Twilio (TWLO) vs Veeva Systems (VEEV)
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 Veeva Systems (VEEV) over the past year, gaining 141.8% versus a loss of 5.6%. Over five years, VEEV leads with a -8.7% price change compared with -21.9% for TWLO. Veeva Systems is the larger company by market cap ($46.12 billion vs $42.35 billion), about 1.1 times the size.
On valuation, Veeva Systems trades at a lower forward P/E (27.8x vs 40.6x for Twilio). Veeva Systems converts more of its revenue into profit, with a net margin of 28.4% 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 | TWLO | VEEV |
|---|---|---|
| Share price | $275.77 | $284.84 |
| Market cap | $42.35B | $46.12B |
| 1-day change | +1.01% | +0.83% |
| YTD return | +93.88% | +27.60% |
| 1-year return | +141.80% | -5.62% |
| 5-year return | -21.95% | -8.71% |
| P/E ratio (TTM) | 38.14 | 46.70 |
| Forward P/E | 40.56 | 27.79 |
| EPS (TTM) | $7.23 | $6.10 |
| Dividend yield | 0.00% | 0.00% |
| Annual dividend | $0.00 | $0.00 |
| Revenue (latest FY) | $5.07B | $3.20B |
| Revenue growth (YoY) | +13.66% | +16.34% |
| Net income (latest FY) | $33.83M | $908.91M |
| Gross margin | 48.92% | 75.53% |
| Operating margin | 3.11% | 28.68% |
| Net margin | 0.67% | 28.44% |
| 52-week high | $308.40 | $303.39 |
| 52-week low | $104.50 | $148.05 |
| Distance from 52-week high | -10.58% | -6.11% |
| Analyst consensus | buy | buy |
| Avg. price target upside | -4.62% | +3.66% |
| Average volume | 2.88M | 1.67M |
| Shares outstanding | 153.58M | 161.91M |
| Employees | 5,492 | 7,928 |
| Sector | Technology | Healthcare |
| Industry | Computer Software: Prepackaged Software | Health Information Services |
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 VEEV by 147.4 percentage points over the past year.
- Veeva Systems is more profitable, keeping 28.4 cents of every revenue dollar as net income versus 0.7 cents for Twilio.
- The two companies sit in different sectors: Twilio in Technology and Veeva Systems in Healthcare.
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
About Veeva Systems
VEEV stock →Veeva Systems Inc. provides cloud-based software for the life sciences industry in North America, Europe, the Asia Pacific, the Middle East, Africa, and Latin America.
Healthcare · Health Information Services · 7,928 employees
TWLO vs VEEV FAQ
Which is bigger, Twilio or Veeva Systems?
Veeva Systems (VEEV) is larger, with a market capitalization of $46.12B compared with $42.35B for Twilio (TWLO).
Which stock has performed better over the past year, TWLO or VEEV?
TWLO returned +141.80% over the past 12 months, compared with -5.62% for VEEV (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, TWLO or VEEV?
TWLO has the lower trailing P/E at 38.1, versus 46.7 for VEEV. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.
Are Twilio and Veeva Systems in the same industry?
No. Twilio is in the Technology sector, while Veeva Systems is in Healthcare.