analyticsCommunications
Data as of Q4 2023
Summary Verdict
WEAV: 2—TWLO: 3wins
Rule of 40
28.8WEAV
32.5TWLO
check_circleTWLO leads
Revenue Growth
19.9%WEAV
13.7%TWLO
check_circleWEAV leads
Gross Margin
101%WEAV
49%TWLO
check_circleWEAV leads
FCF Margin
8.9%WEAV
18.9%TWLO
check_circleTWLO leads
Operating Margin
-18.0%WEAV
3.1%TWLO
check_circleTWLO leads
NRR
—WEAV
—TWLO
Metric
Rule of 40Efficiency score
WEAV
28.8
TWLO
32.5check_circle
Revenue GrowthYoY
WEAV
19.9%check_circle
TWLO
13.7%
Gross Margin% of revenue
WEAV
101%check_circle
TWLO
49%
FCF MarginFree cash flow
WEAV
8.9%
TWLO
18.9%check_circle
Operating MarginGAAP
WEAV
-18.0%
TWLO
3.1%check_circle
NRRNet retention
WEAV
N/A
TWLO
N/A
EV / RevenueValuation multiple
WEAV
N/A
TWLO
N/A
Market CapUSD
WEAV
N/A
TWLO
N/A
ARR GrowthYoY
WEAV
N/A
TWLO
N/A
CAC PaybackMonths to recover
WEAV
N/A
TWLO
N/A
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insights
Analysis
As of Q4 2023, Weave Communications, Inc. trades at N/A EV/Revenue versus Twilio Inc. at N/A. On the Rule of 40, Weave Communications, Inc. scores 28.8 compared to Twilio Inc.'s 32.5, placing Twilio Inc. ahead in operating efficiency. Gross margins stand at Weave Communications, Inc. 101% 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.