TWLO vs. VRSN: Twilio vs. VeriSign Stock Comparison
How do Twilio (TWLO) and VeriSign (VRSN) 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
Twilio (TWLO) and VeriSign (VRSN) 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 | TWLO | VRSN |
|---|---|---|
| Name | Twilio Inc. Class A Common Stock | VeriSign, Inc. |
| 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 | 31.26 billion USD | 27.69 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | Nasdaq |
| Listing Date | June 23, 2016 | January 30, 1998 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | TWLO | VRSN |
|---|---|---|
| Total Return (1Y) | 61.15% | 28.37% |
| Total Return (3Y, Annualized) | 54.31% | 15.25% |
| Total Return (5Y, Annualized) | -7.91% | 5.98% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
Twilio (TWLO) has an aggressive beta of 1.48, indicating higher sensitivity to broad-market moves, while VeriSign (VRSN) is defensive at 0.67 and tends to be less market-sensitive — they sit on opposite ends of the beta spectrum.
| Metric | TWLO | VRSN |
|---|---|---|
| Volatility (1Y, Annualized) | 63.75% | 28.25% |
| Beta (5Y) | 1.48 | 0.67 |
| Max Drawdown (5Y) | -86.25% | -38.85% |
| Avg. Volume (3M) | 3.05M | 869.64K |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | TWLO | VRSN |
|---|---|---|
| Sharpe Ratio (1Y) | 0.89 | 0.85 |
| Sortino Ratio (1Y) | 1.49 | 1.24 |
Profitability
ROE (TTM)
Capital efficiency shows on one side only: Twilio (TWLO) earns 14.92% on shareholders’ equity, ranked against its industry; VeriSign (VRSN) has no ROE this period.
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%
VRSN
Software & Services industry group
--
- Max
- 53.85%
- Q3
- 17.90%
- Median
- 6.59%
- Q1
- -9.59%
- Min
- -50.52%
- VRSN
- --
Net Margin (TTM)
VeriSign (VRSN) at 49.07% 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.
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%
VRSN
Software & Services industry group
49.07%
- VRSN
- 49.07%
- Max
- 41.17%
- Q3
- 15.28%
- Median
- 4.63%
- Q1
- -5.42%
- Min
- -33.17%
Operating Margin (TTM)
VeriSign (VRSN) at 68.62% turns sales into operating profit above its industry’s benchmark range, while Twilio (TWLO) at 9.53% operates around its industry’s norm.
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%
VRSN
Software & Services industry group
68.62%
- VRSN
- 68.62%
- Max
- 46.89%
- Q3
- 17.64%
- Median
- 8.73%
- Q1
- -2.13%
- Min
- -30.45%
Profitability Metrics
| Metric | TWLO | VRSN |
|---|---|---|
| ROE (TTM) | 14.92% | -- |
| ROA (TTM) | 2.69% | 54.90% |
| Net Margin (TTM) | 21.82% | 49.07% |
| Operating Margin (TTM) | 9.53% | 68.62% |
| Gross Margin (TTM) | 48.61% | 88.57% |
Growth
Revenue Growth
Twilio (TWLO) at 13.66% is around its peer norm for revenue growth, while VeriSign (VRSN) at 6.37% drops into the bottom quartile, signaling weaker demand or pricing momentum.
EPS Growth
Only one side can be read here: VeriSign (VRSN) reports EPS growth of 10.13%, ranked against its industry; Twilio (TWLO) has no EPS growth figure this period.
Growth Metrics
| Metric | TWLO | VRSN |
|---|---|---|
| Revenue Growth (YoY) | 13.66% | 6.37% |
| Revenue Growth (3Y CAGR) | 9.82% | 5.15% |
| EPS Growth (YoY) | -- | 10.13% |
| EPS Growth (3Y CAGR) | -- | 12.18% |
Financial Strength
Current Ratio (MRQ)
Twilio (TWLO) at 4.47 carries current ratio above its industry’s typical mid-range, while VeriSign (VRSN) at 0.42 runs in the tighter-liquidity quartile — different working-capital profiles, both worth examining.
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
VRSN
Software & Services industry group
0.42
- Max
- 5.11
- Q3
- 2.77
- Median
- 1.67
- Q1
- 1.01
- VRSN
- 0.42
- Min
- 0.03
Debt / Equity (MRQ)
Only one side’s leverage can be read here: Twilio (TWLO) carries debt-to-equity ratio of 0.12 against its industry range, while VeriSign (VRSN) reports no figure this period.
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
VRSN
Software & Services industry group
--
- Max
- 2.52
- Q3
- 1.13
- Median
- 0.40
- Q1
- 0.07
- Min
- 0.00
- VRSN
- --
Financial Strength Metrics
| Metric | TWLO | VRSN |
|---|---|---|
| Current Ratio (MRQ) | 4.47 | 0.42 |
| Debt / Equity (MRQ) | 0.12 | -- |
| Net Debt / EBITDA | -3.13 | 1.09 |
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 VeriSign (VRSN) reports a yield of 1.03%, ranking against industry peers normally.
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%
VRSN
Software & Services industry group
1.03%
- VRSN
- 1.03%
- Max
- 0.00%
- Q3
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Twilio (TWLO) pays no dividend (payout 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile VeriSign (VRSN) reports a payout of 34.45%, ranking against industry peers normally.
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%
VRSN
Software & Services industry group
34.45%
- VRSN
- 34.45%
- Max
- 0.00%
- Q3
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | TWLO | VRSN |
|---|---|---|
| Dividend Yield (TTM) | 0.00% | 1.03% |
| Dividend Payout Ratio (TTM) | 0.00% | 34.45% |
Valuation
P/E Ratio (TTM)
Both Twilio (TWLO) at 25.38 and VeriSign (VRSN) at 33.23 land around their industries’ usual P/E ratio levels — neither is getting a clear earnings-multiple discount or premium versus peers.
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
VRSN
Software & Services industry group
33.23
- Max
- 112.94
- Q3
- 60.32
- VRSN
- 33.23
- Median
- 32.91
- 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 VeriSign (VRSN) at 15.99 sits in the pricier quartile — VRSN costs more per dollar of sales.
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
VRSN
Software & Services industry group
15.99
- Max
- 17.91
- VRSN
- 15.99
- Q3
- 8.78
- Median
- 4.25
- Q1
- 2.23
- Min
- 0.02
P/B Ratio (MRQ)
VeriSign (VRSN) reports a negative P/B ratio of -12.13, meaning negative book equity — the multiple itself is not meaningful for valuation. Meanwhile Twilio (TWLO) reports 3.41, ranking against industry peers normally.
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
VRSN
Software & Services industry group
-12.13
- Max
- 16.63
- Q3
- 8.50
- Median
- 4.30
- Q1
- 1.92
- Min
- -3.90
- VRSN
- -12.13
Valuation Metrics
| Metric | TWLO | VRSN |
|---|---|---|
| P/E Ratio (TTM) | 25.38 | 33.23 |
| P/S Ratio (TTM) | 5.36 | 15.99 |
| P/B Ratio (MRQ) | 3.41 | -12.13 |
| Free Cash Flow Yield (TTM) | 3.45% | 2.89% |