analyticsCommunications
Data as of Q2 2026
Summary Verdict
ZM: 4—TWLO: 1wins
Rule of 40
43.9ZM
22.7TWLO
check_circleZM leads
Revenue Growth
4.2%ZM
14.6%TWLO
check_circleTWLO leads
Gross Margin
77%ZM
49%TWLO
check_circleZM leads
FCF Margin
39.7%ZM
8.1%TWLO
check_circleZM leads
Operating Margin
24.4%ZM
4.1%TWLO
check_circleZM leads
NRR
—ZM
—TWLO
Metric
Rule of 40Efficiency score
ZM
43.9check_circle
TWLO
22.7
Revenue GrowthYoY
ZM
4.2%
TWLO
14.6%check_circle
Gross Margin% of revenue
ZM
77%check_circle
TWLO
49%
FCF MarginFree cash flow
ZM
39.7%check_circle
TWLO
8.1%
Operating MarginGAAP
ZM
24.4%check_circle
TWLO
4.1%
NRRNet retention
ZM
N/A
TWLO
N/A
EV / RevenueValuation multiple
ZM
5.8x
TWLO
5.8xcheck_circle
Market CapUSD
ZM
$29.8Bcheck_circle
TWLO
$28.9B
ARR GrowthYoY
ZM
N/A
TWLO
N/A
CAC PaybackMonths to recover
ZM
N/A
TWLO
N/A
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insights
Analysis
As of Q2 2026, Zoom Communications, Inc. trades at 5.8x EV/Revenue versus Twilio Inc. at 5.8x. On the Rule of 40, Zoom Communications, Inc. scores 43.9 compared to Twilio Inc.'s 22.7, placing Zoom Communications, Inc. ahead in operating efficiency. Gross margins stand at Zoom Communications, Inc. 77% 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.