Is TSEM or TWLO cheaper?

On trailing earnings, TSEM is cheaper: TSEM trades at a 122.29 P/E and TWLO at 318.88.

Which has grown faster, TSEM or TWLO?

Over the past five years, TWLO grew revenue faster — TSEM at a 4.32% CAGR versus TWLO at 21.69%.

Is TSEM or TWLO more profitable?

TSEM runs the higher net margin — TSEM at 15.13% versus TWLO at 1.96%.

Which has been the better investment, TSEM or TWLO?

Over the past 5-year, TSEM delivered the higher annualized total return — TSEM at 35.63% versus TWLO at -9.31%. Past performance doesn't predict future results.

Tower Semiconductor Ltd. (TSEM) vs Twilio Inc. (TWLO)

TSEM leads on 7 of 12 compared metrics.

A side-by-side comparison of Tower Semiconductor Ltd. and Twilio Inc. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of June 13, 2026. The ● marks the stronger figure on each row (cheaper multiple, higher margin/return).

TSEM

Tower Semiconductor Ltd.

Total return — TSEM vs TWLO

growth of $100 · last 10y

TSEM +2089.2%TWLO +676.0%TSEM compounded faster

TSEM TWLO

TSEM vs TWLO: by the numbers

•TWLO is the larger company ($30.97B vs $29.38B market cap).
•TSEM trades at the lower earnings multiple (122.29 vs 318.88 P/E).
•TSEM converts more revenue to profit (15.13% vs 1.96% net margin).
•TWLO grew revenue faster over the past five years (21.69% vs 4.32% CAGR).

Which is better, TSEM or TWLO?

Metric tally: TSEM 7 · TWLO 5

It depends on what you're optimizing for:

ValueTSEM(lower P/E)

GrowthTWLO(faster 5Y revenue CAGR)

QualityTSEM(higher ROIC)

Valuation

Metric	TSEM	TWLO
P/E ratio	122.29●	318.88
Forward P/E	78.67	—
P/S ratio	18.54	6.07●
P/B ratio	10.11	4.14●
PEG ratio	11.32	—
EV / EBITDA	51.55●	105.29
FCF yield	1.08%	3.07%●

Profitability

Metric	TSEM	TWLO
Gross margin	24.77%	48.69%●
Operating margin	13.93%●	4.89%
Net margin	15.13%●	1.96%
ROE	8.25%●	1.34%
ROIC	5.73%●	1.20%

Growth (annualized)

Metric	TSEM	TWLO
Revenue CAGR (5Y)	4.32%	21.69%●
EPS CAGR (5Y)	20.67%	—
FCF CAGR (5Y)	44.05%	—
Total return CAGR (5Y)	56.95%●	-9.31%

Frequently asked

Which is better, TSEM or TWLO?: It depends on your goal. value: TSEM (lower P/E); growth: TWLO (faster 5Y revenue CAGR); quality: TSEM (higher ROIC). Across all compared metrics, TSEM leads 7 to 5.
Is TSEM or TWLO cheaper?: On trailing earnings, TSEM is cheaper: TSEM trades at a 122.29 P/E and TWLO at 318.88.
Which has grown faster, TSEM or TWLO?: Over the past five years, TWLO grew revenue faster — TSEM at a 4.32% CAGR versus TWLO at 21.69%.
Is TSEM or TWLO more profitable?: TSEM runs the higher net margin — TSEM at 15.13% versus TWLO at 1.96%.
Which has been the better investment, TSEM or TWLO?: Over the past 5-year, TSEM delivered the higher annualized total return — TSEM at 35.63% versus TWLO at -9.31%. Past performance doesn't predict future results.

Go deeper

Full TSEM analysis Full TWLO analysis Interactive comparison tool

Dig into the metrics

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

Tower 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 June 13, 2026.