Twilio [TWLO] vs CrowdStrike Holdings [CRWD] Detailed Stock Comparison

Twilio

NYSE
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CrowdStrike Holdings

NASDAQ
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TLDR: Quick Comparison Summary

Based on 19 vital metrics comparison: Twilio wins in 12 metrics, CrowdStrike Holdings wins in 6 metrics, with 0 ties. Twilio appears stronger overall.

View Metrics Details

Vital Metrics Comparison

MetricTwilioCrowdStrike HoldingsBetter
P/E Ratio (TTM)1,143.78716.55CrowdStrike Holdings
Price-to-Book Ratio1.9732.71Twilio
Debt-to-Equity Ratio13.7121.36Twilio
PEG Ratio-6.39-2.72Twilio
EV/EBITDA50.87-1,300.35CrowdStrike Holdings
Profit Margin (TTM)0.43%-6.84%Twilio
Operating Margin (TTM)3.01%-6.38%Twilio
EBITDA Margin (TTM)3.01%N/AN/A
Return on Equity0.24%-8.92%Twilio
Return on Assets (TTM)0.51%-2.05%Twilio
Free Cash Flow (TTM)$657.46M$1.07BCrowdStrike Holdings
1-Year Return56.09%54.88%Twilio
Price-to-Sales Ratio (TTM)3.3428.32Twilio
Enterprise Value$14.35B$118.81BCrowdStrike Holdings
EV/Revenue Ratio3.0427.37Twilio
Gross Profit Margin (TTM)49.07%73.46%CrowdStrike Holdings
Revenue per Share (TTM)$31$18Twilio
Earnings per Share (Diluted)$0.09$-1.19Twilio
Beta (Stock Volatility)1.251.19CrowdStrike Holdings
Performance
News Sentiment
Key Stats
Valuation
Financials
Short Interest
Dividends

Twilio vs CrowdStrike Holdings Stock Performance Analysis

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Twilio
CrowdStrike Holdings
Twilio Stock Overview | CrowdStrike Holdings Stock Overview

Performance Comparison

Short-term Returns

Stock1D1W1M3M6MYTD
Twilio6.57%5.19%0.57%-9.70%31.05%0.58%
CrowdStrike Holdings1.24%1.54%15.86%-1.88%52.90%42.79%

Long-term Returns

Stock1Y3Y5Y10Y15Y20Y
Twilio56.09%73.38%-66.40%317.11%317.11%317.11%
CrowdStrike Holdings54.88%239.74%241.23%672.99%672.99%672.99%

News Based Sentiment: Twilio vs CrowdStrike Holdings

Twilio

News based Sentiment: MIXED

Twilio experienced a month of positive developments, including strong Q2 earnings, analyst upgrades, and institutional investment. However, significant insider selling introduced a note of caution. The overall narrative is mixed, with positive growth prospects offset by potential short-term volatility.

View Twilio News Sentiment Analysis

CrowdStrike Holdings

News based Sentiment: POSITIVE

CrowdStrike delivered a strong earnings beat, raised guidance, and made a strategic acquisition to bolster its AI capabilities. Analyst upgrades and positive commentary further reinforce a positive investment narrative, despite some insider selling. These developments collectively signal continued growth and innovation within the company.

