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Twilio (TWLO) Competitors

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$237.64 -11.78 (-4.72%)
Closing price 08/14/2026 03:59 PM Eastern
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$239.42 +1.78 (+0.75%)
As of 08/14/2026 07:58 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?

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

Airbnb currently has a consensus price target of $172.00, indicating a potential downside of 6.55%. Twilio has a consensus price target of $249.68, indicating a potential upside of 5.07%. Given Twilio's stronger consensus rating and higher possible upside, analysts plainly believe Twilio is more favorable than Airbnb.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Airbnb
2 Sell rating(s)
12 Hold rating(s)
23 Buy rating(s)
2 Strong Buy rating(s)
2.64
Twilio
1 Sell rating(s)
2 Hold rating(s)
21 Buy rating(s)
3 Strong Buy rating(s)
2.96

80.8% of Airbnb shares are held by institutional investors. Comparatively, 84.3% of Twilio shares are held by institutional investors. 27.2% of Airbnb 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 stock will outperform the market over the long term.

In the previous week, Airbnb had 41 more articles in the media than Twilio. MarketBeat recorded 74 mentions for Airbnb and 33 mentions for Twilio. Airbnb's average media sentiment score of 0.61 beat Twilio's score of 0.61 indicating that Airbnb is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Airbnb
31 Very Positive mention(s)
14 Positive mention(s)
15 Neutral mention(s)
2 Negative mention(s)
4 Very Negative mention(s)
Positive
Twilio
12 Very Positive mention(s)
5 Positive mention(s)
15 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

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
Airbnb20.45% 33.38% 10.67%
Twilio 20.61%5.09%4.15%

Airbnb has a beta of 1.14, meaning that its share price is 14% more volatile than the broader market. Comparatively, Twilio has a beta of 1.37, meaning that its share price is 37% more volatile than the broader market.

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$13.16B8.43$2.51B$4.4041.83
Twilio$5.57B6.47$33.83M$7.1833.10

Summary

Airbnb beats Twilio on 10 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 analyst recommendations, media sentiment, institutional ownership, profitability, valuation, dividends, earnings and risk.

Twilio has a net margin of 20.61% compared to CrowdStrike's net margin of -0.89%. 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 -0.89%2.29%0.94%

Twilio presently has a consensus target price of $249.68, suggesting a potential upside of 5.07%. CrowdStrike has a consensus target price of $187.91, suggesting a potential downside of 13.39%. Given Twilio's stronger consensus rating and higher probable upside, equities analysts plainly 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)
21 Buy rating(s)
3 Strong Buy rating(s)
2.96
CrowdStrike
2 Sell rating(s)
13 Hold rating(s)
36 Buy rating(s)
0 Strong Buy rating(s)
2.67

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 company insiders. Comparatively, 1.7% of CrowdStrike shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock is poised for long-term growth.

Twilio has a beta of 1.37, suggesting that its share price is 37% 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.

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$5.57B6.47$33.83M$7.1833.10
CrowdStrike$5.09B43.37-$162.50M-$0.05N/A

In the previous week, Twilio had 4 more articles in the media than CrowdStrike. MarketBeat recorded 33 mentions for Twilio and 29 mentions for CrowdStrike. Twilio's average media sentiment score of 0.61 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
12 Very Positive mention(s)
5 Positive mention(s)
15 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
CrowdStrike
14 Very Positive mention(s)
4 Positive mention(s)
5 Neutral mention(s)
1 Negative mention(s)
1 Very Negative mention(s)
Positive

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 related large-cap companies, but which is the superior stock? We will compare the two companies based on the strength of their earnings, institutional ownership, media sentiment, risk, valuation, dividends, profitability and analyst recommendations.

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 insiders. Comparatively, 13.5% of Meta Platforms shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock is poised for long-term growth.

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$5.57B6.47$33.83M$7.1833.10
Meta Platforms$200.97B7.48$60.46B$26.5522.22

In the previous week, Meta Platforms had 105 more articles in the media than Twilio. MarketBeat recorded 138 mentions for Meta Platforms and 33 mentions for Twilio. Meta Platforms' average media sentiment score of 0.63 beat Twilio's score of 0.61 indicating that Meta Platforms is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Twilio
12 Very Positive mention(s)
5 Positive mention(s)
15 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Meta Platforms
77 Very Positive mention(s)
8 Positive mention(s)
23 Neutral mention(s)
20 Negative mention(s)
6 Very Negative mention(s)
Positive

Twilio has a beta of 1.37, meaning that its stock price is 37% more volatile than the broader market. Comparatively, Meta Platforms has a beta of 1.25, meaning that its stock price is 25% more volatile than the broader market.

Twilio presently has a consensus price target of $249.68, indicating a potential upside of 5.07%. Meta Platforms has a consensus price target of $785.32, indicating a potential upside of 33.14%. 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)
21 Buy rating(s)
3 Strong Buy rating(s)
2.96
Meta Platforms
0 Sell rating(s)
8 Hold rating(s)
35 Buy rating(s)
4 Strong Buy rating(s)
2.91

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
Twilio20.61% 5.09% 4.15%
Meta Platforms 29.83%33.18%20.07%

Summary

Meta Platforms beats Twilio on 13 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 better business? We will contrast the two companies based on the strength of their analyst recommendations, institutional ownership, earnings, dividends, media sentiment, risk, valuation and profitability.

