Microsoft (MSFT) 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 Microsoft (MSFT) over the past year, gaining 153.8% versus a gain of 1.1%. Over five years, MSFT leads with a +74.1% price change compared with -22.7% for TWLO. Microsoft is the larger company by market cap ($3.93 trillion vs $41.93 billion), about 93.8 times the size.
On valuation, Microsoft trades at a lower forward P/E (22.4x vs 40.2x for Twilio). Microsoft pays a dividend yielding 0.69%, while Twilio does not currently pay one. Microsoft converts more of its revenue into profit, with a net margin of 40.3% 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 | MSFT | TWLO |
|---|---|---|
| Share price | $529.76 | $273.00 |
| Market cap | $3.93T | $41.93B |
| 1-day change | +0.09% | -2.64% |
| YTD return | +9.54% | +91.93% |
| 1-year return | +1.10% | +153.84% |
| 5-year return | +74.14% | -22.73% |
| P/E ratio (TTM) | 29.51 | 38.78 |
| Forward P/E | 22.37 | 40.20 |
| EPS (TTM) | $17.95 | $7.04 |
| Dividend yield | 0.69% | 0.00% |
| Annual dividend | $3.64 | $0.00 |
| Revenue (latest FY) | $331.84B | $5.07B |
| Revenue growth (YoY) | +17.79% | +13.66% |
| Net income (latest FY) | $133.75B | $33.83M |
| Gross margin | 67.94% | 48.92% |
| Operating margin | 46.78% | 3.11% |
| Net margin | 40.31% | 0.67% |
| 52-week high | $553.72 | $308.40 |
| 52-week low | $349.20 | $104.50 |
| Distance from 52-week high | -4.33% | -11.48% |
| Analyst consensus | strong_buy | buy |
| Avg. price target upside | +10.92% | -3.65% |
| Average volume | 28.00M | 2.87M |
| Shares outstanding | 7.43B | 153.58M |
| Employees | 223,000 | 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
- Microsoft is about 93.8 times larger than Twilio by market value ($3.93T vs $41.93B).
- TWLO has outperformed MSFT by 152.7 percentage points over the past year.
- Twilio trades at a higher earnings multiple (38.8x vs 29.5x trailing P/E).
- Microsoft is more profitable, keeping 40.3 cents of every revenue dollar as net income versus 0.7 cents for Twilio.
About Microsoft
MSFT stock →Microsoft Corporation, a technology company, develops and supports a portfolio of technology solutions for individuals and businesses worldwide. Its products include operating systems, server applications, business solution applications, software development tools, desktop and server management tools, and video games; and devices, such as PCs, tablets, gaming and entertainment consoles, other intelligent devices, and related accessories.
Technology · Computer Software: Prepackaged Software · 223,000 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
MSFT vs TWLO FAQ
Which is bigger, Microsoft or Twilio?
Microsoft (MSFT) is larger, with a market capitalization of $3.93T compared with $41.93B for Twilio (TWLO).
Which stock has performed better over the past year, MSFT or TWLO?
TWLO returned +153.84% over the past 12 months, compared with +1.10% for MSFT (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, MSFT or TWLO?
MSFT has the lower trailing P/E at 29.5, versus 38.8 for TWLO. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.
Which pays a higher dividend, Microsoft or Twilio?
Microsoft pays a dividend yielding 0.69%, while Twilio does not currently pay a regular dividend.
Are Microsoft and Twilio in the same industry?
Yes. Both are classified in the Computer Software: Prepackaged Software industry within the Technology sector.