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GDDY vs. TWLO: GoDaddy vs. Twilio Stock Comparison

How do GoDaddy (GDDY) 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

GoDaddy (GDDY) 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.

Company profile comparison for GoDaddy (GDDY) and Twilio (TWLO)
Profile ItemGDDYTWLO
NameGoDaddy Inc. Class A Common StockTwilio Inc. Class A Common Stock
Country/RegionUnited StatesUnited States
GICS SectorInformation TechnologyInformation Technology
GICS Industry GroupSoftware & ServicesSoftware & Services
GICS IndustryIT ServicesIT Services
GICS Sub-IndustryInternet Services & InfrastructureInternet Services & Infrastructure
Market Capitalization13.87 billion USD31.26 billion USD
CurrencyUSDUSD
ExchangeNYSENYSE
Listing DateMarch 31, 2015June 23, 2016
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

GDDY
TWLO
GSPC
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GoDaddy (GDDY) 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 GoDaddy (GDDY) and Twilio (TWLO). Returns over one year are annualized.

Calendar-Year Returns

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

Performance Metrics

Price performance metrics for GoDaddy (GDDY) and Twilio (TWLO)
MetricGDDYTWLO
Total Return (1Y)-13.82%61.15%
Total Return (3Y, Annualized)9.45%54.31%
Total Return (5Y, Annualized)9.67%-7.91%

Risk Profile

Drawdown History

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

Risk Metrics

Risk profile metrics for GoDaddy (GDDY) and Twilio (TWLO)
MetricGDDYTWLO
Volatility (1Y, Annualized)51.12%63.75%
Beta (5Y)0.941.48
Max Drawdown (5Y)-65.02%-86.25%
Avg. Volume (3M)2.01M3.05M

Risk-Adjusted Performance

Risk-Return Positioning

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GDDY 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 GoDaddy (GDDY) and Twilio (TWLO)
MetricGDDYTWLO
Sharpe Ratio (1Y)-0.350.89
Sortino Ratio (1Y)-0.491.49

Profitability

ROE (TTM)

Capital efficiency shows on one side only: Twilio (TWLO) earns 14.92% on shareholders’ equity, ranked against its industry; GoDaddy (GDDY) has no ROE this period.

GDDY

Software & Services industry group

--

Max
53.85%
Q3
17.90%
Median
6.59%
Q1
-9.59%
Min
-50.52%
GDDY
--

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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GoDaddy (GDDY) vs. Twilio (TWLO): GDDY does not report ROE, so it has no value marker; TWLO is benchmarked against the Software & Services industry group.

Net Margin (TTM)

For every dollar of sales, both GoDaddy (GDDY) at 18.56% and Twilio (TWLO) at 21.82% retain more as net profit than most peers, landing in the top net margin quartile of their industries.

GDDY

Software & Services industry group

18.56%

Max
41.17%
GDDY
18.56%
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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GoDaddy (GDDY) vs. Twilio (TWLO): A comparison of their net margin against the Software & Services industry group benchmark.

Operating Margin (TTM)

GoDaddy (GDDY) at 27.24% operates in the top operating margin quartile, ahead of Twilio (TWLO) at 9.53%, which runs around its industry’s norm.

GDDY

Software & Services industry group

27.24%

Max
46.89%
GDDY
27.24%
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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GoDaddy (GDDY) vs. Twilio (TWLO): A comparison of their operating margin against the Software & Services industry group benchmark.

Profitability Metrics

Profitability metrics for GoDaddy (GDDY) and Twilio (TWLO)
MetricGDDYTWLO
ROE (TTM)--14.92%
ROA (TTM)10.62%2.69%
Net Margin (TTM)18.56%21.82%
Operating Margin (TTM)27.24%9.53%
Gross Margin (TTM)63.75%48.61%

Growth

Revenue Growth

Both GoDaddy (GDDY) at 8.26% 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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GoDaddy (GDDY) vs. Twilio (TWLO): A comparison of their Revenue Growth across different time periods.

EPS Growth

Only one side can be read here: GoDaddy (GDDY) reports EPS growth of -3.57%, ranked against its industry; Twilio (TWLO) has no EPS growth figure this period.

