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CRM vs. TWLO: Salesforce vs. Twilio Stock Comparison

How do Salesforce (CRM) 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

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

Company profile comparison for Salesforce (CRM) and Twilio (TWLO)
Profile ItemCRMTWLO
NameSalesforce, 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 Capitalization175.83 billion USD31.26 billion USD
CurrencyUSDUSD
ExchangeNYSENYSE
Listing DateJune 23, 2004June 23, 2016
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

CRM
TWLO
GSPC
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Salesforce (CRM) 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 Salesforce (CRM) and Twilio (TWLO). Returns over one year are annualized.

Calendar-Year Returns

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

Performance Metrics

Price performance metrics for Salesforce (CRM) and Twilio (TWLO)
MetricCRMTWLO
Total Return (1Y)-9.04%61.15%
Total Return (3Y, Annualized)1.64%54.31%
Total Return (5Y, Annualized)-6.57%-7.91%

Risk Profile

Drawdown History

CRM
TWLO
GSPC
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Salesforce (CRM) 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 Salesforce (CRM) and Twilio (TWLO). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for Salesforce (CRM) and Twilio (TWLO)
MetricCRMTWLO
Volatility (1Y, Annualized)47.53%63.75%
Beta (5Y)1.241.48
Max Drawdown (5Y)-58.67%-86.25%
Avg. Volume (3M)11.36M3.05M

Risk-Adjusted Performance

Risk-Return Positioning

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CRM 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 Salesforce (CRM) and Twilio (TWLO)
MetricCRMTWLO
Sharpe Ratio (1Y)-0.280.89
Sortino Ratio (1Y)-0.451.49

Profitability

ROE (TTM)

Salesforce (CRM) at 19.38% sits in the top ROE quartile, while Twilio (TWLO) at 14.92% is closer to the peer norm — stronger capital efficiency for CRM.

CRM

Software & Services industry group

19.38%

Max
53.85%
CRM
19.38%
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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Salesforce (CRM) vs. Twilio (TWLO): A comparison of their ROE against the Software & Services industry group benchmark.

Net Margin (TTM)

For every dollar of sales, both Salesforce (CRM) at 21.99% and Twilio (TWLO) at 21.82% retain more as net profit than most peers, landing in the top net margin quartile of their industries.

CRM

Software & Services industry group

21.99%

Max
41.17%
CRM
21.99%
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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Salesforce (CRM) vs. Twilio (TWLO): A comparison of their net margin against the Software & Services industry group benchmark.

Operating Margin (TTM)

Salesforce (CRM) at 21.38% operates in the top operating margin quartile, ahead of Twilio (TWLO) at 9.53%, which runs around its industry’s norm.

CRM

Software & Services industry group

21.38%

Max
46.89%
CRM
21.38%
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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Salesforce (CRM) vs. Twilio (TWLO): A comparison of their operating margin against the Software & Services industry group benchmark.

Profitability Metrics

Profitability metrics for Salesforce (CRM) and Twilio (TWLO)
MetricCRMTWLO
ROE (TTM)19.38%14.92%
ROA (TTM)5.70%2.69%
Net Margin (TTM)21.99%21.82%
Operating Margin (TTM)21.38%9.53%
Gross Margin (TTM)77.28%48.61%

Growth

Revenue Growth

Both Salesforce (CRM) at 9.58% 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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Salesforce (CRM) vs. Twilio (TWLO): A comparison of their Revenue Growth across different time periods.

EPS Growth

Only one side can be read here: Salesforce (CRM) reports EPS growth of 22.64%, ranked against its industry; Twilio (TWLO) has no EPS growth figure this period.

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

Growth Metrics

Growth metrics for Salesforce (CRM) and Twilio (TWLO)
MetricCRMTWLO
Revenue Growth (YoY)9.58%13.66%
Revenue Growth (3Y CAGR)9.82%9.82%
EPS Growth (YoY)22.64%--
EPS Growth (3Y CAGR)233.65%--

Financial Strength

Current Ratio (MRQ)

Twilio (TWLO) at 4.47 carries current ratio above its industry’s typical mid-range, while Salesforce (CRM) at 0.84 runs in the tighter-liquidity quartile — different working-capital profiles, both worth examining.

CRM

Software & Services industry group

0.84

Max
5.11
Q3
2.77
Median
1.67
Q1
1.01
CRM
0.84
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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Salesforce (CRM) vs. Twilio (TWLO): A comparison of their current ratio against the Software & Services industry group benchmark.

Debt / Equity (MRQ)

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

CRM

Software & Services industry group

1.10

Max
2.52
Q3
1.13
CRM
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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Salesforce (CRM) 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 Salesforce (CRM) and Twilio (TWLO)
MetricCRMTWLO
Current Ratio (MRQ)0.844.47
Debt / Equity (MRQ)1.100.12
Net Debt / EBITDA2.40-3.13

Dividends

Dividend Yield (TTM)

Twilio (TWLO) pays no dividend (yield 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile Salesforce (CRM) reports a yield of 0.77%, ranking against industry peers normally.

CRM

Software & Services industry group

0.77%

CRM
0.77%
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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Salesforce (CRM) vs. Twilio (TWLO): A comparison of their dividend yield against the Software & Services industry group benchmark.

Dividend Payout Ratio (TTM)

Twilio (TWLO) pays no dividend (payout 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile Salesforce (CRM) reports a payout of 15.66%, ranking against industry peers normally.

CRM

Software & Services industry group

15.66%

CRM
15.66%
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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Salesforce (CRM) vs. Twilio (TWLO): A comparison of their payout ratio against the Software & Services industry group benchmark.

Dividend Metrics

Dividend metrics for Salesforce (CRM) and Twilio (TWLO)
MetricCRMTWLO
Dividend Yield (TTM)0.77%0.00%
Dividend Payout Ratio (TTM)15.66%0.00%

Valuation

P/E Ratio (TTM)

Both Salesforce (CRM) at 19.55 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.

CRM

Software & Services industry group

19.55

Max
112.94
Q3
60.32
Median
32.91
CRM
19.55
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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Salesforce (CRM) 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 Salesforce (CRM) at 4.00 and Twilio (TWLO) at 5.36 are priced roughly in line with their industries — neither looks cheap nor rich on a sales basis.

CRM

Software & Services industry group

4.00

Max
17.91
Q3
8.78
Median
4.25
CRM
4.00
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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Salesforce (CRM) vs. Twilio (TWLO): A comparison of their P/S ratio against the Software & Services industry group benchmark.

P/B Ratio (MRQ)

On P/B ratio, both Salesforce (CRM) at 4.58 and Twilio (TWLO) at 3.41 are valued close to their industries’ norm against book — neither stands out from peers.

CRM

Software & Services industry group

4.58

Max
16.63
Q3
8.50
CRM
4.58
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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Salesforce (CRM) vs. Twilio (TWLO): A comparison of their P/B ratio against the Software & Services industry group benchmark.

Valuation Metrics

Valuation metrics for Salesforce (CRM) and Twilio (TWLO)
MetricCRMTWLO
P/E Ratio (TTM)19.5525.38
P/S Ratio (TTM)4.005.36
P/B Ratio (MRQ)4.583.41
Free Cash Flow Yield (TTM)10.08%3.45%