Twilio Inc. (TWLO) vs Veeva Systems Inc. (VEEV)
A side-by-side comparison of Twilio Inc. and Veeva Systems 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.
$266.06TechnologyDelayed quote: Sep 21, 2026, 4:00 PM EDT
VEEV
Veeva Systems Inc.
$261.31TechnologyDelayed quote: Sep 21, 2026, 4:00 PM EDT
Total return — TWLO vs VEEV
growth of $100 · dividends reinvested · last 10yTWLO +305.7% (+15.0%/yr)VEEV +537.0% (+20.3%/yr)VEEV compounded faster over this window
TWLO VEEV
TWLO vs VEEV: by the numbers
- •VEEV is the larger company ($42.45B vs $40.38B market cap).
- •TWLO trades at the lower trailing earnings multiple (37.06 vs 42.98 P/E), one valuation lens rather than an overall verdict.
- •VEEV converts more revenue to profit (29.34% vs 20.62% net margin).
- •TWLO grew revenue faster over the past five years (19.84% vs 15.76% CAGR).
Metrics side by side
Valuation
| Metric | TWLO | VEEV |
|---|---|---|
| P/E ratio | 37.06 | 42.98 |
| Forward P/E | 44.89 | 28.30 |
| P/S ratio | 7.25 | 12.27 |
| P/B ratio | 4.50 | 5.71 |
| EV / EBITDA | 81.13 | 37.35 |
| FCF yield | 2.50% | 3.87% |
Profitability
| Metric | TWLO | VEEV |
|---|---|---|
| Gross margin | 48.54% | 74.89% |
| Operating margin | 5.51% | 29.93% |
| Net margin | 20.62% | 29.34% |
| ROE | 12.80% | 13.66% |
| ROIC | 3.06% | 10.40% |
Growth (annualized)
| Metric | TWLO | VEEV |
|---|---|---|
| Revenue CAGR (5Y) | 19.84% | 15.76% |
| EPS CAGR (5Y) | N/A | 17.11% |
| FCF CAGR (5Y) | N/A | 16.98% |
| Total return CAGR (5Y) | -8.42% | -3.15% |
Frequently asked
- Which has the lower trailing P/E, TWLO or VEEV?
- TWLO has the lower trailing P/E: TWLO trades at 37.06 and VEEV at 42.98. P/E is one valuation measure and does not by itself establish which business is cheaper.
- Which has grown faster, TWLO or VEEV?
- Over the past five years, TWLO grew revenue faster — TWLO at a 19.84% CAGR versus VEEV at 15.76%.
- Is TWLO or VEEV more profitable?
- VEEV runs the higher net margin — TWLO at 20.62% versus VEEV at 29.34%.
- How have TWLO and VEEV total returns compared?
- Over the past 10 years, TWLO delivered 15.03% and VEEV delivered 20.52% annualized total return. Past performance doesn't predict future results.
Go deeper
Dig into the metrics
Twilio P/E ratioVeeva Systems P/E ratioTwilio ROEVeeva Systems ROETwilio operating marginVeeva Systems operating marginTwilio revenue growthVeeva Systems revenue growthTwilio free cash flowVeeva Systems free cash flow
Twilio & Veeva Systems 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.