BAND vs TWLO
BAND: Bandwidth provides an API-first cloud communications platform that enables global enterprises to integrate mission-critical voice, messaging, and AI orchestration into their digital applications. TWLO: Twilio provides the programmable communications and customer engagement infrastructure that allows developers to embed voice, messaging, and identity features into any application.
Side-by-side fundamentals
| Metric | BAND | TWLO | Edge |
|---|---|---|---|
| Price as of 2026-10-08 close | $51.95 | $275.77 | |
| Market cap as of 2026-07-24 (share count; price 2026-10-08) | $1.7B | $42.4B | |
| P/E | 761.59 | 427.75 | TWLO lower |
| Net margin FY2025, SEC XBRL | -1.7% | +0.7% | TWLO higher |
| Gross margin FY2025, SEC XBRL | +39.1% | +48.9% | TWLO higher |
| Operating margin FY2025, SEC XBRL | -1.9% | +3.1% | TWLO higher |
| ROE FY2025, SEC XBRL | -3.2% | +0.4% | TWLO higher |
| ROA FY2025, SEC XBRL | -1.2% | +0.3% | TWLO higher |
| Debt / equity as of 2026-09-03 | 0.87 | 0.13 | TWLO lower |
| Revenue growth (YoY) as of 2026-09-03 | +9.3% | +15.7% | TWLO higher |
| Revenue CAGR (3y) SEC XBRL | +9.6% | +9.8% | TWLO higher |
| Dividend streak (yrs) SEC XBRL | 0 | 0 | Tie |
| Beta as of 2026-09-03 | 1.47 | 1.34 | |
| 1-year return as of 2026-10-08 close | +221.3% | +141.8% | BAND higher |
Fundamentals: SEC XBRL company filings for the figures marked with a fiscal year, and market data, as of 2026-09-03 for the rest. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-10-08.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & market data, shown with their as-of date; "Edge" cells are a pure numeric comparison, not a recommendation.