Samsara (IOT) 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 Samsara (IOT) over the past year, gaining 153.8% versus a gain of 4.6%. Twilio is the larger company by market cap ($42.35 billion vs $24.14 billion), about 1.8 times the size, while Samsara is growing revenue faster (+29.6% vs +13.7%). On valuation, Twilio trades at a lower forward P/E (40.6x vs 43.5x for Samsara).
Twilio converts more of its revenue into profit, with a net margin of 0.7% versus -0.6%.
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 | IOT | TWLO |
|---|---|---|
| Share price | $41.22 | $275.77 |
| Market cap | $24.14B | $42.35B |
| 1-day change | +1.75% | +1.01% |
| YTD return | +14.27% | +91.93% |
| 1-year return | +4.62% | +153.84% |
| 5-year return | — | -22.73% |
| P/E ratio (TTM) | 294.43 | 38.14 |
| Forward P/E | 43.48 | 40.56 |
| EPS (TTM) | $0.14 | $7.23 |
| Dividend yield | 0.00% | 0.00% |
| Annual dividend | $0.00 | $0.00 |
| Revenue (latest FY) | $1.62B | $5.07B |
| Revenue growth (YoY) | +29.57% | +13.66% |
| Net income (latest FY) | $-9.12M | $33.83M |
| Gross margin | 76.74% | 48.92% |
| Operating margin | -3.25% | 3.11% |
| Net margin | -0.56% | 0.67% |
| 52-week high | $47.47 | $308.40 |
| 52-week low | $23.38 | $104.50 |
| Distance from 52-week high | -13.17% | -10.58% |
| Analyst consensus | buy | buy |
| Avg. price target upside | +26.32% | -4.62% |
| Average volume | 5.98M | 2.88M |
| Shares outstanding | 380.27M | 153.58M |
| Employees | 4,100 | 5,492 |
| Sector | Technology | Technology |
| Industry | EDP Services | Computer 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 IOT by 149.2 percentage points over the past year.
- Samsara trades at a higher earnings multiple (294.4x vs 38.1x trailing P/E).
- Samsara grew revenue faster in its latest fiscal year (+29.57% vs +13.66%).
About Samsara
IOT stock →Samsara Inc. provides solutions to connect physical operations data to its connected operations platform in the United States and internationally.
Technology · EDP Services · 4,100 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
IOT vs TWLO FAQ
Which is bigger, Samsara or Twilio?
Twilio (TWLO) is larger, with a market capitalization of $42.35B compared with $24.14B for Samsara (IOT).
Which stock has performed better over the past year, IOT or TWLO?
TWLO returned +153.84% over the past 12 months, compared with +4.62% for IOT (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, IOT or TWLO?
TWLO has the lower trailing P/E at 38.1, versus 294.4 for IOT. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.
Are Samsara and Twilio in the same industry?
Both are in the Technology sector, but in different industries: EDP Services for Samsara and Computer Software: Prepackaged Software for Twilio.