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).
Total return — SPLK vs TWLO
growth of $100 · last 8ySPLK +161.6%TWLO +110.9%SPLK compounded faster
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 3It depends on what you're optimizing for:
ValueSPLK(lower P/E)
GrowthTWLO(faster 5Y revenue CAGR)
QualitySPLK(higher ROIC)
Metrics side by side
Valuation
| Metric | SPLK | TWLO |
|---|---|---|
| P/E ratio | 104.60● | 315.63 |
| P/S ratio | 6.29 | 6.01● |
| P/B ratio | 35.82 | 4.09● |
| PEG ratio | 0.71 | — |
| EV / EBITDA | 57.53● | 104.23 |
| FCF yield | 3.71%● | 3.10% |
Profitability
| Metric | SPLK | TWLO |
|---|---|---|
| Gross margin | 79.74%● | 48.69% |
| Operating margin | 6.95%● | 4.89% |
| Net margin | 6.26%● | 1.96% |
| ROE | 35.61%● | 1.34% |
| ROIC | 7.66%● | 1.20% |
Growth (annualized)
| Metric | SPLK | TWLO |
|---|---|---|
| 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.
Go deeper
Dig into the metrics
Splunk P/E ratioTwilio P/E ratioSplunk dividend yieldTwilio dividend yieldSplunk ROETwilio ROESplunk operating marginTwilio operating marginSplunk revenue growthTwilio revenue growthSplunk free cash flowTwilio free cash flow
Splunk & 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 June 17, 2026.