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Nebius Group N.V. (NBIS) vs Twilio Inc. (TWLO)

Nebius Group N.V. and Twilio Inc. are both Software Infrastructure companies. Nebius Group N.V. and Twilio Inc. are of similar size ($32.7B and $31.1B). Twilio Inc. trades at the lower P/E: 24.3× against 466×. Nebius Group N.V. grew revenue faster over the last twelve months: 511.5% against 19.1%. Twilio Inc. has the higher net margin (21.8% vs 3.13%) and the higher return on invested capital (3.42% vs −3.94%). Across the 21 metrics below, Twilio Inc. leads on 18 and Nebius Group N.V. on 3.

Valuation

Metric NBIS TWLO Software Infrastructure median
P/E 465.50 24.25 24.43
P/S 25.04 5.34 2.81
P/B 3.28 3.40 2.88
Price to free cash flow n/m 28.23 17.94
EV/EBITDA 242.69 49.19 14.51
EV/Sales 25.41 5.02 2.91
Earnings yield 0.21% 4.12% 0.00%
Free cash flow yield (17.32%) 3.54% 0.49%

Profitability

Metric NBIS TWLO Software Infrastructure median
Gross margin 74.26% 48.58% 57.45%
Operating margin (50.48%) 6.82% 0.00%
Net margin 3.13% 21.82% 0.00%
Free cash flow margin (433.81%) 19.18% 0.00%
Return on equity 0.60% 14.91% 0.00%
Return on assets 0.26% 12.23% 0.00%
Return on invested capital (3.94%) 3.42% 0.00%

Growth

Metric NBIS TWLO Software Infrastructure median
Revenue growth (TTM) 511.51% 19.10% 14.28%
EPS growth (last fiscal year) 114.46% 131.82% 18.26%
Revenue growth, 5-year CAGR (29.09%) 23.53% 16.15%
Net income growth, 5-year CAGR (24.90%) 0.00% 0.00%

Health

Metric NBIS TWLO Software Infrastructure median
Debt to equity 0.83 0.11 0.02
Current ratio 4.03 4.47 1.53
Net debt to EBITDA (2.60) (3.57) 0.05

Dividend

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

Size

Metric NBIS TWLO Software Infrastructure median
Market cap 32.72b 31.10b 661.51m

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