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NetApp, Inc. (NTAP) vs Twilio Inc. (TWLO)

NetApp, Inc. and Twilio Inc. are both Software Infrastructure companies. NetApp, Inc. and Twilio Inc. are of similar size ($42.2B and $42.0B). NetApp, Inc. trades at the lower P/E: 28.4× against 32.5×. Twilio Inc. grew revenue faster over the last twelve months: 17.8% against 12.2%. Twilio Inc. has the higher net margin (20.6% vs 19.2%) and the lower return on invested capital (2.48% vs 283.9%). Across the 22 metrics below, NetApp, Inc. leads on 14 and Twilio Inc. on 8.

Valuation

Metric NTAP TWLO Software Infrastructure median
P/E 28.38 32.50 28.38
P/S 5.40 6.70 2.98
P/B 26.72 4.16 2.93
Price to free cash flow 24.21 38.36 16.28
EV/EBITDA 19.13 70.04 13.92
EV/Sales 5.26 6.40 2.90
Earnings yield 3.52% 3.08% 0.14%
Free cash flow yield 4.13% 2.61% 1.24%

Profitability

Metric NTAP TWLO Software Infrastructure median
Gross margin 70.63% 48.54% 61.00%
Operating margin 25.02% 5.20% 0.00%
Net margin 19.19% 20.62% 0.00%
Free cash flow margin 22.32% 17.47% 1.67%
Return on equity 114.82% 13.50% 0.60%
Return on assets 13.74% 11.11% 0.00%
Return on invested capital 283.94% 2.48% 0.00%

Growth

Metric NTAP TWLO Software Infrastructure median
Revenue growth (TTM) 12.15% 17.82% 13.41%
EPS growth (last fiscal year) 11.99% 131.82% 27.10%
Revenue growth, 5-year CAGR 3.81% 23.53% 15.57%
Net income growth, 5-year CAGR 11.82% 0.00% 0.00%

Health

Metric NTAP TWLO Software Infrastructure median
Debt to equity 1.66 0.11 0.05
Current ratio 1.24 4.62 1.55
Net debt to EBITDA (0.59) (3.57) 0.08

Dividend

Metric NTAP TWLO Software Infrastructure median
Dividend yield 1.02% — 1.20%
Payout ratio 0.29 — 0.29

Size

Metric NTAP TWLO Software Infrastructure median
Market cap 42.17b 41.99b 752.37m

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