Which has grown faster, MSTR or TWLO?

Over the past five years, TWLO grew revenue faster — MSTR at a -0.34% CAGR versus TWLO at 19.84%.

Is MSTR or TWLO more profitable?

TWLO runs the higher net margin — MSTR at -6102.96% versus TWLO at 20.62%.

How have MSTR and TWLO total returns compared?

Over the past 10 years, MSTR delivered 18.85% and TWLO delivered 16.15% annualized total return. Past performance doesn't predict future results.

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

A side-by-side comparison of Strategy Inc and Twilio Inc. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of August 17, 2026. Differences are shown without an overall score or investment verdict.

MSTR

Strategy Inc

$32.06B

$96.90TechnologyDelayed quote: Aug 17, 2026, 1:35 PM EDT

TWLO

Twilio Inc.

$35.61B

$234.65TechnologyDelayed quote: Aug 17, 2026, 1:35 PM EDT

Total return — MSTR vs TWLO

growth of $100 · dividends reinvested · last 10y

MSTR +459.5% (+18.8%/yr)TWLO +307.4% (+15.1%/yr)MSTR compounded faster over this window

MSTR TWLO

MSTR vs TWLO: by the numbers

•TWLO is the larger company ($35.61B vs $32.06B market cap).
•TWLO is profitable (20.62% net margin) while MSTR runs a net loss (-6102.96%).
•TWLO grew revenue faster over the past five years (19.84% vs -0.34% CAGR).

Metrics side by side

Valuation

Metric	MSTR	TWLO
P/E ratio	N/A	33.18
Forward P/E	N/A	41.67
P/S ratio	64.09	6.83
P/B ratio	0.70	4.24
EV / EBITDA	N/A	76.46
FCF yield	35.46%	2.92%

Profitability

Metric	MSTR	TWLO
Gross margin	67.60%	48.54%
Operating margin	-8.57%	5.51%
Net margin	-6102.96%	20.62%
ROE	-67.10%	12.80%
ROIC	-0.05%	1.20%

Growth (annualized)

Metric	MSTR	TWLO
Revenue CAGR (5Y)	-0.34%	19.84%
Total return CAGR (5Y)	5.03%	-8.18%

Frequently asked

Which has grown faster, MSTR or TWLO?: Over the past five years, TWLO grew revenue faster — MSTR at a -0.34% CAGR versus TWLO at 19.84%.
Is MSTR or TWLO more profitable?: TWLO runs the higher net margin — MSTR at -6102.96% versus TWLO at 20.62%.
How have MSTR and TWLO total returns compared?: Over the past 10 years, MSTR delivered 18.85% and TWLO delivered 16.15% annualized total return. Past performance doesn't predict future results.

Go deeper

Full MSTR analysis Full TWLO analysis Interactive comparison tool

Dig into the metrics

Twilio P/E ratio 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 FCF Yield Stocks Highest 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 August 17, 2026.