Cloudflare, Inc. (NET) vs Twilio Inc. (TWLO)
A side-by-side comparison of Cloudflare, Inc. and Twilio Inc. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of August 14, 2026. Differences are shown without an overall score or investment verdict.
NET
Cloudflare, Inc.
$315.67TechnologyDelayed quote: Aug 14, 2026, 3:59 PM EDT
TWLO
Twilio Inc.
$238.20TechnologyDelayed quote: Aug 14, 2026, 4:00 PM EDT
Total return — NET vs TWLO
growth of $100 · dividends reinvested · last 7yNET +1737.9% (+51.6%/yr)TWLO +120.5% (+12.0%/yr)NET compounded faster over this window
Log scale — wide-divergence pair
NET TWLO
NET vs TWLO: by the numbers
- •NET is the larger company ($112.04B vs $36.15B market cap).
- •TWLO is profitable (20.62% net margin) while NET runs a net loss (-8.21%).
- •NET grew revenue faster over the past five years (36.49% vs 19.84% CAGR).
Metrics side by side
Valuation
| Metric | NET | TWLO |
|---|---|---|
| P/E ratio | N/A | 34.74 |
| Forward P/E | 276.28 | 43.63 |
| P/S ratio | 46.66 | 7.15 |
| P/B ratio | 72.36 | 4.44 |
| EV / EBITDA | N/A | 78.05 |
| FCF yield | 0.39% | 3.12% |
Profitability
| Metric | NET | TWLO |
|---|---|---|
| Gross margin | 72.58% | 48.54% |
| Operating margin | -14.11% | 5.51% |
| Net margin | -8.21% | 20.62% |
| ROE | -12.73% | 12.80% |
| ROIC | -4.10% | 1.20% |
Growth (annualized)
| Metric | NET | TWLO |
|---|---|---|
| Revenue CAGR (5Y) | 36.49% | 19.84% |
| Total return CAGR (5Y) | 22.13% | -7.33% |
Frequently asked
- Which has grown faster, NET or TWLO?
- Over the past five years, NET grew revenue faster — NET at a 36.49% CAGR versus TWLO at 19.84%.
- Is NET or TWLO more profitable?
- TWLO runs the higher net margin — NET at -8.21% versus TWLO at 20.62%.
- How have NET and TWLO total returns compared?
- Over the past 5 years, NET delivered 22.13% and TWLO delivered 16.69% annualized total return. Past performance doesn't predict future results.
Go deeper
Dig into the metrics
Twilio P/E ratioCloudflare ROETwilio ROECloudflare operating marginTwilio operating marginCloudflare revenue growthTwilio revenue growthCloudflare free cash flowTwilio free cash flow
Cloudflare & 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 August 14, 2026.