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.

Compare

Total returnNTAP vs TWLO

growth of $100 · dividends reinvested · last 10y
NTAP +575.9% (+21.1%/yr)TWLO +305.7% (+15.0%/yr)NTAP compounded faster over this window
0200400600800Start $10020182020202220242026$676$406
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

MetricNTAPTWLO
P/E ratio28.1131.66
Forward P/E20.0238.36
P/S ratio5.296.19
P/B ratio26.163.84
EV / EBITDA19.2369.40
FCF yield4.22%2.92%

Profitability

MetricNTAPTWLO
Gross margin70.63%48.54%
Operating margin25.73%5.51%
Net margin19.19%20.62%
ROE94.85%12.80%
ROIC21.27%3.06%

Dividends

MetricNTAPTWLO
Dividend yield1.13%N/A
Payout ratio29.34%N/A

Growth (annualized)

MetricNTAPTWLO
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.

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.