Okta (OKTA) 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 Okta (OKTA) over the past year, gaining 153.8% versus a gain of 139.9%. Over five years, OKTA leads with a -14.5% price change compared with -22.7% for TWLO. Twilio is the larger company by market cap ($42.35 billion vs $38.47 billion), about 1.1 times the size.
On valuation, Twilio trades at a lower forward P/E (40.6x vs 50.3x for Okta). Okta converts more of its revenue into profit, with a net margin of 8.1% 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 | OKTA | TWLO |
|---|---|---|
| Share price | $220.04 | $275.78 |
| Market cap | $38.47B | $42.35B |
| 1-day change | +0.94% | +1.02% |
| YTD return | +152.11% | +91.93% |
| 1-year return | +139.85% | +153.84% |
| 5-year return | -14.52% | -22.73% |
| P/E ratio (TTM) | 132.55 | 38.14 |
| Forward P/E | 50.25 | 40.56 |
| EPS (TTM) | $1.66 | $7.23 |
| Dividend yield | 0.00% | 0.00% |
| Annual dividend | $0.00 | $0.00 |
| Revenue (latest FY) | $2.92B | $5.07B |
| Revenue growth (YoY) | +11.84% | +13.66% |
| Net income (latest FY) | $235.00M | $33.83M |
| Gross margin | 77.36% | 48.92% |
| Operating margin | 5.10% | 3.11% |
| Net margin | 8.05% | 0.67% |
| 52-week high | $226.44 | $308.40 |
| 52-week low | $62.66 | $104.50 |
| Distance from 52-week high | -2.83% | -10.58% |
| Analyst consensus | buy | buy |
| Avg. price target upside | -3.54% | -4.62% |
| Average volume | 3.47M | 2.88M |
| Shares outstanding | 167.14M | 153.58M |
| Employees | 6,366 | 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 OKTA by 14.0 percentage points over the past year.
- Okta trades at a higher earnings multiple (132.6x vs 38.1x trailing P/E).
- Okta is more profitable, keeping 8.1 cents of every revenue dollar as net income versus 0.7 cents for Twilio.
About Okta
OKTA stock →Okta, Inc. operates as an identity partner in the United States and internationally.
Technology · Computer Software: Prepackaged Software · 6,366 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
OKTA vs TWLO FAQ
Which is bigger, Okta or Twilio?
Twilio (TWLO) is larger, with a market capitalization of $42.35B compared with $38.47B for Okta (OKTA).
Which stock has performed better over the past year, OKTA or TWLO?
TWLO returned +153.84% over the past 12 months, compared with +139.85% for OKTA (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, OKTA or TWLO?
TWLO has the lower trailing P/E at 38.1, versus 132.6 for OKTA. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.
Are Okta and Twilio in the same industry?
Yes. Both are classified in the Computer Software: Prepackaged Software industry within the Technology sector.