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).
Total return — GFS vs TWLO
growth of $100 · last 5yGFS +46.5%TWLO -24.4%GFS compounded faster
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 3It depends on what you're optimizing for:
ValueGFS(lower P/E)
GrowthTWLO(faster 5Y revenue CAGR)
QualityGFS(higher ROIC)
Metrics side by side
Valuation
| Metric | GFS | TWLO |
|---|---|---|
| P/E ratio | 48.90● | 336.72 |
| Forward P/E | 35.91 | — |
| P/S ratio | 5.57● | 6.41 |
| P/B ratio | 3.26● | 4.37 |
| EV / EBITDA | 18.00● | 78.58 |
| FCF yield | 2.82% | 2.90%● |
Profitability
| Metric | GFS | TWLO |
|---|---|---|
| Gross margin | 26.40% | 48.69%● |
| Operating margin | 12.08%● | 4.89% |
| Net margin | 11.37%● | 1.96% |
| ROE | 6.65%● | 1.34% |
| ROIC | 5.20%● | 1.20% |
Dividends
| Metric | GFS | TWLO |
|---|---|---|
| Dividend yield | 0.18% | — |
| Payout ratio | 7.55% | — |
Growth (annualized)
| Metric | GFS | TWLO |
|---|---|---|
| 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%.
Go deeper
Dig into the metrics
GLOBALFOUNDRIES P/E ratioTwilio P/E ratioGLOBALFOUNDRIES dividend yieldTwilio dividend yieldGLOBALFOUNDRIES ROETwilio ROEGLOBALFOUNDRIES operating marginTwilio operating marginGLOBALFOUNDRIES revenue growthTwilio revenue growthGLOBALFOUNDRIES free cash flowTwilio free cash flow
GLOBALFOUNDRIES & 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 July 9, 2026.