CrowdStrike vs Twilio
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KIRAβs take AI analyst
I put CrowdStrike and Twilio side by side, using each oneβs latest annual report. Here is what stands out:
- 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 β6.1%).
- CrowdStrike turned more of its sales into free cash flow (27.2% FCF margin, against 19.7%).
Who comes out ahead
Of the 9 measures where higher (or lower) is clearly better, how many each company leads.
CrowdStrike
CRWD
4/9
Revenue growth5-year growthGross marginFCF margin
Twilio
TWLO
5/9
Operating marginNet marginReturn on equityPiotroski F-scoreShare count change
Side by side
Best in the row
| 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 | β$163M | $33.8M |
| Growth | ||
| Revenue growth | 21.7% | 13.7% |
| 5-year growth | 40.6% | 23.5% |
| Share count change | 2.4% | β3.7% |
| Profitability | ||
| Gross margin | 74.7% | 48.9% |
| Operating margin | β6.1% | 3.1% |
| Net margin | β3.4% | 0.7% |
| FCF margin | 27.2% | 19.7% |
| Return on capital | β | 1.5% |
| Return on equity | β4.2% | 0.4% |
| Balance sheet | ||
| Net debt | β$4.5B | β$1.5B |
| Net debt / EBITDA | β | β4.2x |
| Dividends and buybacks | $0.0M | $869M |
| Valuation & quality | ||
| P/E | β | 36.4x |
| Piotroski F-score | 4 | 6 |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
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.