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.
TWLO
Twilio Inc.
$242.16TechnologyDelayed quote: Sep 15, 2026, 4:00 PM EDT
UI
Ubiquiti Inc.
$562.75TechnologyDelayed quote: Sep 15, 2026, 4:00 PM EDT
Total return — TWLO vs UI
growth of $100 · dividends reinvested · last 10yTWLO +305.7% (+15.0%/yr)UI +958.0% (+26.6%/yr)UI compounded faster over this window
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
| Metric | TWLO | UI |
|---|---|---|
| P/E ratio | 33.73 | 35.50 |
| Forward P/E | 40.86 | 31.77 |
| P/S ratio | 6.60 | 10.40 |
| P/B ratio | 4.09 | 23.65 |
| EV / EBITDA | 73.89 | 27.91 |
| FCF yield | 2.75% | 2.67% |
Profitability
| Metric | TWLO | UI |
|---|---|---|
| Gross margin | 48.54% | 46.16% |
| Operating margin | 5.51% | 36.21% |
| Net margin | 20.62% | 29.33% |
| ROE | 12.80% | 66.68% |
| ROIC | 3.06% | 61.23% |
Dividends
| Metric | TWLO | UI |
|---|---|---|
| Dividend yield | N/A | 0.65% |
| Payout ratio | N/A | 21.45% |
Growth (annualized)
| Metric | TWLO | UI |
|---|---|---|
| Revenue CAGR (5Y) | 19.84% | 11.52% |
| EPS CAGR (5Y) | N/A | 10.14% |
| FCF CAGR (5Y) | N/A | 8.89% |
| 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.
Go deeper
Dig into the metrics
Twilio P/E ratioUbiquiti P/E ratioUbiquiti 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 September 10, 2026.