Is ON or TWLO cheaper?

On trailing earnings, ON is cheaper: ON trades at a 67.16 P/E and TWLO at 326.69.

Which has grown faster, ON or TWLO?

Over the past five years, TWLO grew revenue faster — ON at a 2.12% CAGR versus TWLO at 21.69%.

Is ON or TWLO more profitable?

ON runs the higher net margin — ON at 9.46% versus TWLO at 1.96%.

Which has been the better investment, ON or TWLO?

Over the past 10-year, ON delivered the higher annualized total return — ON at 27.31% versus TWLO at 19.31%. Past performance doesn't predict future results.

ON Semiconductor Corporation (ON) vs Twilio Inc. (TWLO)

ON leads on 8 of 11 compared metrics.

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 July 7, 2026. The ● marks the stronger figure on each row (cheaper multiple, higher margin/return).

ON Semiconductor Corporation

Total return — ON vs TWLO

growth of $100 · last 10y

ON +877.2%TWLO +626.2%ON compounded faster

ON TWLO

ON vs TWLO: by the numbers

•ON is the larger company ($35.48B vs $33.22B market cap).
•ON trades at the lower earnings multiple (67.16 vs 326.69 P/E).
•ON converts more revenue to profit (9.46% vs 1.96% net margin).
•TWLO grew revenue faster over the past five years (21.69% vs 2.12% CAGR).

Which is better, ON or TWLO?

Metric tally: ON 8 · TWLO 3

It depends on what you're optimizing for:

ValueON(lower P/E)

GrowthTWLO(faster 5Y revenue CAGR)

QualityON(higher ROIC)

Metrics side by side

Valuation

Metric	ON	TWLO
P/E ratio	67.16●	326.69
Forward P/E	30.71	—
P/S ratio	6.15	6.22
P/B ratio	5.11	4.24●
EV / EBITDA	32.32●	76.28
FCF yield	3.90%●	2.99%

Profitability

Metric	ON	TWLO
Gross margin	37.22%	48.69%●
Operating margin	10.84%●	4.89%
Net margin	9.46%●	1.96%
ROE	7.86%●	1.34%
ROIC	6.24%●	1.20%

Growth (annualized)

Metric	ON	TWLO
Revenue CAGR (5Y)	2.12%	21.69%●
EPS CAGR (5Y)	-12.64%	—
FCF CAGR (5Y)	23.39%	—
Total return CAGR (5Y)	19.89%●	-11.31%

Frequently asked

Which is better, ON or TWLO?: It depends on your goal. value: ON (lower P/E); growth: TWLO (faster 5Y revenue CAGR); quality: ON (higher ROIC). Across all compared metrics, ON leads 8 to 3.
Is ON or TWLO cheaper?: On trailing earnings, ON is cheaper: ON trades at a 67.16 P/E and TWLO at 326.69.
Which has grown faster, ON or TWLO?: Over the past five years, TWLO grew revenue faster — ON at a 2.12% CAGR versus TWLO at 21.69%.
Is ON or TWLO more profitable?: ON runs the higher net margin — ON at 9.46% versus TWLO at 1.96%.
Which has been the better investment, ON or TWLO?: Over the past 10-year, ON delivered the higher annualized total return — ON at 27.31% versus TWLO at 19.31%. Past performance doesn't predict future results.

Go deeper

Full ON analysis Full TWLO analysis Interactive comparison tool

Dig into the metrics

ON Semiconductor P/E ratio Twilio P/E ratio ON Semiconductor dividend yield Twilio dividend yield ON Semiconductor ROE Twilio ROE ON Semiconductor operating margin Twilio operating margin ON Semiconductor revenue growth Twilio revenue growth ON Semiconductor free cash flow Twilio free cash flow

ON Semiconductor & Twilio appear in these rankings

Fastest Revenue Growth Stocks Best 10-Year Total Return Stocks

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 7, 2026.