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 10y
TWLO +608.9%UI +1366.7%UI compounded faster
01k2kStart $10020182020202220242026$709$1,467
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 7

It depends on what you're optimizing for:

ValueUI(lower P/E)
GrowthTWLO(faster 5Y revenue CAGR)
QualityUI(higher ROIC)

Valuation

MetricTWLOUI
P/E ratio318.8837.84
Forward P/E38.60
P/S ratio6.0711.52
P/B ratio4.1429.66
PEG ratio0.34
EV / EBITDA105.2931.42
FCF yield3.07%2.10%

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 yield0.54%
Payout ratio27.19%

Growth (annualized)

MetricTWLOUI
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.

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.