Box (BOX) vs Twilio (TWLO)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 8, 2026.
Summary
Twilio (TWLO) has outperformed Box (BOX) over the past year, gaining 153.8% versus a gain of 8.9%. Over five years, BOX leads with a +35.2% price change compared with -22.7% for TWLO. Twilio is the larger company by market cap ($41.93 billion vs $4.90 billion), about 8.6 times the size.
On valuation, Box trades at a lower forward P/E (20.6x vs 40.2x for Twilio). Box converts more of its revenue into profit, with a net margin of 9.8% versus 0.7%.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | BOX | TWLO |
|---|---|---|
| Share price | $35.70 | $273.00 |
| Market cap | $4.90B | $41.93B |
| 1-day change | +1.22% | -2.64% |
| YTD return | +19.36% | +91.93% |
| 1-year return | +8.91% | +153.84% |
| 5-year return | +35.23% | -22.73% |
| P/E ratio (TTM) | 51.74 | 38.78 |
| Forward P/E | 20.56 | 40.20 |
| EPS (TTM) | $0.69 | $7.04 |
| Dividend yield | 0.00% | 0.00% |
| Annual dividend | $0.00 | $0.00 |
| Revenue (latest FY) | $1.18B | $5.07B |
| Revenue growth (YoY) | +7.99% | +13.66% |
| Net income (latest FY) | $115.38M | $33.83M |
| Gross margin | 79.22% | 48.92% |
| Operating margin | 7.07% | 3.11% |
| Net margin | 9.80% | 0.67% |
| 52-week high | $36.34 | $308.40 |
| 52-week low | $21.34 | $104.50 |
| Distance from 52-week high | -1.76% | -11.48% |
| Analyst consensus | none | buy |
| Avg. price target upside | +8.43% | -3.65% |
| Average volume | 2.90M | 2.87M |
| Shares outstanding | 137.20M | 153.58M |
| Employees | 2,912 | 5,492 |
| Sector | Technology | Technology |
| Industry | Software - Infrastructure | Software - Infrastructure |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- Twilio is about 8.6 times larger than Box by market value ($41.93B vs $4.90B).
- TWLO has outperformed BOX by 144.9 percentage points over the past year.
- Box trades at a higher earnings multiple (51.7x vs 38.8x trailing P/E).
- Box is more profitable, keeping 9.8 cents of every revenue dollar as net income versus 0.7 cents for Twilio.
- Twilio grew revenue faster in its latest fiscal year (+13.66% vs +7.99%).
About Box
BOX stock →Box, Inc. provides a cloud content management platform that enables organizations of various sizes to manage cloud content from anywhere and on any device in Poland, Australia, Canada, the European Union, France, Israel, Japan, Singapore, Switzerland, the United Kingdom, and the United States.
Technology · Software - Infrastructure · 2,912 employees
About Twilio
TWLO stock →Twilio Inc., together with its subsidiaries, provides customer engagement platform solutions in the United States and internationally. The company provides various application programming interfaces and software solutions for communications between customers and end users, including messaging, voice, email, video interactions, digital engagement centers, marketing campaigns, and user authentication and identity solutions.
Technology · Software - Infrastructure · 5,492 employees
BOX vs TWLO FAQ
Which is bigger, Box or Twilio?
Twilio (TWLO) is larger, with a market capitalization of $41.93B compared with $4.90B for Box (BOX).
Which stock has performed better over the past year, BOX or TWLO?
TWLO returned +153.84% over the past 12 months, compared with +8.91% for BOX (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, BOX or TWLO?
TWLO has the lower trailing P/E at 38.8, versus 51.7 for BOX. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.
Are Box and Twilio in the same industry?
Yes. Both are classified in the Software - Infrastructure industry within the Technology sector.