OKTA vs. TWLO: Okta vs. Twilio Stock Comparison
How do Okta (OKTA) 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
Okta (OKTA) 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.
| Profile Item | OKTA | TWLO |
|---|---|---|
| Name | Okta Inc. Class A Common Stock | 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 | Internet Services & Infrastructure | Internet Services & Infrastructure |
| Market Capitalization | 29.49 billion USD | 31.26 billion USD |
| Currency | USD | USD |
| Exchange | Nasdaq | NYSE |
| Listing Date | April 7, 2017 | June 23, 2016 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | OKTA | TWLO |
|---|---|---|
| Total Return (1Y) | 108.64% | 61.15% |
| Total Return (3Y, Annualized) | 38.93% | 54.31% |
| Total Return (5Y, Annualized) | -7.90% | -7.91% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | OKTA | TWLO |
|---|---|---|
| Volatility (1Y, Annualized) | 70.25% | 63.75% |
| Beta (5Y) | 0.76 | 1.48 |
| Max Drawdown (5Y) | -83.22% | -86.25% |
| Avg. Volume (3M) | 4.23M | 3.05M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | OKTA | TWLO |
|---|---|---|
| Sharpe Ratio (1Y) | 1.49 | 0.89 |
| Sortino Ratio (1Y) | 2.65 | 1.49 |
Profitability
ROE (TTM)
Both Okta (OKTA) at 4.31% 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.
OKTA
Software & Services industry group
4.31%
- Max
- 53.85%
- Q3
- 17.90%
- Median
- 6.59%
- OKTA
- 4.31%
- 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 Okta (OKTA) at 9.63%, which keeps about the industry-typical share.
OKTA
Software & Services industry group
9.63%
- Max
- 41.17%
- Q3
- 15.28%
- OKTA
- 9.63%
- 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)
Both Okta (OKTA) at 13.29% and Twilio (TWLO) at 9.53% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.
OKTA
Software & Services industry group
13.29%
- Max
- 46.89%
- Q3
- 17.64%
- OKTA
- 13.29%
- 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 | OKTA | TWLO |
|---|---|---|
| ROE (TTM) | 4.31% | 14.92% |
| ROA (TTM) | 1.58% | 2.69% |
| Net Margin (TTM) | 9.63% | 21.82% |
| Operating Margin (TTM) | 13.29% | 9.53% |
| Gross Margin (TTM) | 78.13% | 48.61% |
Growth
Revenue Growth
Both Okta (OKTA) at 11.84% 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.
EPS Growth
Only one side can be read here: Okta (OKTA) reports EPS growth of 2,083.33%, ranked against its industry; Twilio (TWLO) has no EPS growth figure this period.
Growth Metrics
| Metric | OKTA | TWLO |
|---|---|---|
| Revenue Growth (YoY) | 11.84% | 13.66% |
| Revenue Growth (3Y CAGR) | 16.25% | 9.82% |
| EPS Growth (YoY) | 2,083.33% | -- |
| EPS Growth (3Y CAGR) | -- | -- |
Financial Strength
Current Ratio (MRQ)
Okta (OKTA) at 1.53 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.
OKTA
Software & Services industry group
1.53
- Max
- 5.11
- Q3
- 2.77
- Median
- 1.67
- OKTA
- 1.53
- 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
Debt / Equity (MRQ)
Okta (OKTA) at 0.01 keeps leverage in the lower industry quartile, while Twilio (TWLO) at 0.12 runs a more typical debt-to-equity mix.
OKTA
Software & Services industry group
0.01
- Max
- 2.52
- Q3
- 1.13
- Median
- 0.40
- Q1
- 0.07
- OKTA
- 0.01
- 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
Financial Strength Metrics
| Metric | OKTA | TWLO |
|---|---|---|
| Current Ratio (MRQ) | 1.53 | 4.47 |
| Debt / Equity (MRQ) | 0.01 | 0.12 |
| Net Debt / EBITDA | -7.00 | -3.13 |
Dividends
Dividend Yield (TTM)
Neither Okta (OKTA) nor Twilio (TWLO) pays a dividend this period — they may reinvest, use buybacks, or simply not return cash through dividends.
OKTA
Software & Services industry group
0.00%
- OKTA
- 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 Okta (OKTA) nor Twilio (TWLO) pays a dividend this period — they may reinvest, use buybacks, or simply not return cash through dividends.
OKTA
Software & Services industry group
0.00%
- OKTA
- 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 | OKTA | TWLO |
|---|---|---|
| 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 Okta (OKTA) at 101.62 sits in the richer quartile — OKTA needs stronger growth or earnings quality to justify the premium.
OKTA
Software & Services industry group
101.62
- Max
- 112.94
- OKTA
- 101.62
- 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
P/S Ratio (TTM)
Twilio (TWLO) at 5.36 is priced about in line with its industry on P/S ratio, while Okta (OKTA) at 9.60 sits in the pricier quartile — OKTA costs more per dollar of sales.
OKTA
Software & Services industry group
9.60
- Max
- 17.91
- OKTA
- 9.60
- 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
P/B Ratio (MRQ)
On P/B ratio, both Okta (OKTA) at 4.23 and Twilio (TWLO) at 3.41 are valued close to their industries’ norm against book — neither stands out from peers.
OKTA
Software & Services industry group
4.23
- Max
- 16.63
- Q3
- 8.50
- Median
- 4.30
- OKTA
- 4.23
- 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
Valuation Metrics
| Metric | OKTA | TWLO |
|---|---|---|
| P/E Ratio (TTM) | 101.62 | 25.38 |
| P/S Ratio (TTM) | 9.60 | 5.36 |
| P/B Ratio (MRQ) | 4.23 | 3.41 |
| Free Cash Flow Yield (TTM) | 3.52% | 3.45% |