MetaCap

CoreWeave (CRWV) vs Twilio (TWLO)

Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 9, 2026.

Summary

Twilio (TWLO) has outperformed CoreWeave (CRWV) over the past year, gaining 141.8% versus a loss of 41.7%. CoreWeave is the larger company by market cap ($44.99 billion vs $42.35 billion), about 1.1 times the size. Twilio converts more of its revenue into profit, with a net margin of 0.7% versus -22.7%.

Summary generated from market data by MetaCap's automated system. Methodology

Relative performance

CRWV-41.72%TWLO+141.80%
+175%+54%-68%
Oct 8, 20251 yearOct 8, 2026
CRWV+121.13%TWLO+178.61%
+378%+172%-34%
Mar 24, 20255 yearsOct 5, 2026

Percent change in share price from the first common trading day shown; excludes dividends.

Head-to-head

CRWV versus TWLO key metrics
MetricCRWVTWLO
Share price$81.58$275.77
Market cap$44.99B$42.35B
1-day change-7.77%+1.01%
YTD return+13.92%+93.88%
1-year return-41.72%+141.80%
5-year return—-21.95%
P/E ratio (TTM)—38.14
Forward P/E—40.56
EPS (TTM)$-3.69$7.23
Dividend yield0.00%0.00%
Annual dividend$0.00$0.00
Revenue (latest FY)$5.13B$5.07B
Revenue growth (YoY)+167.94%+13.66%
Net income (latest FY)$-1.17B$33.83M
Gross margin71.68%48.92%
Operating margin-0.90%3.11%
Net margin-22.74%0.67%
52-week high$153.20$308.40
52-week low$60.55$104.50
Distance from 52-week high-46.75%-10.58%
Analyst consensusbuybuy
Avg. price target upside+73.41%-4.62%
Average volume28.09M2.89M
Shares outstanding458.87M153.58M
Employees2,1895,492
SectorTechnologyTechnology
IndustryComputer Software: Prepackaged SoftwareComputer Software: Prepackaged Software

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

  • TWLO has outperformed CRWV by 183.5 percentage points over the past year.
  • Twilio is more profitable, keeping 0.7 cents of every revenue dollar as net income versus -22.7 cents for CoreWeave.
  • CoreWeave grew revenue faster in its latest fiscal year (+167.94% vs +13.66%).

About CoreWeave

CRWV stock →

CoreWeave, Inc. operates as a cloud infrastructure technology company in the United States.

Technology · Computer Software: Prepackaged Software · 2,189 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 · Computer Software: Prepackaged Software · 5,492 employees

CRWV vs TWLO FAQ

Which is bigger, CoreWeave or Twilio?

CoreWeave (CRWV) is larger, with a market capitalization of $44.99B compared with $42.35B for Twilio (TWLO).

Which stock has performed better over the past year, CRWV or TWLO?

TWLO returned +141.80% over the past 12 months, compared with -41.72% for CRWV (price return, excluding dividends). Past performance does not predict future results.

Are CoreWeave and Twilio in the same industry?

Yes. Both are classified in the Computer Software: Prepackaged Software industry within the Technology sector.

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