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Twilio Inc. (TWLO) vs Zscaler, Inc. (ZS)

Twilio Inc. and Zscaler, Inc. are both Software Infrastructure companies. Twilio Inc. and Zscaler, Inc. are of similar size ($33.2B and $31.1B). Zscaler, Inc. has negative trailing earnings, so its P/E is not meaningful; Twilio Inc. trades at 24.3×. Zscaler, Inc. grew revenue faster over the last twelve months: 25.4% against 19.1%. Twilio Inc. has the higher net margin (21.8% vs −1.88%) and the higher return on invested capital (3.42% vs −10.2%). Across the 20 metrics below, Twilio Inc. leads on 15 and Zscaler, Inc. on 5.

Valuation

Metric TWLO ZS Software Infrastructure median
P/E 24.25 n/m 24.43
P/S 5.34 9.80 2.81
P/B 3.40 12.65 2.88
Price to free cash flow 28.23 42.25 17.94
EV/EBITDA 49.19 119.10 14.51
EV/Sales 5.02 9.61 2.91
Earnings yield 4.12% (0.19%) 0.00%
Free cash flow yield 3.54% 2.37% 0.49%

Profitability

Metric TWLO ZS Software Infrastructure median
Gross margin 48.58% 76.80% 57.45%
Operating margin 6.82% (3.98%) 0.00%
Net margin 21.82% (1.88%) 0.00%
Free cash flow margin 19.18% 23.24% 0.00%
Return on equity 14.91% (2.87%) 0.00%
Return on assets 12.23% (0.88%) 0.00%
Return on invested capital 3.42% (10.15%) 0.00%

Growth

Metric TWLO ZS Software Infrastructure median
Revenue growth (TTM) 19.10% 25.42% 14.28%
EPS growth (last fiscal year) 131.82% (44.44%) 18.26%
Revenue growth, 5-year CAGR 23.53% 37.87% 16.15%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric TWLO ZS Software Infrastructure median
Debt to equity 0.11 0.65 0.02
Current ratio 4.47 1.70 1.53
Net debt to EBITDA (3.57) (6.57) 0.05

Dividend

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

Size

Metric TWLO ZS Software Infrastructure median
Market cap 31.10b 33.24b 661.51m

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