CRM vs TWLO
CRM: Salesforce is the global CRM leader providing a unified, AI-driven platform that powers autonomous agents to transform how humans and machines work together. 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 | CRM | TWLO | Edge |
|---|---|---|---|
| Price as of 2026-10-20 close | $242.43 | $258.69 | |
| Market cap | $199.5B | $39.7B | |
| P/E as of 2026-10-20 | 22.20 | 35.73 | CRM lower |
| Net margin | +18.0% | +0.7% | CRM higher |
| Gross margin | +77.7% | +48.9% | CRM higher |
| Operating margin | +20.1% | +3.1% | CRM higher |
| ROE | +12.6% | +0.4% | CRM higher |
| ROA | +6.6% | +0.3% | CRM higher |
| Debt / equity | 1.02 | 0.11 | TWLO lower |
| Revenue growth (YoY) | +9.6% | +13.7% | TWLO higher |
| Revenue CAGR (3y) SEC XBRL | +9.8% | +9.8% | Tie |
| Dividend yield as of 2026-09-03 | +0.7% | n/a | |
| Dividend streak (yrs) SEC XBRL | n/a | 0 | |
| Beta as of 2026-09-03 | 0.90 | 1.38 | |
| 1-year return as of 2026-10-20 close | -4.7% | +137.3% | TWLO 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 2026-10-20.
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.