Twilio [TWLO] vs Palo Alto Networks [PANW] Detailed Stock Comparison

Twilio

NYSE
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Palo Alto Networks

NASDAQ
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TLDR: Quick Comparison Summary

Based on 19 vital metrics comparison: Twilio wins in 7 metrics, Palo Alto Networks wins in 12 metrics, with 0 ties. Palo Alto Networks appears stronger overall.

View Metrics Details

Vital Metrics Comparison

MetricTwilioPalo Alto NetworksBetter
P/E Ratio (TTM)1,143.78130.31Palo Alto Networks
Price-to-Book Ratio1.9717.69Twilio
Debt-to-Equity Ratio13.715.34Palo Alto Networks
PEG Ratio-6.39-4.22Twilio
EV/EBITDA50.87102.37Twilio
Profit Margin (TTM)0.43%12.30%Palo Alto Networks
Operating Margin (TTM)3.01%13.53%Palo Alto Networks
EBITDA Margin (TTM)3.01%13.53%Palo Alto Networks
Return on Equity0.24%17.45%Palo Alto Networks
Return on Assets (TTM)0.51%3.07%Palo Alto Networks
Free Cash Flow (TTM)$657.46M$3.47BPalo Alto Networks
1-Year Return56.09%13.92%Twilio
Price-to-Sales Ratio (TTM)3.3415.21Twilio
Enterprise Value$14.35B$136.10BPalo Alto Networks
EV/Revenue Ratio3.0414.76Twilio
Gross Profit Margin (TTM)49.07%73.23%Palo Alto Networks
Revenue per Share (TTM)$31$14Twilio
Earnings per Share (Diluted)$0.09$1.59Palo Alto Networks
Beta (Stock Volatility)1.250.97Palo Alto Networks
Performance
News Sentiment
Key Stats
Valuation
Financials
Short Interest
Dividends

Twilio vs Palo Alto Networks Stock Performance Analysis

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Twilio
Palo Alto Networks
Twilio Stock Overview | Palo Alto Networks Stock Overview

Performance Comparison

Short-term Returns

Stock1D1W1M3M6MYTD
Twilio6.57%5.19%0.57%-9.70%31.05%0.58%
Palo Alto Networks2.60%4.23%7.70%5.54%39.45%17.62%

Long-term Returns

Stock1Y3Y5Y10Y15Y20Y
Twilio56.09%73.38%-66.40%317.11%317.11%317.11%
Palo Alto Networks13.92%174.58%417.73%642.51%2,302.03%2,302.03%

News Based Sentiment: Twilio vs Palo Alto Networks

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

Palo Alto Networks

News based Sentiment: MIXED

Palo Alto Networks delivered a strong earnings report and optimistic guidance, but this was overshadowed by significant insider selling and emerging cybersecurity vulnerabilities. These conflicting signals create a mixed investment narrative, making October a pivotal month for the company.

View Palo Alto Networks News Sentiment Analysis

Performance & Financial Health Analysis: Twilio vs Palo Alto Networks

MetricTWLOPANW
Market Information
Market Cap i$16.15B$138.60B
Market Cap CategoryLarge capLarge cap
10 Day Avg. Volume i2,872,6205,559,220
90 Day Avg. Volume i2,765,1775,780,577
Last Close$109.70$212.58
52 Week Range$67.60 - $151.95$144.15 - $213.85
% from 52W High-27.81%-0.59%
All-Time High$457.30 (Feb 15, 2021)$213.85 (Oct 06, 2025)
% from All-Time High-76.01%-0.59%
Growth Metrics
Quarterly Revenue Growth0.14%0.16%
Quarterly Earnings Growth0.13%-0.29%
Financial Health
Profit Margin (TTM) i0.00%0.12%
Operating Margin (TTM) i0.03%0.14%
Return on Equity (TTM) i0.00%0.17%
Debt to Equity (MRQ) i13.715.34
Cash & Liquidity
Book Value per Share (MRQ)$52.38$11.72
Cash per Share (MRQ)$16.57$4.34
Operating Cash Flow (TTM) i$780.90M$3.72B
Levered Free Cash Flow (TTM) i$751.31M$3.39B
Dividends
Last 12-Month Dividend Yield iN/AN/A
Last 12-Month Dividend iN/AN/A

Valuation & Enterprise Metrics Analysis: Twilio vs Palo Alto Networks

MetricTWLOPANW
Price Ratios
P/E Ratio (TTM) i1,143.78130.31
Forward P/E i24.3928.78
PEG Ratio i-6.39-4.22
Price to Sales (TTM) i3.3415.21
Price to Book (MRQ) i1.9717.69
Market Capitalization
Market Capitalization i$16.15B$138.60B
Enterprise Value i$14.35B$136.10B
Enterprise Value Metrics
Enterprise to Revenue i3.0414.76
Enterprise to EBITDA i50.87102.37
Risk & Other Metrics
Beta i1.250.97
Book Value per Share (MRQ) i$52.38$11.72

Financial Statements Comparison: Twilio vs Palo Alto Networks

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)TWLOPANW
Revenue/Sales i$1.17B$2.54B
Cost of Goods Sold i$590.90M$679.00M
Gross Profit i$581.57M$1.86B
Research & Development i$254.30M$503.50M
Operating Income (EBIT) i$23.08M$497.20M
EBITDA i$72.65M$695.20M
Pre-Tax Income i$26.58M$591.80M
Income Tax i$6.57M$338.00M
Net Income (Profit) i$20.02M$253.80M

Balance Sheet & Liquidity Metrics (MRQ)

Metric (MRQ)TWLOPANW
Cash & Equivalents i$969.23M$2.27B
Total Current Assets i$3.53B$7.52B
Total Current Liabilities i$720.06M$7.99B
Long-Term Debt i$1.07B$338.20M
Total Shareholders Equity i$8.04B$7.82B
Retained Earnings i$-7.79B$2.48B
Property, Plant & Equipment i$100.56M$393.70M

Cash Flow Statement Comparison (MRQ)

Metric (MRQ)TWLOPANW
Operating Cash Flow i$234.18M$776.20M
Capital Expenditures i$-1.16M$-86.30M
Free Cash Flow i$178.32M$934.50M
Debt Repayment i$-2.25M$-383.30M
Common Stock Repurchase i$-126.26M$0

Short Interest & Institutional Ownership Analysis

MetricTWLOPANW
Shares Short i9.49M49.94M
Short Ratio i2.276.16
Short % of Float i0.07%0.08%
Average Daily Volume (10 Day) i2,872,6205,559,220
Average Daily Volume (90 Day) i2,765,1775,780,577
Shares Outstanding i152.61M667.90M
Float Shares i146.90M662.37M
% Held by Insiders i0.04%0.01%
% Held by Institutions i0.89%0.82%

Dividend Analysis & Yield Comparison: Twilio vs Palo Alto Networks

MetricTWLOPANW
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