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ADSK vs. TWLO: Autodesk vs. Twilio Stock Comparison

How do Autodesk (ADSK) and Twilio (TWLO) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.

Company Profile

Autodesk (ADSK) and Twilio (TWLO) both fall under the Software & Services industry group, but ADSK is classified in Software while TWLO is classified in IT Services.

Company profile comparison for Autodesk (ADSK) and Twilio (TWLO)
Profile ItemADSKTWLO
NameAutodesk Inc.Twilio Inc. Class A Common Stock
Country/RegionUnited StatesUnited States
GICS SectorInformation TechnologyInformation Technology
GICS Industry GroupSoftware & ServicesSoftware & Services
GICS IndustrySoftwareIT Services
GICS Sub-IndustryApplication SoftwareInternet Services & Infrastructure
Market Capitalization54.70 billion USD31.26 billion USD
CurrencyUSDUSD
ExchangeNasdaqNYSE
Listing DateJune 28, 1985June 23, 2016
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

ADSK
TWLO
GSPC
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Autodesk (ADSK) vs. Twilio (TWLO), with S&P 500 (GSPC) for reference: Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

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Trailing total returns for Autodesk (ADSK) and Twilio (TWLO). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for Autodesk (ADSK) and Twilio (TWLO). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for Autodesk (ADSK) and Twilio (TWLO)
MetricADSKTWLO
Total Return (1Y)-11.86%61.15%
Total Return (3Y, Annualized)8.57%54.31%
Total Return (5Y, Annualized)-4.48%-7.91%

Risk Profile

Drawdown History

ADSK
TWLO
GSPC
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Autodesk (ADSK) vs. Twilio (TWLO), with S&P 500 (GSPC) for reference: Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Return Distribution

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Distribution of monthly total returns for Autodesk (ADSK) and Twilio (TWLO). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for Autodesk (ADSK) and Twilio (TWLO)
MetricADSKTWLO
Volatility (1Y, Annualized)40.23%63.75%
Beta (5Y)1.221.48
Max Drawdown (5Y)-50.75%-86.25%
Avg. Volume (3M)2.05M3.05M

Risk-Adjusted Performance

Risk-Return Positioning

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ADSK and TWLO are plotted by 1-year volatility (risk) and 1-year return. The dashed Capital Allocation Line runs from the risk-free rate through the shared industry median.

Risk-Adjusted Metrics

Risk-adjusted metrics for Autodesk (ADSK) and Twilio (TWLO)
MetricADSKTWLO
Sharpe Ratio (1Y)-0.400.89
Sortino Ratio (1Y)-0.571.49

Profitability

ROE (TTM)

Autodesk (ADSK) at 53.85% sits in the top ROE quartile, while Twilio (TWLO) at 14.92% is closer to the peer norm — stronger capital efficiency for ADSK.

ADSK

Software & Services industry group

53.85%

ADSK
53.85%
Max
53.85%
Q3
17.90%
Median
6.59%
Q1
-9.59%
Min
-50.52%

TWLO

Software & Services industry group

14.92%

Max
53.85%
Q3
17.90%
TWLO
14.92%
Median
6.59%
Q1
-9.59%
Min
-50.52%
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Autodesk (ADSK) vs. Twilio (TWLO): A comparison of their ROE against the Software & Services industry group benchmark.

Net Margin (TTM)

For every dollar of sales, both Autodesk (ADSK) at 21.08% and Twilio (TWLO) at 21.82% retain more as net profit than most peers, landing in the top net margin quartile of their industries.

ADSK

Software & Services industry group

21.08%

Max
41.17%
ADSK
21.08%
Q3
15.28%
Median
4.63%
Q1
-5.42%
Min
-33.17%

TWLO

Software & Services industry group

21.82%

Max
41.17%
TWLO
21.82%
Q3
15.28%
Median
4.63%
Q1
-5.42%
Min
-33.17%
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Autodesk (ADSK) vs. Twilio (TWLO): A comparison of their net margin against the Software & Services industry group benchmark.

Operating Margin (TTM)

Autodesk (ADSK) at 29.23% operates in the top operating margin quartile, ahead of Twilio (TWLO) at 9.53%, which runs around its industry’s norm.

ADSK

Software & Services industry group

29.23%

Max
46.89%
ADSK
29.23%
Q3
17.64%
Median
8.73%
Q1
-2.13%
Min
-30.45%

TWLO

Software & Services industry group

9.53%

Max
46.89%
Q3
17.64%
TWLO
9.53%
Median
8.73%
Q1
-2.13%
Min
-30.45%
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Autodesk (ADSK) vs. Twilio (TWLO): A comparison of their operating margin against the Software & Services industry group benchmark.

Profitability Metrics

Profitability metrics for Autodesk (ADSK) and Twilio (TWLO)
MetricADSKTWLO
ROE (TTM)53.85%14.92%
ROA (TTM)11.47%2.69%
Net Margin (TTM)21.08%21.82%
Operating Margin (TTM)29.23%9.53%
Gross Margin (TTM)92.50%48.61%

Growth

Revenue Growth

Both Autodesk (ADSK) at 17.53% and Twilio (TWLO) at 13.66% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.

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Autodesk (ADSK) vs. Twilio (TWLO): A comparison of their Revenue Growth across different time periods.

EPS Growth

Only one side can be read here: Autodesk (ADSK) reports EPS growth of 2.15%, ranked against its industry; Twilio (TWLO) has no EPS growth figure this period.

