analyticsCommunications
Data as of Q1 2026
Summary Verdict
TWLO: 1—RNG: 4wins
Rule of 40
22.7TWLO
24.3RNG
check_circleRNG leads
Revenue Growth
14.6%TWLO
4.8%RNG
check_circleTWLO leads
Gross Margin
49%TWLO
71%RNG
check_circleRNG leads
FCF Margin
8.1%TWLO
19.5%RNG
check_circleRNG leads
Operating Margin
4.1%TWLO
5.1%RNG
check_circleRNG leads
NRR
—TWLO
—RNG
Metric
Rule of 40Efficiency score
TWLO
22.7
RNG
24.3check_circle
Revenue GrowthYoY
TWLO
14.6%check_circle
RNG
4.8%
Gross Margin% of revenue
TWLO
49%
RNG
71%check_circle
FCF MarginFree cash flow
TWLO
8.1%
RNG
19.5%check_circle
Operating MarginGAAP
TWLO
4.1%
RNG
5.1%check_circle
NRRNet retention
TWLO
N/A
RNG
N/A
EV / RevenueValuation multiple
TWLO
6.8x
RNG
2.0xcheck_circle
Market CapUSD
TWLO
$34.3Bcheck_circle
RNG
$3.7B
ARR GrowthYoY
TWLO
N/A
RNG
N/A
CAC PaybackMonths to recover
TWLO
N/A
RNG
N/A
Advertisement
insights
Analysis
As of Q1 2026, Twilio Inc. trades at 6.8x EV/Revenue versus RingCentral, Inc. at 2.0x. On the Rule of 40, Twilio Inc. scores 22.7 compared to RingCentral, Inc.'s 24.3, placing RingCentral, Inc. ahead in operating efficiency. Gross margins stand at Twilio Inc. 49% vs RingCentral, Inc. 71%.
Sector Context
Both companies operate in the Communications sector. The median columns above show where each company stands relative to their peers.