Twilio Inc. (TWLO) vs Ubiquiti Inc. (UI)
UI leads on 7 of 12 compared metrics.
A side-by-side comparison of Twilio Inc. and Ubiquiti Inc. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of June 14, 2026. The ● marks the stronger figure on each row (cheaper multiple, higher margin/return).
Total return — TWLO vs UI
growth of $100 · last 10yTWLO +608.9%UI +1366.7%UI compounded faster
TWLO UI
TWLO vs UI: by the numbers
- •UI is the larger company ($35.63B vs $30.97B market cap).
- •UI trades at the lower earnings multiple (37.84 vs 318.88 P/E).
- •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 (0.54% yield) while TWLO does not currently pay one.
Which is better, TWLO or UI?
Metric tally: TWLO 5 · UI 7It depends on what you're optimizing for:
ValueUI(lower P/E)
GrowthTWLO(faster 5Y revenue CAGR)
QualityUI(higher ROIC)
Valuation
| Metric | TWLO | UI |
|---|---|---|
| P/E ratio | 318.88 | 37.84● |
| Forward P/E | — | 38.60 |
| P/S ratio | 6.07● | 11.52 |
| P/B ratio | 4.14● | 29.66 |
| PEG ratio | — | 0.34 |
| EV / EBITDA | 105.29 | 31.42● |
| FCF yield | 3.07%● | 2.10% |
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 | — | 0.54% |
| Payout ratio | — | 27.19% |
Growth (annualized)
| Metric | TWLO | UI |
|---|---|---|
| Revenue CAGR (5Y) | 21.69%● | 12.27% |
| EPS CAGR (5Y) | — | 15.17% |
| FCF CAGR (5Y) | — | 6.21% |
| Total return CAGR (5Y) | -9.31% | 14.04%● |
Frequently asked
- Which is better, TWLO or UI?
- It depends on your goal. value: UI (lower P/E); growth: TWLO (faster 5Y revenue CAGR); quality: UI (higher ROIC). Across all compared metrics, UI leads 7 to 5.
- Is TWLO or UI cheaper?
- On trailing earnings, UI is cheaper: TWLO trades at a 318.88 P/E and UI at 37.84.
- 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 (0.54% yield) while TWLO does not currently pay one.
- Is TWLO or UI more profitable?
- UI runs the higher net margin — TWLO at 1.96% versus UI at 30.43%.
- Which has been the better investment, TWLO or UI?
- Over the past 5-year, UI delivered the higher annualized total return — TWLO at -9.31% versus UI at 31.86%. 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 June 14, 2026.