Pricing Log in Create free account

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 $48.0B against $42.0B — 1.1× the size. Twilio Inc. trades at the lower P/E: 32.5× against 134×. Twilio Inc. grew revenue faster over the last twelve months: 17.8% against 5.07%. Twilio Inc. has the higher net margin (20.6% vs 1.43%) and the lower return on invested capital (2.48% vs 3.43%). Across the 22 metrics below, Twilio Inc. leads on 15 and Block, Inc. on 7.

Valuation

Metric TWLO XYZ Software Infrastructure median
P/E 32.50 134.19 28.38
P/S 6.70 1.86 2.98
P/B 4.16 2.11 2.93
Price to free cash flow 38.36 11.99 16.28
EV/EBITDA 70.04 133.14 13.92
EV/Sales 6.40 1.89 2.90
Earnings yield 3.08% 0.75% 0.14%
Free cash flow yield 2.61% 8.34% 1.24%

Profitability

Metric TWLO XYZ Software Infrastructure median
Gross margin 48.54% 46.36% 61.00%
Operating margin 5.20% 4.67% 0.00%
Net margin 20.62% 1.43% 0.00%
Free cash flow margin 17.47% 15.50% 1.67%
Return on equity 13.50% 1.62% 0.60%
Return on assets 11.11% 0.94% 0.00%
Return on invested capital 2.48% 3.43% 0.00%

Growth

Metric TWLO XYZ Software Infrastructure median
Revenue growth (TTM) 17.82% 5.07% 13.41%
EPS growth (last fiscal year) 131.82% (53.95%) 27.10%
Revenue growth, 5-year CAGR 23.53% 20.56% 15.57%
Net income growth, 5-year CAGR 0.00% 43.70% 0.00%

Health

Metric TWLO XYZ Software Infrastructure median
Debt to equity 0.11 0.26 0.05
Current ratio 4.62 2.21 1.55
Net debt to EBITDA (3.57) 0.22 0.08

Dividend

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

Size

Metric TWLO XYZ Software Infrastructure median
Market cap 41.99b 47.96b 752.37m

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack