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.

Compare

Total returnTWLO vs ZM

growth of $100 · dividends reinvested · last 7y
TWLO +58.8%ZM +54.9%TWLO compounded faster
0200400600800Start $100202120232025$159$155
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

MetricTWLOZM
P/E ratio298.3413.58
Forward P/EN/A15.47
P/S ratio5.685.62
P/B ratio3.872.78
PEG ratioN/A0.16
EV / EBITDA69.7720.06
FCF yield3.28%7.07%

Profitability

MetricTWLOZM
Gross margin48.69%77.40%
Operating margin4.89%24.17%
Net margin1.96%41.99%
ROE1.34%20.77%
ROIC1.20%8.82%

Growth (annualized)

MetricTWLOZM
Revenue CAGR (5Y)21.69%8.51%
EPS CAGR (5Y)N/A21.68%
FCF CAGR (5Y)N/A4.31%
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.

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.