Which has grown faster, MSTR or TWLO?

Over the past five years, TWLO grew revenue faster — MSTR at a -0.07% CAGR versus TWLO at 21.69%.

Is MSTR or TWLO more profitable?

TWLO runs the higher net margin — MSTR at -2519.39% versus TWLO at 1.96%.

Which has been the better investment, MSTR or TWLO?

Over the past 10-year, TWLO delivered the higher annualized total return — MSTR at 18.45% versus TWLO at 20.39%. Past performance doesn't predict future results.

Strategy Inc (MSTR) vs Twilio Inc. (TWLO)

MSTR and TWLO are evenly matched — 5 metrics each of 10.

A side-by-side comparison of Strategy Inc and Twilio Inc. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of June 25, 2026. The ● marks the stronger figure on each row (cheaper multiple, higher margin/return).

Total return — MSTR vs TWLO

growth of $100 · last 10y

MSTR +467.7%TWLO +539.2%TWLO compounded faster

MSTR TWLO

MSTR vs TWLO: by the numbers

•MSTR is the larger company ($27.96B vs $27.93B market cap).
•TWLO is profitable (1.96% net margin) while MSTR runs a net loss (-2519.39%).
•TWLO grew revenue faster over the past five years (21.69% vs -0.07% CAGR).

Which is better, MSTR or TWLO?

Metric tally: MSTR 5 · TWLO 5

It depends on what you're optimizing for:

GrowthTWLO(faster 5Y revenue CAGR)

QualityTWLO(higher ROIC)

Metrics side by side

Valuation

Metric	MSTR	TWLO
P/E ratio	—	287.56
Forward P/E	1.97	—
P/S ratio	64.08	5.48●
P/B ratio	0.69●	3.73
EV / EBITDA	—	95.11
FCF yield	14.39%●	3.40%

Profitability

Metric	MSTR	TWLO
Gross margin	68.11%●	48.69%
Operating margin	94.21%●	4.89%
Net margin	-2519.39%	1.96%●
ROE	-27.08%	1.34%●
ROIC	-6.19%	1.20%●

Growth (annualized)

Metric	MSTR	TWLO
Revenue CAGR (5Y)	-0.07%	21.69%●
EPS CAGR (5Y)	73.47%	—
FCF CAGR (5Y)	132.62%	—
Total return CAGR (5Y)	10.10%●	-13.74%

Frequently asked

Which is better, MSTR or TWLO?: It depends on your goal. growth: TWLO (faster 5Y revenue CAGR); quality: TWLO (higher ROIC). Across all compared metrics, they are evenly matched.
Which has grown faster, MSTR or TWLO?: Over the past five years, TWLO grew revenue faster — MSTR at a -0.07% CAGR versus TWLO at 21.69%.
Is MSTR or TWLO more profitable?: TWLO runs the higher net margin — MSTR at -2519.39% versus TWLO at 1.96%.
Which has been the better investment, MSTR or TWLO?: Over the past 10-year, TWLO delivered the higher annualized total return — MSTR at 18.45% versus TWLO at 20.39%. Past performance doesn't predict future results.

Go deeper

Full MSTR analysis Full TWLO analysis Interactive comparison tool

Dig into the metrics

Strategy P/E ratio Twilio P/E ratio Strategy dividend yield Twilio dividend yield Strategy ROE Twilio ROE Strategy operating margin Twilio operating margin Strategy revenue growth Twilio revenue growth Strategy free cash flow Twilio free cash flow

Strategy & Twilio appear in these rankings

Fastest Revenue Growth Stocks Highest Operating Margin Stocks Highest FCF Yield Stocks Best 10-Year Total Return Stocks

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 25, 2026.