View CrowdStrike Holdings News Sentiment Analysis

Performance & Financial Health Analysis: Twilio vs CrowdStrike Holdings

MetricTWLOCRWD
Market Information
Market Cap i$16.15B$122.94B
Market Cap CategoryLarge capLarge cap
10 Day Avg. Volume i2,872,6202,547,200
90 Day Avg. Volume i2,765,1773,585,143
Last Close$109.70$495.95
52 Week Range$67.60 - $151.95$285.79 - $517.98
% from 52W High-27.81%-4.25%
All-Time High$457.30 (Feb 15, 2021)$517.98 (Jul 03, 2025)
% from All-Time High-76.01%-4.25%
Growth Metrics
Quarterly Revenue Growth0.14%0.21%
Quarterly Earnings Growth0.13%0.21%
Financial Health
Profit Margin (TTM) i0.00%-0.07%
Operating Margin (TTM) i0.03%-0.06%
Return on Equity (TTM) i0.00%-0.09%
Debt to Equity (MRQ) i13.7121.36
Cash & Liquidity
Book Value per Share (MRQ)$52.38$14.98
Cash per Share (MRQ)$16.57$19.81
Operating Cash Flow (TTM) i$780.90M$1.39B
Levered Free Cash Flow (TTM) i$751.31M$1.44B
Dividends
Last 12-Month Dividend Yield iN/AN/A
Last 12-Month Dividend iN/AN/A

Valuation & Enterprise Metrics Analysis: Twilio vs CrowdStrike Holdings

MetricTWLOCRWD
Price Ratios
P/E Ratio (TTM) i1,143.78716.55
Forward P/E i24.39114.73
PEG Ratio i-6.39-2.72
Price to Sales (TTM) i3.3428.32
Price to Book (MRQ) i1.9732.71
Market Capitalization
Market Capitalization i$16.15B$122.94B
Enterprise Value i$14.35B$118.81B
Enterprise Value Metrics
Enterprise to Revenue i3.0427.37
Enterprise to EBITDA i50.87-1,300.35
Risk & Other Metrics
Beta i1.251.19
Book Value per Share (MRQ) i$52.38$14.98

Financial Statements Comparison: Twilio vs CrowdStrike Holdings

Financial Metrics

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Revenue

EBITDA

Shareholders Equity

Operating Margin

Free Cash Flow

Long Term Debt

Profit Margin

Current Ratio

Operating Cash Flow

Income Statement (MRQ)

Metric (MRQ)TWLOCRWD
Revenue/Sales i$1.17B$1.10B
Cost of Goods Sold i$590.90M$289.14M
Gross Profit i$581.57M$814.29M
Research & Development i$254.30M$334.13M
Operating Income (EBIT) i$23.08M$-124.66M
EBITDA i$72.65M$-19.12M
Pre-Tax Income i$26.58M$-89.89M
Income Tax i$6.57M$21.11M
Net Income (Profit) i$20.02M$-110.99M

Balance Sheet & Liquidity Metrics (MRQ)

Metric (MRQ)TWLOCRWD
Cash & Equivalents i$969.23M$4.61B
Total Current Assets i$3.53B$6.07B
Total Current Liabilities i$720.06M$3.28B
Long-Term Debt i$1.07B$773.43M
Total Shareholders Equity i$8.04B$3.49B
Retained Earnings i$-7.79B$-1.19B
Property, Plant & Equipment i$100.56M$0

Cash Flow Statement Comparison (MRQ)

Metric (MRQ)TWLOCRWD
Operating Cash Flow i$234.18M$485.13M
Capital Expenditures i$-1.16M$-85.75M
Free Cash Flow i$178.32M$280.92M
Debt Repayment i$-2.25MN/A
Common Stock Repurchase i$-126.26MN/A

Short Interest & Institutional Ownership Analysis

MetricTWLOCRWD
Shares Short i9.49M6.42M
Short Ratio i2.271.94
Short % of Float i0.07%0.03%
Average Daily Volume (10 Day) i2,872,6202,547,200
Average Daily Volume (90 Day) i2,765,1773,585,143
Shares Outstanding i152.61M247.87M
Float Shares i146.90M246.36M
% Held by Insiders i0.04%0.03%
% Held by Institutions i0.89%0.75%

Dividend Analysis & Yield Comparison: Twilio vs CrowdStrike Holdings

MetricTWLOCRWD
Last 12-Month Dividend iN/AN/A
Last 12-Month Dividend Yield iN/AN/A
3-Year Avg Annual Dividend iN/AN/A
3-Year Avg Dividend Yield iN/AN/A
3-Year Total Dividends iN/AN/A
Ex-Dividend DateN/AN/A