Twilio (TWLO) Competitors $106.45 +3.30 (+3.20%) Closing price 03:59 PM EasternExtended Trading$105.89 -0.56 (-0.52%) As of 05:56 PM Eastern Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more. Add Compare Share Share Competitors Stock AnalysisAnalyst ForecastsChartCompetitorsEarningsFinancialsHeadlinesInsider TradesOptions ChainOwnershipSEC FilingsShort InterestSustainabilityTrendsBuy This Stock TWLO vs. ABNB, CRWD, DOCU, META, ROKU, ZM, BILL, NET, PD, and XYZShould you be buying Twilio stock or one of its competitors? The main competitors of Twilio include Airbnb (ABNB), CrowdStrike (CRWD), Docusign (DOCU), Meta Platforms (META), Roku (ROKU), Zoom Communications (ZM), BILL (BILL), Cloudflare (NET), PagerDuty (PD), and Block (XYZ). Twilio vs. Its Competitors Airbnb CrowdStrike Docusign Meta Platforms Roku Zoom Communications BILL Cloudflare PagerDuty Block Airbnb (NASDAQ:ABNB) and Twilio (NYSE:TWLO) are related large-cap companies, but which is the better stock? We will contrast the two businesses based on the strength of their profitability, earnings, dividends, media sentiment, analyst recommendations, institutional ownership, risk and valuation. Which has better earnings and valuation, ABNB or TWLO? 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 RatioAirbnb$11.10B7.30$2.65B$4.1331.59Twilio$4.73B3.45-$109.40M$0.12887.06 Is ABNB or TWLO more profitable? Airbnb has a net margin of 22.67% compared to Twilio's net margin of 0.43%. Airbnb's return on equity of 32.19% beat Twilio's return on equity.Company Net Margins Return on Equity Return on Assets Airbnb22.67% 32.19% 11.03% Twilio 0.43%2.78%2.26% Do analysts recommend ABNB or TWLO? Airbnb currently has a consensus target price of $142.72, suggesting a potential upside of 9.40%. Twilio has a consensus target price of $129.32, suggesting a potential upside of 21.49%. Given Twilio's stronger consensus rating and higher possible upside, analysts clearly believe Twilio is more favorable than Airbnb.Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score Airbnb 5 Sell rating(s) 19 Hold rating(s) 13 Buy rating(s) 2 Strong Buy rating(s) 2.31Twilio 1 Sell rating(s) 6 Hold rating(s) 16 Buy rating(s) 1 Strong Buy rating(s) 2.71 Do insiders and institutionals have more ownership in ABNB or TWLO? 80.8% of Airbnb shares are held by institutional investors. Comparatively, 84.3% of Twilio shares are held by institutional investors. 27.9% of Airbnb shares are held by insiders. Comparatively, 0.2% of Twilio shares are held by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock is poised for long-term growth. Does the media favor ABNB or TWLO? In the previous week, Airbnb had 19 more articles in the media than Twilio. MarketBeat recorded 46 mentions for Airbnb and 27 mentions for Twilio. Twilio's average media sentiment score of 1.67 beat Airbnb's score of 1.09 indicating that Twilio is being referred to more favorably in the news media. Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment Airbnb 27 Very Positive mention(s) 7 Positive mention(s) 6 Neutral mention(s) 2 Negative mention(s) 1 Very Negative mention(s) Positive Twilio 26 Very Positive mention(s) 0 Positive mention(s) 1 Neutral mention(s) 0 Negative mention(s) 0 Very Negative mention(s) Very Positive Which has more volatility and risk, ABNB or TWLO? Airbnb has a beta of 1.13, indicating that its stock price is 13% more volatile than the S&P 500. Comparatively, Twilio has a beta of 1.23, indicating that its stock price is 23% more volatile than the S&P 500. SummaryAirbnb beats Twilio on 10 of the 17 factors compared between the two stocks. Get Twilio News Delivered to You Automatically Sign up to receive the latest news and ratings for TWLO and its competitors with MarketBeat's FREE daily newsletter. Subscribe Now View SMS TermsBy entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy. New MarketBeat Followers Over TimeWhat are MarkeBeat Followers?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. Skip ChartMedia Sentiment Over TimeWhat is Media Sentiment?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.Skip Chart TWLO vs. The Competition Export to ExcelMetricTwilioINTERNET SOFTWARE IndustryComputer SectorNYSE ExchangeMarket Cap$16.33B$19.20B$30.02B$21.29BDividend YieldN/A3.64%3.06%3.53%P/E Ratio887.1375.8756.2629.36Price / Sales3.45206.151,419.8352.76Price / Cash41.7481.2135.7323.64Price / Book2.0318.349.505.38Net Income-$109.40M$346.10M$806.27M$996.59M7 Day Performance5.35%5.07%3.35%3.12%1 Month Performance-19.12%-2.56%0.68%2.98%1 Year Performance74.73%65.67%23,930.51%12.83% Twilio Competitors List Export to ExcelCompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)TWLOTwilio4.4324 of 5 stars$106.45+3.2%$129.32+21.5%+66.6%$16.33B$4.73B887.135,535Positive NewsABNBAirbnb3.4723 of 5 stars$128.15-1.4%$142.72+11.4%+11.2%$79.64B$11.10B31.037,300Positive NewsCRWDCrowdStrike4.4776 of 5 stars$418.83-0.4%$459.86+9.8%+56.6%$104.39B$3.95B-607.0010,118Trending NewsEarnings ReportAnalyst ForecastGap DownDOCUDocusign4.7433 of 5 stars$73.94-1.2%$89.77+21.4%+27.7%$14.94B$2.98B13.986,838News CoveragePositive NewsUpcoming EarningsOptions VolumeMETAMeta Platforms4.1866 of 5 stars$753.69-0.1%$822.41+9.1%+44.0%$1.89T$178.80B27.2974,067Trending NewsInsider TradeAnalyst RevisionROKURoku2.6028 of 5 stars$93.99-0.2%$98.96+5.3%+37.9%$13.85B$4.39B-223.793,340Analyst ForecastInsider TradeZMZoom Communications4.6309 of 5 stars$81.32-1.4%$89.04+9.5%+12.6%$24.60B$4.67B21.467,412Trending NewsAnalyst ForecastInsider TradeOptions VolumeAnalyst RevisionHigh Trading VolumeBILLBILL4.2113 of 5 stars$40.99-3.1%$62.32+52.0%-21.9%$4.22B$1.29B-341.552,187Trending NewsEarnings ReportAnalyst ForecastBuyback AnnouncementOptions VolumeNETCloudflare3.8342 of 5 stars$195.85-0.2%$191.28-2.3%+152.6%$68.25B$1.67B-576.034,263Positive NewsInsider TradePDPagerDuty3.5244 of 5 stars$16.34-2.3%$19.75+20.9%-14.4%$1.49B$467.50M-40.851,242Upcoming EarningsXYZBlock3.1258 of 5 stars$79.16+0.1%$79.97+1.0%N/A$48.68B$23.83B16.9511,372Insider Trade Related Companies and Tools Related Companies ABNB Alternatives CRWD Alternatives DOCU Alternatives META Alternatives ROKU Alternatives ZM Alternatives BILL Alternatives NET Alternatives PD Alternatives XYZ Alternatives Top 10 Stock Comparisons Semiconductor Stocks Artificial Intelligence Stocks Growth Stocks Magnificent Seven Stocks Pharmaceutical Stocks Ecommerce Stocks Bitcoin Stocks Meme Stocks Cryptocurrency Stocks Cybersecurity Stocks This page (NYSE:TWLO) was last updated on 8/28/2025 by MarketBeat.com Staff From Our PartnersMarket Panic: Trump Just Dropped a Bomb on Your Stockstock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tarif...American Alternative | SponsoredBREAKING: The House just passed 3 pro-crypto bills!THREE pro-crypto bills just passed the House! 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