Synopsys, Inc. (SNPS) vs Twilio Inc. (TWLO)
Synopsys, Inc. and Twilio Inc. are both Software Infrastructure companies. Synopsys, Inc. is the larger, with a market value of $81.4B against $45.3B — 1.8× the size. Twilio Inc. trades at the lower P/E: 36.7× against 74.7×. Synopsys, Inc. grew revenue faster over the last twelve months: 46.3% against 17.8%. Twilio Inc. has the higher net margin (20.6% vs 11.4%) and the higher return on invested capital (2.48% vs 1.33%). Across the 22 metrics below, Twilio Inc. leads on 13 and Synopsys, Inc. on 9.
Valuation
Profitability
| Metric | SNPS | TWLO | Software Infrastructure median |
|---|---|---|---|
| Gross margin | 72.38% | 48.54% | 61.23% |
| Operating margin | 8.52% | 5.20% | 0.00% |
| Net margin | 11.43% | 20.62% | 0.00% |
| Free cash flow margin | 29.18% | 17.47% | 1.67% |
| Return on equity | 3.66% | 13.50% | 0.59% |
| Return on assets | 2.24% | 11.11% | 0.00% |
| Return on invested capital | 1.33% | 2.48% | 0.00% |
Growth
Health
Dividend
Size
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