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).
Total return — NOW vs TWLO
growth of $100 · last 10yNOW +560.1%TWLO +616.7%TWLO compounded faster
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 2It depends on what you're optimizing for:
ValueNOW(lower P/E)
GrowthNOW(faster 5Y revenue CAGR)
QualityNOW(higher ROIC)
Metrics side by side
Valuation
| Metric | NOW | TWLO |
|---|---|---|
| P/E ratio | 59.10● | 322.39 |
| Forward P/E | 19.62 | — |
| P/S ratio | 7.40 | 6.14● |
| P/B ratio | 8.80 | 4.18● |
| PEG ratio | 4.04 | — |
| EV / EBITDA | 37.97● | 75.29 |
| FCF yield | 4.49%● | 3.03% |
Profitability
| Metric | NOW | TWLO |
|---|---|---|
| Gross margin | 76.56%● | 48.69% |
| Operating margin | 13.44%● | 4.89% |
| Net margin | 12.59%● | 1.96% |
| ROE | 14.98%● | 1.34% |
| ROIC | 8.98%● | 1.20% |
Growth (annualized)
| Metric | NOW | TWLO |
|---|---|---|
| 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.
Go deeper
Dig into the metrics
ServiceNow P/E ratioTwilio P/E ratioServiceNow dividend yieldTwilio dividend yieldServiceNow ROETwilio ROEServiceNow operating marginTwilio operating marginServiceNow revenue growthTwilio revenue growthServiceNow free cash flowTwilio free cash flow
ServiceNow & 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 June 30, 2026.