Twilio Inc. vs Zoom Communications, Inc.
Side-by-Side SaaS Metrics & Valuation Comparison
analyticsCommunications
Data as of Q1 2026
Summary Verdict
TWLO: 1—ZM: 4wins
Rule of 40
22.7TWLO
43.9ZM
check_circleZM leads
Revenue Growth
14.6%TWLO
4.2%ZM
check_circleTWLO leads
Gross Margin
49%TWLO
77%ZM
check_circleZM leads
FCF Margin
8.1%TWLO
39.7%ZM
check_circleZM leads
Operating Margin
4.1%TWLO
24.4%ZM
check_circleZM leads
NRR
—TWLO
—ZM
Metric
Rule of 40Efficiency score
TWLO
22.7
ZM
43.9check_circle
Revenue GrowthYoY
TWLO
14.6%check_circle
ZM
4.2%
Gross Margin% of revenue
TWLO
49%
ZM
77%check_circle
FCF MarginFree cash flow
TWLO
8.1%
ZM
39.7%check_circle
Operating MarginGAAP
TWLO
4.1%
ZM
24.4%check_circle
NRRNet retention
TWLO
N/A
ZM
N/A
EV / RevenueValuation multiple
TWLO
6.5x
ZM
5.1xcheck_circle
Market CapUSD
TWLO
$32.6Bcheck_circle
ZM
$26.3B
ARR GrowthYoY
TWLO
N/A
ZM
N/A
CAC PaybackMonths to recover
TWLO
N/A
ZM
N/A
insights
Analysis
As of Q1 2026, Twilio Inc. trades at 6.5x EV/Revenue versus Zoom Communications, Inc. at 5.1x. On the Rule of 40, Twilio Inc. scores 22.7 compared to Zoom Communications, Inc.'s 43.9, placing Zoom Communications, Inc. ahead in operating efficiency. Gross margins stand at Twilio Inc. 49% vs Zoom Communications, Inc. 77%.
Sector Context
Both companies operate in the Communications sector. The median columns above show where each company stands relative to their peers.