ON Semiconductor Corporation (ON) vs Twilio Inc. (TWLO)
A side-by-side comparison of ON Semiconductor Corporation and Twilio Inc. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of September 8, 2026. Differences are shown without an overall score or investment verdict.
ON
ON Semiconductor Corporation
$73.72TechnologyDelayed quote: Sep 8, 2026, 11:45 AM EDT
TWLO
Twilio Inc.
$223.47TechnologyDelayed quote: Sep 8, 2026, 11:45 AM EDT
Total return — ON vs TWLO
growth of $100 · dividends reinvested · last 10yON +588.7% (+21.3%/yr)TWLO +293.7% (+14.7%/yr)ON compounded faster over this window
ON TWLO
ON vs TWLO: by the numbers
- •TWLO is the larger company ($33.92B vs $28.70B market cap).
- •TWLO trades at the lower trailing earnings multiple (32.45 vs 47.68 P/E), one valuation lens rather than an overall verdict.
- •TWLO converts more revenue to profit (20.62% vs 10.17% net margin).
- •TWLO grew revenue faster over the past five years (19.84% vs 2.67% CAGR).
Metrics side by side
Valuation
| Metric | ON | TWLO |
|---|---|---|
| P/E ratio | 47.68 | 32.45 |
| Forward P/E | 23.25 | 39.31 |
| P/S ratio | 4.85 | 6.68 |
| P/B ratio | 4.17 | 4.14 |
| EV / EBITDA | 25.12 | 74.79 |
| FCF yield | 5.89% | 2.98% |
Profitability
| Metric | ON | TWLO |
|---|---|---|
| Gross margin | 37.45% | 48.54% |
| Operating margin | 11.66% | 5.51% |
| Net margin | 10.17% | 20.62% |
| ROE | 8.73% | 12.80% |
| ROIC | 5.23% | 3.06% |
Growth (annualized)
| Metric | ON | TWLO |
|---|---|---|
| Revenue CAGR (5Y) | 2.67% | 19.84% |
| EPS CAGR (5Y) | -12.64% | N/A |
| FCF CAGR (5Y) | 17.01% | N/A |
| Total return CAGR (5Y) | 10.22% | -8.70% |
Frequently asked
- Which has the lower trailing P/E, ON or TWLO?
- TWLO has the lower trailing P/E: ON trades at 47.68 and TWLO at 32.45. P/E is one valuation measure and does not by itself establish which business is cheaper.
- Which has grown faster, ON or TWLO?
- Over the past five years, TWLO grew revenue faster — ON at a 2.67% CAGR versus TWLO at 19.84%.
- Is ON or TWLO more profitable?
- TWLO runs the higher net margin — ON at 10.17% versus TWLO at 20.62%.
- How have ON and TWLO total returns compared?
- Over the past 10 years, ON delivered 21.02% and TWLO delivered 14.99% annualized total return. Past performance doesn't predict future results.
Go deeper
Dig into the metrics
ON Semiconductor P/E ratioTwilio P/E ratioON Semiconductor ROETwilio ROEON Semiconductor operating marginTwilio operating marginON Semiconductor revenue growthTwilio revenue growthON Semiconductor free cash flowTwilio free cash flow
ON Semiconductor & 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 8, 2026.