AKAM vs. TWLO: Akamai vs. Twilio Stock Comparison
How do Akamai (AKAM) 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
Akamai (AKAM) and Twilio (TWLO) are both classified in the Internet Services & Infrastructure sub-industry within the broader IT Services industry, placing them in the closest GICS peer bucket.
| Profile Item | AKAM | TWLO |
|---|---|---|
| Name | Akamai Technologies, Inc. | Twilio Inc. Class A Common Stock |
| Country/Region | United States | United States |
| GICS Sector | Information Technology | Information Technology |
| GICS Industry Group | Software & Services | Software & Services |
| GICS Industry | IT Services | IT Services |
| GICS Sub-Industry | Internet Services & Infrastructure | Internet Services & Infrastructure |
| Market Capitalization | 11.94 billion USD | 31.26 billion USD |
| Currency | USD | USD |
| Exchange | Nasdaq | NYSE |
| Listing Date | October 29, 1999 | June 23, 2016 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | AKAM | TWLO |
|---|---|---|
| Total Return (1Y) | -2.77% | 61.15% |
| Total Return (3Y, Annualized) | -9.48% | 54.31% |
| Total Return (5Y, Annualized) | -5.72% | -7.91% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
Twilio (TWLO) has an aggressive beta of 1.48, indicating higher sensitivity to broad-market moves, while Akamai (AKAM) is defensive at 0.69 and tends to be less market-sensitive — they sit on opposite ends of the beta spectrum.
| Metric | AKAM | TWLO |
|---|---|---|
| Volatility (1Y, Annualized) | 62.11% | 63.75% |
| Beta (5Y) | 0.69 | 1.48 |
| Max Drawdown (5Y) | -51.69% | -86.25% |
| Avg. Volume (3M) | 4.75M | 3.05M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | AKAM | TWLO |
|---|---|---|
| Sharpe Ratio (1Y) | -0.11 | 0.89 |
| Sortino Ratio (1Y) | -0.17 | 1.49 |
Profitability
ROE (TTM)
Both Akamai (AKAM) at 7.85% and Twilio (TWLO) at 14.92% land near their industries’ usual ROE ranges, so capital efficiency looks broadly in line with peers on both sides.
AKAM
Software & Services industry group
7.85%
- Max
- 53.85%
- Q3
- 17.90%
- AKAM
- 7.85%
- 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%
Net Margin (TTM)
Twilio (TWLO) at 21.82% retains a top-quartile share of revenue as profit, ahead of Akamai (AKAM) at 8.84%, which keeps about the industry-typical share.
AKAM
Software & Services industry group
8.84%
- Max
- 41.17%
- Q3
- 15.28%
- AKAM
- 8.84%
- 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%
Operating Margin (TTM)
Both Akamai (AKAM) at 9.88% and Twilio (TWLO) at 9.53% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.
AKAM
Software & Services industry group
9.88%
- Max
- 46.89%
- Q3
- 17.64%
- AKAM
- 9.88%
- 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%
Profitability Metrics
| Metric | AKAM | TWLO |
|---|---|---|
| ROE (TTM) | 7.85% | 14.92% |
| ROA (TTM) | 2.18% | 2.69% |
| Net Margin (TTM) | 8.84% | 21.82% |
| Operating Margin (TTM) | 9.88% | 9.53% |
| Gross Margin (TTM) | 56.39% | 48.61% |
Growth
Revenue Growth
Twilio (TWLO) at 13.66% is around its peer norm for revenue growth, while Akamai (AKAM) at 5.44% drops into the bottom quartile, signaling weaker demand or pricing momentum.
EPS Growth
Only one side can be read here: Akamai (AKAM) reports EPS growth of -6.12%, ranked against its industry; Twilio (TWLO) has no EPS growth figure this period.
Growth Metrics
| Metric | AKAM | TWLO |
|---|---|---|
| Revenue Growth (YoY) | 5.44% | 13.66% |
| Revenue Growth (3Y CAGR) | 5.18% | 9.82% |
| EPS Growth (YoY) | -6.12% | -- |
| EPS Growth (3Y CAGR) | -1.98% | -- |
Financial Strength
Current Ratio (MRQ)
Akamai (AKAM) at 2.13 keeps current ratio within its industry’s typical mid-range, while Twilio (TWLO) at 4.47 sits above its industry’s typical mid-range — comfortable liquidity, though possibly with more idle current assets relative to peers.
AKAM
Software & Services industry group
2.13
- Max
- 5.11
- Q3
- 2.77
- AKAM
- 2.13
- Median
- 1.67
- Q1
- 1.01
- 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
Debt / Equity (MRQ)
Twilio (TWLO) at 0.12 carries an industry-typical debt-to-equity mix, while Akamai (AKAM) at 1.84 uses more debt funding than most peers.
AKAM
Software & Services industry group
1.84
- Max
- 2.52
- AKAM
- 1.84
- Q3
- 1.13
- 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
Financial Strength Metrics
| Metric | AKAM | TWLO |
|---|---|---|
| Current Ratio (MRQ) | 2.13 | 4.47 |
| Debt / Equity (MRQ) | 1.84 | 0.12 |
| Net Debt / EBITDA | 5.78 | -3.13 |
Dividends
Dividend Yield (TTM)
Neither Akamai (AKAM) nor Twilio (TWLO) pays a dividend this period — they may reinvest, use buybacks, or simply not return cash through dividends.
AKAM
Software & Services industry group
0.00%
- AKAM
- 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%
Dividend Payout Ratio (TTM)
Neither Akamai (AKAM) nor Twilio (TWLO) pays a dividend this period — they may reinvest, use buybacks, or simply not return cash through dividends.
AKAM
Software & Services industry group
0.00%
- AKAM
- 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%
Dividend Metrics
| Metric | AKAM | TWLO |
|---|---|---|
| Dividend Yield (TTM) | 0.00% | 0.00% |
| Dividend Payout Ratio (TTM) | 0.00% | 0.00% |
Valuation
P/E Ratio (TTM)
Both Akamai (AKAM) at 32.33 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.
AKAM
Software & Services industry group
32.33
- Max
- 112.94
- Q3
- 60.32
- Median
- 32.91
- AKAM
- 32.33
- 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
P/S Ratio (TTM)
On P/S ratio, both Akamai (AKAM) at 2.72 and Twilio (TWLO) at 5.36 are priced roughly in line with their industries — neither looks cheap nor rich on a sales basis.
AKAM
Software & Services industry group
2.72
- Max
- 17.91
- Q3
- 8.78
- Median
- 4.25
- AKAM
- 2.72
- 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
P/B Ratio (MRQ)
On P/B ratio, both Akamai (AKAM) at 2.32 and Twilio (TWLO) at 3.41 are valued close to their industries’ norm against book — neither stands out from peers.
AKAM
Software & Services industry group
2.32
- Max
- 16.63
- Q3
- 8.50
- Median
- 4.30
- AKAM
- 2.32
- 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
Valuation Metrics
| Metric | AKAM | TWLO |
|---|---|---|
| P/E Ratio (TTM) | 32.33 | 25.38 |
| P/S Ratio (TTM) | 2.72 | 5.36 |
| P/B Ratio (MRQ) | 2.32 | 3.41 |
| Free Cash Flow Yield (TTM) | 1.51% | 3.45% |