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.

Compare

Total return — TWLO vs WDAY

growth of $100 · dividends reinvested · last 10y
TWLO +357.7% (+16.4%/yr)WDAY +104.1% (+7.4%/yr)TWLO compounded faster over this window
0200400600Start $10020182020202220242026$458$204
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

MetricTWLOWDAY
P/E ratio41.0337.76
Forward P/E49.6816.79
P/S ratio8.024.80
P/B ratio4.987.55
EV / EBITDA89.7732.79
FCF yield2.26%5.83%

Profitability

MetricTWLOWDAY
Gross margin48.54%75.80%
Operating margin5.51%11.99%
Net margin20.62%12.32%
ROE12.80%19.37%
ROIC3.06%11.40%

Growth (annualized)

MetricTWLOWDAY
Revenue CAGR (5Y)19.84%16.80%
FCF CAGR (5Y)N/A18.62%
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.

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.