Toast vs Twilio
TOST and TWLO side by side, both in computer programming, data processing, and other computer related services. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How TOST and TWLO compare
Twilio is the larger company, worth 1.7 times as much as Toast ($31.5B against $18.3B).
On earnings, Twilio is cheaper: it trades at 25.8× trailing earnings, against 40.1× for Toast.
Toast grew revenue faster over the last twelve months (23.0% versus 19.1% for Twilio).
Twilio keeps more of each dollar of sales as profit, with a net margin of 21.8% compared with 7.1% at Toast.
Toast scores higher on the StockData Score (14 against 11 for Twilio), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | TOST | TWLO |
|---|---|---|
| Size and price | ||
| Market cap | $18.3B | $31.5B |
| Share price | $31.68 | $205.03 |
| Change, 1 year | −11.4% | 83.7% |
| Change, 5 years | −46.3% | −34.0% |
| Beta (5Y) | 1.69 | 1.93 |
| Employees | 6,500 | 5,587 |
| StockData Score | ||
| Total score | 14 (better) | 11 |
| Valuation score | 0 | 1 (better) |
| Growth score | 4 (better) | 1 |
| Performance score | 4 (better) | 3 |
| Health score | 6 | 6 |
| Dividend score | 0 | 0 |
| Valuation | ||
| P/E | 40.1× | 25.8× (better) |
| P/S | 2.7× (better) | 5.4× |
| P/B | 9.0× | 3.4× (better) |
| EV/EBITDA | 35.9× (better) | 53.3× |
| P/FCF | 31.8× | – |
| FCF yield | 3.1% | – |
| Fair value | $18.83 | $149.03 |
| Margin of safety | −68.2% | −37.6% (better) |
| Growth | ||
| Revenue growth (TTM) | 23.0% (better) | 19.1% |
| Revenue growth, 5Y average | 49.5% (better) | 23.5% |
| Net income growth (TTM) | 117% | 1793% (better) |
| EPS growth (TTM) | 132% | 1841% (better) |
| Profitability | ||
| Gross margin | 26.7% | 48.6% (better) |
| Operating margin | 6.3% | 6.8% (better) |
| Net margin | 7.1% | 21.8% (better) |
| FCF margin | 8.5% | – |
| Return on equity | 25.2% (better) | 14.9% |
| Return on invested capital | 50.9% (better) | 6.8% |
| Financial health | ||
| Debt / equity | 0.00 | 0.00 |
| Current ratio | 2.40 | 4.47 (better) |
| Altman Z-score | 12.41 (better) | 9.79 |
| Piotroski F-score | 8 (better) | 7 |
| Dividends and buybacks | ||
| Buyback yield | 2.8% (better) | 2.1% |
| Shareholder yield | 2.8% (better) | 2.1% |
| Ownership | ||
| Held by institutions | 83.0% | 90.3% |
| Held by insiders | 11.1% | 0.35% |
| Insider net buying, 12 months | −$26.5M (better) | −$608M |
| Superinvestors holding | 1 | 3 (better) |
| Short interest, % of float | 6.7% | 4.1% |
Go deeper
- TOST stock overview
- TOST income statement
- TOST valuation and score
- TWLO stock overview
- TWLO income statement
- TWLO valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.