Twilio Inc. (TWLO) vs Zscaler, Inc. (ZS)
A side-by-side comparison of Twilio Inc. and Zscaler, Inc. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of August 20, 2026. Differences are shown without an overall score or investment verdict.
TWLO
Twilio Inc.
$221.87TechnologyAt close: Aug 19, 2026, 4:00 PM ET
ZS
Zscaler, Inc.
$184.60TechnologyAt close: Aug 19, 2026, 4:00 PM ET
Total return — TWLO vs ZS
growth of $100 · dividends reinvested · last 8yTWLO +440.9% (+23.5%/yr)ZS +459.4% (+24.0%/yr)ZS compounded faster over this window
TWLO ZS
TWLO vs ZS: by the numbers
- •TWLO is the larger company ($33.67B vs $29.85B market cap).
- •TWLO is profitable (20.62% net margin) while ZS runs a net loss (-2.44%).
- •ZS grew revenue faster over the past five years (39.45% vs 19.84% CAGR).
Metrics side by side
Valuation
| Metric | TWLO | ZS |
|---|---|---|
| P/E ratio | 30.90 | N/A |
| Forward P/E | 38.81 | 44.84 |
| P/S ratio | 6.36 | 9.35 |
| P/B ratio | 3.95 | 12.54 |
| EV / EBITDA | 71.25 | 7118.33 |
| FCF yield | 3.13% | 3.24% |
Profitability
| Metric | TWLO | ZS |
|---|---|---|
| Gross margin | 48.54% | 76.67% |
| Operating margin | 5.51% | -4.73% |
| Net margin | 20.62% | -2.44% |
| ROE | 12.80% | -3.27% |
| ROIC | 3.06% | -3.26% |
Growth (annualized)
| Metric | TWLO | ZS |
|---|---|---|
| Revenue CAGR (5Y) | 19.84% | 39.45% |
| FCF CAGR (5Y) | N/A | 49.89% |
| Total return CAGR (5Y) | -8.25% | -5.50% |
Frequently asked
- Which has grown faster, TWLO or ZS?
- Over the past five years, ZS grew revenue faster — TWLO at a 19.84% CAGR versus ZS at 39.45%.
- Is TWLO or ZS more profitable?
- TWLO runs the higher net margin — TWLO at 20.62% versus ZS at -2.44%.
- How have TWLO and ZS total returns compared?
- Over the past 5 years, TWLO delivered 14.99% and ZS delivered -5.50% annualized total return. Past performance doesn't predict future results.
Go deeper
Dig into the metrics
Twilio P/E ratioTwilio ROEZscaler ROETwilio operating marginZscaler operating marginTwilio revenue growthZscaler revenue growthTwilio free cash flowZscaler free cash flow
Twilio & Zscaler 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 August 20, 2026.