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FROG vs. TWLO: JFrog vs. Twilio Stock Comparison

How do JFrog (FROG) 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

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

Company profile comparison for JFrog (FROG) and Twilio (TWLO)
Profile ItemFROGTWLO
NameJFrog Ltd.Twilio Inc. Class A Common Stock
Country/RegionUnited StatesUnited States
GICS SectorInformation TechnologyInformation Technology
GICS Industry GroupSoftware & ServicesSoftware & Services
GICS IndustrySoftwareIT Services
GICS Sub-IndustrySystems SoftwareInternet Services & Infrastructure
Market Capitalization12.45 billion USD31.26 billion USD
CurrencyUSDUSD
ExchangeNasdaqNYSE
Listing DateSeptember 16, 2020June 23, 2016
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

FROG
TWLO
GSPC
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JFrog (FROG) 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 JFrog (FROG) and Twilio (TWLO). Returns over one year are annualized.

Calendar-Year Returns

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

Performance Metrics

Price performance metrics for JFrog (FROG) and Twilio (TWLO)
MetricFROGTWLO
Total Return (1Y)77.72%61.15%
Total Return (3Y, Annualized)60.36%54.31%
Total Return (5Y, Annualized)22.50%-7.91%

Risk Profile

Drawdown History

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

Risk Metrics

Risk profile metrics for JFrog (FROG) and Twilio (TWLO)
MetricFROGTWLO
Volatility (1Y, Annualized)80.78%63.75%
Beta (5Y)1.261.48
Max Drawdown (5Y)-56.17%-86.25%
Avg. Volume (3M)1.95M3.05M

Risk-Adjusted Performance

Risk-Return Positioning

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FROG 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 JFrog (FROG) and Twilio (TWLO)
MetricFROGTWLO
Sharpe Ratio (1Y)0.910.89
Sortino Ratio (1Y)1.481.49

Profitability

ROE (TTM)

JFrog (FROG) reports a negative ROE of -2.26%; 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.

FROG

Software & Services industry group

-2.26%

Max
53.85%
Q3
17.90%
Median
6.59%
FROG
-2.26%
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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JFrog (FROG) vs. Twilio (TWLO): A comparison of their ROE against the Software & Services industry group benchmark.

Net Margin (TTM)

JFrog (FROG) reports a negative net margin of -3.28%, usually indicating a net loss over the period. Meanwhile Twilio (TWLO) reports 21.82%, ranking against industry peers normally.

FROG

Software & Services industry group

-3.28%

Max
41.17%
Q3
15.28%
Median
4.63%
FROG
-3.28%
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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JFrog (FROG) vs. Twilio (TWLO): A comparison of their net margin against the Software & Services industry group benchmark.

Operating Margin (TTM)

JFrog (FROG) reports a negative operating margin of -0.27%, usually indicating that operating costs exceeded revenue at the operating-income line. Meanwhile Twilio (TWLO) reports 9.53%, ranking against industry peers normally.

FROG

Software & Services industry group

-0.27%

Max
46.89%
Q3
17.64%
Median
8.73%
FROG
-0.27%
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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JFrog (FROG) vs. Twilio (TWLO): A comparison of their operating margin against the Software & Services industry group benchmark.

Profitability Metrics

Profitability metrics for JFrog (FROG) and Twilio (TWLO)
MetricFROGTWLO
ROE (TTM)-2.26%14.92%
ROA (TTM)-1.85%2.69%
Net Margin (TTM)-3.28%21.82%
Operating Margin (TTM)-0.27%9.53%
Gross Margin (TTM)78.44%48.61%

Growth

Revenue Growth

Both JFrog (FROG) at 24.12% 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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JFrog (FROG) vs. Twilio (TWLO): A comparison of their Revenue Growth across different time periods.

EPS Growth

Neither JFrog (FROG) nor Twilio (TWLO) reports a EPS growth value for this period, so a direct comparison isn't possible.

Growth Metrics

Growth metrics for JFrog (FROG) and Twilio (TWLO)
MetricFROGTWLO
Revenue Growth (YoY)24.12%13.66%
Revenue Growth (3Y CAGR)23.84%9.82%
EPS Growth (YoY)----
EPS Growth (3Y CAGR)----

Financial Strength

Current Ratio (MRQ)

JFrog (FROG) at 2.15 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.

FROG

Software & Services industry group

2.15

Max
5.11
Q3
2.77
FROG
2.15
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
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JFrog (FROG) vs. Twilio (TWLO): A comparison of their current ratio against the Software & Services industry group benchmark.

Debt / Equity (MRQ)

Both JFrog (FROG) at 0.11 and Twilio (TWLO) at 0.12 fund their balance sheets with roughly industry-typical debt-to-equity mixes.

FROG

Software & Services industry group

0.11

Max
2.52
Q3
1.13
Median
0.40
FROG
0.11
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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JFrog (FROG) 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 JFrog (FROG) and Twilio (TWLO)
MetricFROGTWLO
Current Ratio (MRQ)2.154.47
Debt / Equity (MRQ)0.110.12
Net Debt / EBITDA---3.13

Dividends

Dividend Yield (TTM)

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

FROG

Software & Services industry group

0.00%

FROG
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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JFrog (FROG) vs. Twilio (TWLO): A comparison of their dividend yield against the Software & Services industry group benchmark.

Dividend Payout Ratio (TTM)

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

FROG

Software & Services industry group

0.00%

FROG
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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JFrog (FROG) vs. Twilio (TWLO): A comparison of their payout ratio against the Software & Services industry group benchmark.

Dividend Metrics

Dividend metrics for JFrog (FROG) and Twilio (TWLO)
MetricFROGTWLO
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 JFrog (FROG) has no P/E ratio this period.

FROG

Software & Services industry group

--

Max
112.94
Q3
60.32
Median
32.91
Q1
18.77
Min
6.69
FROG
--

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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JFrog (FROG) vs. Twilio (TWLO): FROG does not report P/E ratio, so it has no value marker; TWLO is benchmarked against the Software & Services industry group.

P/S Ratio (TTM)

Twilio (TWLO) at 5.36 prices around its industry’s typical P/S ratio, while JFrog (FROG) at 19.39 clears its benchmark range — FROG looks notably rich on sales.

FROG

Software & Services industry group

19.39

FROG
19.39
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
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JFrog (FROG) 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 JFrog (FROG) at 12.37 carries an above-peer premium to book — FROG is pricier on assets.

FROG

Software & Services industry group

12.37

Max
16.63
FROG
12.37
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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JFrog (FROG) vs. Twilio (TWLO): A comparison of their P/B ratio against the Software & Services industry group benchmark.

Valuation Metrics

Valuation metrics for JFrog (FROG) and Twilio (TWLO)
MetricFROGTWLO
P/E Ratio (TTM)--25.38
P/S Ratio (TTM)19.395.36
P/B Ratio (MRQ)12.373.41
Free Cash Flow Yield (TTM)1.85%3.45%