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Global Payments Inc. (GPN) vs Twilio Inc. (TWLO)

Global Payments Inc. and Twilio Inc. are both Software Infrastructure companies. Twilio Inc. is the larger, with a market value of $31.1B against $25.1B — 1.2× the size. Global Payments Inc. has negative trailing earnings, so its P/E is not meaningful; Twilio Inc. trades at 24.3×. Global Payments Inc. grew revenue faster over the last twelve months: 43.1% against 19.1%. Twilio Inc. has the higher net margin (21.8% vs −9.15%) and the higher return on invested capital (3.42% vs 2.01%). Across the 21 metrics below, Twilio Inc. leads on 13 and Global Payments Inc. on 8.

Valuation

Metric GPN TWLO Software Infrastructure median
P/E n/m 24.25 24.43
P/S 2.53 5.34 2.81
P/B 1.09 3.40 2.88
Price to free cash flow 31.42 28.23 17.94
EV/EBITDA 11.34 49.19 14.51
EV/Sales 4.20 5.02 2.91
Earnings yield (3.10%) 4.12% 0.00%
Free cash flow yield 3.18% 3.54% 0.49%

Profitability

Metric GPN TWLO Software Infrastructure median
Gross margin 63.91% 48.58% 57.45%
Operating margin 12.84% 6.82% 0.00%
Net margin (9.15%) 21.82% 0.00%
Free cash flow margin 8.06% 19.18% 0.00%
Return on equity (3.97%) 14.91% 0.00%
Return on assets (1.67%) 12.23% 0.00%
Return on invested capital 2.01% 3.42% 0.00%

Growth

Metric GPN TWLO Software Infrastructure median
Revenue growth (TTM) 43.06% 19.10% 14.28%
EPS growth (last fiscal year) (6.01%) 131.82% 18.26%
Revenue growth, 5-year CAGR 0.75% 23.53% 16.15%
Net income growth, 5-year CAGR 19.09% 0.00% 0.00%

Health

Metric GPN TWLO Software Infrastructure median
Debt to equity 0.94 0.11 0.02
Current ratio 0.82 4.47 1.53
Net debt to EBITDA 3.98 (3.57) 0.05

Dividend

Metric GPN TWLO Software Infrastructure median
Dividend yield 1.04% — 1.06%
Payout ratio — — 0.29

Size

Metric GPN TWLO Software Infrastructure median
Market cap 25.13b 31.10b 661.51m

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