GLOBALFOUNDRIES Inc. (GFS) vs Twilio Inc. (TWLO)

GFS leads on 8 of 11 compared metrics.

A side-by-side comparison of GLOBALFOUNDRIES Inc. and Twilio Inc. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of July 9, 2026. The ● marks the stronger figure on each row (cheaper multiple, higher margin/return).

Compare

Total return — GFS vs TWLO

growth of $100 · last 5y
GFS +46.5%TWLO -24.4%GFS compounded faster
50100150200Start $10020222023202420252026$146$76
GFS TWLO

GFS vs TWLO: by the numbers

  • GFS is the larger company ($38.25B vs $33.18B market cap).
  • GFS trades at the lower earnings multiple (48.90 vs 336.72 P/E).
  • GFS converts more revenue to profit (11.37% vs 1.96% net margin).
  • TWLO grew revenue faster over the past five years (21.69% vs 6.81% CAGR).
  • GFS pays a dividend (0.18% yield) while TWLO does not currently pay one.

Which is better, GFS or TWLO?

Metric tally: GFS 8 · TWLO 3

It depends on what you're optimizing for:

ValueGFS(lower P/E)
GrowthTWLO(faster 5Y revenue CAGR)
QualityGFS(higher ROIC)

Metrics side by side

Valuation

MetricGFSTWLO
P/E ratio48.90336.72
Forward P/E35.91
P/S ratio5.576.41
P/B ratio3.264.37
EV / EBITDA18.0078.58
FCF yield2.82%2.90%

Profitability

MetricGFSTWLO
Gross margin26.40%48.69%
Operating margin12.08%4.89%
Net margin11.37%1.96%
ROE6.65%1.34%
ROIC5.20%1.20%

Dividends

MetricGFSTWLO
Dividend yield0.18%
Payout ratio7.55%

Growth (annualized)

MetricGFSTWLO
Revenue CAGR (5Y)6.81%21.69%
FCF CAGR (5Y)45.78%
Total return CAGR (5Y)-10.95%

Frequently asked

Which is better, GFS or TWLO?
It depends on your goal. value: GFS (lower P/E); growth: TWLO (faster 5Y revenue CAGR); quality: GFS (higher ROIC). Across all compared metrics, GFS leads 8 to 3.
Is GFS or TWLO cheaper?
On trailing earnings, GFS is cheaper: GFS trades at a 48.90 P/E and TWLO at 336.72.
Which has grown faster, GFS or TWLO?
Over the past five years, TWLO grew revenue faster — GFS at a 6.81% CAGR versus TWLO at 21.69%.
Does GFS or TWLO pay a bigger dividend?
GFS pays a dividend (0.18% yield) while TWLO does not currently pay one.
Is GFS or TWLO more profitable?
GFS runs the higher net margin — GFS at 11.37% versus TWLO at 1.96%.

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 July 9, 2026.