Flex Ltd. (FLEX) vs Twilio Inc. (TWLO)
A side-by-side comparison of Flex Ltd. and Twilio Inc. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of October 2, 2026. Differences are shown without an overall score or investment verdict.
FLEX
Flex Ltd.
$116.61TechnologyDelayed quote: Oct 2, 2026, 4:00 PM EDT
TWLO
Twilio Inc.
$294.58TechnologyDelayed quote: Oct 2, 2026, 4:00 PM EDT
Total return — FLEX vs TWLO
growth of $100 · dividends reinvested · last 10yFLEX +742.9% (+23.8%/yr)TWLO +390.1% (+17.2%/yr)FLEX compounded faster over this window
FLEX TWLO
FLEX vs TWLO: by the numbers
- •TWLO is the larger company ($44.71B vs $43.08B market cap).
- •TWLO trades at the lower trailing earnings multiple (41.03 vs 45.02 P/E), one valuation lens rather than an overall verdict.
- •TWLO converts more revenue to profit (20.62% vs 3.32% net margin).
- •TWLO grew revenue faster over the past five years (19.84% vs 3.76% CAGR).
Metrics side by side
Valuation
| Metric | FLEX | TWLO |
|---|---|---|
| P/E ratio | 45.02 | 41.03 |
| Forward P/E | 24.80 | 49.68 |
| PEG ratio | 3.22 | N/A |
| P/S ratio | 1.47 | 8.02 |
| P/B ratio | 7.83 | 4.98 |
| EV / EBITDA | 23.59 | 89.77 |
| FCF yield | 2.48% | 2.26% |
Profitability
| Metric | FLEX | TWLO |
|---|---|---|
| Gross margin | 9.49% | 48.54% |
| Operating margin | 5.17% | 5.51% |
| Net margin | 3.32% | 20.62% |
| ROE | 17.69% | 12.80% |
| ROIC | 9.65% | 3.06% |
Growth (annualized)
| Metric | FLEX | TWLO |
|---|---|---|
| Revenue CAGR (5Y) | 3.76% | 19.84% |
| EPS CAGR (5Y) | 13.63% | N/A |
| Total return CAGR (5Y) | 43.98% | -1.46% |
Frequently asked
- Which has the lower trailing P/E, FLEX or TWLO?
- TWLO has the lower trailing P/E: FLEX trades at 45.02 and TWLO at 41.03. P/E is one valuation measure and does not by itself establish which business is cheaper.
- Which has grown faster, FLEX or TWLO?
- Over the past five years, TWLO grew revenue faster — FLEX at a 3.76% CAGR versus TWLO at 19.84%.
- Is FLEX or TWLO more profitable?
- TWLO runs the higher net margin — FLEX at 3.32% versus TWLO at 20.62%.
- How have FLEX and TWLO total returns compared?
- Over the past 10 years, FLEX delivered 23.54% and TWLO delivered 16.69% annualized total return. Past performance doesn't predict future results.
Go deeper
Dig into the metrics
Flex P/E ratioTwilio P/E ratioFlex ROETwilio ROEFlex operating marginTwilio operating marginFlex revenue growthTwilio revenue growthFlex free cash flowTwilio free cash flow
Flex & Twilio appear in these rankings
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 October 2, 2026.