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.

Compare

Total returnTWLO vs ZS

growth of $100 · dividends reinvested · last 8y
TWLO +440.9% (+23.5%/yr)ZS +459.4% (+24.0%/yr)ZS compounded faster over this window
02004006008001kStart $1002020202220242026$541$559
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

MetricTWLOZS
P/E ratio30.90N/A
Forward P/E38.8144.84
P/S ratio6.369.35
P/B ratio3.9512.54
EV / EBITDA71.257118.33
FCF yield3.13%3.24%

Profitability

MetricTWLOZS
Gross margin48.54%76.67%
Operating margin5.51%-4.73%
Net margin20.62%-2.44%
ROE12.80%-3.27%
ROIC3.06%-3.26%

Growth (annualized)

MetricTWLOZS
Revenue CAGR (5Y)19.84%39.45%
FCF CAGR (5Y)N/A49.89%
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.

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.