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MongoDB, Inc. (MDB) vs Twilio Inc. (TWLO)

MongoDB, Inc. and Twilio Inc. are both Software Infrastructure companies. Twilio Inc. is the larger, with a market value of $42.0B against $29.5B — 1.4× the size. Twilio Inc. trades at the lower P/E: 32.5× against 456×. MongoDB, Inc. grew revenue faster over the last twelve months: 25.5% against 17.8%. Twilio Inc. has the higher net margin (20.6% vs 2.12%) and the higher return on invested capital (2.48% vs −1.60%). Across the 21 metrics below, Twilio Inc. leads on 15 and MongoDB, Inc. on 6.

Valuation

Metric MDB TWLO Software Infrastructure median
P/E 456.18 32.50 28.38
P/S 9.77 6.70 2.98
P/B 9.12 4.16 2.93
Price to free cash flow 41.23 38.36 16.28
EV/EBITDA 1,176.48 70.04 13.92
EV/Sales 9.71 6.40 2.90
Earnings yield 0.22% 3.08% 0.14%
Free cash flow yield 2.43% 2.61% 1.24%

Profitability

Metric MDB TWLO Software Infrastructure median
Gross margin 72.69% 48.54% 61.00%
Operating margin (0.52%) 5.20% 0.00%
Net margin 2.12% 20.62% 0.00%
Free cash flow margin 23.68% 17.47% 1.67%
Return on equity 1.99% 13.50% 0.60%
Return on assets 1.61% 11.11% 0.00%
Return on invested capital (1.60%) 2.48% 0.00%

Growth

Metric MDB TWLO Software Infrastructure median
Revenue growth (TTM) 25.45% 17.82% 13.41%
EPS growth (last fiscal year) 49.13% 131.82% 27.10%
Revenue growth, 5-year CAGR 33.07% 23.53% 15.57%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric MDB TWLO Software Infrastructure median
Debt to equity 0.00 0.11 0.05
Current ratio 4.87 4.62 1.55
Net debt to EBITDA 23.98 (3.57) 0.08

Dividend

Metric MDB TWLO Software Infrastructure median
Dividend yield — — 1.20%
Payout ratio — — 0.29

Size

Metric MDB TWLO Software Infrastructure median
Market cap 29.52b 41.99b 752.37m

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