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PLTR vs. TWLO: Palantir vs. Twilio Stock Comparison

How do Palantir (PLTR) 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

Palantir (PLTR) and Twilio (TWLO) both fall under the Software & Services industry group, but PLTR is classified in Software while TWLO is classified in IT Services.

Company profile comparison for Palantir (PLTR) and Twilio (TWLO)
Profile ItemPLTRTWLO
NamePalantir Technologies Inc. Class A Common StockTwilio Inc. Class A Common Stock
Country/RegionUnited StatesUnited States
GICS SectorInformation TechnologyInformation Technology
GICS Industry GroupSoftware & ServicesSoftware & Services
GICS IndustrySoftwareIT Services
GICS Sub-IndustryApplication SoftwareInternet Services & Infrastructure
Market Capitalization386.44 billion USD31.26 billion USD
CurrencyUSDUSD
ExchangeNasdaqNYSE
Listing DateSeptember 30, 2020June 23, 2016
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

PLTR
TWLO
GSPC
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Palantir (PLTR) 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 Palantir (PLTR) and Twilio (TWLO). Returns over one year are annualized.

Calendar-Year Returns

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

Performance Metrics

Price performance metrics for Palantir (PLTR) and Twilio (TWLO)
MetricPLTRTWLO
Total Return (1Y)-4.94%61.15%
Total Return (3Y, Annualized)109.97%54.31%
Total Return (5Y, Annualized)47.47%-7.91%

Risk Profile

Drawdown History

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

Risk Metrics

Risk profile metrics for Palantir (PLTR) and Twilio (TWLO)
MetricPLTRTWLO
Volatility (1Y, Annualized)60.50%63.75%
Beta (5Y)1.631.48
Max Drawdown (5Y)-75.26%-86.25%
Avg. Volume (3M)27.20M3.05M

Risk-Adjusted Performance

Risk-Return Positioning

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PLTR 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 Palantir (PLTR) and Twilio (TWLO)
MetricPLTRTWLO
Sharpe Ratio (1Y)-0.150.89
Sortino Ratio (1Y)-0.241.49

Profitability

ROE (TTM)

Palantir (PLTR) at 40.91% sits in the top ROE quartile, while Twilio (TWLO) at 14.92% is closer to the peer norm — stronger capital efficiency for PLTR.

PLTR

Software & Services industry group

40.91%

Max
53.85%
PLTR
40.91%
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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Palantir (PLTR) vs. Twilio (TWLO): A comparison of their ROE against the Software & Services industry group benchmark.

Net Margin (TTM)

Palantir (PLTR) at 50.34% keeps the most of each sales dollar — above its industry’s net margin range — and Twilio (TWLO) at 21.82% also retains a top-quartile share.

PLTR

Software & Services industry group

50.34%

PLTR
50.34%
Max
41.17%
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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Palantir (PLTR) vs. Twilio (TWLO): A comparison of their net margin against the Software & Services industry group benchmark.

Operating Margin (TTM)

Palantir (PLTR) at 46.89% operates in the top operating margin quartile, ahead of Twilio (TWLO) at 9.53%, which runs around its industry’s norm.

PLTR

Software & Services industry group

46.89%

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

Profitability Metrics

Profitability metrics for Palantir (PLTR) and Twilio (TWLO)
MetricPLTRTWLO
ROE (TTM)40.91%14.92%
ROA (TTM)19.31%2.69%
Net Margin (TTM)50.34%21.82%
Operating Margin (TTM)46.89%9.53%
Gross Margin (TTM)84.74%48.61%

Growth

Revenue Growth

Palantir (PLTR) at 56.18% clears its industry range for revenue growth, far stronger top-line momentum than Twilio (TWLO) at 13.66%, which is closer to a typical peer reading.

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

EPS Growth

Only one side can be read here: Palantir (PLTR) reports EPS growth of 231.06%, ranked against its industry; Twilio (TWLO) has no EPS growth figure this period.

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

Growth Metrics

Growth metrics for Palantir (PLTR) and Twilio (TWLO)
MetricPLTRTWLO
Revenue Growth (YoY)56.18%13.66%
Revenue Growth (3Y CAGR)32.92%9.82%
EPS Growth (YoY)231.06%--
EPS Growth (3Y CAGR)----

Financial Strength

Current Ratio (MRQ)

Both Palantir (PLTR) at 7.10 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.

PLTR

Software & Services industry group

7.10

PLTR
7.10
Max
5.11
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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Palantir (PLTR) vs. Twilio (TWLO): A comparison of their current ratio against the Software & Services industry group benchmark.

Debt / Equity (MRQ)

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

PLTR

Software & Services industry group

0.02

Max
2.52
Q3
1.13
Median
0.40
Q1
0.07
PLTR
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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Palantir (PLTR) 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 Palantir (PLTR) and Twilio (TWLO)
MetricPLTRTWLO
Current Ratio (MRQ)7.104.47
Debt / Equity (MRQ)0.020.12
Net Debt / EBITDA-3.08-3.13

Dividends

Dividend Yield (TTM)

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

PLTR

Software & Services industry group

0.00%

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

Dividend Payout Ratio (TTM)

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

PLTR

Software & Services industry group

0.00%

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

Dividend Metrics

Dividend metrics for Palantir (PLTR) and Twilio (TWLO)
MetricPLTRTWLO
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 Palantir (PLTR) at 112.94 sits in the richer quartile — PLTR needs stronger growth or earnings quality to justify the premium.

PLTR

Software & Services industry group

112.94

PLTR
112.94
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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Palantir (PLTR) 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 prices around its industry’s typical P/S ratio, while Palantir (PLTR) at 53.02 clears its benchmark range — PLTR looks notably rich on sales.

PLTR

Software & Services industry group

53.02

PLTR
53.02
Max
17.91
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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Palantir (PLTR) 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 sits near its industry’s typical P/B ratio, while Palantir (PLTR) at 34.41 prices above its benchmark range — PLTR looks rich relative to book.

PLTR

Software & Services industry group

34.41

PLTR
34.41
Max
16.63
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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Palantir (PLTR) vs. Twilio (TWLO): A comparison of their P/B ratio against the Software & Services industry group benchmark.

Valuation Metrics

Valuation metrics for Palantir (PLTR) and Twilio (TWLO)
MetricPLTRTWLO
P/E Ratio (TTM)112.9425.38
P/S Ratio (TTM)53.025.36
P/B Ratio (MRQ)34.413.41
Free Cash Flow Yield (TTM)0.69%3.45%