analyticsCommunications
Data as of Q4 2025
Summary Verdict
TWLO: 5—BAND: 0wins
Rule of 40
32.5TWLO
10.9BAND
check_circleTWLO leads
Revenue Growth
13.7%TWLO
0.7%BAND
check_circleTWLO leads
Gross Margin
49%TWLO
39%BAND
check_circleTWLO leads
FCF Margin
18.9%TWLO
10.2%BAND
check_circleTWLO leads
Operating Margin
3.1%TWLO
-1.9%BAND
check_circleTWLO leads
NRR
—TWLO
—BAND
Metric
Rule of 40Efficiency score
TWLO
32.5check_circle
BAND
10.9
Revenue GrowthYoY
TWLO
13.7%check_circle
BAND
0.7%
Gross Margin% of revenue
TWLO
49%check_circle
BAND
39%
FCF MarginFree cash flow
TWLO
18.9%check_circle
BAND
10.2%
Operating MarginGAAP
TWLO
3.1%check_circle
BAND
-1.9%
NRRNet retention
TWLO
N/A
BAND
N/A
EV / RevenueValuation multiple
TWLO
4.4x
BAND
1.2xcheck_circle
Market CapUSD
TWLO
$22.1Bcheck_circle
BAND
$757.4M
ARR GrowthYoY
TWLO
N/A
BAND
N/A
CAC PaybackMonths to recover
TWLO
N/A
BAND
N/A
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insights
Analysis
As of Q4 2025, Twilio Inc. trades at 4.4x EV/Revenue versus Bandwidth Inc. at 1.2x. On the Rule of 40, Twilio Inc. scores 32.5 compared to Bandwidth Inc.'s 10.9, placing Twilio Inc. ahead in operating efficiency. Gross margins stand at Twilio Inc. 49% vs Bandwidth Inc. 39%.
Sector Context
Both companies operate in the Communications sector. The median columns above show where each company stands relative to their peers.