Splunk Inc. (SPLK) vs Twilio Inc. (TWLO)

SPLK leads on 9 of 12 compared metrics.

A side-by-side comparison of Splunk Inc. and Twilio Inc. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of June 17, 2026. The ● marks the stronger figure on each row (cheaper multiple, higher margin/return).

Compare

Total return — SPLK vs TWLO

growth of $100 · last 8y
SPLK +161.6%TWLO +110.9%SPLK compounded faster
05001k2kStart $1002018202020222024$262$211
SPLK TWLO

SPLK vs TWLO: by the numbers

  • TWLO is the larger company ($29.19B vs $26.44B market cap).
  • SPLK trades at the lower earnings multiple (104.60 vs 315.63 P/E).
  • SPLK converts more revenue to profit (6.26% vs 1.96% net margin).
  • TWLO grew revenue faster over the past five years (21.69% vs 18.52% CAGR).

Which is better, SPLK or TWLO?

Metric tally: SPLK 9 · TWLO 3

It depends on what you're optimizing for:

ValueSPLK(lower P/E)
GrowthTWLO(faster 5Y revenue CAGR)
QualitySPLK(higher ROIC)

Metrics side by side

Valuation

MetricSPLKTWLO
P/E ratio104.60315.63
P/S ratio6.296.01
P/B ratio35.824.09
PEG ratio0.71
EV / EBITDA57.53104.23
FCF yield3.71%3.10%

Profitability

MetricSPLKTWLO
Gross margin79.74%48.69%
Operating margin6.95%4.89%
Net margin6.26%1.96%
ROE35.61%1.34%
ROIC7.66%1.20%

Growth (annualized)

MetricSPLKTWLO
Revenue CAGR (5Y)18.52%21.69%
FCF CAGR (5Y)29.25%
Total return CAGR (5Y)4.06%-10.50%

Frequently asked

Which is better, SPLK or TWLO?
It depends on your goal. value: SPLK (lower P/E); growth: TWLO (faster 5Y revenue CAGR); quality: SPLK (higher ROIC). Across all compared metrics, SPLK leads 9 to 3.
Is SPLK or TWLO cheaper?
On trailing earnings, SPLK is cheaper: SPLK trades at a 104.60 P/E and TWLO at 315.63.
Which has grown faster, SPLK or TWLO?
Over the past five years, TWLO grew revenue faster — SPLK at a 18.52% CAGR versus TWLO at 21.69%.
Is SPLK or TWLO more profitable?
SPLK runs the higher net margin — SPLK at 6.26% versus TWLO at 1.96%.
Which has been the better investment, SPLK or TWLO?
Over the past 5-year, SPLK delivered the higher annualized total return — SPLK at 5.71% versus TWLO at -10.50%. 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 June 17, 2026.