Twilio Inc. vs Weave Communications, Inc.
Side-by-Side SaaS Metrics & Valuation Comparison
analyticsCommunications
Data as of Q2 2026
Summary Verdict
TWLO: 3—WEAV: 2wins
Rule of 40
29.6TWLO
28.8WEAV
check_circleTWLO leads
Revenue Growth
21.9%TWLO
19.9%WEAV
check_circleTWLO leads
Gross Margin
49%TWLO
101%WEAV
check_circleWEAV leads
FCF Margin
7.7%TWLO
8.9%WEAV
check_circleWEAV leads
Operating Margin
5.0%TWLO
-18.0%WEAV
check_circleTWLO leads
NRR
—TWLO
—WEAV
Metric
Rule of 40Efficiency score
TWLO
29.6check_circle
WEAV
28.8
Revenue GrowthYoY
TWLO
21.9%check_circle
WEAV
19.9%
Gross Margin% of revenue
TWLO
49%
WEAV
101%check_circle
FCF MarginFree cash flow
TWLO
7.7%
WEAV
8.9%check_circle
Operating MarginGAAP
TWLO
5.0%check_circle
WEAV
-18.0%
NRRNet retention
TWLO
N/A
WEAV
N/A
EV / RevenueValuation multiple
TWLO
6.5x
WEAV
2.2xcheck_circle
Market CapUSD
TWLO
$34.5Bcheck_circle
WEAV
$420.1M
ARR GrowthYoY
TWLO
N/A
WEAV
N/A
CAC PaybackMonths to recover
TWLO
N/A
WEAV
N/A
insights
Analysis
As of Q2 2026, Twilio Inc. trades at 6.5x EV/Revenue versus Weave Communications, Inc. at 2.2x. On the Rule of 40, Twilio Inc. scores 29.6 compared to Weave Communications, Inc.'s 28.8, placing Twilio Inc. ahead in operating efficiency. Gross margins stand at Twilio Inc. 49% vs Weave Communications, Inc. 101%.
Sector Context
Both companies operate in the Communications sector. The median columns above show where each company stands relative to their peers.