How Does Twilio Stock Compare With Peers?
With Twilio surging 20% in a Day, it makes sense to re-evaluate vs its peers. Consistently assessing alternatives is core to a sound investment approach. Here is how Twilio (TWLO) stock stacks up against its peers in size, valuation, growth and margin.
- TWLO’s operating margin of 1.5% is modest, lower than most peers – trailing VRSN (67.6%).
- TWLO’s revenue growth of 11.6% in the last 12 months is strong, outpacing VRSN, AKAM but lagging MDB, OKTA, WIX.
- TWLO gained 67.2% in the past year and trades at a PE of 1020.9, outperforming its peers.
As a quick background, Twilio provides a cloud communications platform that enables developers to build, scale, and operate customer engagement within software applications globally.
A single stock can be risky, but there is a huge value to a broader, diversified approach we take with the Trefis High Quality Portfolio. Separately, consider what the long-term performance for your portfolio could be if you combined 10% commodities, 10% gold, and 2% crypto with equities.
| TWLO | MDB | VRSN | OKTA | AKAM | WIX | |
|---|---|---|---|---|---|---|
| Market Cap ($ Bil) | 20.7 | 29.2 | 22.4 | 16.1 | 10.9 | 8.1 |
| Revenue ($ Bil) | 4.7 | 2.2 | 1.6 | 2.8 | 4.1 | 1.9 |
| PE Ratio | 1,020.9 | -371.1 | 27.6 | 95.6 | 25.6 | 48.9 |
| LTM Revenue Growth | 11.6% | 21.9% | 5.5% | 12.7% | 4.0% | 13.0% |
| LTM Operating Margin | 1.5% | -7.5% | 67.6% | 3.0% | 15.4% | 7.7% |
| LTM FCF Margin | 15.3% | 10.8% | 61.8% | 30.3% | 16.6% | 29.4% |
| 12M Market Return | 67.2% | 33.1% | 36.4% | 27.3% | -25.7% | -12.9% |
Why does this matter? TWLO just went up 27.9% in a month – peer comparison puts stock performance, valuation, and financials in context – highlighting whether it is truly outperforming, lagging behind, and above all – can this continue? Read Buy or Sell TWLO Stock to see if Twilio holds up as a quality investment. Furthermore, there is always a risk of fall after a strong rally – see how the stock has dipped and recovered in the past through TWLO Dip Buyer Analysis lens.
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Revenue Growth Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| TWLO | 11.6% | – | 7.3% | 8.6% | 34.6% |
| MDB | 21.9% | 19.2% | 31.1% | 47.0% | |
| VRSN | 5.5% | – | 4.3% | 4.8% | 7.3% |
| OKTA | 12.7% | 15.3% | 21.8% | 42.9% | |
| AKAM | 4.0% | – | 4.7% | 5.4% | 4.5% |
| WIX | 13.0% | – | 12.7% | 12.5% | 9.3% |
Operating Margin Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| TWLO | 1.5% | – | -0.9% | -9.4% | -26.9% |
| MDB | -7.5% | -10.8% | -13.9% | -27.0% | |
| VRSN | 67.6% | – | 67.9% | 67.0% | 66.2% |
| OKTA | 3.0% | -2.4% | -20.3% | -42.1% | |
| AKAM | 15.4% | – | 15.9% | 18.5% | 19.7% |
| WIX | 7.7% | – | 5.7% | 0.5% | -20.6% |
PE Ratio Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| TWLO | 1020.9 | – | -163.9 | -13.7 | -7.1 |
| MDB | -371.1 | -134.5 | -164.9 | -39.1 | |
| VRSN | 27.6 | – | 25.8 | 26.0 | 32.9 |
| OKTA | 95.6 | 477.2 | -41.7 | -13.2 | |
| AKAM | 25.6 | – | 28.7 | 33.0 | 25.6 |
| WIX | 48.9 | – | 86.2 | 211.0 | -10.5 |
While peer comparison is critical, the Trefis High Quality (HQ) Portfolio, with a collection of 30 stocks, has a track record of comfortably outperforming its benchmark that includes all 3 — the S&P 500, S&P mid-cap, and Russell 2000 indices. Why is that? As a group, HQ Portfolio stocks provided better returns with less risk versus the benchmark index; less of a roller-coaster ride, as evident in HQ Portfolio performance metrics.