analyticsCommunications
Data as of Q1 2026
Summary Verdict
BAND: 0—TWLO: 5wins
Rule of 40
-0.6BAND
22.7TWLO
check_circleTWLO leads
Revenue Growth
0.9%BAND
14.6%TWLO
check_circleTWLO leads
Gross Margin
39%BAND
49%TWLO
check_circleTWLO leads
FCF Margin
-1.4%BAND
8.1%TWLO
check_circleTWLO leads
Operating Margin
-2.0%BAND
4.1%TWLO
check_circleTWLO leads
NRR
—BAND
—TWLO
Metric
Rule of 40Efficiency score
BAND
-0.6
TWLO
22.7check_circle
Revenue GrowthYoY
BAND
0.9%
TWLO
14.6%check_circle
Gross Margin% of revenue
BAND
39%
TWLO
49%check_circle
FCF MarginFree cash flow
BAND
-1.4%
TWLO
8.1%check_circle
Operating MarginGAAP
BAND
-2.0%
TWLO
4.1%check_circle
NRRNet retention
BAND
N/A
TWLO
N/A
EV / RevenueValuation multiple
BAND
3.3xcheck_circle
TWLO
6.8x
Market CapUSD
BAND
$2.3B
TWLO
$34.3Bcheck_circle
ARR GrowthYoY
BAND
N/A
TWLO
N/A
CAC PaybackMonths to recover
BAND
N/A
TWLO
N/A
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insights
Analysis
As of Q1 2026, Bandwidth Inc. trades at 3.3x EV/Revenue versus Twilio Inc. at 6.8x. On the Rule of 40, Bandwidth Inc. scores -0.6 compared to Twilio Inc.'s 22.7, placing Twilio Inc. ahead in operating efficiency. Gross margins stand at Bandwidth Inc. 39% vs Twilio Inc. 49%.
Sector Context
Both companies operate in the Communications sector. The median columns above show where each company stands relative to their peers.