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.

Compare

Total returnTWLO vs UI

growth of $100 · dividends reinvested · last 10y
TWLO +585.5%UI +1394.5%UI compounded faster
01k2kStart $10020182020202220242026$685$1,495
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

MetricTWLOUI
P/E ratio308.3635.77
Forward P/EN/A36.49
P/S ratio5.8710.89
P/B ratio4.0028.04
PEG ratioN/A0.34
EV / EBITDA72.0729.69
FCF yield3.17%2.22%

Profitability

MetricTWLOUI
Gross margin48.69%46.02%
Operating margin4.89%35.75%
Net margin1.96%30.43%
ROE1.34%78.37%
ROIC1.20%72.62%

Dividends

MetricTWLOUI
Dividend yieldN/A0.58%
Payout ratioN/A27.19%

Growth (annualized)

MetricTWLOUI
Revenue CAGR (5Y)21.69%12.27%
EPS CAGR (5Y)N/A15.17%
FCF CAGR (5Y)N/A6.21%
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.

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.