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TWLO vs. WDAY: Twilio vs. Workday Stock Comparison

How do Twilio (TWLO) and Workday (WDAY) 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 Workday (WDAY) both fall under the Software & Services industry group, but TWLO is classified in IT Services while WDAY is classified in Software.

Company profile comparison for Twilio (TWLO) and Workday (WDAY)
Profile ItemTWLOWDAY
NameTwilio Inc. Class A Common StockWorkday Inc Class A Common Stock
Country/RegionUnited StatesUnited States
GICS SectorInformation TechnologyInformation Technology
GICS Industry GroupSoftware & ServicesSoftware & Services
GICS IndustryIT ServicesSoftware
GICS Sub-IndustryInternet Services & InfrastructureApplication Software
Market Capitalization31.26 billion USD46.49 billion USD
CurrencyUSDUSD
ExchangeNYSENasdaq
Listing DateJune 23, 2016October 12, 2012
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

TWLO
WDAY
GSPC
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Twilio (TWLO) vs. Workday (WDAY), 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 Twilio (TWLO) and Workday (WDAY). Returns over one year are annualized.

Calendar-Year Returns

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

Performance Metrics

Price performance metrics for Twilio (TWLO) and Workday (WDAY)
MetricTWLOWDAY
Total Return (1Y)61.15%-14.74%
Total Return (3Y, Annualized)54.31%-5.22%
Total Return (5Y, Annualized)-7.91%-8.14%

Risk Profile

Drawdown History

TWLO
WDAY
GSPC
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Twilio (TWLO) vs. Workday (WDAY), 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 Twilio (TWLO) and Workday (WDAY). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for Twilio (TWLO) and Workday (WDAY)
MetricTWLOWDAY
Volatility (1Y, Annualized)63.75%54.35%
Beta (5Y)1.481.01
Max Drawdown (5Y)-86.25%-63.38%
Avg. Volume (3M)3.05M3.14M

Risk-Adjusted Performance

Risk-Return Positioning

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TWLO and WDAY 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 Twilio (TWLO) and Workday (WDAY)
MetricTWLOWDAY
Sharpe Ratio (1Y)0.89-0.35
Sortino Ratio (1Y)1.49-0.54

Profitability

ROE (TTM)

Both Twilio (TWLO) at 14.92% and Workday (WDAY) at 16.01% land near their industries’ usual ROE ranges, so capital efficiency looks broadly in line with peers on both sides.

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%

WDAY

Software & Services industry group

16.01%

Max
53.85%
Q3
17.90%
WDAY
16.01%
Median
6.59%
Q1
-9.59%
Min
-50.52%
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Twilio (TWLO) vs. Workday (WDAY): 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 Workday (WDAY) at 12.32%, which keeps about the industry-typical 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%

WDAY

Software & Services industry group

12.32%

Max
41.17%
Q3
15.28%
WDAY
12.32%
Median
4.63%
Q1
-5.42%
Min
-33.17%
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Twilio (TWLO) vs. Workday (WDAY): A comparison of their net margin against the Software & Services industry group benchmark.

Operating Margin (TTM)

Both Twilio (TWLO) at 9.53% and Workday (WDAY) at 11.82% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.

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%

WDAY

Software & Services industry group

11.82%

Max
46.89%
Q3
17.64%
WDAY
11.82%
Median
8.73%
Q1
-2.13%
Min
-30.45%
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Twilio (TWLO) vs. Workday (WDAY): A comparison of their operating margin against the Software & Services industry group benchmark.

Profitability Metrics

Profitability metrics for Twilio (TWLO) and Workday (WDAY)
MetricTWLOWDAY
ROE (TTM)14.92%16.01%
ROA (TTM)2.69%4.51%
Net Margin (TTM)21.82%12.32%
Operating Margin (TTM)9.53%11.82%
Gross Margin (TTM)48.61%75.80%

Growth

Revenue Growth

Both Twilio (TWLO) at 13.66% and Workday (WDAY) at 13.10% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.

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

EPS Growth

Only one side can be read here: Workday (WDAY) reports EPS growth of 32.82%, ranked against its industry; Twilio (TWLO) has no EPS growth figure this period.

