Strategy (MSTR) 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 Strategy (MSTR) over the past year, gaining 153.8% versus a loss of 53.3%. Over five years, MSTR leads with a +104.5% price change compared with -22.7% for TWLO. Strategy is the larger company by market cap ($60.40 billion vs $42.35 billion), about 1.4 times the size, while Twilio is growing revenue faster (+13.7% vs +3.0%).
On valuation, Strategy trades at a lower forward P/E (3.1x vs 40.6x for Twilio). Twilio converts more of its revenue into profit, with a net margin of 0.7% versus -806.3%.
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 | MSTR | TWLO |
|---|---|---|
| Share price | $151.47 | $275.77 |
| Market cap | $60.40B | $42.35B |
| 1-day change | -1.24% | +1.01% |
| YTD return | +0.93% | +91.93% |
| 1-year return | -53.30% | +153.84% |
| 5-year return | +104.53% | -22.73% |
| P/E ratio (TTM) | — | 38.14 |
| Forward P/E | 3.06 | 40.56 |
| EPS (TTM) | $-99.08 | $7.23 |
| Dividend yield | 0.00% | 0.00% |
| Annual dividend | $0.00 | $0.00 |
| Revenue (latest FY) | $477.23M | $5.07B |
| Revenue growth (YoY) | +2.97% | +13.66% |
| Net income (latest FY) | $-3.85B | $33.83M |
| Gross margin | 68.69% | 48.92% |
| Operating margin | -1140.82% | 3.11% |
| Net margin | -806.35% | 0.67% |
| 52-week high | $328.99 | $308.40 |
| 52-week low | $81.81 | $104.50 |
| Distance from 52-week high | -53.96% | -10.58% |
| Analyst consensus | strong_buy | buy |
| Avg. price target upside | +56.33% | -4.62% |
| Average volume | 21.60M | 2.88M |
| Shares outstanding | 379.11M | 153.58M |
| Employees | 1,539 | 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 MSTR by 207.1 percentage points over the past year.
- Twilio is more profitable, keeping 0.7 cents of every revenue dollar as net income versus -806.3 cents for Strategy.
- Twilio grew revenue faster in its latest fiscal year (+13.66% vs +2.97%).
About Strategy
MSTR stock →Strategy Inc, together with its subsidiaries, operates as a bitcoin treasury company in the United States, Europe, the Middle East, Africa, and internationally. It offers investors varying degrees of economic exposure to Bitcoin by offering a range of securities, including equity and fixed income instruments.
Technology · Computer Software: Prepackaged Software · 1,539 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
MSTR vs TWLO FAQ
Which is bigger, Strategy or Twilio?
Strategy (MSTR) is larger, with a market capitalization of $60.40B compared with $42.35B for Twilio (TWLO).
Which stock has performed better over the past year, MSTR or TWLO?
TWLO returned +153.84% over the past 12 months, compared with -53.30% for MSTR (price return, excluding dividends). Past performance does not predict future results.
Are Strategy and Twilio in the same industry?
Yes. Both are classified in the Computer Software: Prepackaged Software industry within the Technology sector.