PS vs. TWLO: Pershing Square vs. Twilio Stock Comparison
How do Pershing Square (PS) 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
Pershing Square (PS) and Twilio (TWLO) both fall under the Software & Services industry group, but PS is classified in Software while TWLO is classified in IT Services.
Twilio (TWLO) has been public since June 23, 2016 with a meaningfully longer listed history, while Pershing Square (PS) only listed on April 29, 2026 — long-window metrics on the PS side should be interpreted with caution.
| Profile Item | PS | TWLO |
|---|---|---|
| Name | Pluralsight 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 | Software | IT Services |
| GICS Sub-Industry | Application Software | Internet Services & Infrastructure |
| Market Capitalization | 20.58 billion USD | 31.26 billion USD |
| Currency | USD | USD |
| Exchange | Nasdaq | NYSE |
| Listing Date | April 29, 2026 | June 23, 2016 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | PS | TWLO |
|---|---|---|
| Total Return (1Y) | -- | 61.15% |
| Total Return (3Y, Annualized) | -- | 54.31% |
| Total Return (5Y, Annualized) | -- | -7.91% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | PS | TWLO |
|---|---|---|
| Volatility (1Y, Annualized) | 100.16% | 63.75% |
| Beta (5Y) | 6.25 | 1.48 |
| Max Drawdown (5Y) | -43.14% | -86.25% |
| Avg. Volume (3M) | 428.47K | 3.05M |
Risk-Adjusted Performance
Risk-Return Positioning
Both PS and TWLO need 1-year volatility and 1-year return to plot risk-return positioning.
Risk-Adjusted Metrics
| Metric | PS | TWLO |
|---|---|---|
| Sharpe Ratio (1Y) | -- | 0.89 |
| Sortino Ratio (1Y) | -- | 1.49 |
Profitability
ROE (TTM)
Capital efficiency shows on one side only: Twilio (TWLO) earns 14.92% on shareholders’ equity, ranked against its industry; Pershing Square (PS) has no ROE this period.
PS
Software & Services industry group
--
- Max
- 53.85%
- Q3
- 17.90%
- Median
- 6.59%
- Q1
- -9.59%
- Min
- -50.52%
- PS
- --
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)
Pershing Square (PS) reports a negative net margin of -20.98%, usually indicating a net loss over the period. Meanwhile Twilio (TWLO) reports 21.82%, ranking against industry peers normally.
PS
Software & Services industry group
-20.98%
- Max
- 41.17%
- Q3
- 15.28%
- Median
- 4.63%
- Q1
- -5.42%
- PS
- -20.98%
- 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)
Pershing Square (PS) reports a negative operating margin of -35.45%, usually indicating that operating costs exceeded revenue at the operating-income line. Meanwhile Twilio (TWLO) reports 9.53%, ranking against industry peers normally.
PS
Software & Services industry group
-35.45%
- Max
- 46.89%
- Q3
- 17.64%
- Median
- 8.73%
- Q1
- -2.13%
- Min
- -30.45%
- PS
- -35.45%
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 | PS | TWLO |
|---|---|---|
| ROE (TTM) | -- | 14.92% |
| ROA (TTM) | -- | 2.69% |
| Net Margin (TTM) | -20.98% | 21.82% |
| Operating Margin (TTM) | -35.45% | 9.53% |
| Gross Margin (TTM) | 24.74% | 48.61% |
Growth
Revenue Growth
Pershing Square (PS) at 64.66% 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.
EPS Growth
Neither Pershing Square (PS) nor Twilio (TWLO) reports a EPS growth value for this period, so a direct comparison isn't possible.
Growth Metrics
| Metric | PS | TWLO |
|---|---|---|
| Revenue Growth (YoY) | 64.66% | 13.66% |
| Revenue Growth (3Y CAGR) | -- | 9.82% |
| EPS Growth (YoY) | -- | -- |
| EPS Growth (3Y CAGR) | -- | -- |
Financial Strength
Current Ratio (MRQ)
Short-term liquidity can only be read on one side of this pairing: Twilio (TWLO) shows current ratio of 4.47 against its industry benchmark, while Pershing Square (PS) has no reading this period.
PS
Software & Services industry group
--
- Max
- 5.11
- Q3
- 2.77
- Median
- 1.67
- Q1
- 1.01
- Min
- 0.03
- PS
- --
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)
Both Pershing Square (PS) at 0.18 and Twilio (TWLO) at 0.12 fund their balance sheets with roughly industry-typical debt-to-equity mixes.
PS
Software & Services industry group
0.18
- Max
- 2.52
- Q3
- 1.13
- Median
- 0.40
- PS
- 0.18
- 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
Financial Strength Metrics
| Metric | PS | TWLO |
|---|---|---|
| Current Ratio (MRQ) | -- | 4.47 |
| Debt / Equity (MRQ) | 0.18 | 0.12 |
| Net Debt / EBITDA | 4.35 | -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 Pershing Square (PS) reports a yield of 0.24%, ranking against industry peers normally.
PS
Software & Services industry group
0.24%
- PS
- 0.24%
- 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)
Pershing Square (PS) reports a negative payout ratio of -10.99%, usually because earnings are negative; Twilio (TWLO) pays no dividend (payout 0.00%).
PS
Software & Services industry group
-10.99%
- Max
- 0.00%
- Q3
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
- PS
- -10.99%
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 | PS | TWLO |
|---|---|---|
| Dividend Yield (TTM) | 0.24% | 0.00% |
| Dividend Payout Ratio (TTM) | -10.99% | 0.00% |
Valuation
P/E Ratio (TTM)
An earnings multiple is available for just one side: Twilio (TWLO) trades at 25.38 times trailing earnings, ranked against its peers, while Pershing Square (PS) has no P/E ratio this period.
PS
Software & Services industry group
--
- Max
- 112.94
- Q3
- 60.32
- Median
- 32.91
- Q1
- 18.77
- Min
- 6.69
- PS
- --
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 prices around its industry’s typical P/S ratio, while Pershing Square (PS) at 27.11 clears its benchmark range — PS looks notably rich on sales.
PS
Software & Services industry group
27.11
- PS
- 27.11
- 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
P/B Ratio (MRQ)
Twilio (TWLO) at 3.41 is valued about in line with its industry on P/B ratio, while Pershing Square (PS) at 15.12 carries an above-peer premium to book — PS is pricier on assets.
PS
Software & Services industry group
15.12
- Max
- 16.63
- PS
- 15.12
- 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
Valuation Metrics
| Metric | PS | TWLO |
|---|---|---|
| P/E Ratio (TTM) | -- | 25.38 |
| P/S Ratio (TTM) | 27.11 | 5.36 |
| P/B Ratio (MRQ) | 15.12 | 3.41 |
| Free Cash Flow Yield (TTM) | -- | 3.45% |