Roblox (RBLX) vs Twilio (TWLO)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 9, 2026.
Summary
Twilio (TWLO) has outperformed Roblox (RBLX) over the past year, gaining 141.8% versus a loss of 63.9%. Over five years, TWLO leads with a -21.9% price change compared with -40.6% for RBLX. Twilio is the larger company by market cap ($42.35 billion vs $32.52 billion), about 1.3 times the size, while Roblox is growing revenue faster (+35.8% vs +13.7%).
Twilio converts more of its revenue into profit, with a net margin of 0.7% versus -21.8%.
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 | RBLX | TWLO |
|---|---|---|
| Share price | $45.52 | $275.77 |
| Market cap | $32.52B | $42.35B |
| 1-day change | -1.92% | +1.01% |
| YTD return | -43.82% | +93.88% |
| 1-year return | -63.86% | +141.80% |
| 5-year return | -40.56% | -21.95% |
| P/E ratio (TTM) | — | 38.14 |
| Forward P/E | — | 40.56 |
| EPS (TTM) | $-1.42 | $7.23 |
| Dividend yield | 0.00% | 0.00% |
| Annual dividend | $0.00 | $0.00 |
| Revenue (latest FY) | $4.89B | $5.07B |
| Revenue growth (YoY) | +35.77% | +13.66% |
| Net income (latest FY) | $-1.07B | $33.83M |
| Gross margin | 78.07% | 48.92% |
| Operating margin | -25.20% | 3.11% |
| Net margin | -21.78% | 0.67% |
| 52-week high | $141.95 | $308.40 |
| 52-week low | $33.88 | $104.50 |
| Distance from 52-week high | -67.93% | -10.58% |
| Analyst consensus | buy | buy |
| Avg. price target upside | +7.58% | -4.62% |
| Average volume | 12.20M | 2.89M |
| Shares outstanding | 669.99M | 153.58M |
| Employees | 3,065 | 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 RBLX by 205.7 percentage points over the past year.
- Twilio is more profitable, keeping 0.7 cents of every revenue dollar as net income versus -21.8 cents for Roblox.
- Roblox grew revenue faster in its latest fiscal year (+35.77% vs +13.66%).
About Roblox
RBLX stock →Roblox Corporation operates an immersive platform for connection and communication in the United States and internationally. It offers Roblox Client, an application that allows users to explore immersive experience; Roblox Studio, a free toolset that allows developers and creators to build, publish, and operate immersive experiences and other content; and Roblox Cloud, which provides services and infrastructure that power the platform.
Technology · Computer Software: Prepackaged Software · 3,065 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
RBLX vs TWLO FAQ
Which is bigger, Roblox or Twilio?
Twilio (TWLO) is larger, with a market capitalization of $42.35B compared with $32.52B for Roblox (RBLX).
Which stock has performed better over the past year, RBLX or TWLO?
TWLO returned +141.80% over the past 12 months, compared with -63.86% for RBLX (price return, excluding dividends). Past performance does not predict future results.
Are Roblox and Twilio in the same industry?
Yes. Both are classified in the Computer Software: Prepackaged Software industry within the Technology sector.