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Twilio (TWLO) Competitors

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$204.46 +0.38 (+0.18%)
Closing price 06/12/2026 03:59 PM Eastern
Extended Trading
$205.06 +0.60 (+0.30%)
As of 06/12/2026 07:54 PM Eastern
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TWLO vs. ABNB, CRWD, DOCU, META, and ROKU

Should you buy Twilio stock or one of its competitors? MarketBeat compares Twilio with other companies and stocks that may be similar based on industry, sector, market capitalization, business model, investor interest, or shared news coverage. Companies and stocks commonly compared with Twilio include Airbnb (ABNB), CrowdStrike (CRWD), Docusign (DOCU), Meta Platforms (META), and Roku (ROKU).

How does Twilio compare to Airbnb?

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

Twilio currently has a consensus price target of $198.24, suggesting a potential downside of 3.04%. Airbnb has a consensus price target of $157.76, suggesting a potential upside of 19.26%. Given Airbnb's higher probable upside, analysts plainly believe Airbnb is more favorable than Twilio.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Twilio
1 Sell rating(s)
3 Hold rating(s)
18 Buy rating(s)
2 Strong Buy rating(s)
2.88
Airbnb
1 Sell rating(s)
13 Hold rating(s)
22 Buy rating(s)
2 Strong Buy rating(s)
2.66

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

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$5.07B6.12$33.83M$0.64319.46
Airbnb$12.24B6.51$2.51B$4.0632.58

In the previous week, Airbnb had 26 more articles in the media than Twilio. MarketBeat recorded 41 mentions for Airbnb and 15 mentions for Twilio. Airbnb's average media sentiment score of 1.10 beat Twilio's score of 0.87 indicating that Airbnb is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Twilio
7 Very Positive mention(s)
4 Positive mention(s)
1 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive
Airbnb
29 Very Positive mention(s)
5 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Twilio has a beta of 1.39, meaning that its share price is 39% more volatile than the broader market. Comparatively, Airbnb has a beta of 1.16, meaning that its share price is 16% more volatile than the broader market.

Airbnb has a net margin of 19.90% compared to Twilio's net margin of 1.96%. Airbnb's return on equity of 31.24% beat Twilio's return on equity.

Company Net Margins Return on Equity Return on Assets
Twilio1.96% 4.64% 3.76%
Airbnb 19.90%31.24%10.16%

Summary

Airbnb beats Twilio on 12 of the 16 factors compared between the two stocks.

How does Twilio compare to CrowdStrike?

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

In the previous week, CrowdStrike had 32 more articles in the media than Twilio. MarketBeat recorded 47 mentions for CrowdStrike and 15 mentions for Twilio. Twilio's average media sentiment score of 0.87 beat CrowdStrike's score of 0.15 indicating that Twilio is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
CrowdStrike
12 Very Positive mention(s)
7 Positive mention(s)
10 Neutral mention(s)
3 Negative mention(s)
6 Very Negative mention(s)
Neutral
Twilio
7 Very Positive mention(s)
4 Positive mention(s)
1 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive

CrowdStrike presently has a consensus target price of $692.71, suggesting a potential upside of 1.45%. Twilio has a consensus target price of $198.24, suggesting a potential downside of 3.04%. Given CrowdStrike's higher possible upside, equities research analysts plainly believe CrowdStrike is more favorable than Twilio.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
CrowdStrike
2 Sell rating(s)
13 Hold rating(s)
36 Buy rating(s)
0 Strong Buy rating(s)
2.67
Twilio
1 Sell rating(s)
3 Hold rating(s)
18 Buy rating(s)
2 Strong Buy rating(s)
2.88

CrowdStrike 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 1.39, indicating that its stock price is 39% more volatile than the broader market.

Twilio has a net margin of 1.96% compared to CrowdStrike's net margin of -0.89%. Twilio's return on equity of 4.64% beat CrowdStrike's return on equity.

Company Net Margins Return on Equity Return on Assets
CrowdStrike-0.89% 2.29% 0.94%
Twilio 1.96%4.64%3.76%

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
CrowdStrike$4.81B36.12-$162.50M-$0.19N/A
Twilio$5.07B6.12$33.83M$0.64319.46

71.2% of CrowdStrike shares are owned by institutional investors. Comparatively, 84.3% of Twilio shares are owned by institutional investors. 1.7% of CrowdStrike shares are owned by company insiders. Comparatively, 0.2% of Twilio shares are owned 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.

Summary

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

How does Twilio compare to Docusign?

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

Twilio presently has a consensus price target of $198.24, suggesting a potential downside of 3.04%. Docusign has a consensus price target of $60.27, suggesting a potential upside of 33.84%. Given Docusign's higher possible upside, analysts clearly believe Docusign is more favorable than Twilio.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Twilio
1 Sell rating(s)
3 Hold rating(s)
18 Buy rating(s)
2 Strong Buy rating(s)
2.88
Docusign
1 Sell rating(s)
15 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.11

In the previous week, Twilio had 4 more articles in the media than Docusign. MarketBeat recorded 15 mentions for Twilio and 11 mentions for Docusign. Docusign's average media sentiment score of 1.20 beat Twilio's score of 0.87 indicating that Docusign is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Twilio
7 Very Positive mention(s)
4 Positive mention(s)
1 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive
Docusign
8 Very Positive mention(s)
1 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

84.3% of Twilio shares are held by institutional investors. Comparatively, 77.6% of Docusign shares are held by institutional investors. 0.2% of Twilio shares are held by insiders. Comparatively, 0.6% of Docusign shares are held by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company is poised for long-term growth.

