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Twilio Inc. (TWLO) vs Block, Inc. (XYZ)

Twilio Inc. and Block, Inc. are both Software Infrastructure companies. Block, Inc. is the larger, with a market value of $50.8B against $31.1B — 1.6× the size. Twilio Inc. trades at the lower P/E: 24.3× against 112×. Twilio Inc. grew revenue faster over the last twelve months: 19.1% against 6.98%. Twilio Inc. has the higher net margin (21.8% vs 1.80%) and the lower return on invested capital (3.42% vs 3.58%). Across the 22 metrics below, Twilio Inc. leads on 15 and Block, Inc. on 7.

Valuation

Metric TWLO XYZ Software Infrastructure median
P/E 24.25 111.61 24.43
P/S 5.34 1.98 2.81
P/B 3.40 2.22 2.88
Price to free cash flow 28.23 14.73 17.94
EV/EBITDA 49.19 135.86 14.51
EV/Sales 5.02 1.96 2.91
Earnings yield 4.12% 0.90% 0.00%
Free cash flow yield 3.54% 6.79% 0.49%

Profitability

Metric TWLO XYZ Software Infrastructure median
Gross margin 48.58% 47.50% 57.45%
Operating margin 6.82% 4.64% 0.00%
Net margin 21.82% 1.80% 0.00%
Free cash flow margin 19.18% 13.47% 0.00%
Return on equity 14.91% 2.03% 0.00%
Return on assets 12.23% 1.15% 0.00%
Return on invested capital 3.42% 3.58% 0.00%

Growth

Metric TWLO XYZ Software Infrastructure median
Revenue growth (TTM) 19.10% 6.98% 14.28%
EPS growth (last fiscal year) 131.82% (53.95%) 18.26%
Revenue growth, 5-year CAGR 23.53% 20.56% 16.15%
Net income growth, 5-year CAGR 0.00% 43.70% 0.00%

Health

Metric TWLO XYZ Software Infrastructure median
Debt to equity 0.11 0.25 0.02
Current ratio 4.47 2.23 1.53
Net debt to EBITDA (3.57) 0.22 0.05

Dividend

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

Size

Metric TWLO XYZ Software Infrastructure median
Market cap 31.10b 50.80b 661.51m

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