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Twilio (TWLO) Competitors

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$191.43 +6.37 (+3.44%)
Closing price 07/24/2026 03:59 PM Eastern
Extended Trading
$190.73 -0.71 (-0.37%)
As of 07/24/2026 07:34 PM Eastern
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TWLO vs. ABNB, CRWD, META, ROKU, and ZM

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 Zoom Communications (ZM).

How does Twilio compare to Airbnb?

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

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$5.07B5.73$33.83M$0.64299.11
Airbnb$12.24B6.95$2.51B$4.0634.75

In the previous week, Airbnb had 11 more articles in the media than Twilio. MarketBeat recorded 36 mentions for Airbnb and 25 mentions for Twilio. Airbnb's average media sentiment score of 1.19 beat Twilio's score of 1.14 indicating that Airbnb is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Twilio
15 Very Positive mention(s)
4 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Airbnb
24 Very Positive mention(s)
5 Positive mention(s)
6 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

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 endowments, hedge funds and large money managers believe a company is poised for long-term growth.

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.

Twilio currently has a consensus target price of $219.23, suggesting a potential upside of 14.52%. Airbnb has a consensus target price of $159.65, suggesting a potential upside of 13.15%. Given Twilio's stronger consensus rating and higher probable upside, equities 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)
2 Hold rating(s)
19 Buy rating(s)
4 Strong Buy rating(s)
3.00
Airbnb
1 Sell rating(s)
13 Hold rating(s)
23 Buy rating(s)
2 Strong Buy rating(s)
2.67

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%

Summary

Airbnb beats Twilio on 11 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 compare the two businesses based on the strength of their earnings, risk, dividends, media sentiment, valuation, institutional ownership, profitability and analyst recommendations.

In the previous week, Twilio had 1 more articles in the media than CrowdStrike. MarketBeat recorded 25 mentions for Twilio and 24 mentions for CrowdStrike. Twilio's average media sentiment score of 1.14 beat CrowdStrike's score of 0.54 indicating that Twilio is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Twilio
15 Very Positive mention(s)
4 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
CrowdStrike
8 Very Positive mention(s)
9 Positive mention(s)
2 Neutral mention(s)
2 Negative mention(s)
1 Very Negative mention(s)
Positive

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$5.07B5.73$33.83M$0.64299.11
CrowdStrike$4.81B38.78-$162.50M-$0.05N/A

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

84.3% of Twilio shares are owned by institutional investors. Comparatively, 71.2% of CrowdStrike shares are owned by institutional investors. 0.2% of Twilio shares are owned by insiders. Comparatively, 1.7% of CrowdStrike shares are owned by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company will outperform the market over the long term.

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 currently has a consensus target price of $219.23, suggesting a potential upside of 14.52%. CrowdStrike has a consensus target price of $183.85, suggesting a potential upside of 0.32%. Given Twilio's stronger consensus rating and higher probable upside, equities 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)
2 Hold rating(s)
19 Buy rating(s)
4 Strong Buy rating(s)
3.00
CrowdStrike
2 Sell rating(s)
13 Hold rating(s)
35 Buy rating(s)
0 Strong Buy rating(s)
2.66

Summary

Twilio beats CrowdStrike on 14 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 companies based on the strength of their valuation, earnings, dividends, analyst recommendations, risk, profitability, media sentiment and institutional ownership.

84.3% of Twilio shares are owned by institutional investors. Comparatively, 79.9% of Meta Platforms shares are owned by institutional investors. 0.2% of Twilio shares are owned by company insiders. Comparatively, 13.5% of Meta Platforms shares are owned 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.

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$5.07B5.73$33.83M$0.64299.11
Meta Platforms$200.97B7.49$60.46B$27.5121.64

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 target price of $219.23, indicating a potential upside of 14.52%. Meta Platforms has a consensus target price of $835.64, indicating a potential upside of 40.40%. 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)
2 Hold rating(s)
19 Buy rating(s)
4 Strong Buy rating(s)
3.00
Meta Platforms
1 Sell rating(s)
8 Hold rating(s)
34 Buy rating(s)
5 Strong Buy rating(s)
2.90

In the previous week, Meta Platforms had 148 more articles in the media than Twilio. MarketBeat recorded 173 mentions for Meta Platforms and 25 mentions for Twilio. Twilio's average media sentiment score of 1.14 beat Meta Platforms' score of 0.91 indicating that Twilio is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Twilio
15 Very Positive mention(s)
4 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Meta Platforms
120 Very Positive mention(s)
5 Positive mention(s)
26 Neutral mention(s)
17 Negative mention(s)
2 Very Negative mention(s)
Positive

Summary

Meta Platforms beats Twilio on 12 of the 17 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 superior stock? We will contrast the two companies based on the strength of their earnings, valuation, profitability, institutional ownership, media sentiment, analyst recommendations, risk and dividends.

84.3% of Twilio shares are held by institutional investors. Comparatively, 86.3% of Roku shares are held by institutional investors. 0.2% of Twilio shares are held by insiders. Comparatively, 13.5% of Roku shares are held by 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.

