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Twilio (TWLO) Competitors

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$299.99 +9.29 (+3.20%)
Closing price 03:59 PM Eastern
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$299.15 -0.84 (-0.28%)
As of 04:49 PM Eastern
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TWLO vs. ABNB, CRWD, META, ROKU, and TEAM

Should you buy Twilio stock or one of its competitors? Twilio's main competitors and comparable companies include Airbnb (ABNB), CrowdStrike (CRWD), Meta Platforms (META), Roku (ROKU), and Atlassian (TEAM). Companies are selected based on similarities in market, industry, and size.

How does Twilio compare to Airbnb?

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

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$5.07B9.09$33.83M$7.1841.78
Airbnb$13.16B6.89$2.51B$4.4034.41

84.3% of Twilio shares are owned by institutional investors. Comparatively, 80.8% of Airbnb shares are owned by institutional investors. 0.2% of Twilio shares are owned by company insiders. Comparatively, 27.2% of Airbnb shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock will outperform the market over the long term.

Twilio has a beta of 1.4, meaning that its stock price is 40% more volatile than the broader market. Comparatively, Airbnb has a beta of 1.16, meaning that its stock price is 16% more volatile than the broader market.

In the previous week, Airbnb had 11 more articles in the media than Twilio. MarketBeat recorded 29 mentions for Airbnb and 18 mentions for Twilio. Twilio's average media sentiment score of 0.90 beat Airbnb'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)
4 Positive mention(s)
3 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive
Airbnb
8 Very Positive mention(s)
4 Positive mention(s)
9 Neutral mention(s)
5 Negative mention(s)
1 Very Negative mention(s)
Neutral

Twilio currently has a consensus target price of $252.18, indicating a potential downside of 15.94%. Airbnb has a consensus target price of $182.71, indicating a potential upside of 20.66%. Given Airbnb's higher probable 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)
2 Hold rating(s)
22 Buy rating(s)
2 Strong Buy rating(s)
2.93
Airbnb
1 Sell rating(s)
12 Hold rating(s)
24 Buy rating(s)
3 Strong Buy rating(s)
2.73

Twilio has a net margin of 20.61% compared to Airbnb's net margin of 20.45%. Airbnb's return on equity of 33.38% beat Twilio's return on equity.

Company Net Margins Return on Equity Return on Assets
Twilio20.61% 5.09% 4.15%
Airbnb 20.45%33.38%10.67%

Summary

Airbnb beats Twilio on 9 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 technology companies, but which is the better stock? We will contrast the two businesses based on the strength of their risk, earnings, media sentiment, valuation, institutional ownership, dividends, analyst recommendations and profitability.

Twilio presently has a consensus target price of $252.18, indicating a potential downside of 15.94%. CrowdStrike has a consensus target price of $226.53, indicating a potential downside of 12.77%. Given CrowdStrike's higher probable upside, analysts clearly believe CrowdStrike 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)
22 Buy rating(s)
2 Strong Buy rating(s)
2.93
CrowdStrike
1 Sell rating(s)
13 Hold rating(s)
37 Buy rating(s)
0 Strong Buy rating(s)
2.71

Twilio has a beta of 1.4, meaning that its share price is 40% more volatile than the broader market. Comparatively, CrowdStrike has a beta of 1.26, meaning that its share price is 26% more volatile than the broader market.

Twilio has higher earnings, but lower revenue than CrowdStrike. Twilio is trading at a lower price-to-earnings ratio than CrowdStrike, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Twilio$5.07B9.09$33.83M$7.1841.78
CrowdStrike$5.40B49.28-$162.50M$0.046,492.45

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 endowments, large money managers and hedge funds believe a company will outperform the market over the long term.

