Summary Verdict
FIVN: 1—TWLO: 4wins
Rule of 40
27.8FIVN
32.5TWLO
check_circleTWLO leads
Revenue Growth
10.3%FIVN
13.7%TWLO
check_circleTWLO leads
Gross Margin
55%FIVN
49%TWLO
check_circleFIVN leads
FCF Margin
17.5%FIVN
18.9%TWLO
check_circleTWLO leads
Operating Margin
2.5%FIVN
3.1%TWLO
check_circleTWLO leads
NRR
—FIVN
—TWLO
Metric
Rule of 40Efficiency score
FIVN
27.8
TWLO
32.5check_circle
Revenue GrowthYoY
FIVN
10.3%
TWLO
13.7%check_circle
Gross Margin% of revenue
FIVN
55%check_circle
TWLO
49%
FCF MarginFree cash flow
FIVN
17.5%
TWLO
18.9%check_circle
Operating MarginGAAP
FIVN
2.5%
TWLO
3.1%check_circle
NRRNet retention
FIVN
N/A
TWLO
N/A
EV / RevenueValuation multiple
FIVN
1.1xcheck_circle
TWLO
4.4x
Market CapUSD
FIVN
$1.2B
TWLO
$22.1Bcheck_circle
ARR GrowthYoY
FIVN
N/A
TWLO
N/A
CAC PaybackMonths to recover
FIVN
N/A
TWLO
N/A
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insights
Analysis
As of Q4 2025, Five9, Inc. trades at 1.1x EV/Revenue versus Twilio Inc. at 4.4x. On the Rule of 40, Five9, Inc. scores 27.8 compared to Twilio Inc.'s 32.5, placing Twilio Inc. ahead in operating efficiency. Gross margins stand at Five9, Inc. 55% 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.