Twilio [TWLO] vs Microsoft [MSFT] Detailed Stock Comparison

TLDR: Quick Comparison Summary

Based on 21 vital metrics comparison: Twilio Inc. wins in 5 metrics, Microsoft Corp. wins in 15 metrics, with 0 ties. Microsoft Corp. appears stronger overall.

View Metrics Details

Vital Metrics Comparison

Metric Twilio Inc. Microsoft Corp. Better
P/E Ratio (TTM) 674.24 26.56 Microsoft Corp.
Price-to-Book Ratio 2.76 8.06 Twilio Inc.
Debt-to-Equity Ratio 13.83 31.54 Twilio Inc.
PEG Ratio 2.45 0.44 Microsoft Corp.
EV/EBITDA 54.14 18.16 Microsoft Corp.
Profit Margin (TTM) 0.67% 39.04% Microsoft Corp.
Operating Margin (TTM) 5.43% 47.09% Microsoft Corp.
EBITDA Margin (TTM) 5.43% 47.09% Microsoft Corp.
Return on Equity 0.43% 34.39% Microsoft Corp.
Return on Assets (TTM) 1.12% 14.86% Microsoft Corp.
Free Cash Flow (TTM) $945.43M $71.61B Microsoft Corp.
Dividend Yield N/A 1.11% N/A
1-Year Return 79.98% -17.73% Twilio Inc.
Price-to-Sales Ratio (TTM) 4.24 10.32 Twilio Inc.
Enterprise Value $20.06B $3,183.47B Microsoft Corp.
EV/Revenue Ratio 3.96 10.42 Twilio Inc.
Gross Profit Margin (TTM) 48.49% 68.04% Microsoft Corp.
Revenue per Share (TTM) $33 $41 Microsoft Corp.
Earnings per Share (Diluted) $0.21 $15.97 Microsoft Corp.
Beta (Stock Volatility) 1.28 1.11 Microsoft Corp.
Short % of Float 4.50% 1.09% Microsoft Corp.

Twilio Inc. vs Microsoft Corp. Stock Performance Analysis

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Performance Comparison

Short-term Returns

Stock1D1W1M3M6MYTD
Twilio Inc.-1.02%-4.96%1.87%59.91%50.79%46.00%
Microsoft Corp.2.31%-2.91%-5.25%-0.05%-15.81%-15.47%

Long-term Returns

Stock1Y3Y5Y10Y15Y20Y
Twilio Inc.79.98%201.67%-44.48%675.97%675.97%675.97%
Microsoft Corp.-17.73%14.14%50.61%679.45%1,510.63%1,668.05%

Performance & Financial Health Analysis: Twilio Inc. vs Microsoft Corp.

MetricTWLOMSFT
Market Information
Market Cap i$21.47B$3.09T
Market Cap CategoryLarge capMega cap
10 Day Avg. Volume i2,398,95635,949,722
90 Day Avg. Volume i2,049,50532,871,754
Last Close$202.00$399.76
52 Week Range$91.84 - $238.48$356.28 - $555.45
% from 52W High-15.30%-28.03%
All-Time High$457.30 (Feb 15, 2021)$555.45 (Jul 31, 2025)
% from All-Time High-55.83%-28.03%
Growth Metrics
Quarterly Revenue Growth0.14%0.17%
Quarterly Earnings Growth0.14%0.60%
Financial Health
Profit Margin (TTM) i0.01%0.39%
Operating Margin (TTM) i0.05%0.47%
Return on Equity (TTM) i0.00%0.34%
Debt to Equity (MRQ) i13.8331.54
Cash & Liquidity
Book Value per Share (MRQ)$51.32$52.62
Cash per Share (MRQ)$16.30$12.05
Operating Cash Flow (TTM) i$1.00B$160.51B
Levered Free Cash Flow (TTM) i$943.91M$53.64B
Dividends
Last 12-Month Dividend Yield iN/A1.11%
Last 12-Month Dividend iN/A$4.39

Valuation & Enterprise Metrics Analysis: Twilio Inc. vs Microsoft Corp.

MetricTWLO (Apr 24, 2026)MSFT (Apr 24, 2026)
Price Ratios
P/E Ratio (TTM) i674.2426.56
Forward P/E i22.1522.44
PEG Ratio i2.450.44
Price to Sales (TTM) i4.2410.32
Price to Book (MRQ) i2.768.06
Market Capitalization
Market Capitalization i$21.47B$3.09T
Enterprise Value i$20.06B$3.18T
Enterprise Value Metrics
Enterprise to Revenue i3.9610.42
Enterprise to EBITDA i54.1418.16
Risk & Other Metrics
Beta i1.281.11
Book Value per Share (MRQ) i$51.32$52.62

Financial Statements Comparison: Twilio Inc. vs Microsoft Corp.

Financial Metrics

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Revenue

Operating Margin

Profit Margin

Long Term Debt

Income Flow Analysis

Financial Statements Comparison

Income Statement

MetricTWLO (2025)MSFT (2025)
Revenue/Sales i5.07B281.72B
Cost of Goods Sold i2.59B87.83B
COGS % of Revenue i51.1%31.2%
Gross Profit i2.48B193.89B
Gross Margin i48.9%68.8%
Research & Development i1.02B32.49B
Operating Income (EBIT) i174.68M128.53B
Operating Margin i3.4%45.6%
EBITDA i467.63M160.60B
EBITDA Margin i9.2%57.0%
Pre-Tax Income i55.09M123.63B
Pre-Tax Income % of Revenue i1.1%43.9%
Income Tax i21.26M21.80B
Income Tax % of Revenue i0.4%7.7%
Net Income (Profit) i33.83M101.83B
Profit Margin i0.7%36.1%

Balance Sheet & Liquidity Metrics

MetricTWLO (2025)MSFT (2025)
Cash & Equivalents i682.34M30.24B
Total Current Assets i3.58B191.13B
Total Current Assets % of Revenue i70.6%67.8%
Total Current Liabilities i887.01M141.22B
Total Current Liabilities % of Revenue i17.5%50.1%
Long-Term Debt i1.05B57.59B
Long-Term Debt % of Revenue i20.7%20.4%
Total Shareholders Equity i7.82B343.48B
Retained Earnings i-8.34B237.73B
Retained Earnings % of Revenue i-164.6%84.4%
Property, Plant & Equipment i66.87M24.82B

Cash Flow Statement Comparison

MetricTWLO (2025)MSFT (2025)
Operating Cash Flow i713.26M135.55B
Operating Cash Flow % of Revenue i14.1%48.1%
Capital Expenditures i-5.85M-64.55B
Free Cash Flow i945.43M71.61B
FCF Margin i18.7%25.4%
Debt Repayment i-5.31M-3.22B
Common Stock Repurchase i-868.94M-18.42B

Short Interest & Institutional Ownership Analysis

MetricTWLOMSFT
Shares Short i6.00M80.99M
Short Ratio i3.572.51
Short % of Float i4.50%1.09%
Shares Outstanding i152.41M7.43B
Float Shares i144.95M7.41B
% Held by Insiders i3.96%0.08%
% Held by Institutions i94.53%76.12%
% Held by Public i1.51%23.80%

Dividend Analysis & Yield Comparison: Twilio Inc. vs Microsoft Corp.

MetricTWLOMSFT
Last 12-Month Dividend iN/A$4.39
Last 12-Month Dividend Yield iN/A1.11%
3-Year Avg Annual Dividend iN/A$3.47
3-Year Avg Dividend Yield iN/A0.20%
3-Year Total Dividends iN/A$10.41
Ex-Dividend DateN/AMay 21, 2026