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Autodesk (ADSK) vs. Twilio (TWLO): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Autodesk (ADSK) and Twilio (TWLO)
MetricADSKTWLO
Revenue Growth (YoY)17.53%13.66%
Revenue Growth (3Y CAGR)12.92%9.82%
EPS Growth (YoY)2.15%--
EPS Growth (3Y CAGR)11.43%--

Financial Strength

Current Ratio (MRQ)

Twilio (TWLO) at 4.47 carries current ratio above its industry’s typical mid-range, while Autodesk (ADSK) at 0.86 runs in the tighter-liquidity quartile — different working-capital profiles, both worth examining.

ADSK

Software & Services industry group

0.86

Max
5.11
Q3
2.77
Median
1.67
Q1
1.01
ADSK
0.86
Min
0.03

TWLO

Software & Services industry group

4.47

Max
5.11
TWLO
4.47
Q3
2.77
Median
1.67
Q1
1.01
Min
0.03
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Autodesk (ADSK) vs. Twilio (TWLO): A comparison of their current ratio against the Software & Services industry group benchmark.

Debt / Equity (MRQ)

Both Autodesk (ADSK) at 1.10 and Twilio (TWLO) at 0.12 fund their balance sheets with roughly industry-typical debt-to-equity mixes.

ADSK

Software & Services industry group

1.10

Max
2.52
Q3
1.13
ADSK
1.10
Median
0.40
Q1
0.07
Min
0.00

TWLO

Software & Services industry group

0.12

Max
2.52
Q3
1.13
Median
0.40
TWLO
0.12
Q1
0.07
Min
0.00
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Autodesk (ADSK) vs. Twilio (TWLO): A comparison of their debt-to-equity ratio against the Software & Services industry group benchmark.

Financial Strength Metrics

Financial strength metrics for Autodesk (ADSK) and Twilio (TWLO)
MetricADSKTWLO
Current Ratio (MRQ)0.864.47
Debt / Equity (MRQ)1.100.12
Net Debt / EBITDA-0.20-3.13

Dividends

Dividend Yield (TTM)

Neither Autodesk (ADSK) nor Twilio (TWLO) pays a dividend this period — they may reinvest, use buybacks, or simply not return cash through dividends.

ADSK

Software & Services industry group

0.00%

ADSK
0.00%
Max
0.00%
Q3
0.00%
Median
0.00%
Q1
0.00%
Min
0.00%

TWLO

Software & Services industry group

0.00%

TWLO
0.00%
Max
0.00%
Q3
0.00%
Median
0.00%
Q1
0.00%
Min
0.00%
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Autodesk (ADSK) vs. Twilio (TWLO): A comparison of their dividend yield against the Software & Services industry group benchmark.

Dividend Payout Ratio (TTM)

Neither Autodesk (ADSK) nor Twilio (TWLO) pays a dividend this period — they may reinvest, use buybacks, or simply not return cash through dividends.

ADSK

Software & Services industry group

0.00%

ADSK
0.00%
Max
0.00%
Q3
0.00%
Median
0.00%
Q1
0.00%
Min
0.00%

TWLO

Software & Services industry group

0.00%

TWLO
0.00%
Max
0.00%
Q3
0.00%
Median
0.00%
Q1
0.00%
Min
0.00%
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Autodesk (ADSK) vs. Twilio (TWLO): A comparison of their payout ratio against the Software & Services industry group benchmark.

Dividend Metrics

Dividend metrics for Autodesk (ADSK) and Twilio (TWLO)
MetricADSKTWLO
Dividend Yield (TTM)0.00%0.00%
Dividend Payout Ratio (TTM)0.00%0.00%

Valuation

P/E Ratio (TTM)

Both Autodesk (ADSK) at 33.95 and Twilio (TWLO) at 25.38 land around their industries’ usual P/E ratio levels — neither is getting a clear earnings-multiple discount or premium versus peers.

ADSK

Software & Services industry group

33.95

Max
112.94
Q3
60.32
ADSK
33.95
Median
32.91
Q1
18.77
Min
6.69

TWLO

Software & Services industry group

25.38

Max
112.94
Q3
60.32
Median
32.91
TWLO
25.38
Q1
18.77
Min
6.69
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Autodesk (ADSK) vs. Twilio (TWLO): A comparison of their P/E ratio against the Software & Services industry group benchmark.

P/S Ratio (TTM)

On P/S ratio, both Autodesk (ADSK) at 7.02 and Twilio (TWLO) at 5.36 are priced roughly in line with their industries — neither looks cheap nor rich on a sales basis.

ADSK

Software & Services industry group

7.02

Max
17.91
Q3
8.78
ADSK
7.02
Median
4.25
Q1
2.23
Min
0.02

TWLO

Software & Services industry group

5.36

Max
17.91
Q3
8.78
TWLO
5.36
Median
4.25
Q1
2.23
Min
0.02
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Autodesk (ADSK) vs. Twilio (TWLO): A comparison of their P/S ratio against the Software & Services industry group benchmark.

P/B Ratio (MRQ)

Twilio (TWLO) at 3.41 is valued about in line with its industry on P/B ratio, while Autodesk (ADSK) at 16.17 carries an above-peer premium to book — ADSK is pricier on assets.

ADSK

Software & Services industry group

16.17

Max
16.63
ADSK
16.17
Q3
8.50
Median
4.30
Q1
1.92
Min
-3.90

TWLO

Software & Services industry group

3.41

Max
16.63
Q3
8.50
Median
4.30
TWLO
3.41
Q1
1.92
Min
-3.90
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Autodesk (ADSK) vs. Twilio (TWLO): A comparison of their P/B ratio against the Software & Services industry group benchmark.

Valuation Metrics

Valuation metrics for Autodesk (ADSK) and Twilio (TWLO)
MetricADSKTWLO
P/E Ratio (TTM)33.9525.38
P/S Ratio (TTM)7.025.36
P/B Ratio (MRQ)16.173.41
Free Cash Flow Yield (TTM)5.77%3.45%