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 August 1, 2026. Differences are shown without an overall score or investment verdict.
TWLO
Twilio Inc.
$197.35TechnologyAt close: Jul 31, 2026, 4:00 PM ET
UI
Ubiquiti Inc.
$556.52TechnologyAt close: Jul 31, 2026, 4:00 PM ET
Total return — TWLO vs UI
growth of $100 · dividends reinvested · last 10yTWLO +585.5%UI +1394.5%UI compounded faster
TWLO UI
TWLO vs UI: by the numbers
- •UI is the larger company ($33.68B vs $29.95B market cap).
- •UI trades at the lower trailing earnings multiple (35.77 vs 308.36 P/E), one valuation lens rather than an overall verdict.
- •UI converts more revenue to profit (30.43% vs 1.96% net margin).
- •TWLO grew revenue faster over the past five years (21.69% vs 12.27% CAGR).
- •UI pays a dividend (0.58% yield), while TWLO has no payments in the available dividend history.
Metrics side by side
Valuation
| Metric | TWLO | UI |
|---|---|---|
| P/E ratio | 308.36 | 35.77 |
| Forward P/E | N/A | 36.49 |
| P/S ratio | 5.87 | 10.89 |
| P/B ratio | 4.00 | 28.04 |
| PEG ratio | N/A | 0.34 |
| EV / EBITDA | 72.07 | 29.69 |
| FCF yield | 3.17% | 2.22% |
Profitability
| Metric | TWLO | UI |
|---|---|---|
| Gross margin | 48.69% | 46.02% |
| Operating margin | 4.89% | 35.75% |
| Net margin | 1.96% | 30.43% |
| ROE | 1.34% | 78.37% |
| ROIC | 1.20% | 72.62% |
Dividends
| Metric | TWLO | UI |
|---|---|---|
| Dividend yield | N/A | 0.58% |
| Payout ratio | N/A | 27.19% |
Growth (annualized)
| Metric | TWLO | UI |
|---|---|---|
| Revenue CAGR (5Y) | 21.69% | 12.27% |
| EPS CAGR (5Y) | N/A | 15.17% |
| FCF CAGR (5Y) | N/A | 6.21% |
| Total return CAGR (5Y) | -11.98% | 13.30% |
Frequently asked
- Which has the lower trailing P/E, TWLO or UI?
- UI has the lower trailing P/E: TWLO trades at 308.36 and UI at 35.77. 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 21.69% CAGR versus UI at 12.27%.
- Does TWLO or UI pay a bigger dividend?
- UI pays a dividend (0.58% 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 1.96% versus UI at 30.43%.
- How have TWLO and UI total returns compared?
- Over the past 10 years, TWLO delivered 17.11% and UI delivered 29.60% annualized total return. Past performance doesn't predict future results.
Go deeper
Dig into the metrics
Twilio P/E ratioUbiquiti P/E ratioTwilio dividend yieldUbiquiti dividend yieldTwilio ROEUbiquiti ROETwilio operating marginUbiquiti operating marginTwilio revenue growthUbiquiti revenue growthTwilio free cash flowUbiquiti free cash flow
Twilio & Ubiquiti 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 August 1, 2026.