Twilio Inc. (TWLO) vs Zoom Communications, Inc. (ZM)
A side-by-side comparison of Twilio Inc. and Zoom Communications, Inc. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of July 31, 2026. Differences are shown without an overall score or investment verdict.
TWLO
Twilio Inc.
$197.35TechnologyDelayed quote: Jul 31, 2026, 4:00 PM EDT
ZM
Zoom Communications, Inc.
$96.07TechnologyDelayed quote: Jul 31, 2026, 4:00 PM EDT
Total return — TWLO vs ZM
growth of $100 · dividends reinvested · last 7yTWLO +58.8%ZM +54.9%TWLO compounded faster
TWLO ZM
TWLO vs ZM: by the numbers
- •TWLO is the larger company ($29.95B vs $28.17B market cap).
- •ZM trades at the lower trailing earnings multiple (13.58 vs 298.34 P/E), one valuation lens rather than an overall verdict.
- •ZM converts more revenue to profit (41.99% vs 1.96% net margin).
- •TWLO grew revenue faster over the past five years (21.69% vs 8.51% CAGR).
Metrics side by side
Valuation
| Metric | TWLO | ZM |
|---|---|---|
| P/E ratio | 298.34 | 13.58 |
| Forward P/E | N/A | 15.47 |
| P/S ratio | 5.68 | 5.62 |
| P/B ratio | 3.87 | 2.78 |
| PEG ratio | N/A | 0.16 |
| EV / EBITDA | 69.77 | 20.06 |
| FCF yield | 3.28% | 7.07% |
Profitability
| Metric | TWLO | ZM |
|---|---|---|
| Gross margin | 48.69% | 77.40% |
| Operating margin | 4.89% | 24.17% |
| Net margin | 1.96% | 41.99% |
| ROE | 1.34% | 20.77% |
| ROIC | 1.20% | 8.82% |
Growth (annualized)
| Metric | TWLO | ZM |
|---|---|---|
| Revenue CAGR (5Y) | 21.69% | 8.51% |
| EPS CAGR (5Y) | N/A | 21.68% |
| FCF CAGR (5Y) | N/A | 4.31% |
| Total return CAGR (5Y) | -12.15% | -23.96% |
Frequently asked
- Which has the lower trailing P/E, TWLO or ZM?
- ZM has the lower trailing P/E: TWLO trades at 298.34 and ZM at 13.58. P/E is one valuation measure and does not by itself establish which business is cheaper.
- Which has grown faster, TWLO or ZM?
- Over the past five years, TWLO grew revenue faster — TWLO at a 21.69% CAGR versus ZM at 8.51%.
- Is TWLO or ZM more profitable?
- ZM runs the higher net margin — TWLO at 1.96% versus ZM at 41.99%.
- How have TWLO and ZM total returns compared?
- Over the past 5 years, TWLO delivered 17.00% and ZM delivered -23.96% annualized total return. Past performance doesn't predict future results.
Go deeper
Dig into the metrics
Twilio P/E ratioZoom Communications P/E ratioTwilio dividend yieldZoom Communications dividend yieldTwilio ROEZoom Communications ROETwilio operating marginZoom Communications operating marginTwilio revenue growthZoom Communications revenue growthTwilio free cash flowZoom Communications free cash flow
Twilio & Zoom Communications 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 July 31, 2026.