MongoDB (MDB) 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 MongoDB (MDB) over the past year, gaining 141.8% versus a gain of 13.6%. Over five years, TWLO leads with a -21.9% price change compared with -24.5% for MDB. Twilio is the larger company by market cap ($42.35 billion vs $29.87 billion), about 1.4 times the size, while MongoDB is growing revenue faster (+22.8% vs +13.7%).
On valuation, Twilio trades at a lower forward P/E (40.6x vs 47.3x for MongoDB). Twilio converts more of its revenue into profit, with a net margin of 0.7% versus -2.9%.
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 | MDB | TWLO |
|---|---|---|
| Share price | $371.35 | $275.77 |
| Market cap | $29.87B | $42.35B |
| 1-day change | +2.29% | +1.01% |
| YTD return | -11.52% | +93.88% |
| 1-year return | +13.64% | +141.80% |
| 5-year return | -24.49% | -21.95% |
| P/E ratio (TTM) | 515.76 | 38.14 |
| Forward P/E | 47.26 | 40.56 |
| EPS (TTM) | $0.72 | $7.23 |
| Dividend yield | 0.00% | 0.00% |
| Annual dividend | $0.00 | $0.00 |
| Revenue (latest FY) | $2.46B | $5.07B |
| Revenue growth (YoY) | +22.79% | +13.66% |
| Net income (latest FY) | $-71.15M | $33.83M |
| Gross margin | 71.75% | 48.92% |
| Operating margin | -5.56% | 3.11% |
| Net margin | -2.89% | 0.67% |
| 52-week high | $473.10 | $308.40 |
| 52-week low | $215.68 | $104.50 |
| Distance from 52-week high | -21.51% | -10.58% |
| Analyst consensus | buy | buy |
| Avg. price target upside | +20.24% | -4.62% |
| Average volume | 2.13M | 2.88M |
| Shares outstanding | 80.43M | 153.58M |
| Employees | 5,783 | 5,492 |
| Sector | Technology | Technology |
| Industry | Computer Software: Prepackaged Software | 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 MDB by 128.2 percentage points over the past year.
- MongoDB trades at a higher earnings multiple (515.8x vs 38.1x trailing P/E).
- MongoDB grew revenue faster in its latest fiscal year (+22.79% vs +13.66%).
About MongoDB
MDB stock →MongoDB, Inc., together with its subsidiaries, provides general purpose database platform worldwide. The company offers MongoDB Atlas, a hosted multi-cloud database-as-a-service solution; MongoDB Enterprise Advanced, a commercial database server for enterprise customers to run in the cloud, on-premises, or in a hybrid environment; and Community Server, a free-to-download version of its database, which includes the functionality that developers need to get started with MongoDB.
Technology · Computer Software: Prepackaged Software · 5,783 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
MDB vs TWLO FAQ
Which is bigger, MongoDB or Twilio?
Twilio (TWLO) is larger, with a market capitalization of $42.35B compared with $29.87B for MongoDB (MDB).
Which stock has performed better over the past year, MDB or TWLO?
TWLO returned +141.80% over the past 12 months, compared with +13.64% for MDB (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, MDB or TWLO?
TWLO has the lower trailing P/E at 38.1, versus 515.8 for MDB. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.
Are MongoDB and Twilio in the same industry?
Yes. Both are classified in the Computer Software: Prepackaged Software industry within the Technology sector.