Twilio (TWLO) Competitors $121.22 -4.95 (-3.92%) As of 01:32 PM Eastern This is a fair market value 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, META, ROKU, ZM, BILL, NET, PD, SHOP, and RBLXShould 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 Roblox (RBLX). Twilio vs. Its Competitors Airbnb CrowdStrike Meta Platforms Roku Zoom Communications BILL Cloudflare PagerDuty Shopify Roblox Airbnb (NASDAQ:ABNB) and Twilio (NYSE:TWLO) are related large-cap companies, but which is the better business? We will contrast the two businesses based on the strength of their dividends, analyst recommendations, media sentiment, earnings, institutional ownership, risk, profitability and valuation. Which has more volatility & risk, ABNB or TWLO? Airbnb has a beta of 1.13, indicating that its share price is 13% more volatile than the S&P 500. Comparatively, Twilio has a beta of 1.3, indicating that its share price is 30% more volatile than the S&P 500. Do analysts rate ABNB or TWLO? Airbnb presently has a consensus price target of $141.50, indicating a potential upside of 3.67%. Twilio has a consensus price target of $127.22, indicating a potential upside of 4.95%. 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 5 Sell rating(s) 16 Hold rating(s) 13 Buy rating(s) 2 Strong Buy rating(s) 2.33Twilio 1 Sell rating(s) 7 Hold rating(s) 16 Buy rating(s) 1 Strong Buy rating(s) 2.68 Is ABNB or TWLO more profitable? 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% Do institutionals and insiders believe in ABNB or TWLO? 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 large money managers, endowments and hedge funds believe a company is poised for long-term growth. Does the media refer more to ABNB or TWLO? In the previous week, Airbnb had 15 more articles in the media than Twilio. MarketBeat recorded 37 mentions for Airbnb and 22 mentions for Twilio. Airbnb's average media sentiment score of 1.01 beat Twilio's score of 0.63 indicating that Airbnb is being referred to more favorably in the media. Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment Airbnb 25 Very Positive mention(s) 2 Positive mention(s) 5 Neutral mention(s) 0 Negative mention(s) 0 Very Negative mention(s) Positive Twilio 9 Very Positive mention(s) 2 Positive mention(s) 8 Neutral mention(s) 1 Negative mention(s) 0 Very Negative mention(s) Positive Which has preferable valuation and earnings, ABNB or TWLO? 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 RatioAirbnb$11.10B7.70$2.65B$3.9634.47Twilio$4.58B4.04-$109.40M-$0.21-577.21 SummaryAirbnb beats Twilio on 12 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. Email Address 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$18.51B$17.83B$28.18B$20.60BDividend YieldN/A2.76%3.14%3.65%P/E Ratio-577.2273.3232.9927.20Price / Sales4.0470.151,721.2953.52Price / Cash48.2891.8837.6422.28Price / Book2.338.607.574.58Net Income-$109.40M$337.83M$779.73M$995.22M7 Day Performance-0.56%-0.77%-0.34%-1.09%1 Month Performance3.90%5.74%5.25%3.25%1 Year Performance102.06%45.22%52,756.65%6.97% Twilio Competitors List Export to ExcelCompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)TWLOTwilio4.4146 of 5 stars$121.22-3.9%$127.22+5.0%+116.9%$18.51B$4.58B-577.225,535Trending NewsAnalyst ForecastOptions VolumeABNBAirbnb3.2171 of 5 stars$136.72+0.2%$141.47+3.5%-7.3%$85.64B$11.10B34.537,300Positive NewsAnalyst ForecastCRWDCrowdStrike4.4449 of 5 stars$502.28-2.3%$453.88-9.6%+25.4%$125.19B$3.95B-727.9410,118Positive NewsAnalyst ForecastMETAMeta Platforms3.6364 of 5 stars$721.22+0.3%$719.29-0.3%+43.2%$1.81T$164.50B28.1374,067Trending NewsAnalyst ForecastROKURoku2.0579 of 5 stars$87.77-0.6%$90.37+3.0%+43.0%$12.81B$4.11B-120.233,340Analyst RevisionZMZoom Communications4.8014 of 5 stars$77.05-1.9%$87.00+12.9%+28.1%$23.31B$4.67B23.147,412Positive NewsBILLBILL4.4704 of 5 stars$47.47-1.5%$62.75+32.2%-16.3%$4.89B$1.29B-395.552,187Trending NewsAnalyst RevisionNETCloudflare3.8754 of 5 stars$192.62+0.7%$145.92-24.2%+124.2%$66.76B$1.67B-837.474,263Analyst ForecastPDPagerDuty3.5106 of 5 stars$15.71-1.8%$19.50+24.2%-29.0%$1.43B$467.50M-39.261,242SHOPShopify4.1334 of 5 stars$115.77-0.6%$115.66-0.1%+79.1%$150.20B$9.38B74.6911,600Trending NewsAnalyst ForecastAnalyst RevisionRBLXRoblox2.6315 of 5 stars$107.44+3.7%$83.52-22.3%+173.4%$72.88B$3.84B-80.182,474Trending NewsAnalyst Forecast Related Companies and Tools Related Companies ABNB Alternatives CRWD Alternatives META Alternatives ROKU Alternatives ZM Alternatives BILL Alternatives NET Alternatives PD Alternatives SHOP Alternatives RBLX 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 7/16/2025 by MarketBeat.com Staff From Our PartnersRevolutionary AI Tech Targets Early Diabetic Blindness Detection FDA Trial UnderwayTiny Stock, Massive Potential— this company’s AI platform is a game changer for healthcare!Interactive Offers | SponsoredThe Trump Dump is starting; Get out of stocks now?The first 365 days of the Trump presidency… Will be the best time to get rich in American history.Paradigm Press | SponsoredThe $7 company helping Nvidia build the world’s first trillion-dollar robot …Michael Robinson has been at the forefront of the technology market for over 40 years. 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