CrowdStrike
CRWD · Systems Software
$257.57
8.3%Twilio
TWLO · Systems Software
$261.79
3.2%The short version
- Twilio is the larger business, with $5.1B of revenue in fiscal 2025 against $4.8B for CrowdStrike.
- CrowdStrike grew revenue faster (21.7%, against 13.7%).
- Twilio kept more of each dollar of sales as operating profit (3.1% operating margin, against −6.1% operating margin).
- CrowdStrike turned more of its sales into free cash flow (27.2% FCF margin, against 19.7% FCF margin).
| Latest fiscal year | CRWD · FY26 | TWLO · FY25 |
|---|---|---|
| Size | ||
| Market cap | $269.0B | $41.8B |
| Revenue | $4.8B | $5.1B |
| Free cash flow | $1.3B | $997M |
| Net income | −$163M | $33.8M |
| Growth | ||
| Revenue growth | 21.7% | 13.7% |
| 5-year growth | 40.6% | 23.5% |
| Share count change | 2.4% | −3.7% |
| Profitability | ||
| Gross margin | 74.7% | 48.9% |
| Operating margin | −6.1% | 3.1% |
| Net margin | −3.4% | 0.7% |
| FCF margin | 27.2% | 19.7% |
| Return on capital | — | 1.5% |
| Return on equity | −4.2% | 0.4% |
| Balance sheet | ||
| Net debt | −$4.5B | −$1.5B |
| Net debt / EBITDA | — | −4.2x |
| Dividends and buybacks | $0.0M | $869M |
| Valuation & quality | ||
| P/E | — | 36.4x |
| Piotroski F-score | 4 | 6 |
FY17
CRWD —
TWLO $399M
FY18
CRWD $119M
TWLO $650M
FY19
CRWD $250M
TWLO $1.1B
FY20
CRWD $481M
TWLO $1.8B
FY21
CRWD $874M
TWLO $2.8B
FY22
CRWD $1.5B
TWLO $3.8B
FY23
CRWD $2.2B
TWLO $4.2B
FY24
CRWD $3.1B
TWLO $4.5B
FY25
CRWD $4.0B
TWLO $5.1B
FY26
CRWD $4.8B
TWLO —
CRWD
TWLO
FY17
CRWD —
TWLO −16.6%
FY18
CRWD −110.7%
TWLO −17.7%
FY19
CRWD −54.8%
TWLO −32.6%
FY20
CRWD −30.3%
TWLO −28.0%
FY21
CRWD −10.6%
TWLO −32.2%
FY22
CRWD −9.8%
TWLO −31.5%
FY23
CRWD −8.5%
TWLO −21.1%
FY24
CRWD −0.6%
TWLO −1.2%
FY25
CRWD −2.9%
TWLO 3.1%
FY26
CRWD −6.1%
TWLO —
CRWD
TWLO
FY17
CRWD —
TWLO −$12.5M
FY18
CRWD −$81.7M
TWLO $2.9M
FY19
CRWD −$58.8M
TWLO −$31.3M
FY20
CRWD $19.8M
TWLO $6.9M
FY21
CRWD $304M
TWLO −$104M
FY22
CRWD $463M
TWLO −$289M
FY23
CRWD $706M
TWLO $403M
FY24
CRWD $990M
TWLO $709M
FY25
CRWD $1.1B
TWLO $997M
FY26
CRWD $1.3B
TWLO —
CRWD
TWLO
FY17
CRWD —
TWLO −112.6%
FY18
CRWD —
TWLO −94.2%
FY19
CRWD —
TWLO −19.3%
FY20
CRWD —
TWLO −9.0%
FY21
CRWD —
TWLO −11.6%
FY22
CRWD —
TWLO −13.5%
FY23
CRWD —
TWLO −9.8%
FY24
CRWD —
TWLO −0.6%
FY25
CRWD —
TWLO 1.5%
FY26
CRWD —
TWLO —
CRWD
TWLO
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Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.