Summary Verdict
FIVN: 3—TWLO: 2wins
Rule of 40
23.4FIVN
22.7TWLO
check_circleFIVN leads
Revenue Growth
10.8%FIVN
14.6%TWLO
check_circleTWLO leads
Gross Margin
55%FIVN
49%TWLO
check_circleFIVN leads
FCF Margin
12.7%FIVN
8.1%TWLO
check_circleFIVN leads
Operating Margin
2.4%FIVN
4.1%TWLO
check_circleTWLO leads
NRR
—FIVN
—TWLO
Metric
Rule of 40Efficiency score
FIVN
23.4check_circle
TWLO
22.7
Revenue GrowthYoY
FIVN
10.8%
TWLO
14.6%check_circle
Gross Margin% of revenue
FIVN
55%check_circle
TWLO
49%
FCF MarginFree cash flow
FIVN
12.7%check_circle
TWLO
8.1%
Operating MarginGAAP
FIVN
2.4%
TWLO
4.1%check_circle
NRRNet retention
FIVN
N/A
TWLO
N/A
EV / RevenueValuation multiple
FIVN
1.6xcheck_circle
TWLO
6.8x
Market CapUSD
FIVN
$1.8B
TWLO
$34.3Bcheck_circle
ARR GrowthYoY
FIVN
N/A
TWLO
N/A
CAC PaybackMonths to recover
FIVN
N/A
TWLO
N/A
Advertisement
insights
Analysis
As of Q1 2026, Five9, Inc. trades at 1.6x EV/Revenue versus Twilio Inc. at 6.8x. On the Rule of 40, Five9, Inc. scores 23.4 compared to Twilio Inc.'s 22.7, placing Five9, 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.