Five9, Inc. vs Twilio Inc.
Side-by-Side SaaS Metrics & Valuation Comparison
Summary Verdict
FIVN: 2—TWLO: 3wins
Rule of 40
26.2FIVN
29.6TWLO
check_circleTWLO leads
Revenue Growth
13.9%FIVN
21.9%TWLO
check_circleTWLO leads
Gross Margin
55%FIVN
49%TWLO
check_circleFIVN leads
FCF Margin
12.3%FIVN
7.7%TWLO
check_circleFIVN leads
Operating Margin
2.9%FIVN
5.0%TWLO
check_circleTWLO leads
NRR
—FIVN
—TWLO
Metric
Rule of 40Efficiency score
FIVN
26.2
TWLO
29.6check_circle
Revenue GrowthYoY
FIVN
13.9%
TWLO
21.9%check_circle
Gross Margin% of revenue
FIVN
55%check_circle
TWLO
49%
FCF MarginFree cash flow
FIVN
12.3%check_circle
TWLO
7.7%
Operating MarginGAAP
FIVN
2.9%
TWLO
5.0%check_circle
NRRNet retention
FIVN
N/A
TWLO
N/A
EV / RevenueValuation multiple
FIVN
2.2xcheck_circle
TWLO
6.6x
Market CapUSD
FIVN
$2.5B
TWLO
$35.4Bcheck_circle
ARR GrowthYoY
FIVN
N/A
TWLO
N/A
CAC PaybackMonths to recover
FIVN
N/A
TWLO
N/A
insights
Analysis
As of Q2 2026, Five9, Inc. trades at 2.2x EV/Revenue versus Twilio Inc. at 6.6x. On the Rule of 40, Five9, Inc. scores 26.2 compared to Twilio Inc.'s 29.6, 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.