TWLO vs ZETA
TWLO: Twilio is the infrastructure platform that lets businesses deliver seamless, personalized customer engagement through APIs for SMS, voice, email, and video—combined with AI-powered data and orchestration capabilities. ZETA: Zeta Global is an AI-powered marketing automation and consumer intelligence platform that helps enterprises personalize and optimize their advertising spend across digital channels.
Side-by-side fundamentals
| Metric | TWLO | ZETA | Edge |
|---|---|---|---|
| Price as of 2026-07-22 close | $183.38 | $20.18 | |
| Market cap as of 2026-07-23 | $28.0B | $5.1B | |
| P/E as of 2026-07-23 | 269.37 | n/a | |
| Net margin as of 2026-07-23 | +2.0% | -1.6% | TWLO higher |
| Gross margin as of 2026-07-23 | +48.7% | +60.1% | ZETA higher |
| Operating margin as of 2026-07-23 | +4.6% | +0.2% | TWLO higher |
| ROE as of 2026-07-23 | +1.3% | -3.0% | TWLO higher |
| ROA as of 2026-07-23 | +1.1% | -1.8% | TWLO higher |
| Debt / equity as of 2026-07-23 | 0.13 | 0.22 | TWLO lower |
| Revenue growth (YoY) as of 2026-07-23 | +15.7% | +33.6% | ZETA higher |
| Revenue CAGR (3y) SEC XBRL | +9.8% | +30.2% | ZETA higher |
| Beta as of 2026-07-23 | 1.40 | 1.42 | |
| 1-year return as of 2026-07-22 close | +40.0% | +29.2% | TWLO higher |
Fundamentals: Finnhub, as of 2026-07-23. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-22.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date; "Edge" cells are a pure numeric comparison, not a recommendation.