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

Twilio Inc.

NYSE
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Palo Alto Networks, Inc.

NASDAQ
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TLDR: Quick Comparison Summary

Based on 20 vital metrics comparison: Twilio Inc. wins in 6 metrics, Palo Alto Networks, Inc. wins in 14 metrics, with 0 ties. Palo Alto Networks, Inc. appears stronger overall.

View Metrics Details

Vital Metrics Comparison

Metric Twilio Inc. Palo Alto Networks, Inc. Better
P/E Ratio (TTM) 674.24 101.23 Palo Alto Networks, Inc.
Price-to-Book Ratio 2.76 13.56 Twilio Inc.
Debt-to-Equity Ratio 13.83 4.89 Palo Alto Networks, Inc.
PEG Ratio 2.45 2.08 Palo Alto Networks, Inc.
EV/EBITDA 54.14 93.58 Twilio Inc.
Profit Margin (TTM) 0.67% 12.96% Palo Alto Networks, Inc.
Operating Margin (TTM) 5.43% 15.50% Palo Alto Networks, Inc.
EBITDA Margin (TTM) 5.43% 15.50% Palo Alto Networks, Inc.
Return on Equity 0.43% 16.26% Palo Alto Networks, Inc.
Return on Assets (TTM) 1.12% 3.45% Palo Alto Networks, Inc.
Free Cash Flow (TTM) $945.43M $3.47B Palo Alto Networks, Inc.
1-Year Return 79.98% 42.47% Twilio Inc.
Price-to-Sales Ratio (TTM) 4.24 14.95 Twilio Inc.
Enterprise Value $20.06B $143.78B Palo Alto Networks, Inc.
EV/Revenue Ratio 3.96 14.53 Twilio Inc.
Gross Profit Margin (TTM) 48.49% 73.59% Palo Alto Networks, Inc.
Revenue per Share (TTM) $33 $15 Twilio Inc.
Earnings per Share (Diluted) $0.21 $1.79 Palo Alto Networks, Inc.
Beta (Stock Volatility) 1.28 0.77 Palo Alto Networks, Inc.
Short % of Float 4.50% 3.32% Palo Alto Networks, Inc.

Twilio Inc. vs Palo Alto Networks, Inc. Stock Performance Analysis

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TWLO
PANW

Performance Comparison

Short-term Returns

Stock1D1W1M3M6MYTD
Twilio Inc.-1.02%-4.96%1.87%59.91%50.79%46.00%
Palo Alto Networks, Inc.1.76%6.84%17.18%69.93%53.08%58.63%

Long-term Returns

Stock1Y3Y5Y10Y15Y20Y
Twilio Inc.79.98%201.67%-44.48%675.97%675.97%675.97%
Palo Alto Networks, Inc.42.47%126.85%351.36%1,207.86%3,059.55%3,059.55%

Performance & Financial Health Analysis: Twilio Inc. vs Palo Alto Networks, Inc.

MetricTWLOPANW
Market Information
Market Cap i$21.47B$141.34B
Market Cap CategoryLarge capLarge cap
10 Day Avg. Volume i2,398,9568,028,579
90 Day Avg. Volume i2,049,5057,873,740
Last Close$202.00$284.54
52 Week Range$91.84 - $238.48$139.57 - $302.95
% from 52W High-15.30%-6.08%
All-Time High$457.30 (Feb 15, 2021)$302.95 (Jun 01, 2026)
% from All-Time High-55.83%-6.08%
Growth Metrics
Quarterly Revenue Growth0.14%0.15%
Quarterly Earnings Growth0.14%0.62%
Financial Health
Profit Margin (TTM) i0.01%0.13%
Operating Margin (TTM) i0.05%0.16%
Return on Equity (TTM) i0.00%0.16%
Debt to Equity (MRQ) i13.834.89
Cash & Liquidity
Book Value per Share (MRQ)$51.32$13.36
Cash per Share (MRQ)$16.30$5.56
Operating Cash Flow (TTM) i$1.00B$3.97B
Levered Free Cash Flow (TTM) i$943.91M$2.86B
Dividends
Last 12-Month Dividend Yield iN/AN/A
Last 12-Month Dividend iN/AN/A

Valuation & Enterprise Metrics Analysis: Twilio Inc. vs Palo Alto Networks, Inc.

MetricTWLO (Apr 24, 2026)PANW (Apr 24, 2026)
Price Ratios
P/E Ratio (TTM) i674.24101.23
Forward P/E i22.1545.61
PEG Ratio i2.452.08
Price to Sales (TTM) i4.2414.95
Price to Book (MRQ) i2.7613.56
Market Capitalization
Market Capitalization i$21.47B$141.34B
Enterprise Value i$20.06B$143.78B
Enterprise Value Metrics
Enterprise to Revenue i3.9614.53
Enterprise to EBITDA i54.1493.58
Risk & Other Metrics
Beta i1.280.77
Book Value per Share (MRQ) i$51.32$13.36

Financial Statements Comparison: Twilio Inc. vs Palo Alto Networks, 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)PANW (2025)
Revenue/Sales i5.07B9.22B
Cost of Goods Sold i2.59B2.45B
COGS % of Revenue i51.1%26.6%
Gross Profit i2.48B6.77B
Gross Margin i48.9%73.4%
Research & Development i1.02B1.98B
Operating Income (EBIT) i174.68M1.24B
Operating Margin i3.4%13.5%
EBITDA i467.63M1.97B
EBITDA Margin i9.2%21.4%
Pre-Tax Income i55.09M1.60B
Pre-Tax Income % of Revenue i1.1%17.3%
Income Tax i21.26M461.80M
Income Tax % of Revenue i0.4%5.0%
Net Income (Profit) i33.83M1.13B
Profit Margin i0.7%12.3%

Balance Sheet & Liquidity Metrics

MetricTWLO (2025)PANW (2025)
Cash & Equivalents i682.34M2.27B
Total Current Assets i3.58B7.52B
Total Current Assets % of Revenue i70.6%81.6%
Total Current Liabilities i887.01M7.99B
Total Current Liabilities % of Revenue i17.5%86.6%
Long-Term Debt i1.05B338.20M
Long-Term Debt % of Revenue i20.7%3.7%
Total Shareholders Equity i7.82B7.82B
Retained Earnings i-8.34B2.48B
Retained Earnings % of Revenue i-164.6%26.9%
Property, Plant & Equipment i66.87M393.70M

Cash Flow Statement Comparison

MetricTWLO (2025)PANW (2025)
Operating Cash Flow i713.26M3.40B
Operating Cash Flow % of Revenue i14.1%36.9%
Capital Expenditures i-5.85M-246.20M
Free Cash Flow i945.43M3.47B
FCF Margin i18.7%37.6%
Debt Repayment i-5.31M-965.60M
Common Stock Repurchase i-868.94M0

Short Interest & Institutional Ownership Analysis

MetricTWLOPANW
Shares Short i6.00M26.73M
Short Ratio i3.573.30
Short % of Float i4.50%3.32%
Shares Outstanding i152.41M703.00M
Float Shares i144.95M809.15M
% Held by Insiders i3.96%0.79%
% Held by Institutions i94.53%74.49%
% Held by Public i1.51%24.72%

Dividend Analysis & Yield Comparison: Twilio Inc. vs Palo Alto Networks, Inc.

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