Twilio (TWLO) Competitors $121.55 +1.28 (+1.06%) Closing price 03:59 PM EasternExtended Trading$121.28 -0.27 (-0.22%) As of 07:16 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 better stock? We will compare the two companies based on the strength of their earnings, risk, analyst recommendations, profitability, institutional ownership, dividends, media sentiment and valuation. Do insiders and institutionals hold more shares of ABNB or TWLO? 80.8% of Airbnb shares are owned by institutional investors. Comparatively, 84.3% of Twilio shares are owned by institutional investors. 27.8% of Airbnb shares are owned by company insiders. Comparatively, 4.5% of Twilio shares are owned by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock will outperform the market over the long term. Which has more risk and volatility, ABNB or TWLO? Airbnb has a beta of 1.13, suggesting that its share price is 13% more volatile than the S&P 500. Comparatively, Twilio has a beta of 1.3, suggesting 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 32 mentions for Airbnb and 22 mentions for Twilio. Airbnb's average media sentiment score of 1.19 beat Twilio's score of 1.18 indicating that Airbnb is being referred to more favorably in the media. Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment Airbnb 22 Very Positive mention(s) 6 Positive mention(s) 3 Neutral mention(s) 0 Negative mention(s) 0 Very Negative mention(s) Positive Twilio 18 Very Positive mention(s) 0 Positive mention(s) 2 Neutral mention(s) 0 Negative mention(s) 0 Very Negative mention(s) Positive Which has preferable earnings and 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$11.10B7.73$2.65B$3.9634.60Twilio$4.46B4.16-$109.40M-$0.21-578.81 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% Do analysts prefer ABNB or TWLO? Airbnb presently has a consensus price target of $141.47, suggesting a potential upside of 3.26%. Twilio has a consensus price target of $126.39, suggesting a potential upside of 3.98%. Given Twilio's stronger consensus rating and higher probable 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 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$18.56B$18.39B$27.40B$20.45BDividend YieldN/A2.46%3.13%3.72%P/E Ratio-578.8174.3136.8927.83Price / Sales4.1666.822,027.3346.02Price / Cash49.0186.8534.7718.22Price / Book2.338.697.244.59Net Income-$109.40M$339.44M$763.56M$982.91M7 Day Performance-2.43%1.67%1.70%1.73%1 Month Performance-0.25%1.51%5.16%4.26%1 Year Performance111.91%64.30%52,368.05%14.35% Twilio Competitors List Export to ExcelCompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)TWLOTwilio4.1357 of 5 stars$121.55+1.1%$126.39+4.0%+109.9%$18.56B$4.46B-578.815,535Positive NewsABNBAirbnb3.3526 of 5 stars$132.41-1.6%$141.23+6.7%-10.5%$82.94B$11.10B33.446,810Positive NewsAnalyst ForecastCRWDCrowdStrike4.3516 of 5 stars$508.16+1.8%$453.88-10.7%+31.8%$126.66B$3.95B-736.4610,118Positive NewsAnalyst DowngradeMETAMeta Platforms3.9225 of 5 stars$738.21+0.6%$719.52-2.5%+32.8%$1.86T$170.36B28.7974,067Positive NewsROKURoku2.7895 of 5 stars$88.21+1.5%$89.93+2.0%+42.0%$12.87B$4.11B-120.833,340Trending NewsZMZoom Communications4.6472 of 5 stars$77.91-0.6%$87.00+11.7%+34.1%$23.57B$4.67B23.408,480Analyst UpgradeBILLBILL4.4603 of 5 stars$46.31+1.6%$62.75+35.5%-8.7%$4.77B$1.29B-385.882,187NETCloudflare3.7398 of 5 stars$194.83+0.4%$145.92-25.1%+119.9%$67.53B$1.67B-847.093,220Positive NewsPDPagerDuty3.7326 of 5 stars$15.32+0.6%$19.50+27.3%-26.7%$1.40B$467.50M-38.301,242Positive NewsSHOPShopify3.9677 of 5 stars$115.08+1.3%$115.66+0.5%+73.7%$149.30B$9.38B74.2511,600Positive NewsSNOWSnowflake3.9409 of 5 stars$223.28+0.3%$225.22+0.9%+54.6%$74.54B$3.63B-53.043,990 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 7/7/2025 by MarketBeat.com Staff From Our PartnersA grave, grave error.I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. 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