IT vs. TWLO: Gartner vs. Twilio Stock Comparison
How do Gartner (IT) 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
Gartner (IT) and Twilio (TWLO) both belong to the IT Services industry, though IT is classified under IT Consulting & Other Services while TWLO falls under Internet Services & Infrastructure.
| Profile Item | IT | TWLO |
|---|---|---|
| Name | Gartner 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 | IT Services | IT Services |
| GICS Sub-Industry | IT Consulting & Other Services | Internet Services & Infrastructure |
| Market Capitalization | 11.99 billion USD | 31.26 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | October 5, 1993 | June 23, 2016 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | IT | TWLO |
|---|---|---|
| Total Return (1Y) | -17.60% | 61.15% |
| Total Return (3Y, Annualized) | -22.07% | 54.31% |
| Total Return (5Y, Annualized) | -10.95% | -7.91% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | IT | TWLO |
|---|---|---|
| Volatility (1Y, Annualized) | 58.29% | 63.75% |
| Beta (5Y) | 0.95 | 1.48 |
| Max Drawdown (5Y) | -77.21% | -86.25% |
| Avg. Volume (3M) | 1.14M | 3.05M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | IT | TWLO |
|---|---|---|
| Sharpe Ratio (1Y) | -0.38 | 0.89 |
| Sortino Ratio (1Y) | -0.54 | 1.49 |
Profitability
ROE (TTM)
Gartner (IT) at 365.76% clears its industry range for ROE, a sharper capital-efficiency signal than Twilio (TWLO) at 14.92%, which is closer to a typical peer reading.
IT
Software & Services industry group
365.76%
- IT
- 365.76%
- Max
- 53.85%
- 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%
Net Margin (TTM)
Twilio (TWLO) at 21.82% retains a top-quartile share of revenue as profit, ahead of Gartner (IT) at 14.81%, which keeps about the industry-typical share.
IT
Software & Services industry group
14.81%
- Max
- 41.17%
- Q3
- 15.28%
- IT
- 14.81%
- 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%
Operating Margin (TTM)
Gartner (IT) at 18.58% operates in the top operating margin quartile, ahead of Twilio (TWLO) at 9.53%, which runs around its industry’s norm.
IT
Software & Services industry group
18.58%
- Max
- 46.89%
- IT
- 18.58%
- 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%
Profitability Metrics
| Metric | IT | TWLO |
|---|---|---|
| ROE (TTM) | 365.76% | 14.92% |
| ROA (TTM) | 11.33% | 2.69% |
| Net Margin (TTM) | 14.81% | 21.82% |
| Operating Margin (TTM) | 18.58% | 9.53% |
| Gross Margin (TTM) | 70.18% | 48.61% |
Growth
Revenue Growth
Twilio (TWLO) at 13.66% is around its peer norm for revenue growth, while Gartner (IT) at 3.67% drops into the bottom quartile, signaling weaker demand or pricing momentum.
EPS Growth
Only one side can be read here: Gartner (IT) reports EPS growth of -39.69%, ranked against its industry; Twilio (TWLO) has no EPS growth figure this period.
Growth Metrics
| Metric | IT | TWLO |
|---|---|---|
| Revenue Growth (YoY) | 3.67% | 13.66% |
| Revenue Growth (3Y CAGR) | 5.87% | 9.82% |
| EPS Growth (YoY) | -39.69% | -- |
| EPS Growth (3Y CAGR) | -1.05% | -- |
Financial Strength
Current Ratio (MRQ)
Twilio (TWLO) at 4.47 carries current ratio above its industry’s typical mid-range, while Gartner (IT) at 0.91 runs in the tighter-liquidity quartile — different working-capital profiles, both worth examining.
IT
Software & Services industry group
0.91
- Max
- 5.11
- Q3
- 2.77
- Median
- 1.67
- Q1
- 1.01
- IT
- 0.91
- 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)
Only one side’s leverage can be read here: Twilio (TWLO) carries debt-to-equity ratio of 0.12 against its industry range, while Gartner (IT) reports no figure this period.
IT
Software & Services industry group
--
- Max
- 2.52
- Q3
- 1.13
- Median
- 0.40
- Q1
- 0.07
- Min
- 0.00
- IT
- --
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 | IT | TWLO |
|---|---|---|
| Current Ratio (MRQ) | 0.91 | 4.47 |
| Debt / Equity (MRQ) | -- | 0.12 |
| Net Debt / EBITDA | 1.18 | -3.13 |
Dividends
Dividend Yield (TTM)
Neither Gartner (IT) nor Twilio (TWLO) pays a dividend this period — they may reinvest, use buybacks, or simply not return cash through dividends.
IT
Software & Services industry group
0.00%
- IT
- 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 Gartner (IT) nor Twilio (TWLO) pays a dividend this period — they may reinvest, use buybacks, or simply not return cash through dividends.
IT
Software & Services industry group
0.00%
- IT
- 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 | IT | TWLO |
|---|---|---|
| Dividend Yield (TTM) | 0.00% | 0.00% |
| Dividend Payout Ratio (TTM) | 0.00% | 0.00% |
Valuation
P/E Ratio (TTM)
Gartner (IT) at 13.62 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 IT, though growth and earnings durability still matter.
IT
Software & Services industry group
13.62
- Max
- 112.94
- Q3
- 60.32
- Median
- 32.91
- Q1
- 18.77
- IT
- 13.62
- 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)
Gartner (IT) at 1.86 sits in the cheaper P/S ratio quartile while Twilio (TWLO) at 5.36 prices around its industry’s middle — IT costs less per dollar of sales, though read it alongside growth and margins.
IT
Software & Services industry group
1.86
- Max
- 17.91
- Q3
- 8.78
- Median
- 4.25
- Q1
- 2.23
- IT
- 1.86
- 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)
Gartner (IT) reports a negative P/B ratio of -348.81, meaning negative book equity — the multiple itself is not meaningful for valuation. Meanwhile Twilio (TWLO) reports 3.41, ranking against industry peers normally.
IT
Software & Services industry group
-348.81
- Max
- 16.63
- Q3
- 8.50
- Median
- 4.30
- Q1
- 1.92
- Min
- -3.90
- IT
- -348.81
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 | IT | TWLO |
|---|---|---|
| P/E Ratio (TTM) | 13.62 | 25.38 |
| P/S Ratio (TTM) | 1.86 | 5.36 |
| P/B Ratio (MRQ) | -348.81 | 3.41 |
| Free Cash Flow Yield (TTM) | 8.90% | 3.45% |