CRWV vs. TWLO: CoreWeave vs. Twilio Stock Comparison
How do CoreWeave (CRWV) 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
CoreWeave (CRWV) 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.
Twilio (TWLO) has been public since June 23, 2016, giving it a longer listed trading history, while CoreWeave (CRWV) listed on March 28, 2025 and still has a shorter public-market record.
| Profile Item | CRWV | TWLO |
|---|---|---|
| Name | CoreWeave Inc. Class A Common Stock | 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 | 25.59 billion USD | 31.26 billion USD |
| Currency | USD | USD |
| Exchange | Nasdaq | NYSE |
| Listing Date | March 28, 2025 | June 23, 2016 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | CRWV | TWLO |
|---|---|---|
| Total Return (1Y) | -52.69% | 61.15% |
| Total Return (3Y, Annualized) | -- | 54.31% |
| Total Return (5Y, Annualized) | -- | -7.91% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | CRWV | TWLO |
|---|---|---|
| Volatility (1Y, Annualized) | 98.61% | 63.75% |
| Beta (5Y) | 7.43 | 1.48 |
| Max Drawdown (5Y) | -76.22% | -86.25% |
| Avg. Volume (3M) | 40.98M | 3.05M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | CRWV | TWLO |
|---|---|---|
| Sharpe Ratio (1Y) | -0.58 | 0.89 |
| Sortino Ratio (1Y) | -0.86 | 1.49 |
Profitability
ROE (TTM)
CoreWeave (CRWV) reports a negative ROE of -43.60%; negative ROE can reflect losses or negative shareholders’ equity, so it is harder to read as capital efficiency. Meanwhile Twilio (TWLO) reports 14.92%, ranking against industry peers normally.
CRWV
Software & Services industry group
-43.60%
- Max
- 53.85%
- Q3
- 17.90%
- Median
- 6.59%
- Q1
- -9.59%
- CRWV
- -43.60%
- 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)
CoreWeave (CRWV) reports a negative net margin of -25.40%, usually indicating a net loss over the period. Meanwhile Twilio (TWLO) reports 21.82%, ranking against industry peers normally.
CRWV
Software & Services industry group
-25.40%
- Max
- 41.17%
- Q3
- 15.28%
- Median
- 4.63%
- Q1
- -5.42%
- CRWV
- -25.40%
- 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)
CoreWeave (CRWV) reports a negative operating margin of -1.90%, usually indicating that operating costs exceeded revenue at the operating-income line. Meanwhile Twilio (TWLO) reports 9.53%, ranking against industry peers normally.
CRWV
Software & Services industry group
-1.90%
- Max
- 46.89%
- Q3
- 17.64%
- Median
- 8.73%
- CRWV
- -1.90%
- 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 | CRWV | TWLO |
|---|---|---|
| ROE (TTM) | -43.60% | 14.92% |
| ROA (TTM) | -0.24% | 2.69% |
| Net Margin (TTM) | -25.40% | 21.82% |
| Operating Margin (TTM) | -1.90% | 9.53% |
| Gross Margin (TTM) | 67.42% | 48.61% |
Growth
Revenue Growth
CoreWeave (CRWV) at 167.94% clears its industry range for revenue growth, far stronger top-line momentum than Twilio (TWLO) at 13.66%, which is closer to a typical peer reading.
EPS Growth
Neither CoreWeave (CRWV) nor Twilio (TWLO) reports a EPS growth value for this period, so a direct comparison isn't possible.
Growth Metrics
| Metric | CRWV | TWLO |
|---|---|---|
| Revenue Growth (YoY) | 167.94% | 13.66% |
| Revenue Growth (3Y CAGR) | 586.92% | 9.82% |
| EPS Growth (YoY) | -- | -- |
| EPS Growth (3Y CAGR) | -- | -- |
Financial Strength
Current Ratio (MRQ)
Twilio (TWLO) at 4.47 carries current ratio above its industry’s typical mid-range, while CoreWeave (CRWV) at 0.46 runs in the tighter-liquidity quartile — different working-capital profiles, both worth examining.
CRWV
Software & Services industry group
0.46
- Max
- 5.11
- Q3
- 2.77
- Median
- 1.67
- Q1
- 1.01
- CRWV
- 0.46
- 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 is near its industry mid-range for debt-to-equity ratio, while CoreWeave (CRWV) at 10.27 sits above its benchmark range, pointing to a heavier debt load relative to equity.
CRWV
Software & Services industry group
10.27
- CRWV
- 10.27
- Max
- 2.52
- 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 | CRWV | TWLO |
|---|---|---|
| Current Ratio (MRQ) | 0.46 | 4.47 |
| Debt / Equity (MRQ) | 10.27 | 0.12 |
| Net Debt / EBITDA | 12.16 | -3.13 |
Dividends
Dividend Yield (TTM)
Neither CoreWeave (CRWV) nor Twilio (TWLO) pays a dividend this period — they may reinvest, use buybacks, or simply not return cash through dividends.
CRWV
Software & Services industry group
0.00%
- CRWV
- 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 CoreWeave (CRWV) nor Twilio (TWLO) pays a dividend this period — they may reinvest, use buybacks, or simply not return cash through dividends.
CRWV
Software & Services industry group
0.00%
- CRWV
- 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 | CRWV | TWLO |
|---|---|---|
| Dividend Yield (TTM) | 0.00% | 0.00% |
| Dividend Payout Ratio (TTM) | 0.00% | 0.00% |
Valuation
P/E Ratio (TTM)
An earnings multiple is available for just one side: Twilio (TWLO) trades at 25.38 times trailing earnings, ranked against its peers, while CoreWeave (CRWV) has no P/E ratio this period.
CRWV
Software & Services industry group
--
- Max
- 112.94
- Q3
- 60.32
- Median
- 32.91
- Q1
- 18.77
- Min
- 6.69
- CRWV
- --
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 CoreWeave (CRWV) at 3.37 and Twilio (TWLO) at 5.36 are priced roughly in line with their industries — neither looks cheap nor rich on a sales basis.
CRWV
Software & Services industry group
3.37
- Max
- 17.91
- Q3
- 8.78
- Median
- 4.25
- CRWV
- 3.37
- 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 CoreWeave (CRWV) at 5.09 and Twilio (TWLO) at 3.41 are valued close to their industries’ norm against book — neither stands out from peers.
CRWV
Software & Services industry group
5.09
- Max
- 16.63
- Q3
- 8.50
- CRWV
- 5.09
- 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 | CRWV | TWLO |
|---|---|---|
| P/E Ratio (TTM) | -- | 25.38 |
| P/S Ratio (TTM) | 3.37 | 5.36 |
| P/B Ratio (MRQ) | 5.09 | 3.41 |
| Free Cash Flow Yield (TTM) | -35.51% | 3.45% |