NetApp, Inc. (NTAP) vs Twilio Inc. (TWLO)
A side-by-side comparison of NetApp, Inc. and Twilio Inc. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of September 11, 2026. Differences are shown without an overall score or investment verdict.
NTAP
NetApp, Inc.
$199.28TechnologyDelayed quote: Sep 11, 2026, 4:00 PM EDT
TWLO
Twilio Inc.
$227.35TechnologyDelayed quote: Sep 11, 2026, 4:00 PM EDT
Total return — NTAP vs TWLO
growth of $100 · dividends reinvested · last 10yNTAP +575.9% (+21.1%/yr)TWLO +305.7% (+15.0%/yr)NTAP compounded faster over this window
NTAP TWLO
NTAP vs TWLO: by the numbers
- •NTAP is the larger company ($39.11B vs $34.51B market cap).
- •NTAP trades at the lower trailing earnings multiple (28.11 vs 31.66 P/E), one valuation lens rather than an overall verdict.
- •TWLO converts more revenue to profit (20.62% vs 19.19% net margin).
- •TWLO grew revenue faster over the past five years (19.84% vs 4.61% CAGR).
- •NTAP pays a dividend (1.13% yield), while TWLO has no payments in the available dividend history.
Metrics side by side
Valuation
| Metric | NTAP | TWLO |
|---|---|---|
| P/E ratio | 28.11 | 31.66 |
| Forward P/E | 20.02 | 38.36 |
| P/S ratio | 5.29 | 6.19 |
| P/B ratio | 26.16 | 3.84 |
| EV / EBITDA | 19.23 | 69.40 |
| FCF yield | 4.22% | 2.92% |
Profitability
| Metric | NTAP | TWLO |
|---|---|---|
| Gross margin | 70.63% | 48.54% |
| Operating margin | 25.73% | 5.51% |
| Net margin | 19.19% | 20.62% |
| ROE | 94.85% | 12.80% |
| ROIC | 21.27% | 3.06% |
Dividends
| Metric | NTAP | TWLO |
|---|---|---|
| Dividend yield | 1.13% | N/A |
| Payout ratio | 29.34% | N/A |
Growth (annualized)
| Metric | NTAP | TWLO |
|---|---|---|
| Revenue CAGR (5Y) | 4.61% | 19.84% |
| EPS CAGR (5Y) | 14.39% | N/A |
| FCF CAGR (5Y) | 7.04% | N/A |
| Total return CAGR (5Y) | 17.38% | -8.42% |
Frequently asked
- Which has the lower trailing P/E, NTAP or TWLO?
- NTAP has the lower trailing P/E: NTAP trades at 28.11 and TWLO at 31.66. P/E is one valuation measure and does not by itself establish which business is cheaper.
- Which has grown faster, NTAP or TWLO?
- Over the past five years, TWLO grew revenue faster — NTAP at a 4.61% CAGR versus TWLO at 19.84%.
- Does NTAP or TWLO pay a bigger dividend?
- NTAP pays a dividend (1.13% yield), while TWLO has no payments in the available dividend history.
- Is NTAP or TWLO more profitable?
- TWLO runs the higher net margin — NTAP at 19.19% versus TWLO at 20.62%.
- How have NTAP and TWLO total returns compared?
- Over the past 10 years, NTAP delivered 21.22% and TWLO delivered 15.03% annualized total return. Past performance doesn't predict future results.
Go deeper
Dig into the metrics
NetApp P/E ratioTwilio P/E ratioNetApp dividend yieldNetApp ROETwilio ROENetApp operating marginTwilio operating marginNetApp revenue growthTwilio revenue growthNetApp free cash flowTwilio free cash flow
NetApp & 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 September 11, 2026.