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.

Compare

Total returnON vs TWLO

growth of $100 · dividends reinvested · last 10y
ON +588.7% (+21.3%/yr)TWLO +293.7% (+14.7%/yr)ON compounded faster over this window
05001kStart $10020182020202220242026$689$394
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

MetricONTWLO
P/E ratio47.6832.45
Forward P/E23.2539.31
P/S ratio4.856.68
P/B ratio4.174.14
EV / EBITDA25.1274.79
FCF yield5.89%2.98%

Profitability

MetricONTWLO
Gross margin37.45%48.54%
Operating margin11.66%5.51%
Net margin10.17%20.62%
ROE8.73%12.80%
ROIC5.23%3.06%

Growth (annualized)

MetricONTWLO
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.

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.