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MDB vs. TWLO: MongoDB vs. Twilio Stock Comparison

How do MongoDB (MDB) 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

MongoDB (MDB) 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 MongoDB (MDB) and Twilio (TWLO)
Profile ItemMDBTWLO
NameMongoDB, 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 Capitalization25.16 billion USD31.26 billion USD
CurrencyUSDUSD
ExchangeNasdaqNYSE
Listing DateOctober 19, 2017June 23, 2016
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

MDB
TWLO
GSPC
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MongoDB (MDB) 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 MongoDB (MDB) and Twilio (TWLO). Returns over one year are annualized.

Calendar-Year Returns

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

Performance Metrics

Price performance metrics for MongoDB (MDB) and Twilio (TWLO)
MetricMDBTWLO
Total Return (1Y)-8.99%61.15%
Total Return (3Y, Annualized)-3.47%54.31%
Total Return (5Y, Annualized)-10.64%-7.91%

Risk Profile

Drawdown History

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

Risk Metrics

Risk profile metrics for MongoDB (MDB) and Twilio (TWLO)
MetricMDBTWLO
Volatility (1Y, Annualized)73.14%63.75%
Beta (5Y)1.751.48
Max Drawdown (5Y)-76.52%-86.25%
Avg. Volume (3M)2.17M3.05M

Risk-Adjusted Performance

Risk-Return Positioning

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MDB 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 MongoDB (MDB) and Twilio (TWLO)
MetricMDBTWLO
Sharpe Ratio (1Y)-0.180.89
Sortino Ratio (1Y)-0.261.49

Profitability

ROE (TTM)

Both MongoDB (MDB) at 1.99% and Twilio (TWLO) at 14.92% land near their industries’ usual ROE ranges, so capital efficiency looks broadly in line with peers on both sides.

MDB

Software & Services industry group

1.99%

Max
53.85%
Q3
17.90%
Median
6.59%
MDB
1.99%
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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MongoDB (MDB) vs. Twilio (TWLO): A comparison of their ROE against the Software & Services industry group benchmark.

Net Margin (TTM)

Twilio (TWLO) at 21.82% retains a top-quartile share of revenue as profit, ahead of MongoDB (MDB) at 2.12%, which keeps about the industry-typical share.

MDB

Software & Services industry group

2.12%

Max
41.17%
Q3
15.28%
Median
4.63%
MDB
2.12%
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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MongoDB (MDB) vs. Twilio (TWLO): A comparison of their net margin against the Software & Services industry group benchmark.

Operating Margin (TTM)

Both MongoDB (MDB) at 3.68% and Twilio (TWLO) at 9.53% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.

MDB

Software & Services industry group

3.68%

Max
46.89%
Q3
17.64%
Median
8.73%
MDB
3.68%
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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MongoDB (MDB) vs. Twilio (TWLO): A comparison of their operating margin against the Software & Services industry group benchmark.

Profitability Metrics

Profitability metrics for MongoDB (MDB) and Twilio (TWLO)
MetricMDBTWLO
ROE (TTM)1.99%14.92%
ROA (TTM)-0.22%2.69%
Net Margin (TTM)2.12%21.82%
Operating Margin (TTM)3.68%9.53%
Gross Margin (TTM)72.69%48.61%

Growth

Revenue Growth

Both MongoDB (MDB) at 22.79% 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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MongoDB (MDB) vs. Twilio (TWLO): A comparison of their Revenue Growth across different time periods.

EPS Growth

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

Growth Metrics

Growth metrics for MongoDB (MDB) and Twilio (TWLO)
MetricMDBTWLO
Revenue Growth (YoY)22.79%13.66%
Revenue Growth (3Y CAGR)24.26%9.82%
EPS Growth (YoY)----
EPS Growth (3Y CAGR)----

Financial Strength

Current Ratio (MRQ)

Both MongoDB (MDB) at 4.87 and Twilio (TWLO) at 4.47 post current ratio above their industries’ typical mid-ranges — short-term liquidity appears comfortable, though unusually high readings can point to idle current assets.

MDB

Software & Services industry group

4.87

Max
5.11
MDB
4.87
Q3
2.77
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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MongoDB (MDB) vs. Twilio (TWLO): A comparison of their current ratio against the Software & Services industry group benchmark.

Debt / Equity (MRQ)

MongoDB (MDB) at 0.02 keeps leverage in the lower industry quartile, while Twilio (TWLO) at 0.12 runs a more typical debt-to-equity mix.

MDB

Software & Services industry group

0.02

Max
2.52
Q3
1.13
Median
0.40
Q1
0.07
MDB
0.02
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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MongoDB (MDB) 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 MongoDB (MDB) and Twilio (TWLO)
MetricMDBTWLO
Current Ratio (MRQ)4.874.47
Debt / Equity (MRQ)0.020.12
Net Debt / EBITDA-170.08-3.13

Dividends

Dividend Yield (TTM)

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

MDB

Software & Services industry group

0.00%

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

Dividend Payout Ratio (TTM)

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

MDB

Software & Services industry group

0.00%

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

Dividend Metrics

Dividend metrics for MongoDB (MDB) and Twilio (TWLO)
MetricMDBTWLO
Dividend Yield (TTM)0.00%0.00%
Dividend Payout Ratio (TTM)0.00%0.00%

Valuation

P/E Ratio (TTM)

Twilio (TWLO) at 25.38 is near its industry’s usual P/E ratio, while MongoDB (MDB) at 434.49 sits above its peer range — an unusually expensive price for MDB’s trailing earnings.

MDB

Software & Services industry group

434.49

MDB
434.49
Max
112.94
Q3
60.32
Median
32.91
Q1
18.77
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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MongoDB (MDB) vs. Twilio (TWLO): A comparison of their P/E ratio against the Software & Services industry group benchmark.

P/S Ratio (TTM)

Twilio (TWLO) at 5.36 is priced about in line with its industry on P/S ratio, while MongoDB (MDB) at 9.04 sits in the pricier quartile — MDB costs more per dollar of sales.

MDB

Software & Services industry group

9.04

Max
17.91
MDB
9.04
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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MongoDB (MDB) vs. Twilio (TWLO): A comparison of their P/S ratio against the Software & Services industry group benchmark.

P/B Ratio (MRQ)

On P/B ratio, both MongoDB (MDB) at 8.46 and Twilio (TWLO) at 3.41 are valued close to their industries’ norm against book — neither stands out from peers.

MDB

Software & Services industry group

8.46

Max
16.63
Q3
8.50
MDB
8.46
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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MongoDB (MDB) vs. Twilio (TWLO): A comparison of their P/B ratio against the Software & Services industry group benchmark.

Valuation Metrics

Valuation metrics for MongoDB (MDB) and Twilio (TWLO)
MetricMDBTWLO
P/E Ratio (TTM)434.4925.38
P/S Ratio (TTM)9.045.36
P/B Ratio (MRQ)8.463.41
Free Cash Flow Yield (TTM)2.23%3.45%