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
| Stock | 1D | 1W | 1M | 3M | 6M | YTD |
|---|---|---|---|---|---|---|
| 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
| Stock | 1Y | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|
| 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.
| Metric | TWLO | MSFT |
|---|---|---|
| Market Information | ||
| Market Cap | $21.47B | $3.09T |
| Market Cap Category | Large cap | Mega cap |
| 10 Day Avg. Volume | 2,398,956 | 35,949,722 |
| 90 Day Avg. Volume | 2,049,505 | 32,871,754 |
| 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 Growth | 0.14% | 0.17% |
| Quarterly Earnings Growth | 0.14% | 0.60% |
| Financial Health | ||
| Profit Margin (TTM) | 0.01% | 0.39% |
| Operating Margin (TTM) | 0.05% | 0.47% |
| Return on Equity (TTM) | 0.00% | 0.34% |
| Debt to Equity (MRQ) | 13.83 | 31.54 |
| Cash & Liquidity | ||
| Book Value per Share (MRQ) | $51.32 | $52.62 |
| Cash per Share (MRQ) | $16.30 | $12.05 |
| Operating Cash Flow (TTM) | $1.00B | $160.51B |
| Levered Free Cash Flow (TTM) | $943.91M | $53.64B |
| Dividends | ||
| Last 12-Month Dividend Yield | N/A | 1.11% |
| Last 12-Month Dividend | N/A | $4.39 |
Valuation & Enterprise Metrics Analysis: Twilio Inc. vs Microsoft Corp.
| Metric | TWLO (Apr 24, 2026) | MSFT (Apr 24, 2026) |
|---|---|---|
| Price Ratios | ||
| P/E Ratio (TTM) | 674.24 | 26.56 |
| Forward P/E | 22.15 | 22.44 |
| PEG Ratio | 2.45 | 0.44 |
| Price to Sales (TTM) | 4.24 | 10.32 |
| Price to Book (MRQ) | 2.76 | 8.06 |
| Market Capitalization | ||
| Market Capitalization | $21.47B | $3.09T |
| Enterprise Value | $20.06B | $3.18T |
| Enterprise Value Metrics | ||
| Enterprise to Revenue | 3.96 | 10.42 |
| Enterprise to EBITDA | 54.14 | 18.16 |
| Risk & Other Metrics | ||
| Beta | 1.28 | 1.11 |
| Book Value per Share (MRQ) | $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
| Metric | TWLO (2025) | MSFT (2025) |
|---|---|---|
| Revenue/Sales | 5.07B | 281.72B |
| Cost of Goods Sold | 2.59B | 87.83B |
| COGS % of Revenue | 51.1% | 31.2% |
| Gross Profit | 2.48B | 193.89B |
| Gross Margin | 48.9% | 68.8% |
| Research & Development | 1.02B | 32.49B |
| Operating Income (EBIT) | 174.68M | 128.53B |
| Operating Margin | 3.4% | 45.6% |
| EBITDA | 467.63M | 160.60B |
| EBITDA Margin | 9.2% | 57.0% |
| Pre-Tax Income | 55.09M | 123.63B |
| Pre-Tax Income % of Revenue | 1.1% | 43.9% |
| Income Tax | 21.26M | 21.80B |
| Income Tax % of Revenue | 0.4% | 7.7% |
| Net Income (Profit) | 33.83M | 101.83B |
| Profit Margin | 0.7% | 36.1% |
Balance Sheet & Liquidity Metrics
| Metric | TWLO (2025) | MSFT (2025) |
|---|---|---|
| Cash & Equivalents | 682.34M | 30.24B |
| Total Current Assets | 3.58B | 191.13B |
| Total Current Assets % of Revenue | 70.6% | 67.8% |
| Total Current Liabilities | 887.01M | 141.22B |
| Total Current Liabilities % of Revenue | 17.5% | 50.1% |
| Long-Term Debt | 1.05B | 57.59B |
| Long-Term Debt % of Revenue | 20.7% | 20.4% |
| Total Shareholders Equity | 7.82B | 343.48B |
| Retained Earnings | -8.34B | 237.73B |
| Retained Earnings % of Revenue | -164.6% | 84.4% |
| Property, Plant & Equipment | 66.87M | 24.82B |
Cash Flow Statement Comparison
| Metric | TWLO (2025) | MSFT (2025) |
|---|---|---|
| Operating Cash Flow | 713.26M | 135.55B |
| Operating Cash Flow % of Revenue | 14.1% | 48.1% |
| Capital Expenditures | -5.85M | -64.55B |
| Free Cash Flow | 945.43M | 71.61B |
| FCF Margin | 18.7% | 25.4% |
| Debt Repayment | -5.31M | -3.22B |
| Common Stock Repurchase | -868.94M | -18.42B |
Short Interest & Institutional Ownership Analysis
| Metric | TWLO | MSFT |
|---|---|---|
| Shares Short | 6.00M | 80.99M |
| Short Ratio | 3.57 | 2.51 |
| Short % of Float | 4.50% | 1.09% |
| Shares Outstanding | 152.41M | 7.43B |
| Float Shares | 144.95M | 7.41B |
| % Held by Insiders | 3.96% | 0.08% |
| % Held by Institutions | 94.53% | 76.12% |
| % Held by Public | 1.51% | 23.80% |
Dividend Analysis & Yield Comparison: Twilio Inc. vs Microsoft Corp.
| Metric | TWLO | MSFT |
|---|---|---|
| Last 12-Month Dividend | N/A | $4.39 |
| Last 12-Month Dividend Yield | N/A | 1.11% |
| 3-Year Avg Annual Dividend | N/A | $3.47 |
| 3-Year Avg Dividend Yield | N/A | 0.20% |
| 3-Year Total Dividends | N/A | $10.41 |
| Ex-Dividend Date | N/A | May 21, 2026 |