CRWD vs. TWLO: CrowdStrike vs. Twilio Stock Comparison
How do CrowdStrike (CRWD) 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
CrowdStrike (CRWD) and Twilio (TWLO) both fall under the Software & Services industry group, but CRWD is classified in Software while TWLO is classified in IT Services.
| Profile Item | CRWD | TWLO |
|---|---|---|
| Name | CrowdStrike Holdings, 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 | Software | IT Services |
| GICS Sub-Industry | Systems Software | Internet Services & Infrastructure |
| Market Capitalization | 222.09 billion USD | 31.26 billion USD |
| Currency | USD | USD |
| Exchange | Nasdaq | NYSE |
| Listing Date | June 12, 2019 | June 23, 2016 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | CRWD | TWLO |
|---|---|---|
| Total Return (1Y) | 66.51% | 61.15% |
| Total Return (3Y, Annualized) | 67.65% | 54.31% |
| Total Return (5Y, Annualized) | 25.12% | -7.91% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | CRWD | TWLO |
|---|---|---|
| Volatility (1Y, Annualized) | 57.45% | 63.75% |
| Beta (5Y) | 1.18 | 1.48 |
| Max Drawdown (5Y) | -67.69% | -86.25% |
| Avg. Volume (3M) | 9.95M | 3.05M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | CRWD | TWLO |
|---|---|---|
| Sharpe Ratio (1Y) | 1.08 | 0.89 |
| Sortino Ratio (1Y) | 1.74 | 1.49 |
Profitability
ROE (TTM)
Both CrowdStrike (CRWD) at 1.46% 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.
CRWD
Software & Services industry group
1.46%
- Max
- 53.85%
- Q3
- 17.90%
- Median
- 6.59%
- CRWD
- 1.46%
- 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 CrowdStrike (CRWD) at 0.83%, which keeps about the industry-typical share.
CRWD
Software & Services industry group
0.83%
- Max
- 41.17%
- Q3
- 15.28%
- Median
- 4.63%
- CRWD
- 0.83%
- 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)
CrowdStrike (CRWD) reports a negative operating margin of -2.26%, usually indicating that operating costs exceeded revenue at the operating-income line. Meanwhile Twilio (TWLO) reports 9.53%, ranking against industry peers normally.
CRWD
Software & Services industry group
-2.26%
- Max
- 46.89%
- Q3
- 17.64%
- Median
- 8.73%
- Q1
- -2.13%
- CRWD
- -2.26%
- 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 | CRWD | TWLO |
|---|---|---|
| ROE (TTM) | 1.46% | 14.92% |
| ROA (TTM) | -0.78% | 2.69% |
| Net Margin (TTM) | 0.83% | 21.82% |
| Operating Margin (TTM) | -2.26% | 9.53% |
| Gross Margin (TTM) | 75.19% | 48.61% |
Growth
Revenue Growth
Both CrowdStrike (CRWD) at 21.71% 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.
EPS Growth
Neither CrowdStrike (CRWD) nor Twilio (TWLO) reports a EPS growth value for this period, so a direct comparison isn't possible.
Growth Metrics
| Metric | CRWD | TWLO |
|---|---|---|
| Revenue Growth (YoY) | 21.71% | 13.66% |
| Revenue Growth (3Y CAGR) | 29.01% | 9.82% |
| EPS Growth (YoY) | -- | -- |
| EPS Growth (3Y CAGR) | -- | -- |
Financial Strength
Current Ratio (MRQ)
CrowdStrike (CRWD) at 1.57 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.
CRWD
Software & Services industry group
1.57
- Max
- 5.11
- Q3
- 2.77
- Median
- 1.67
- CRWD
- 1.57
- 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)
Both CrowdStrike (CRWD) at 0.16 and Twilio (TWLO) at 0.12 fund their balance sheets with roughly industry-typical debt-to-equity mixes.
CRWD
Software & Services industry group
0.16
- Max
- 2.52
- Q3
- 1.13
- Median
- 0.40
- CRWD
- 0.16
- 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 | CRWD | TWLO |
|---|---|---|
| Current Ratio (MRQ) | 1.57 | 4.47 |
| Debt / Equity (MRQ) | 0.16 | 0.12 |
| Net Debt / EBITDA | -39.24 | -3.13 |
Dividends
Dividend Yield (TTM)
Neither CrowdStrike (CRWD) nor Twilio (TWLO) pays a dividend this period — they may reinvest, use buybacks, or simply not return cash through dividends.
CRWD
Software & Services industry group
0.00%
- CRWD
- 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 CrowdStrike (CRWD) nor Twilio (TWLO) pays a dividend this period — they may reinvest, use buybacks, or simply not return cash through dividends.
CRWD
Software & Services industry group
0.00%
- CRWD
- 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 | CRWD | TWLO |
|---|---|---|
| Dividend Yield (TTM) | 0.00% | 0.00% |
| Dividend Payout Ratio (TTM) | 0.00% | 0.00% |
Valuation
P/E Ratio (TTM)
Twilio (TWLO) at 25.38 is near its industry’s usual P/E ratio, while CrowdStrike (CRWD) at 3,615.00 sits above its peer range — an unusually expensive price for CRWD’s trailing earnings.
CRWD
Software & Services industry group
3,615.00
- CRWD
- 3,615.00
- Max
- 112.94
- Q3
- 60.32
- 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
P/S Ratio (TTM)
Twilio (TWLO) at 5.36 prices around its industry’s typical P/S ratio, while CrowdStrike (CRWD) at 41.16 clears its benchmark range — CRWD looks notably rich on sales.
CRWD
Software & Services industry group
41.16
- CRWD
- 41.16
- Max
- 17.91
- Q3
- 8.78
- 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
P/B Ratio (MRQ)
Twilio (TWLO) at 3.41 sits near its industry’s typical P/B ratio, while CrowdStrike (CRWD) at 43.53 prices above its benchmark range — CRWD looks rich relative to book.
CRWD
Software & Services industry group
43.53
- CRWD
- 43.53
- Max
- 16.63
- 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
Valuation Metrics
| Metric | CRWD | TWLO |
|---|---|---|
| P/E Ratio (TTM) | 3,615.00 | 25.38 |
| P/S Ratio (TTM) | 41.16 | 5.36 |
| P/B Ratio (MRQ) | 43.53 | 3.41 |
| Free Cash Flow Yield (TTM) | 0.90% | 3.45% |