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

Growth Metrics

Growth metrics for Twilio (TWLO) and Workday (WDAY)
MetricTWLOWDAY
Revenue Growth (YoY)13.66%13.10%
Revenue Growth (3Y CAGR)9.82%15.40%
EPS Growth (YoY)--32.82%
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 Workday (WDAY) at 0.91 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

WDAY

Software & Services industry group

0.91

Max
5.11
Q3
2.77
Median
1.67
Q1
1.01
WDAY
0.91
Min
0.03
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Twilio (TWLO) vs. Workday (WDAY): A comparison of their current ratio against the Software & Services industry group benchmark.

Debt / Equity (MRQ)

Both Twilio (TWLO) at 0.12 and Workday (WDAY) at 0.58 fund their balance sheets with roughly industry-typical debt-to-equity mixes.

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

WDAY

Software & Services industry group

0.58

Max
2.52
Q3
1.13
WDAY
0.58
Median
0.40
Q1
0.07
Min
0.00
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Twilio (TWLO) vs. Workday (WDAY): A comparison of their debt-to-equity ratio against the Software & Services industry group benchmark.

Financial Strength Metrics

Financial strength metrics for Twilio (TWLO) and Workday (WDAY)
MetricTWLOWDAY
Current Ratio (MRQ)4.470.91
Debt / Equity (MRQ)0.120.58
Net Debt / EBITDA-3.130.23

Dividends

Dividend Yield (TTM)

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

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%

WDAY

Software & Services industry group

0.00%

WDAY
0.00%
Max
0.00%
Q3
0.00%
Median
0.00%
Q1
0.00%
Min
0.00%
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Twilio (TWLO) vs. Workday (WDAY): A comparison of their dividend yield against the Software & Services industry group benchmark.

Dividend Payout Ratio (TTM)

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

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%

WDAY

Software & Services industry group

0.00%

WDAY
0.00%
Max
0.00%
Q3
0.00%
Median
0.00%
Q1
0.00%
Min
0.00%
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Twilio (TWLO) vs. Workday (WDAY): A comparison of their payout ratio against the Software & Services industry group benchmark.

Dividend Metrics

Dividend metrics for Twilio (TWLO) and Workday (WDAY)
MetricTWLOWDAY
Dividend Yield (TTM)0.00%0.00%
Dividend Payout Ratio (TTM)0.00%0.00%

Valuation

P/E Ratio (TTM)

Both Twilio (TWLO) at 25.38 and Workday (WDAY) at 39.29 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

WDAY

Software & Services industry group

39.29

Max
112.94
Q3
60.32
WDAY
39.29
Median
32.91
Q1
18.77
Min
6.69
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Twilio (TWLO) vs. Workday (WDAY): A comparison of their P/E ratio against the Software & Services industry group benchmark.

P/S Ratio (TTM)

On P/S ratio, both Twilio (TWLO) at 5.36 and Workday (WDAY) at 4.58 are priced roughly in line with their industries — neither looks cheap nor rich on a sales basis.

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

WDAY

Software & Services industry group

4.58

Max
17.91
Q3
8.78
WDAY
4.58
Median
4.25
Q1
2.23
Min
0.02
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Twilio (TWLO) vs. Workday (WDAY): A comparison of their P/S ratio against the Software & Services industry group benchmark.

P/B Ratio (MRQ)

On P/B ratio, both Twilio (TWLO) at 3.41 and Workday (WDAY) at 7.20 are valued close to their industries’ norm against book — neither stands out from peers.

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

WDAY

Software & Services industry group

7.20

Max
16.63
Q3
8.50
WDAY
7.20
Median
4.30
Q1
1.92
Min
-3.90
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Twilio (TWLO) vs. Workday (WDAY): A comparison of their P/B ratio against the Software & Services industry group benchmark.

Valuation Metrics

Valuation metrics for Twilio (TWLO) and Workday (WDAY)
MetricTWLOWDAY
P/E Ratio (TTM)25.3839.29
P/S Ratio (TTM)5.364.58
P/B Ratio (MRQ)3.417.20
Free Cash Flow Yield (TTM)3.45%6.55%