NetApp, Inc. (NTAP) vs Twilio Inc. (TWLO)

NTAP leads on 10 of 12 compared metrics.

A side-by-side comparison of NetApp, Inc. and Twilio Inc. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of June 13, 2026. The ● marks the stronger figure on each row (cheaper multiple, higher margin/return).

Total return — NTAP vs TWLO

growth of $100 · last 10y
NTAP +553.8%TWLO +676.0%TWLO compounded faster
05001k2kStart $10020182020202220242026$654$776
NTAP TWLO

NTAP vs TWLO: by the numbers

  • NTAP is the larger company ($31.66B vs $30.97B market cap).
  • NTAP trades at the lower earnings multiple (25.41 vs 318.88 P/E).
  • NTAP converts more revenue to profit (18.43% vs 1.96% net margin).
  • TWLO grew revenue faster over the past five years (21.69% vs 4.18% CAGR).
  • NTAP pays a dividend (1.29% yield) while TWLO does not currently pay one.

Which is better, NTAP or TWLO?

Metric tally: NTAP 10 · TWLO 2

It depends on what you're optimizing for:

ValueNTAP(lower P/E)
GrowthTWLO(faster 5Y revenue CAGR)
QualityNTAP(higher ROIC)

Valuation

MetricNTAPTWLO
P/E ratio25.41318.88
Forward P/E20.24
P/S ratio4.646.07
P/B ratio23.804.14
PEG ratio1.57
EV / EBITDA16.77105.29
FCF yield5.81%3.07%

Profitability

MetricNTAPTWLO
Gross margin70.74%48.69%
Operating margin24.12%4.89%
Net margin18.43%1.96%
ROE94.45%1.34%
ROIC19.40%1.20%

Dividends

MetricNTAPTWLO
Dividend yield1.29%
Payout ratio32.35%

Growth (annualized)

MetricNTAPTWLO
Revenue CAGR (5Y)4.18%21.69%
EPS CAGR (5Y)10.39%
FCF CAGR (5Y)12.50%
Total return CAGR (5Y)16.84%-9.31%

Frequently asked

Which is better, NTAP or TWLO?
It depends on your goal. value: NTAP (lower P/E); growth: TWLO (faster 5Y revenue CAGR); quality: NTAP (higher ROIC). Across all compared metrics, NTAP leads 10 to 2.
Is NTAP or TWLO cheaper?
On trailing earnings, NTAP is cheaper: NTAP trades at a 25.41 P/E and TWLO at 318.88.
Which has grown faster, NTAP or TWLO?
Over the past five years, TWLO grew revenue faster — NTAP at a 4.18% CAGR versus TWLO at 21.69%.
Does NTAP or TWLO pay a bigger dividend?
NTAP pays a dividend (1.29% yield) while TWLO does not currently pay one.
Is NTAP or TWLO more profitable?
NTAP runs the higher net margin — NTAP at 18.43% versus TWLO at 1.96%.
Which has been the better investment, NTAP or TWLO?
Over the past 5-year, NTAP delivered the higher annualized total return — NTAP at 23.82% versus TWLO at -9.31%. 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 13, 2026.