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.

Compare

Total returnTWLO vs VEEV

growth of $100 · dividends reinvested · last 10y
TWLO +305.7% (+15.0%/yr)VEEV +537.0% (+20.3%/yr)VEEV compounded faster over this window
0200400600800Start $10020182020202220242026$406$637
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

MetricTWLOVEEV
P/E ratio37.0642.98
Forward P/E44.8928.30
P/S ratio7.2512.27
P/B ratio4.505.71
EV / EBITDA81.1337.35
FCF yield2.50%3.87%

Profitability

MetricTWLOVEEV
Gross margin48.54%74.89%
Operating margin5.51%29.93%
Net margin20.62%29.34%
ROE12.80%13.66%
ROIC3.06%10.40%

Growth (annualized)

MetricTWLOVEEV
Revenue CAGR (5Y)19.84%15.76%
EPS CAGR (5Y)N/A17.11%
FCF CAGR (5Y)N/A16.98%
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.

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.