analyticsCommunications
Data as of Q1 2026
Summary Verdict
RNG: 4—TWLO: 1wins
Rule of 40
24.3RNG
22.7TWLO
check_circleRNG leads
Revenue Growth
4.8%RNG
14.6%TWLO
check_circleTWLO leads
Gross Margin
71%RNG
49%TWLO
check_circleRNG leads
FCF Margin
19.5%RNG
8.1%TWLO
check_circleRNG leads
Operating Margin
5.1%RNG
4.1%TWLO
check_circleRNG leads
NRR
—RNG
—TWLO
Metric
Rule of 40Efficiency score
RNG
24.3check_circle
TWLO
22.7
Revenue GrowthYoY
RNG
4.8%
TWLO
14.6%check_circle
Gross Margin% of revenue
RNG
71%check_circle
TWLO
49%
FCF MarginFree cash flow
RNG
19.5%check_circle
TWLO
8.1%
Operating MarginGAAP
RNG
5.1%check_circle
TWLO
4.1%
NRRNet retention
RNG
N/A
TWLO
N/A
EV / RevenueValuation multiple
RNG
2.0xcheck_circle
TWLO
5.8x
Market CapUSD
RNG
$3.8B
TWLO
$28.9Bcheck_circle
ARR GrowthYoY
RNG
N/A
TWLO
N/A
CAC PaybackMonths to recover
RNG
N/A
TWLO
N/A
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insights
Analysis
As of Q1 2026, RingCentral, Inc. trades at 2.0x EV/Revenue versus Twilio Inc. at 5.8x. On the Rule of 40, RingCentral, Inc. scores 24.3 compared to Twilio Inc.'s 22.7, placing RingCentral, Inc. ahead in operating efficiency. Gross margins stand at RingCentral, Inc. 71% 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.