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TEAM vs. TWLO: Atlassian vs. Twilio Stock Comparison

How do Atlassian (TEAM) 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

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

Company profile comparison for Atlassian (TEAM) and Twilio (TWLO)
Profile ItemTEAMTWLO
NameAtlassian Corporation Class A Common StockTwilio Inc. Class A Common Stock
Country/RegionAustraliaUnited States
GICS SectorInformation TechnologyInformation Technology
GICS Industry GroupSoftware & ServicesSoftware & Services
GICS IndustrySoftwareIT Services
GICS Sub-IndustryApplication SoftwareInternet Services & Infrastructure
Market Capitalization38.90 billion USD31.26 billion USD
CurrencyUSDUSD
ExchangeNasdaqNYSE
Listing DateDecember 9, 2015June 23, 2016
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

TEAM
TWLO
GSPC
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Atlassian (TEAM) 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 Atlassian (TEAM) and Twilio (TWLO). Returns over one year are annualized.

Calendar-Year Returns

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

Performance Metrics

Price performance metrics for Atlassian (TEAM) and Twilio (TWLO)
MetricTEAMTWLO
Total Return (1Y)-2.49%61.15%
Total Return (3Y, Annualized)-3.42%54.31%
Total Return (5Y, Annualized)-19.11%-7.91%

Risk Profile

Drawdown History

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

Risk Metrics

Risk profile metrics for Atlassian (TEAM) and Twilio (TWLO)
MetricTEAMTWLO
Volatility (1Y, Annualized)80.29%63.75%
Beta (5Y)1.191.48
Max Drawdown (5Y)-87.16%-86.25%
Avg. Volume (3M)3.45M3.05M

Risk-Adjusted Performance

Risk-Return Positioning

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TEAM 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 Atlassian (TEAM) and Twilio (TWLO)
MetricTEAMTWLO
Sharpe Ratio (1Y)-0.080.89
Sortino Ratio (1Y)-0.141.49

Profitability

ROE (TTM)

Both Atlassian (TEAM) at 7.75% 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.

TEAM

Software & Services industry group

7.75%

Max
53.85%
Q3
17.90%
TEAM
7.75%
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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Atlassian (TEAM) 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 Atlassian (TEAM) at 1.28%, which keeps about the industry-typical share.

TEAM

Software & Services industry group

1.28%

Max
41.17%
Q3
15.28%
Median
4.63%
TEAM
1.28%
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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Atlassian (TEAM) vs. Twilio (TWLO): A comparison of their net margin against the Software & Services industry group benchmark.

Operating Margin (TTM)

Both Atlassian (TEAM) at 10.65% and Twilio (TWLO) at 9.53% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.

TEAM

Software & Services industry group

10.65%

Max
46.89%
Q3
17.64%
TEAM
10.65%
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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Atlassian (TEAM) vs. Twilio (TWLO): A comparison of their operating margin against the Software & Services industry group benchmark.

Profitability Metrics

Profitability metrics for Atlassian (TEAM) and Twilio (TWLO)
MetricTEAMTWLO
ROE (TTM)7.75%14.92%
ROA (TTM)6.11%2.69%
Net Margin (TTM)1.28%21.82%
Operating Margin (TTM)10.65%9.53%
Gross Margin (TTM)85.83%48.61%

Growth

Revenue Growth

Atlassian (TEAM) at 26.02% sits in the top revenue growth quartile, while Twilio (TWLO) at 13.66% is closer to the peer norm — faster top-line expansion for TEAM.

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

EPS Growth

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

Growth Metrics

Growth metrics for Atlassian (TEAM) and Twilio (TWLO)
MetricTEAMTWLO
Revenue Growth (YoY)26.02%13.66%
Revenue Growth (3Y CAGR)22.97%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 Atlassian (TEAM) at 0.72 runs in the tighter-liquidity quartile — different working-capital profiles, both worth examining.

TEAM

Software & Services industry group

0.72

Max
5.11
Q3
2.77
Median
1.67
Q1
1.01
TEAM
0.72
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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Atlassian (TEAM) vs. Twilio (TWLO): A comparison of their current ratio against the Software & Services industry group benchmark.

Debt / Equity (MRQ)

Twilio (TWLO) at 0.12 carries an industry-typical debt-to-equity mix, while Atlassian (TEAM) at 1.35 uses more debt funding than most peers.

TEAM

Software & Services industry group

1.35

Max
2.52
TEAM
1.35
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
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Atlassian (TEAM) 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 Atlassian (TEAM) and Twilio (TWLO)
MetricTEAMTWLO
Current Ratio (MRQ)0.724.47
Debt / Equity (MRQ)1.350.12
Net Debt / EBITDA0.15-3.13

Dividends

Dividend Yield (TTM)

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

TEAM

Software & Services industry group

0.00%

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

Dividend Payout Ratio (TTM)

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

TEAM

Software & Services industry group

0.00%

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

Dividend Metrics

Dividend metrics for Atlassian (TEAM) and Twilio (TWLO)
MetricTEAMTWLO
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 Atlassian (TEAM) at 465.70 sits above its peer range — an unusually expensive price for TEAM’s trailing earnings.

TEAM

Software & Services industry group

465.70

TEAM
465.70
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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Atlassian (TEAM) vs. Twilio (TWLO): A comparison of their P/E ratio against the Software & Services industry group benchmark.

P/S Ratio (TTM)

On P/S ratio, both Atlassian (TEAM) at 5.63 and Twilio (TWLO) at 5.36 are priced roughly in line with their industries — neither looks cheap nor rich on a sales basis.

TEAM

Software & Services industry group

5.63

Max
17.91
Q3
8.78
TEAM
5.63
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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Atlassian (TEAM) 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 Atlassian (TEAM) at 42.54 prices above its benchmark range — TEAM looks rich relative to book.

TEAM

Software & Services industry group

42.54

TEAM
42.54
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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Atlassian (TEAM) vs. Twilio (TWLO): A comparison of their P/B ratio against the Software & Services industry group benchmark.

Valuation Metrics

Valuation metrics for Atlassian (TEAM) and Twilio (TWLO)
MetricTEAMTWLO
P/E Ratio (TTM)465.7025.38
P/S Ratio (TTM)5.635.36
P/B Ratio (MRQ)42.543.41
Free Cash Flow Yield (TTM)5.17%3.45%