Twilio Inc. (TWLO) vs Veeva Systems Inc. (VEEV)

VEEV leads on 9 of 12 compared metrics.

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 July 25, 2026. The ● marks the stronger figure on each row (cheaper multiple, higher margin/return).

Compare

Total returnTWLO vs VEEV

growth of $100 · dividends reinvested · last 10y
TWLO +565.0%VEEV +432.0%TWLO compounded faster
05001k2kStart $10020182020202220242026$665$532
TWLO VEEV

TWLO vs VEEV: by the numbers

  • VEEV is the larger company ($30.25B vs $29.06B market cap).
  • VEEV trades at the lower earnings multiple (33.20 vs 299.16 P/E).
  • VEEV converts more revenue to profit (28.37% vs 1.96% net margin).
  • TWLO grew revenue faster over the past five years (21.69% vs 16.28% CAGR).

Which is better, TWLO or VEEV?

Metric tally: TWLO 3 · VEEV 9

It depends on what you're optimizing for:

ValueVEEV(lower P/E)
GrowthTWLO(faster 5Y revenue CAGR)
QualityVEEV(higher ROIC)

Metrics side by side

Valuation

MetricTWLOVEEV
P/E ratio299.1633.20
Forward P/E23.45
P/S ratio5.709.31
P/B ratio3.884.23
PEG ratio1.42
EV / EBITDA69.9528.77
FCF yield3.27%5.32%

Profitability

MetricTWLOVEEV
Gross margin48.69%74.95%
Operating margin4.89%28.79%
Net margin1.96%28.37%
ROE1.34%12.89%
ROIC1.20%9.48%

Growth (annualized)

MetricTWLOVEEV
Revenue CAGR (5Y)21.69%16.28%
EPS CAGR (5Y)17.11%
FCF CAGR (5Y)17.43%
Total return CAGR (5Y)-14.11%-10.97%

Frequently asked

Which is better, TWLO or VEEV?
It depends on your goal. value: VEEV (lower P/E); growth: TWLO (faster 5Y revenue CAGR); quality: VEEV (higher ROIC). Across all compared metrics, VEEV leads 9 to 3.
Is TWLO or VEEV cheaper?
On trailing earnings, VEEV is cheaper: TWLO trades at a 299.16 P/E and VEEV at 33.20.
Which has grown faster, TWLO or VEEV?
Over the past five years, TWLO grew revenue faster — TWLO at a 21.69% CAGR versus VEEV at 16.28%.
Is TWLO or VEEV more profitable?
VEEV runs the higher net margin — TWLO at 1.96% versus VEEV at 28.37%.
Which has been the better investment, TWLO or VEEV?
Over the past 10-year, VEEV delivered the higher annualized total return — TWLO at 16.71% versus VEEV at 17.56%. 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 July 25, 2026.