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

Growth Metrics

Growth metrics for GoDaddy (GDDY) and Twilio (TWLO)
MetricGDDYTWLO
Revenue Growth (YoY)8.26%13.66%
Revenue Growth (3Y CAGR)6.56%9.82%
EPS Growth (YoY)-3.57%--
EPS Growth (3Y CAGR)41.62%--

Financial Strength

Current Ratio (MRQ)

Twilio (TWLO) at 4.47 carries current ratio above its industry’s typical mid-range, while GoDaddy (GDDY) at 0.61 runs in the tighter-liquidity quartile — different working-capital profiles, both worth examining.

GDDY

Software & Services industry group

0.61

Max
5.11
Q3
2.77
Median
1.67
Q1
1.01
GDDY
0.61
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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GoDaddy (GDDY) vs. Twilio (TWLO): A comparison of their current ratio against the Software & Services industry group benchmark.

Debt / Equity (MRQ)

Only one side’s leverage can be read here: Twilio (TWLO) carries debt-to-equity ratio of 0.12 against its industry range, while GoDaddy (GDDY) reports no figure this period.

GDDY

Software & Services industry group

--

Max
2.52
Q3
1.13
Median
0.40
Q1
0.07
Min
0.00
GDDY
--

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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GoDaddy (GDDY) vs. Twilio (TWLO): GDDY does not report debt-to-equity ratio, so it has no value marker; TWLO is benchmarked against the Software & Services industry group.

Financial Strength Metrics

Financial strength metrics for GoDaddy (GDDY) and Twilio (TWLO)
MetricGDDYTWLO
Current Ratio (MRQ)0.614.47
Debt / Equity (MRQ)--0.12
Net Debt / EBITDA1.88-3.13

Dividends

Dividend Yield (TTM)

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

GDDY

Software & Services industry group

0.00%

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

Dividend Payout Ratio (TTM)

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

GDDY

Software & Services industry group

0.00%

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

Dividend Metrics

Dividend metrics for GoDaddy (GDDY) and Twilio (TWLO)
MetricGDDYTWLO
Dividend Yield (TTM)0.00%0.00%
Dividend Payout Ratio (TTM)0.00%0.00%

Valuation

P/E Ratio (TTM)

GoDaddy (GDDY) at 15.73 sits in the cheaper P/E ratio quartile, while Twilio (TWLO) at 25.38 is closer to its industry’s usual earnings multiple — a discount for GDDY, though growth and earnings durability still matter.

GDDY

Software & Services industry group

15.73

Max
112.94
Q3
60.32
Median
32.91
Q1
18.77
GDDY
15.73
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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GoDaddy (GDDY) 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 GoDaddy (GDDY) at 2.68 and Twilio (TWLO) at 5.36 are priced roughly in line with their industries — neither looks cheap nor rich on a sales basis.

GDDY

Software & Services industry group

2.68

Max
17.91
Q3
8.78
Median
4.25
GDDY
2.68
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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GoDaddy (GDDY) vs. Twilio (TWLO): A comparison of their P/S ratio against the Software & Services industry group benchmark.

P/B Ratio (MRQ)

GoDaddy (GDDY) reports a negative P/B ratio of -100.78, meaning negative book equity — the multiple itself is not meaningful for valuation. Meanwhile Twilio (TWLO) reports 3.41, ranking against industry peers normally.

GDDY

Software & Services industry group

-100.78

Max
16.63
Q3
8.50
Median
4.30
Q1
1.92
Min
-3.90
GDDY
-100.78

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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GoDaddy (GDDY) vs. Twilio (TWLO): A comparison of their P/B ratio against the Software & Services industry group benchmark.

Valuation Metrics

Valuation metrics for GoDaddy (GDDY) and Twilio (TWLO)
MetricGDDYTWLO
P/E Ratio (TTM)15.7325.38
P/S Ratio (TTM)2.685.36
P/B Ratio (MRQ)-100.783.41
Free Cash Flow Yield (TTM)8.75%3.45%