Twilio Inc. (TWLO) vs Workday, Inc. (WDAY)

WDAY leads on 9 of 12 compared metrics.

A side-by-side comparison of Twilio Inc. and Workday, Inc. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of June 14, 2026. The ● marks the stronger figure on each row (cheaper multiple, higher margin/return).

Total return — TWLO vs WDAY

growth of $100 · last 10y
TWLO +608.9%WDAY +62.8%TWLO compounded faster
05001k2kStart $10020182020202220242026$709$163
TWLO WDAY

TWLO vs WDAY: by the numbers

  • WDAY is the larger company ($34.26B vs $30.97B market cap).
  • WDAY trades at the lower earnings multiple (40.88 vs 318.88 P/E).
  • WDAY converts more revenue to profit (8.60% vs 1.96% net margin).
  • TWLO grew revenue faster over the past five years (21.69% vs 17.11% CAGR).

Which is better, TWLO or WDAY?

Metric tally: TWLO 3 · WDAY 9

It depends on what you're optimizing for:

ValueWDAY(lower P/E)
GrowthTWLO(faster 5Y revenue CAGR)
QualityWDAY(higher ROIC)

Valuation

MetricTWLOWDAY
P/E ratio318.8840.88
Forward P/E10.37
P/S ratio6.073.38
P/B ratio4.144.98
PEG ratio2.11
EV / EBITDA105.2921.81
FCF yield3.07%8.94%

Profitability

MetricTWLOWDAY
Gross margin48.69%75.77%
Operating margin4.89%11.66%
Net margin1.96%8.60%
ROE1.34%12.67%
ROIC1.20%5.95%

Growth (annualized)

MetricTWLOWDAY
Revenue CAGR (5Y)21.69%17.11%
FCF CAGR (5Y)20.07%
Total return CAGR (5Y)-9.31%-10.68%

Frequently asked

Which is better, TWLO or WDAY?
It depends on your goal. value: WDAY (lower P/E); growth: TWLO (faster 5Y revenue CAGR); quality: WDAY (higher ROIC). Across all compared metrics, WDAY leads 9 to 3.
Is TWLO or WDAY cheaper?
On trailing earnings, WDAY is cheaper: TWLO trades at a 318.88 P/E and WDAY at 40.88.
Which has grown faster, TWLO or WDAY?
Over the past five years, TWLO grew revenue faster — TWLO at a 21.69% CAGR versus WDAY at 17.11%.
Is TWLO or WDAY more profitable?
WDAY runs the higher net margin — TWLO at 1.96% versus WDAY at 8.60%.
Which has been the better investment, TWLO or WDAY?
Over the past 5-year, WDAY delivered the higher annualized total return — TWLO at -9.31% versus WDAY at 5.35%. 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 June 14, 2026.