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INFY vs. TWLO: Infosys vs. Twilio Stock Comparison

How do Infosys (INFY) 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

Infosys (INFY) and Twilio (TWLO) both belong to the IT Services industry, though INFY is classified under IT Consulting & Other Services while TWLO falls under Internet Services & Infrastructure.

Twilio (TWLO) trades as ordinary local shares, while Infosys (INFY) trades as an ADR — compare with FX exposure, depositary-program fees, and dividend-withholding-tax differences in mind.

Company profile comparison for Infosys (INFY) and Twilio (TWLO)
Profile ItemINFYTWLO
NameInfosys Ltd. ADRTwilio Inc. Class A Common Stock
Country/RegionIndiaUnited States
GICS SectorInformation TechnologyInformation Technology
GICS Industry GroupSoftware & ServicesSoftware & Services
GICS IndustryIT ServicesIT Services
GICS Sub-IndustryIT Consulting & Other ServicesInternet Services & Infrastructure
Market Capitalization50.63 billion USD31.26 billion USD
CurrencyUSDUSD
ExchangeNYSENYSE
Listing DateMarch 11, 1999June 23, 2016
Security TypeADRCommon Stock

Price Performance

Cumulative Growth

INFY
TWLO
GSPC
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Infosys (INFY) 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 Infosys (INFY) and Twilio (TWLO). Returns over one year are annualized.

Calendar-Year Returns

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

Performance Metrics

Price performance metrics for Infosys (INFY) and Twilio (TWLO)
MetricINFYTWLO
Total Return (1Y)-23.13%61.15%
Total Return (3Y, Annualized)-6.27%54.31%
Total Return (5Y, Annualized)-9.51%-7.91%

Risk Profile

Drawdown History

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

Risk Metrics

Risk profile metrics for Infosys (INFY) and Twilio (TWLO)
MetricINFYTWLO
Volatility (1Y, Annualized)42.11%63.75%
Beta (5Y)0.871.48
Max Drawdown (5Y)-54.40%-86.25%
Avg. Volume (3M)18.20M3.05M

Risk-Adjusted Performance

Risk-Return Positioning

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INFY 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 Infosys (INFY) and Twilio (TWLO)
MetricINFYTWLO
Sharpe Ratio (1Y)-0.650.89
Sortino Ratio (1Y)-0.911.49

Profitability

ROE (TTM)

Infosys (INFY) at 29.95% sits in the top ROE quartile, while Twilio (TWLO) at 14.92% is closer to the peer norm — stronger capital efficiency for INFY.

INFY

Software & Services industry group

29.95%

Max
53.85%
INFY
29.95%
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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Infosys (INFY) vs. Twilio (TWLO): A comparison of their ROE against the Software & Services industry group benchmark.

Net Margin (TTM)

For every dollar of sales, both Infosys (INFY) at 16.22% and Twilio (TWLO) at 21.82% retain more as net profit than most peers, landing in the top net margin quartile of their industries.

INFY

Software & Services industry group

16.22%

Max
41.17%
INFY
16.22%
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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Infosys (INFY) vs. Twilio (TWLO): A comparison of their net margin against the Software & Services industry group benchmark.

Operating Margin (TTM)

Infosys (INFY) at 20.97% operates in the top operating margin quartile, ahead of Twilio (TWLO) at 9.53%, which runs around its industry’s norm.

INFY

Software & Services industry group

20.97%

Max
46.89%
INFY
20.97%
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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Infosys (INFY) vs. Twilio (TWLO): A comparison of their operating margin against the Software & Services industry group benchmark.

Profitability Metrics

Profitability metrics for Infosys (INFY) and Twilio (TWLO)
MetricINFYTWLO
ROE (TTM)29.95%14.92%
ROA (TTM)16.15%2.69%
Net Margin (TTM)16.22%21.82%
Operating Margin (TTM)20.97%9.53%
Gross Margin (TTM)29.75%48.61%

Growth

Revenue Growth

Twilio (TWLO) at 13.66% is around its peer norm for revenue growth, while Infosys (INFY) at 4.57% drops into the bottom quartile, signaling weaker demand or pricing momentum.

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Infosys (INFY) vs. Twilio (TWLO): A comparison of their Revenue Growth across different time periods.

EPS Growth

Only one side can be read here: Infosys (INFY) reports EPS growth of 5.26%, ranked against its industry; Twilio (TWLO) has no EPS growth figure this period.

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

Growth Metrics

Growth metrics for Infosys (INFY) and Twilio (TWLO)
MetricINFYTWLO
Revenue Growth (YoY)4.57%13.66%
Revenue Growth (3Y CAGR)3.44%9.82%
EPS Growth (YoY)5.26%--
EPS Growth (3Y CAGR)4.06%--

Financial Strength

Current Ratio (MRQ)

Infosys (INFY) at 1.97 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.

INFY

Software & Services industry group

1.97

Max
5.11
Q3
2.77
INFY
1.97
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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Infosys (INFY) vs. Twilio (TWLO): A comparison of their current ratio against the Software & Services industry group benchmark.

Debt / Equity (MRQ)

Both Infosys (INFY) at 0.09 and Twilio (TWLO) at 0.12 fund their balance sheets with roughly industry-typical debt-to-equity mixes.

INFY

Software & Services industry group

0.09

Max
2.52
Q3
1.13
Median
0.40
INFY
0.09
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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Infosys (INFY) 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 Infosys (INFY) and Twilio (TWLO)
MetricINFYTWLO
Current Ratio (MRQ)1.974.47
Debt / Equity (MRQ)0.090.12
Net Debt / EBITDA-0.63-3.13

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 Infosys (INFY) reports a yield of 4.14%, ranking against industry peers normally.

INFY

Software & Services industry group

4.14%

INFY
4.14%
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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Infosys (INFY) 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 Infosys (INFY) reports a payout of 65.45%, ranking against industry peers normally.

INFY

Software & Services industry group

65.45%

INFY
65.45%
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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Infosys (INFY) vs. Twilio (TWLO): A comparison of their payout ratio against the Software & Services industry group benchmark.

Dividend Metrics

Dividend metrics for Infosys (INFY) and Twilio (TWLO)
MetricINFYTWLO
Dividend Yield (TTM)4.14%0.00%
Dividend Payout Ratio (TTM)65.45%0.00%

Valuation

P/E Ratio (TTM)

Infosys (INFY) at 15.43 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 INFY, though growth and earnings durability still matter.

INFY

Software & Services industry group

15.43

Max
112.94
Q3
60.32
Median
32.91
Q1
18.77
INFY
15.43
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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Infosys (INFY) 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 Infosys (INFY) at 2.49 and Twilio (TWLO) at 5.36 are priced roughly in line with their industries — neither looks cheap nor rich on a sales basis.

INFY

Software & Services industry group

2.49

Max
17.91
Q3
8.78
Median
4.25
INFY
2.49
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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Infosys (INFY) 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 Infosys (INFY) at 9.80 carries an above-peer premium to book — INFY is pricier on assets.

INFY

Software & Services industry group

9.80

Max
16.63
INFY
9.80
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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Infosys (INFY) vs. Twilio (TWLO): A comparison of their P/B ratio against the Software & Services industry group benchmark.

Valuation Metrics

Valuation metrics for Infosys (INFY) and Twilio (TWLO)
MetricINFYTWLO
P/E Ratio (TTM)15.4325.38
P/S Ratio (TTM)2.495.36
P/B Ratio (MRQ)9.803.41
Free Cash Flow Yield (TTM)6.52%3.45%