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Twilio (TWLO) Competitors

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$121.55 +1.28 (+1.06%)
Closing price 03:59 PM Eastern
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$121.28 -0.27 (-0.22%)
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TWLO vs. ABNB, CRWD, META, ROKU, ZM, BILL, NET, PD, SHOP, and SNOW

Should 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 (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.

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.

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.

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

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 Ratio
Airbnb$11.10B7.73$2.65B$3.9634.60
Twilio$4.46B4.16-$109.40M-$0.21-578.81

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%

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)
2.33
Twilio
1 Sell rating(s)
7 Hold rating(s)
16 Buy rating(s)
1 Strong Buy rating(s)
2.68

Summary

Airbnb beats Twilio on 12 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$18.56B$18.39B$27.40B$20.45B
Dividend YieldN/A2.46%3.13%3.72%
P/E Ratio-578.8174.3136.8927.83
Price / Sales4.1666.822,027.3346.02
Price / Cash49.0186.8534.7718.22
Price / Book2.338.697.244.59
Net Income-$109.40M$339.44M$763.56M$982.91M
7 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

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
TWLO
Twilio
4.1357 of 5 stars
$121.55
+1.1%
$126.39
+4.0%
+109.9%$18.56B$4.46B-578.815,535Positive News
ABNB
Airbnb
3.3526 of 5 stars
$132.41
-1.6%
$141.23
+6.7%
-10.5%$82.94B$11.10B33.446,810Positive News
Analyst Forecast
CRWD
CrowdStrike
4.3516 of 5 stars
$508.16
+1.8%
$453.88
-10.7%
+31.8%$126.66B$3.95B-736.4610,118Positive News
Analyst Downgrade
META
Meta Platforms
3.9225 of 5 stars
$738.21
+0.6%
$719.52
-2.5%
+32.8%$1.86T$170.36B28.7974,067Positive News
ROKU
Roku
2.7895 of 5 stars
$88.21
+1.5%
$89.93
+2.0%
+42.0%$12.87B$4.11B-120.833,340Trending News
ZM
Zoom Communications
4.6472 of 5 stars
$77.91
-0.6%
$87.00
+11.7%
+34.1%$23.57B$4.67B23.408,480Analyst Upgrade
BILL
BILL
4.4603 of 5 stars
$46.31
+1.6%
$62.75
+35.5%
-8.7%$4.77B$1.29B-385.882,187
NET
Cloudflare
3.7398 of 5 stars
$194.83
+0.4%
$145.92
-25.1%
+119.9%$67.53B$1.67B-847.093,220Positive News
PD
PagerDuty
3.7326 of 5 stars
$15.32
+0.6%
$19.50
+27.3%
-26.7%$1.40B$467.50M-38.301,242Positive News
SHOP
Shopify
3.9677 of 5 stars
$115.08
+1.3%
$115.66
+0.5%
+73.7%$149.30B$9.38B74.2511,600Positive News
SNOW
Snowflake
3.9409 of 5 stars
$223.28
+0.3%
$225.22
+0.9%
+54.6%$74.54B$3.63B-53.043,990

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This page (NYSE:TWLO) was last updated on 7/7/2025 by MarketBeat.com Staff
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