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 July 30, 2026. Differences are shown without an overall score or investment verdict.
NTAP
NetApp, Inc.
$173.02TechnologyDelayed quote: Jul 30, 2026, 12:45 PM EDT
TWLO
Twilio Inc.
$189.23TechnologyDelayed quote: Jul 30, 2026, 12:45 PM EDT
Total return — NTAP vs TWLO
growth of $100 · dividends reinvested · last 10yNTAP +781.3%TWLO +553.9%NTAP compounded faster
NTAP TWLO
NTAP vs TWLO: by the numbers
- •NTAP is the larger company ($33.90B vs $28.72B market cap).
- •NTAP trades at the lower trailing earnings multiple (27.24 vs 294.14 P/E), one valuation lens rather than an overall verdict.
- •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 (1.20% yield), while TWLO has no payments in the available dividend history.
Metrics side by side
Valuation
| Metric | NTAP | TWLO |
|---|---|---|
| P/E ratio | 27.24 | 294.14 |
| Forward P/E | 21.70 | N/A |
| P/S ratio | 4.98 | 5.60 |
| P/B ratio | 25.52 | 3.82 |
| PEG ratio | 1.58 | N/A |
| EV / EBITDA | 18.79 | 68.80 |
| FCF yield | 5.42% | 3.32% |
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 | 1.20% | N/A |
| Payout ratio | 32.35% | N/A |
Growth (annualized)
| Metric | NTAP | TWLO |
|---|---|---|
| Revenue CAGR (5Y) | 4.18% | 21.69% |
| EPS CAGR (5Y) | 10.39% | N/A |
| FCF CAGR (5Y) | 12.50% | N/A |
| Total return CAGR (5Y) | 19.69% | -13.66% |
Frequently asked
- Which has the lower trailing P/E, NTAP or TWLO?
- NTAP has the lower trailing P/E: NTAP trades at 27.24 and TWLO at 294.14. 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 4.18% CAGR versus TWLO at 21.69%.
- Does NTAP or TWLO pay a bigger dividend?
- NTAP pays a dividend (1.20% yield), while TWLO has no payments in the available dividend history.
- Is NTAP or TWLO more profitable?
- NTAP runs the higher net margin — NTAP at 18.43% versus TWLO at 1.96%.
- How have NTAP and TWLO total returns compared?
- Over the past 10 years, NTAP delivered 23.73% and TWLO delivered 16.57% annualized total return. 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 July 30, 2026.