analyticsCommunications
Data as of Q4 2025
Summary Verdict
BAND: 0—TWLO: 5wins
Rule of 40
10.9BAND
32.5TWLO
check_circleTWLO leads
Revenue Growth
0.7%BAND
13.7%TWLO
check_circleTWLO leads
Gross Margin
39%BAND
49%TWLO
check_circleTWLO leads
FCF Margin
10.2%BAND
18.9%TWLO
check_circleTWLO leads
Operating Margin
-1.9%BAND
3.1%TWLO
check_circleTWLO leads
NRR
—BAND
—TWLO
Metric
Rule of 40Efficiency score
BAND
10.9
TWLO
32.5check_circle
Revenue GrowthYoY
BAND
0.7%
TWLO
13.7%check_circle
Gross Margin% of revenue
BAND
39%
TWLO
49%check_circle
FCF MarginFree cash flow
BAND
10.2%
TWLO
18.9%check_circle
Operating MarginGAAP
BAND
-1.9%
TWLO
3.1%check_circle
NRRNet retention
BAND
N/A
TWLO
N/A
EV / RevenueValuation multiple
BAND
1.2xcheck_circle
TWLO
4.4x
Market CapUSD
BAND
$757.4M
TWLO
$22.1Bcheck_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 Q4 2025, Bandwidth Inc. trades at 1.2x EV/Revenue versus Twilio Inc. at 4.4x. On the Rule of 40, Bandwidth Inc. scores 10.9 compared to Twilio Inc.'s 32.5, 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.