Twilio Inc. (TWLO) vs Workday, Inc. (WDAY)
A side-by-side comparison of Twilio Inc. and Workday, Inc. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of October 3, 2026. Differences are shown without an overall score or investment verdict.
TWLO
Twilio Inc.
$294.58TechnologyDelayed quote: Oct 2, 2026, 4:00 PM EDT
WDAY
Workday, Inc.
$186.14TechnologyDelayed quote: Oct 2, 2026, 4:00 PM EDT
Total return — TWLO vs WDAY
growth of $100 · dividends reinvested · last 10yTWLO +357.7% (+16.4%/yr)WDAY +104.1% (+7.4%/yr)TWLO compounded faster over this window
TWLO WDAY
TWLO vs WDAY: by the numbers
- •WDAY is the larger company ($48.76B vs $44.71B market cap).
- •WDAY trades at the lower trailing earnings multiple (37.76 vs 41.03 P/E), one valuation lens rather than an overall verdict.
- •TWLO converts more revenue to profit (20.62% vs 12.32% net margin).
- •TWLO grew revenue faster over the past five years (19.84% vs 16.80% CAGR).
Metrics side by side
Valuation
| Metric | TWLO | WDAY |
|---|---|---|
| P/E ratio | 41.03 | 37.76 |
| Forward P/E | 49.68 | 16.79 |
| P/S ratio | 8.02 | 4.80 |
| P/B ratio | 4.98 | 7.55 |
| EV / EBITDA | 89.77 | 32.79 |
| FCF yield | 2.26% | 5.83% |
Profitability
| Metric | TWLO | WDAY |
|---|---|---|
| Gross margin | 48.54% | 75.80% |
| Operating margin | 5.51% | 11.99% |
| Net margin | 20.62% | 12.32% |
| ROE | 12.80% | 19.37% |
| ROIC | 3.06% | 11.40% |
Growth (annualized)
| Metric | TWLO | WDAY |
|---|---|---|
| Revenue CAGR (5Y) | 19.84% | 16.80% |
| FCF CAGR (5Y) | N/A | 18.62% |
| Total return CAGR (5Y) | -1.91% | -6.07% |
Frequently asked
- Which has the lower trailing P/E, TWLO or WDAY?
- WDAY has the lower trailing P/E: TWLO trades at 41.03 and WDAY at 37.76. P/E is one valuation measure and does not by itself establish which business is cheaper.
- Which has grown faster, TWLO or WDAY?
- Over the past five years, TWLO grew revenue faster — TWLO at a 19.84% CAGR versus WDAY at 16.80%.
- Is TWLO or WDAY more profitable?
- TWLO runs the higher net margin — TWLO at 20.62% versus WDAY at 12.32%.
- How have TWLO and WDAY total returns compared?
- Over the past 10 years, TWLO delivered 16.42% and WDAY delivered 7.33% annualized total return. Past performance doesn't predict future results.
Go deeper
Dig into the metrics
Twilio P/E ratioWorkday P/E ratioTwilio ROEWorkday ROETwilio operating marginWorkday operating marginTwilio revenue growthWorkday revenue growthTwilio free cash flowWorkday free cash flow
Twilio & Workday 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 October 3, 2026.