Twilio (TWLO) Competitors $113.20 -4.12 (-3.51%) Closing price 07/11/2025 03:59 PM EasternExtended Trading$113.12 -0.09 (-0.08%) As of 07/11/2025 07:58 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 RBLXShould 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 Roblox (RBLX). Twilio vs. Its Competitors Airbnb CrowdStrike Meta Platforms Roku Zoom Communications BILL Cloudflare PagerDuty Shopify Roblox Twilio (NYSE:TWLO) and Airbnb (NASDAQ:ABNB) are related large-cap companies, but which is the better stock? We will contrast the two companies based on the strength of their dividends, valuation, risk, institutional ownership, analyst recommendations, media sentiment, earnings and profitability. Does the media prefer TWLO or ABNB? In the previous week, Airbnb had 19 more articles in the media than Twilio. MarketBeat recorded 36 mentions for Airbnb and 17 mentions for Twilio. Airbnb's average media sentiment score of 1.02 beat Twilio's score of 0.76 indicating that Airbnb is being referred to more favorably in the news media. Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment Twilio 11 Very Positive mention(s) 0 Positive mention(s) 4 Neutral mention(s) 0 Negative mention(s) 0 Very Negative mention(s) Positive Airbnb 22 Very Positive mention(s) 4 Positive mention(s) 2 Neutral mention(s) 2 Negative mention(s) 1 Very Negative mention(s) Positive Is TWLO or ABNB 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 Twilio-0.74% 2.25% 1.84% Airbnb 22.60%30.91%10.74% Do analysts recommend TWLO or ABNB? Twilio currently has a consensus target price of $126.39, indicating a potential upside of 11.65%. Airbnb has a consensus target price of $141.47, indicating a potential upside of 4.52%. Given Twilio's stronger consensus rating and higher possible upside, equities research 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) 7 Hold rating(s) 16 Buy rating(s) 1 Strong Buy rating(s) 2.68Airbnb 5 Sell rating(s) 16 Hold rating(s) 13 Buy rating(s) 2 Strong Buy rating(s) 2.33 Which has more risk & volatility, TWLO or ABNB? Twilio has a beta of 1.3, indicating that its stock price is 30% more volatile than the S&P 500. Comparatively, Airbnb has a beta of 1.13, indicating that its stock price is 13% more volatile than the S&P 500. Do institutionals and insiders believe in 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 large money managers, hedge funds and endowments believe a company will outperform the market over the long term. Which has preferable valuation & earnings, TWLO or ABNB? 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 RatioTwilio$4.58B3.77-$109.40M-$0.21-539.05Airbnb$11.23B7.55$2.65B$3.9634.18 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$17.28B$18.03B$27.57B$20.61BDividend YieldN/A2.45%3.11%3.72%P/E Ratio-539.0571.7336.9327.81Price / Sales3.7768.161,863.5840.76Price / Cash46.1190.7637.5522.32Price / Book2.178.437.284.57Net Income-$109.40M$337.83M$767.99M$989.30M7 Day Performance-5.99%-1.28%-0.26%0.20%1 Month Performance-0.09%7.40%6.06%5.53%1 Year Performance95.61%49.29%52,479.79%10.30% Twilio Competitors List Export to ExcelCompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)TWLOTwilio4.699 of 5 stars$113.20-3.5%$126.39+11.7%+95.6%$17.28B$4.58B-539.055,535Positive NewsInsider TradeABNBAirbnb3.2635 of 5 stars$136.72+0.2%$141.47+3.5%-7.8%$85.64B$11.10B34.537,300Positive NewsInsider TradeCRWDCrowdStrike4.4799 of 5 stars$502.28-2.3%$453.88-9.6%+28.9%$125.19B$3.95B-727.9410,118Trending NewsAnalyst ForecastInsider TradeMETAMeta Platforms3.5637 of 5 stars$721.22+0.3%$719.29-0.3%+43.8%$1.81T$164.50B28.1374,067Trending NewsAnalyst ForecastInsider TradeAnalyst RevisionROKURoku2.0726 of 5 stars$87.77-0.6%$90.37+3.0%+45.1%$12.81B$4.11B-120.233,340Trending NewsAnalyst ForecastInsider TradeAnalyst RevisionZMZoom Communications4.7351 of 5 stars$77.05-1.9%$87.00+12.9%+27.5%$23.31B$4.67B23.147,412Insider TradeBILLBILL4.4379 of 5 stars$47.47-1.5%$62.75+32.2%-12.6%$4.89B$1.29B-395.552,187Trending NewsNETCloudflare3.8397 of 5 stars$192.62+0.7%$145.92-24.2%+120.3%$66.76B$1.67B-837.474,263Trending NewsAnalyst ForecastInsider TradePDPagerDuty3.4186 of 5 stars$15.71-1.8%$19.50+24.2%-30.4%$1.43B$467.50M-39.261,242News CoverageSHOPShopify4.1797 of 5 stars$115.77-0.6%$115.66-0.1%+72.7%$150.20B$9.38B74.6911,600Positive NewsRBLXRoblox2.646 of 5 stars$107.44+3.7%$83.52-22.3%+160.5%$72.88B$3.84B-80.182,474Positive 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 RBLX 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 7/13/2025 by MarketBeat.com Staff From Our PartnersINVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting OffRight now, we’re witnessing a monumental shift in the world.Traders Agency | SponsoredThis Signal Only Flashes Once Every 4 Years – And It Just TriggeredThis same signal has appeared twice before in the past 8 years — both times, it kicked off major moves in cryp...Crypto Swap Profits | SponsoredMarket Panic: Trump Just Dropped a Bomb on Your Stockstock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tarif...American Alternative | SponsoredPresidential Bombshell: $150T Resource to Be Released as soon as this Summer?Something extraordinary is happening in Washington. 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