Year Performance73.83%-9.17%143.56%18.23%

Twilio Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
TWLO
Twilio
3.2056 of 5 stars
$209.31
+0.0%
$207.41
-0.9%
+73.8%$31.77B$5.07B327.065,587
ABNB
Airbnb
4.2628 of 5 stars
$147.17
+1.1%
$158.36
+7.6%
+9.1%$88.70B$12.24B36.258,200
CRWD
CrowdStrike
2.7458 of 5 stars
$742.91
+6.0%
$699.02
-5.9%
+51.0%$189.12B$5.09BN/A10,698
META
Meta Platforms
4.9965 of 5 stars
$562.60
+2.2%
$840.60
+49.4%
-18.7%$1.42T$200.97B20.4578,865
ROKU
Roku
3.0853 of 5 stars
$136.53
+0.8%
$153.71
+12.6%
+61.6%$20.13B$4.97B102.653,600

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This page (NYSE:TWLO) was last updated on 7/6/2026 by MarketBeat.com Staff.
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