CrowdStrike Holdings, Inc. (CRWD) vs Twilio Inc. (TWLO)

TWLO leads on 8 of 11 compared metrics.

A side-by-side comparison of CrowdStrike Holdings, Inc. and Twilio Inc. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of June 30, 2026. The ● marks the stronger figure on each row (cheaper multiple, higher margin/return).

Compare

Total return — CRWD vs TWLO

growth of $100 · last 7y
CRWD +1215.8%TWLO +44.2%CRWD compounded faster
Log scale — wide-divergence pair
101001k10kStart $100202120232025$1,316$144
CRWD TWLO

CRWD vs TWLO: by the numbers

  • CRWD is the larger company ($194.27B vs $31.32B market cap).
  • TWLO is profitable (1.96% net margin) while CRWD runs a net loss (-0.48%).
  • CRWD grew revenue faster over the past five years (38.52% vs 21.69% CAGR).

Which is better, CRWD or TWLO?

Metric tally: CRWD 3 · TWLO 8

It depends on what you're optimizing for:

GrowthCRWD(faster 5Y revenue CAGR)
QualityTWLO(higher ROIC)

Metrics side by side

Valuation

MetricCRWDTWLO
P/E ratio322.39
Forward P/E122.69
P/S ratio38.636.14
P/B ratio42.474.18
EV / EBITDA1819.9475.29
FCF yield0.74%3.03%

Profitability

MetricCRWDTWLO
Gross margin75.03%48.69%
Operating margin-3.91%4.89%
Net margin-0.48%1.96%
ROE-0.53%1.34%
ROIC-4.24%1.20%

Growth (annualized)

MetricCRWDTWLO
Revenue CAGR (5Y)38.52%21.69%
FCF CAGR (5Y)35.07%
Total return CAGR (5Y)24.88%-12.14%

Frequently asked

Which is better, CRWD or TWLO?
It depends on your goal. growth: CRWD (faster 5Y revenue CAGR); quality: TWLO (higher ROIC). Across all compared metrics, TWLO leads 8 to 3.
Which has grown faster, CRWD or TWLO?
Over the past five years, CRWD grew revenue faster — CRWD at a 38.52% CAGR versus TWLO at 21.69%.
Is CRWD or TWLO more profitable?
TWLO runs the higher net margin — CRWD at -0.48% versus TWLO at 1.96%.
Which has been the better investment, CRWD or TWLO?
Over the past 5-year, CRWD delivered the higher annualized total return — CRWD at 24.88% versus TWLO at 18.92%. Past performance doesn't predict future results.

Figures are sourced from reported fundamentals and the latest end-of-day price. This comparison is informational only and is not investment advice. Past performance does not predict future results. See our methodology. Compiled by TGMCharts Research · data verified June 30, 2026.