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 10yNTAP +553.8%TWLO +676.0%TWLO compounded faster
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 2It depends on what you're optimizing for:
ValueNTAP(lower P/E)
GrowthTWLO(faster 5Y revenue CAGR)
QualityNTAP(higher ROIC)
Valuation
| Metric | NTAP | TWLO |
|---|---|---|
| P/E ratio | 25.41● | 318.88 |
| Forward P/E | 20.24 | — |
| P/S ratio | 4.64● | 6.07 |
| P/B ratio | 23.80 | 4.14● |
| PEG ratio | 1.57 | — |
| EV / EBITDA | 16.77● | 105.29 |
| FCF yield | 5.81%● | 3.07% |
Profitability
| Metric | NTAP | TWLO |
|---|---|---|
| Gross margin | 70.74%● | 48.69% |
| Operating margin | 24.12%● | 4.89% |
| Net margin | 18.43%● | 1.96% |
| ROE | 94.45%● | 1.34% |
| ROIC | 19.40%● | 1.20% |
Dividends
| Metric | NTAP | TWLO |
|---|---|---|
| Dividend yield | 1.29% | — |
| Payout ratio | 32.35% | — |
Growth (annualized)
| Metric | NTAP | TWLO |
|---|---|---|
| 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.
Go deeper
Dig into the metrics
NetApp P/E ratioTwilio P/E ratioNetApp dividend yieldTwilio 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 June 13, 2026.