In the previous week, CrowdStrike had 19 more articles in the media than Twilio. MarketBeat recorded 37 mentions for CrowdStrike and 18 mentions for Twilio. Twilio's average media sentiment score of 0.90 beat CrowdStrike's score of 0.30 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)
4 Positive mention(s)
3 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive
CrowdStrike
12 Very Positive mention(s)
10 Positive mention(s)
7 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Neutral

Twilio has a net margin of 20.61% compared to CrowdStrike's net margin of 0.70%. Twilio's return on equity of 5.09% beat CrowdStrike's return on equity.

Company Net Margins Return on Equity Return on Assets
Twilio20.61% 5.09% 4.15%
CrowdStrike 0.70%2.42%1.00%

Summary

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

How does Twilio compare to Meta Platforms?

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

Meta Platforms has a beta of 1.25, indicating that its stock price is 25% more volatile than the broader market. Comparatively, Twilio has a beta of 1.4, indicating that its stock price is 40% more volatile than the broader market.

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

In the previous week, Meta Platforms had 290 more articles in the media than Twilio. MarketBeat recorded 308 mentions for Meta Platforms and 18 mentions for Twilio. Twilio's average media sentiment score of 0.90 beat Meta Platforms' score of 0.88 indicating that Twilio is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Meta Platforms
194 Very Positive mention(s)
15 Positive mention(s)
58 Neutral mention(s)
25 Negative mention(s)
1 Very Negative mention(s)
Positive
Twilio
9 Very Positive mention(s)
4 Positive mention(s)
3 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive

Meta Platforms has a net margin of 29.83% compared to Twilio's net margin of 20.61%. Meta Platforms' return on equity of 33.18% beat Twilio's return on equity.

Company Net Margins Return on Equity Return on Assets
Meta Platforms29.83% 33.18% 20.07%
Twilio 20.61%5.09%4.15%

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
Meta Platforms$200.97B9.86$60.46B$26.5529.29
Twilio$5.07B9.09$33.83M$7.1841.78

Meta Platforms presently has a consensus price target of $793.16, suggesting a potential upside of 1.98%. Twilio has a consensus price target of $252.18, suggesting a potential downside of 15.94%. Given Meta Platforms' higher probable upside, equities analysts clearly believe Meta Platforms is more favorable than Twilio.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Meta Platforms
0 Sell rating(s)
8 Hold rating(s)
45 Buy rating(s)
3 Strong Buy rating(s)
2.91
Twilio
1 Sell rating(s)
2 Hold rating(s)
22 Buy rating(s)
2 Strong Buy rating(s)
2.93

Summary

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

How does Twilio compare to Roku?

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

In the previous week, Twilio had 8 more articles in the media than Roku. MarketBeat recorded 18 mentions for Twilio and 10 mentions for Roku. Twilio's average media sentiment score of 0.90 beat Roku's score of 0.45 indicating that Twilio is being referred to more favorably in the news media.

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

86.3% of Roku shares are owned by institutional investors. Comparatively, 84.3% of Twilio shares are owned by institutional investors. 13.5% of Roku shares are owned by insiders. Comparatively, 0.2% of Twilio shares are owned by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company is poised for long-term growth.

Roku currently has a consensus target price of $156.17, suggesting a potential upside of 1.81%. Twilio has a consensus target price of $252.18, suggesting a potential downside of 15.94%. Given Roku's higher possible upside, equities analysts plainly believe Roku is more favorable than Twilio.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Roku
0 Sell rating(s)
19 Hold rating(s)
7 Buy rating(s)
1 Strong Buy rating(s)
2.33
Twilio
1 Sell rating(s)
2 Hold rating(s)
22 Buy rating(s)
2 Strong Buy rating(s)
2.93

Roku has a beta of 2.05, suggesting that its share price is 105% more volatile than the broader market. Comparatively, Twilio has a beta of 1.4, suggesting that its share price is 40% more volatile than the broader market.

Roku has higher earnings, but lower revenue than Twilio. Twilio is trading at a lower price-to-earnings ratio than Roku, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Roku$4.74B4.81$88.36M$2.3465.55
Twilio$5.07B9.09$33.83M$7.1841.78

Twilio has a net margin of 20.61% compared to Roku's net margin of 6.82%. Roku's return on equity of 13.73% beat Twilio's return on equity.

