ServiceNow, Inc. (NOW) vs Twilio Inc. (TWLO)

NOW leads on 10 of 12 compared metrics.

A side-by-side comparison of ServiceNow, Inc. and Twilio Inc. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of June 30, 2026. The ● marks the stronger figure on each row (cheaper multiple, higher margin/return).

Compare

Total return — NOW vs TWLO

growth of $100 · last 10y
NOW +560.1%TWLO +616.7%TWLO compounded faster
05001k2kStart $10020182020202220242026$660$717
NOW TWLO

NOW vs TWLO: by the numbers

  • NOW is the larger company ($102.39B vs $31.32B market cap).
  • NOW trades at the lower earnings multiple (59.10 vs 322.39 P/E).
  • NOW converts more revenue to profit (12.59% vs 1.96% net margin).
  • NOW grew revenue faster over the past five years (23.64% vs 21.69% CAGR).

Which is better, NOW or TWLO?

Metric tally: NOW 10 · TWLO 2

It depends on what you're optimizing for:

ValueNOW(lower P/E)
GrowthNOW(faster 5Y revenue CAGR)
QualityNOW(higher ROIC)

Metrics side by side

Valuation

MetricNOWTWLO
P/E ratio59.10322.39
Forward P/E19.62
P/S ratio7.406.14
P/B ratio8.804.18
PEG ratio4.04
EV / EBITDA37.9775.29
FCF yield4.49%3.03%

Profitability

MetricNOWTWLO
Gross margin76.56%48.69%
Operating margin13.44%4.89%
Net margin12.59%1.96%
ROE14.98%1.34%
ROIC8.98%1.20%

Growth (annualized)

MetricNOWTWLO
Revenue CAGR (5Y)23.64%21.69%
EPS CAGR (5Y)69.74%
FCF CAGR (5Y)24.23%
Total return CAGR (5Y)-2.01%-12.14%

Frequently asked

Which is better, NOW or TWLO?
It depends on your goal. value: NOW (lower P/E); growth: NOW (faster 5Y revenue CAGR); quality: NOW (higher ROIC). Across all compared metrics, NOW leads 10 to 2.
Is NOW or TWLO cheaper?
On trailing earnings, NOW is cheaper: NOW trades at a 59.10 P/E and TWLO at 322.39.
Which has grown faster, NOW or TWLO?
Over the past five years, NOW grew revenue faster — NOW at a 23.64% CAGR versus TWLO at 21.69%.
Is NOW or TWLO more profitable?
NOW runs the higher net margin — NOW at 12.59% versus TWLO at 1.96%.
Which has been the better investment, NOW or TWLO?
Over the past 10-year, NOW delivered the higher annualized total return — NOW at 22.29% versus TWLO at 18.92%. Past performance doesn't predict future results.

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 30, 2026.