Twilio Inc. (TWLO) vs Ubiquiti Inc. (UI)

A side-by-side comparison of Twilio Inc. and Ubiquiti Inc. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of September 10, 2026. Differences are shown without an overall score or investment verdict.

Compare

Total returnTWLO vs UI

growth of $100 · dividends reinvested · last 10y
TWLO +305.7% (+15.0%/yr)UI +958.0% (+26.6%/yr)UI compounded faster over this window
05001k2k2kStart $10020182020202220242026$406$1,058
TWLO UI

TWLO vs UI: by the numbers

  • TWLO is the larger company ($36.75B vs $34.06B market cap).
  • TWLO trades at the lower trailing earnings multiple (33.73 vs 35.50 P/E), one valuation lens rather than an overall verdict.
  • UI converts more revenue to profit (29.33% vs 20.62% net margin).
  • TWLO grew revenue faster over the past five years (19.84% vs 11.52% CAGR).
  • UI pays a dividend (0.65% yield), while TWLO has no payments in the available dividend history.

Metrics side by side

Valuation

MetricTWLOUI
P/E ratio33.7335.50
Forward P/E40.8631.77
P/S ratio6.6010.40
P/B ratio4.0923.65
EV / EBITDA73.8927.91
FCF yield2.75%2.67%

Profitability

MetricTWLOUI
Gross margin48.54%46.16%
Operating margin5.51%36.21%
Net margin20.62%29.33%
ROE12.80%66.68%
ROIC3.06%61.23%

Dividends

MetricTWLOUI
Dividend yieldN/A0.65%
Payout ratioN/A21.45%

Growth (annualized)

MetricTWLOUI
Revenue CAGR (5Y)19.84%11.52%
EPS CAGR (5Y)N/A10.14%
FCF CAGR (5Y)N/A8.89%
Total return CAGR (5Y)-8.42%11.59%

Frequently asked

Which has the lower trailing P/E, TWLO or UI?
TWLO has the lower trailing P/E: TWLO trades at 33.73 and UI at 35.50. P/E is one valuation measure and does not by itself establish which business is cheaper.
Which has grown faster, TWLO or UI?
Over the past five years, TWLO grew revenue faster — TWLO at a 19.84% CAGR versus UI at 11.52%.
Does TWLO or UI pay a bigger dividend?
UI pays a dividend (0.65% yield), while TWLO has no payments in the available dividend history.
Is TWLO or UI more profitable?
UI runs the higher net margin — TWLO at 20.62% versus UI at 29.33%.
How have TWLO and UI total returns compared?
Over the past 10 years, TWLO delivered 15.03% and UI delivered 27.10% 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 10, 2026.