Twilio presently has a consensus price target of $219.23, suggesting a potential upside of 14.52%. Roku has a consensus price target of $155.13, suggesting a potential upside of 9.27%. Given Twilio's stronger consensus rating and higher probable upside, research analysts plainly believe Twilio is more favorable than Roku.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Twilio
1 Sell rating(s)
2 Hold rating(s)
19 Buy rating(s)
4 Strong Buy rating(s)
3.00
Roku
0 Sell rating(s)
17 Hold rating(s)
10 Buy rating(s)
0 Strong Buy rating(s)
2.37

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$5.07B5.73$33.83M$0.64299.11
Roku$4.74B4.42$88.36M$1.33106.74

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

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%

In the previous week, Roku had 8 more articles in the media than Twilio. MarketBeat recorded 33 mentions for Roku and 25 mentions for Twilio. Twilio's average media sentiment score of 1.14 beat Roku's score of 0.75 indicating that Twilio is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Twilio
15 Very Positive mention(s)
4 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Roku
19 Very Positive mention(s)
2 Positive mention(s)
11 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Summary

Roku beats Twilio on 9 of the 17 factors compared between the two stocks.

How does Twilio compare to Zoom Communications?

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

In the previous week, Zoom Communications had 5 more articles in the media than Twilio. MarketBeat recorded 30 mentions for Zoom Communications and 25 mentions for Twilio. Twilio's average media sentiment score of 1.14 beat Zoom Communications' score of 1.07 indicating that Twilio is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Zoom Communications
20 Very Positive mention(s)
2 Positive mention(s)
5 Neutral mention(s)
0 Negative mention(s)
1 Very Negative mention(s)
Positive
Twilio
15 Very Positive mention(s)
4 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

66.5% of Zoom Communications shares are held by institutional investors. Comparatively, 84.3% of Twilio shares are held by institutional investors. 8.8% of Zoom Communications shares are held by company insiders. Comparatively, 0.2% of Twilio shares are held by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company will outperform the market over the long term.

Zoom Communications has a net margin of 41.99% compared to Twilio's net margin of 1.96%. Zoom Communications' return on equity of 11.87% beat Twilio's return on equity.

Company Net Margins Return on Equity Return on Assets
Zoom Communications41.99% 11.87% 9.69%
Twilio 1.96%4.64%3.76%

Zoom Communications currently has a consensus price target of $109.33, suggesting a potential upside of 24.26%. Twilio has a consensus price target of $219.23, suggesting a potential upside of 14.52%. Given Zoom Communications' higher possible upside, equities research analysts plainly believe Zoom Communications is more favorable than Twilio.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Zoom Communications
0 Sell rating(s)
12 Hold rating(s)
15 Buy rating(s)
0 Strong Buy rating(s)
2.56
Twilio
1 Sell rating(s)
2 Hold rating(s)
19 Buy rating(s)
4 Strong Buy rating(s)
3.00

Zoom Communications has higher earnings, but lower revenue than Twilio. Zoom Communications 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
Zoom Communications$4.87B5.30$1.90B$6.8112.92
Twilio$5.07B5.73$33.83M$0.64299.11

Zoom Communications has a beta of 1.01, suggesting that its stock price is 1% more volatile than the broader market. Comparatively, Twilio has a beta of 1.36, suggesting that its stock price is 36% more volatile than the broader market.

Summary

Twilio beats Zoom Communications on 9 of the 17 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$29.06B$16.88B$37.12B$23.58B
Dividend YieldN/A1.75%3.17%4.21%
P/E Ratio299.1263.44168.0530.98
Price / Sales5.7333.87596.1919.98
Price / Cash29.4475.5043.4032.09
Price / Book3.736.299.074.73
Net Income$33.83M$385.08M$1.07B$1.07B
7 Day Performance-7.76%-5.37%-1.81%-0.45%
1 Month Performance0.06%-2.58%-3.68%-0.41%
1 Year Performance46.14%-19.85%133.84%14.19%

Twilio Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
TWLO
Twilio
4.2544 of 5 stars
$191.43
+3.4%
$219.23
+14.5%
+46.1%$29.06B$5.07B299.125,587
ABNB
Airbnb
4.4562 of 5 stars
$144.94
-0.7%
$159.65
+10.2%
-0.1%$87.36B$12.24B35.708,200
CRWD
CrowdStrike
2.5849 of 5 stars
$198.49
-2.3%
$180.63
-9.0%
+56.7%$202.11B$4.81BN/A10,698
META
Meta Platforms
4.9522 of 5 stars
$645.85
0.0%
$830.45
+28.6%
-16.5%$1.63T$214.96B23.4878,865
ROKU
Roku
2.9958 of 5 stars
$144.13
-0.2%
$155.13
+7.6%
+57.5%$21.25B$4.74B108.373,600

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This page (NYSE:TWLO) was last updated on 7/26/2026 by MarketBeat.com Staff.
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