TWLO vs ZM
TWLO: Twilio provides the programmable communications and customer engagement infrastructure that allows developers to embed voice, messaging, and identity features into any application. ZM: Zoom is an AI-first unified communications platform that combines meetings, chat, phone, contact center, and events to enable seamless collaboration and drive business outcomes.
Side-by-side fundamentals
| Metric | TWLO | ZM | Edge |
|---|---|---|---|
| Price as of 2026-08-07 close | $241.28 | $104.50 | |
| Market cap as of 2026-08-09 | $36.6B | $29.7B | |
| P/E as of 2026-08-09 | 352.26 | 14.34 | ZM lower |
| PEG as of 2026-08-09 | 0.00 | 2.26 | TWLO lower |
| Net margin as of 2026-08-09 | +2.0% | +42.0% | ZM higher |
| Gross margin as of 2026-08-09 | +48.7% | +77.4% | ZM higher |
| Operating margin as of 2026-08-09 | +4.6% | +24.2% | ZM higher |
| ROE as of 2026-08-09 | +1.3% | +21.8% | ZM higher |
| ROA as of 2026-08-09 | +1.1% | +17.8% | ZM higher |
| Debt / equity as of 2026-08-09 | 0.13 | 0.00 | ZM lower |
| Revenue growth (YoY) as of 2026-08-09 | +15.7% | +5.0% | TWLO higher |
| Revenue CAGR (3y) SEC XBRL | +9.8% | +3.5% | TWLO higher |
| Beta as of 2026-08-09 | 1.41 | 1.06 | |
| 1-year return as of 2026-08-07 close | +97.1% | +45.9% | TWLO higher |
Fundamentals: market data, as of 2026-08-09. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-08-07.
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.