Company Net Margins Return on Equity Return on Assets
Roku6.82% 13.73% 8.34%
Twilio 20.61%5.09%4.15%

Summary

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

How does Twilio compare to Atlassian?

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

Twilio has a beta of 1.4, suggesting that its share price is 40% more volatile than the broader market. Comparatively, Atlassian has a beta of 1.15, suggesting that its share price is 15% more volatile than the broader market.

Twilio presently has a consensus price target of $252.18, suggesting a potential downside of 15.94%. Atlassian has a consensus price target of $189.89, suggesting a potential downside of 1.47%. 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
Twilio
1 Sell rating(s)
2 Hold rating(s)
22 Buy rating(s)
2 Strong Buy rating(s)
2.93
Atlassian
1 Sell rating(s)
4 Hold rating(s)
25 Buy rating(s)
0 Strong Buy rating(s)
2.80

In the previous week, Atlassian had 2 more articles in the media than Twilio. MarketBeat recorded 20 mentions for Atlassian and 18 mentions for Twilio. Twilio's average media sentiment score of 0.90 beat Atlassian's score of 0.46 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)
4 Positive mention(s)
3 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive
Atlassian
6 Very Positive mention(s)
7 Positive mention(s)
4 Neutral mention(s)
1 Negative mention(s)
1 Very Negative mention(s)
Neutral

Twilio has higher earnings, but lower revenue 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
Twilio$5.07B9.09$33.83M$7.1841.78
Atlassian$6.57B7.44-$53.83M-$0.19N/A

84.3% of Twilio shares are held by institutional investors. Comparatively, 94.5% of Atlassian shares are held by institutional investors. 0.2% of Twilio shares are held by company insiders. Comparatively, 36.7% of Atlassian shares are held by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company is poised for long-term growth.

Twilio has a net margin of 20.61% compared to Atlassian's net margin of -0.82%. Atlassian's return on equity of 20.99% beat Twilio's return on equity.

Company Net Margins Return on Equity Return on Assets
Twilio20.61% 5.09% 4.15%
Atlassian -0.82%20.99%4.36%

Summary

Twilio beats Atlassian 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

MetricTwilioIT Services IndustryTechnology SectorNYSE Exchange
Market Cap$46.07B$11.13B$30.88B$22.84B
Dividend YieldN/A2.86%2.75%3.63%
P/E Ratio41.7814.1379.1327.96
Price / Sales9.0962.45586.6285.10
Price / Cash43.7646.2549.7038.68
Price / Book5.858.477.974.64
Net Income$33.83M$271.17M$702.99M$1.07B
7 Day Performance21.51%0.64%1.13%-1.84%
1 Month Performance34.93%-1.28%-1.38%-5.26%
1 Year Performance190.53%21.20%178.25%6.80%

Twilio Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
TWLO
Twilio
3.5144 of 5 stars
$299.99
+3.2%
$252.18
-15.9%
+180.2%$46.07B$5.07B41.785,587
ABNB
Airbnb
4.6282 of 5 stars
$166.84
+0.4%
$182.71
+9.5%
+21.1%$99.90B$13.16B37.928,200
CRWD
CrowdStrike
2.7814 of 5 stars
$249.35
+4.9%
$226.53
-9.2%
+116.9%$255.32B$5.40B6,233.7510,698
META
Meta Platforms
4.0196 of 5 stars
$741.24
+11.3%
$792.68
+6.9%
-1.5%$1.89T$200.97B27.9278,865
ROKU
Roku
2.986 of 5 stars
$154.33
+0.4%
$156.17
+1.2%
+55.0%$22.91B$4.74B65.953,600

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This page (NYSE:TWLO) was last updated on 9/24/2026 by MarketBeat.com Staff.
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