84.3% of Twilio shares are owned by institutional investors. Comparatively, 86.3% of Roku shares are owned by institutional investors. 0.2% of Twilio shares are owned by company insiders. Comparatively, 13.5% of Roku shares are owned 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, Roku had 10 more articles in the media than Twilio. MarketBeat recorded 43 mentions for Roku and 33 mentions for Twilio. Roku's average media sentiment score of 0.65 beat Twilio's score of 0.61 indicating that Roku is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Twilio
12 Very Positive mention(s)
5 Positive mention(s)
15 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Roku
10 Very Positive mention(s)
11 Positive mention(s)
13 Neutral mention(s)
2 Negative mention(s)
1 Very Negative mention(s)
Positive

Roku has lower revenue, but higher earnings 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
Twilio$5.57B6.47$33.83M$7.1833.10
Roku$5.21B4.46$88.36M$2.3467.38

Twilio currently has a consensus target price of $249.68, suggesting a potential upside of 5.07%. Roku has a consensus target price of $156.17, suggesting a potential downside of 0.96%. Given Twilio's stronger consensus rating and higher probable upside, equities 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)
21 Buy rating(s)
3 Strong Buy rating(s)
2.96
Roku
0 Sell rating(s)
19 Hold rating(s)
7 Buy rating(s)
1 Strong Buy rating(s)
2.33

Twilio has a beta of 1.37, suggesting that its share price is 37% more volatile than the broader market. Comparatively, Roku has a beta of 2.01, suggesting that its share price is 101% more volatile than the broader market.

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
Twilio20.61% 5.09% 4.15%
Roku 6.82%13.73%8.34%

Summary

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

How does Twilio compare to Atlassian?

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

Twilio has a net margin of 20.61% compared to Atlassian's net margin of -0.82%. Atlassian's return on equity of 20.07% beat Twilio's return on equity.

Company Net Margins Return on Equity Return on Assets
Atlassian-0.82% 20.07% 4.41%
Twilio 20.61%5.09%4.15%

Atlassian currently has a consensus price target of $176.27, indicating a potential upside of 8.66%. Twilio has a consensus price target of $249.68, indicating a potential upside of 5.07%. Given Atlassian's higher possible upside, equities analysts plainly believe Atlassian is more favorable than Twilio.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Atlassian
1 Sell rating(s)
4 Hold rating(s)
24 Buy rating(s)
0 Strong Buy rating(s)
2.79
Twilio
1 Sell rating(s)
2 Hold rating(s)
21 Buy rating(s)
3 Strong Buy rating(s)
2.96

In the previous week, Atlassian had 1 more articles in the media than Twilio. MarketBeat recorded 34 mentions for Atlassian and 33 mentions for Twilio. Atlassian's average media sentiment score of 0.82 beat Twilio's score of 0.61 indicating that Atlassian is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Atlassian
18 Very Positive mention(s)
4 Positive mention(s)
8 Neutral mention(s)
3 Negative mention(s)
0 Very Negative mention(s)
Positive
Twilio
12 Very Positive mention(s)
5 Positive mention(s)
15 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

94.5% of Atlassian shares are held by institutional investors. Comparatively, 84.3% of Twilio shares are held by institutional investors. 36.7% of Atlassian 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 stock will outperform the market over the long term.

Atlassian has a beta of 1.05, indicating that its share price is 5% more volatile than the broader market. Comparatively, Twilio has a beta of 1.37, indicating that its share price is 37% more volatile than the broader market.

Twilio has lower revenue, but higher earnings 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
Atlassian$6.57B6.26-$53.83M-$0.19N/A
Twilio$5.57B6.47$33.83M$7.1833.10

Summary

Atlassian beats Twilio 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$37.86B$11.69B$30.61B$24.30B
Dividend YieldN/A2.81%2.73%3.68%
P/E Ratio33.1014.1775.9630.85
Price / Sales6.4771.80602.6966.92
Price / Cash38.3645.9153.7232.80
Price / Book4.0224.509.606.82
Net Income$33.83M$271.20M$683.09M$1.06B
7 Day Performance-1.39%2.13%1.45%0.55%
1 Month Performance12.10%3.35%2.77%2.90%
1 Year Performance124.66%33.84%199.73%19.10%

Twilio Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
TWLO
Twilio
3.9943 of 5 stars
$237.64
-4.7%
$249.68
+5.1%
+135.7%$37.86B$5.57B33.105,587
ABNB
Airbnb
3.9277 of 5 stars
$184.70
+3.7%
$172.00
-6.9%
+47.7%$111.32B$12.24B41.988,200
CRWD
CrowdStrike
3.3937 of 5 stars
$225.16
+5.0%
$185.78
-17.5%
+104.3%$229.27B$4.81BN/A10,698
META
Meta Platforms
4.9909 of 5 stars
$594.92
+0.5%
$785.32
+32.0%
-24.6%$1.52T$200.97B22.4178,865
ROKU
Roku
2.0025 of 5 stars
$151.84
-0.8%
$156.25
+2.9%
+80.2%$22.39B$4.74B64.893,600

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This page (NYSE:TWLO) was last updated on 8/15/2026 by MarketBeat.com Staff.
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