SNOW vs. TWLO: Snowflake vs. Twilio Stock Comparison
How do Snowflake (SNOW) 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
Snowflake (SNOW) 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 | SNOW | TWLO |
|---|---|---|
| Name | Snowflake Inc. 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 | 97.33 billion USD | 31.26 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | September 16, 2020 | June 23, 2016 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | SNOW | TWLO |
|---|---|---|
| Total Return (1Y) | 10.92% | 61.15% |
| Total Return (3Y, Annualized) | 23.09% | 54.31% |
| Total Return (5Y, Annualized) | -5.00% | -7.91% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | SNOW | TWLO |
|---|---|---|
| Volatility (1Y, Annualized) | 67.14% | 63.75% |
| Beta (5Y) | 1.33 | 1.48 |
| Max Drawdown (5Y) | -72.99% | -86.25% |
| Avg. Volume (3M) | 4.67M | 3.05M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | SNOW | TWLO |
|---|---|---|
| Sharpe Ratio (1Y) | 0.10 | 0.89 |
| Sortino Ratio (1Y) | 0.17 | 1.49 |
Profitability
ROE (TTM)
Snowflake (SNOW) reports a negative ROE of -48.06%; negative ROE can reflect losses or negative shareholders’ equity, so it is harder to read as capital efficiency. Meanwhile Twilio (TWLO) reports 14.92%, ranking against industry peers normally.
SNOW
Software & Services industry group
-48.06%
- Max
- 53.85%
- Q3
- 17.90%
- Median
- 6.59%
- Q1
- -9.59%
- SNOW
- -48.06%
- 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)
Snowflake (SNOW) reports a negative net margin of -20.07%, usually indicating a net loss over the period. Meanwhile Twilio (TWLO) reports 21.82%, ranking against industry peers normally.
SNOW
Software & Services industry group
-20.07%
- Max
- 41.17%
- Q3
- 15.28%
- Median
- 4.63%
- Q1
- -5.42%
- SNOW
- -20.07%
- 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)
Snowflake (SNOW) reports a negative operating margin of -17.00%, usually indicating that operating costs exceeded revenue at the operating-income line. Meanwhile Twilio (TWLO) reports 9.53%, ranking against industry peers normally.
SNOW
Software & Services industry group
-17.00%
- Max
- 46.89%
- Q3
- 17.64%
- Median
- 8.73%
- Q1
- -2.13%
- SNOW
- -17.00%
- 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 | SNOW | TWLO |
|---|---|---|
| ROE (TTM) | -48.06% | 14.92% |
| ROA (TTM) | -9.02% | 2.69% |
| Net Margin (TTM) | -20.07% | 21.82% |
| Operating Margin (TTM) | -17.00% | 9.53% |
| Gross Margin (TTM) | 67.03% | 48.61% |
Growth
Revenue Growth
Snowflake (SNOW) at 29.16% sits in the top revenue growth quartile, while Twilio (TWLO) at 13.66% is closer to the peer norm — faster top-line expansion for SNOW.
EPS Growth
Neither Snowflake (SNOW) nor Twilio (TWLO) reports a EPS growth value for this period, so a direct comparison isn't possible.
Growth Metrics
| Metric | SNOW | TWLO |
|---|---|---|
| Revenue Growth (YoY) | 29.16% | 13.66% |
| Revenue Growth (3Y CAGR) | 31.38% | 9.82% |
| EPS Growth (YoY) | -- | -- |
| EPS Growth (3Y CAGR) | -- | -- |
Financial Strength
Current Ratio (MRQ)
Twilio (TWLO) at 4.47 carries current ratio above its industry’s typical mid-range, while Snowflake (SNOW) at 0.94 runs in the tighter-liquidity quartile — different working-capital profiles, both worth examining.
SNOW
Software & Services industry group
0.94
- Max
- 5.11
- Q3
- 2.77
- Median
- 1.67
- Q1
- 1.01
- SNOW
- 0.94
- 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)
Twilio (TWLO) at 0.12 carries an industry-typical debt-to-equity mix, while Snowflake (SNOW) at 1.29 uses more debt funding than most peers.
SNOW
Software & Services industry group
1.29
- Max
- 2.52
- SNOW
- 1.29
- Q3
- 1.13
- Median
- 0.40
- 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 | SNOW | TWLO |
|---|---|---|
| Current Ratio (MRQ) | 0.94 | 4.47 |
| Debt / Equity (MRQ) | 1.29 | 0.12 |
| Net Debt / EBITDA | -- | -3.13 |
Dividends
Dividend Yield (TTM)
Neither Snowflake (SNOW) nor Twilio (TWLO) pays a dividend this period — they may reinvest, use buybacks, or simply not return cash through dividends.
SNOW
Software & Services industry group
0.00%
- SNOW
- 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 Snowflake (SNOW) nor Twilio (TWLO) pays a dividend this period — they may reinvest, use buybacks, or simply not return cash through dividends.
SNOW
Software & Services industry group
0.00%
- SNOW
- 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 | SNOW | TWLO |
|---|---|---|
| Dividend Yield (TTM) | 0.00% | 0.00% |
| Dividend Payout Ratio (TTM) | 0.00% | 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 Snowflake (SNOW) has no P/E ratio this period.
SNOW
Software & Services industry group
--
- Max
- 112.94
- Q3
- 60.32
- Median
- 32.91
- Q1
- 18.77
- Min
- 6.69
- SNOW
- --
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 Snowflake (SNOW) at 17.91 sits in the pricier quartile — SNOW costs more per dollar of sales.
SNOW
Software & Services industry group
17.91
- SNOW
- 17.91
- 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 sits near its industry’s typical P/B ratio, while Snowflake (SNOW) at 45.23 prices above its benchmark range — SNOW looks rich relative to book.
SNOW
Software & Services industry group
45.23
- SNOW
- 45.23
- 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
Valuation Metrics
| Metric | SNOW | TWLO |
|---|---|---|
| P/E Ratio (TTM) | -- | 25.38 |
| P/S Ratio (TTM) | 17.91 | 5.36 |
| P/B Ratio (MRQ) | 45.23 | 3.41 |
| Free Cash Flow Yield (TTM) | 1.79% | 3.45% |