Twilio has a beta of 1.39, meaning that its stock price is 39% more volatile than the broader market. Comparatively, Docusign has a beta of 0.92, meaning that its stock price is 8% less volatile than the broader market.

Docusign has lower revenue, but higher earnings than Twilio. Docusign 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$5.07B6.12$33.83M$0.64319.46
Docusign$3.22B2.67$309.08M$1.5429.24

Docusign has a net margin of 9.59% compared to Twilio's net margin of 1.96%. Docusign's return on equity of 17.48% beat Twilio's return on equity.

Company Net Margins Return on Equity Return on Assets
Twilio1.96% 4.64% 3.76%
Docusign 9.59%17.48%8.34%

Summary

Twilio beats Docusign on 9 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 both large-cap computer and technology companies, but which is the better investment? We will compare the two businesses based on the strength of their earnings, analyst recommendations, valuation, institutional ownership, media sentiment, dividends, risk and profitability.

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$5.07B6.12$33.83M$0.64319.46
Meta Platforms$200.97B7.14$60.46B$27.5120.61

In the previous week, Meta Platforms had 203 more articles in the media than Twilio. MarketBeat recorded 218 mentions for Meta Platforms and 15 mentions for Twilio. Meta Platforms' average media sentiment score of 0.95 beat Twilio's score of 0.87 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
7 Very Positive mention(s)
4 Positive mention(s)
1 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive
Meta Platforms
145 Very Positive mention(s)
12 Positive mention(s)
31 Neutral mention(s)
26 Negative mention(s)
2 Very Negative mention(s)
Positive

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

Twilio has a beta of 1.39, meaning that its share price is 39% more volatile than the broader market. Comparatively, Meta Platforms has a beta of 1.23, meaning that its share price is 23% more volatile than the broader market.

Twilio currently has a consensus target price of $198.24, suggesting a potential downside of 3.04%. Meta Platforms has a consensus target price of $840.60, suggesting a potential upside of 48.26%. 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)
3 Hold rating(s)
18 Buy rating(s)
2 Strong Buy rating(s)
2.88
Meta Platforms
1 Sell rating(s)
9 Hold rating(s)
35 Buy rating(s)
3 Strong Buy rating(s)
2.83

Meta Platforms has a net margin of 32.84% compared to Twilio's net margin of 1.96%. Meta Platforms' return on equity of 36.93% beat Twilio's return on equity.

Company Net Margins Return on Equity Return on Assets
Twilio1.96% 4.64% 3.76%
Meta Platforms 32.84%36.93%23.09%

Summary

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

Roku has higher earnings, but lower revenue than Twilio. Roku 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
Roku$4.74B4.47$88.36M$1.33108.02
Twilio$5.07B6.12$33.83M$0.64319.46

Roku has a beta of 2.06, suggesting that its stock price is 106% more volatile than the broader market. Comparatively, Twilio has a beta of 1.39, suggesting that its stock price is 39% more volatile than the broader market.

Roku has a net margin of 4.06% compared to Twilio's net margin of 1.96%. Roku's return on equity of 7.64% beat Twilio's return on equity.

Company Net Margins Return on Equity Return on Assets
Roku4.06% 7.64% 4.61%
Twilio 1.96%4.64%3.76%

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, large money managers and hedge funds believe a company is poised for long-term growth.

In the previous week, Roku had 34 more articles in the media than Twilio. MarketBeat recorded 49 mentions for Roku and 15 mentions for Twilio. Twilio's average media sentiment score of 0.87 beat Roku's score of 0.67 indicating that Twilio is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Roku
22 Very Positive mention(s)
9 Positive mention(s)
12 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Twilio
7 Very Positive mention(s)
4 Positive mention(s)
1 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive

Roku currently has a consensus price target of $146.96, suggesting a potential upside of 2.30%. Twilio has a consensus price target of $198.24, suggesting a potential downside of 3.04%. Given Roku's higher probable upside, 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)
4 Hold rating(s)
22 Buy rating(s)
0 Strong Buy rating(s)
2.85
Twilio
1 Sell rating(s)
3 Hold rating(s)
18 Buy rating(s)
2 Strong Buy rating(s)
2.88

Summary

Roku beats Twilio on 11 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$31.03B$16.25B$38.78B$23.31B
Dividend YieldN/A3.04%3.16%4.05%
P/E Ratio319.4761.9680.7631.31
Price / Sales6.1240.27631.70100.04
Price / Cash31.3870.8049.0218.65
Price / Book3.986.129.824.69
Net Income$33.83M$384.51M$1.07B$1.08B
7 Day Performance-3.97%-2.21%0.15%2.07%
1 Month Performance3.32%0.98%5.98%3.44%
1 Year Performance80.45%-5.90%160.43%24.11%

Twilio Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
TWLO
Twilio
3.6349 of 5 stars
$204.46
+0.2%
$198.24
-3.0%
+80.4%$31.03B$5.07B319.475,587
ABNB
Airbnb
4.5697 of 5 stars
$137.87
+3.4%
$157.67
+14.4%
-2.4%$83.10B$12.24B33.968,200
CRWD
CrowdStrike
3.2385 of 5 stars
$782.17
+7.0%
$571.41
-26.9%
+42.1%$198.37B$4.81BN/A10,698
DOCU
Docusign
4.2026 of 5 stars
$57.02
+8.6%
$61.40
+7.7%
-39.2%$11.08B$3.22B38.537,044
META
Meta Platforms
4.978 of 5 stars
$600.47
-5.1%
$840.19
+39.9%
-17.0%$1.52T$214.96B21.8378,865

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This page (NYSE:TWLO) was last updated on 6/15/2026 by MarketBeat.com Staff.
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