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

Twilio Inc.

NYSE
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CrowdStrike Holdings Inc.

NASDAQ
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TLDR: Quick Comparison Summary

Based on 20 vital metrics comparison: Twilio Inc. wins in 15 metrics, CrowdStrike Holdings Inc. wins in 5 metrics, with 0 ties. Twilio Inc. appears stronger overall.

View Metrics Details

Vital Metrics Comparison

Metric Twilio Inc. CrowdStrike Holdings Inc. Better
P/E Ratio (TTM) 674.24 716.55 Twilio Inc.
Price-to-Book Ratio 2.76 25.72 Twilio Inc.
Debt-to-Equity Ratio 13.83 18.34 Twilio Inc.
PEG Ratio 2.45 -5.10 Twilio Inc.
EV/EBITDA 54.14 -2,350.03 Twilio Inc.
Profit Margin (TTM) 0.67% -3.38% Twilio Inc.
Operating Margin (TTM) 5.43% 1.00% Twilio Inc.
EBITDA Margin (TTM) 5.43% 1.00% Twilio Inc.
Return on Equity 0.43% -4.14% Twilio Inc.
Return on Assets (TTM) 1.12% -1.57% Twilio Inc.
Free Cash Flow (TTM) $945.43M $1.24B CrowdStrike Holdings Inc.
1-Year Return 61.97% 55.08% Twilio Inc.
Price-to-Sales Ratio (TTM) 4.24 23.70 Twilio Inc.
Enterprise Value $20.06B $109.66B CrowdStrike Holdings Inc.
EV/Revenue Ratio 3.96 22.79 Twilio Inc.
Gross Profit Margin (TTM) 48.49% 76.12% CrowdStrike Holdings Inc.
Revenue per Share (TTM) $33 $19 Twilio Inc.
Earnings per Share (Diluted) $0.21 $-0.63 Twilio Inc.
Beta (Stock Volatility) 1.28 1.07 CrowdStrike Holdings Inc.
Short % of Float 4.50% 2.99% CrowdStrike Holdings Inc.

Twilio Inc. vs CrowdStrike Holdings Inc. Stock Performance Analysis

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TWLO
CRWD

Performance Comparison

Short-term Returns

Stock1D1W1M3M6MYTD
Twilio Inc.-0.89%25.16%19.82%84.00%77.38%64.25%
CrowdStrike Holdings Inc.-2.78%15.84%59.32%91.00%42.63%64.82%

Long-term Returns

Stock1Y3Y5Y10Y15Y20Y
Twilio Inc.61.97%183.90%-38.49%624.87%624.87%624.87%
CrowdStrike Holdings Inc.55.08%383.08%253.24%1,039.34%1,039.34%1,039.34%

Performance & Financial Health Analysis: Twilio Inc. vs CrowdStrike Holdings Inc.

MetricTWLOCRWD
Market Information
Market Cap i$21.47B$112.96B
Market Cap CategoryLarge capLarge cap
10 Day Avg. Volume i2,398,9564,197,822
90 Day Avg. Volume i2,049,5053,673,491
Last Close$227.26$747.61
52 Week Range$91.84 - $231.36$342.72 - $785.66
% from 52W High-1.77%-4.84%
All-Time High$457.30 (Feb 15, 2021)$785.66 (Jun 01, 2026)
% from All-Time High-50.30%-4.84%
Growth Metrics
Quarterly Revenue Growth0.14%0.23%
Quarterly Earnings Growth0.14%0.23%
Financial Health
Profit Margin (TTM) i0.01%-0.03%
Operating Margin (TTM) i0.05%0.01%
Return on Equity (TTM) i0.00%-0.04%
Debt to Equity (MRQ) i13.8318.34
Cash & Liquidity
Book Value per Share (MRQ)$51.32$17.48
Cash per Share (MRQ)$16.30$20.62
Operating Cash Flow (TTM) i$1.00B$1.61B
Levered Free Cash Flow (TTM) i$943.91M$1.60B
Dividends
Last 12-Month Dividend Yield iN/AN/A
Last 12-Month Dividend iN/AN/A

Valuation & Enterprise Metrics Analysis: Twilio Inc. vs CrowdStrike Holdings Inc.

MetricTWLO (Apr 24, 2026)CRWD (Apr 24, 2026)
Price Ratios
P/E Ratio (TTM) i674.24716.55
Forward P/E i22.1572.81
PEG Ratio i2.45-5.10
Price to Sales (TTM) i4.2423.70
Price to Book (MRQ) i2.7625.72
Market Capitalization
Market Capitalization i$21.47B$112.96B
Enterprise Value i$20.06B$109.66B
Enterprise Value Metrics
Enterprise to Revenue i3.9622.79
Enterprise to EBITDA i54.14-2,350.03
Risk & Other Metrics
Beta i1.281.07
Book Value per Share (MRQ) i$51.32$17.48

Financial Statements Comparison: Twilio Inc. vs CrowdStrike Holdings Inc.

Financial Metrics

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Revenue

Operating Margin

Profit Margin

Long Term Debt

Income Flow Analysis

Financial Statements Comparison

Income Statement

MetricTWLO (2025)CRWD (2026)
Revenue/Sales i5.07B4.81B
Cost of Goods Sold i2.59B1.22B
COGS % of Revenue i51.1%25.3%
Gross Profit i2.48B3.59B
Gross Margin i48.9%74.7%
Research & Development i1.02B1.38B
Operating Income (EBIT) i174.68M-293.29M
Operating Margin i3.4%-6.1%
EBITDA i467.63M182.48M
EBITDA Margin i9.2%3.8%
Pre-Tax Income i55.09M-126.99M
Pre-Tax Income % of Revenue i1.1%-2.6%
Income Tax i21.26M34.18M
Income Tax % of Revenue i0.4%0.7%
Net Income (Profit) i33.83M-161.17M
Profit Margin i0.7%-3.3%

Balance Sheet & Liquidity Metrics

MetricTWLO (2025)CRWD (2026)
Cash & Equivalents i682.34M5.23B
Total Current Assets i3.58B7.42B
Total Current Assets % of Revenue i70.6%154.2%
Total Current Liabilities i887.01M4.18B
Total Current Liabilities % of Revenue i17.5%87.0%
Long-Term Debt i1.05B801.85M
Long-Term Debt % of Revenue i20.7%16.7%
Total Shareholders Equity i7.82B4.47B
Retained Earnings i-8.34B-1.28B
Retained Earnings % of Revenue i-164.6%-26.7%
Property, Plant & Equipment i66.87M0

Cash Flow Statement Comparison

MetricTWLO (2025)CRWD (2026)
Operating Cash Flow i713.26M1.74B
Operating Cash Flow % of Revenue i14.1%36.1%
Capital Expenditures i-5.85M-302.11M
Free Cash Flow i945.43M1.24B
FCF Margin i18.7%25.8%
Debt Repayment i-5.31MN/A
Common Stock Repurchase i-868.94MN/A

Short Interest & Institutional Ownership Analysis

MetricTWLOCRWD
Shares Short i6.00M7.36M
Short Ratio i3.571.78
Short % of Float i4.50%2.99%
Shares Outstanding i152.41M253.36M
Float Shares i144.95M249.00M
% Held by Insiders i3.96%3.12%
% Held by Institutions i94.53%75.27%
% Held by Public i1.51%21.61%

Dividend Analysis & Yield Comparison: Twilio Inc. vs CrowdStrike Holdings Inc.

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