Gen Digital vs Twilio
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The short version
- Twilio is the larger business, with $5.1B of revenue in fiscal 2025 against $5.0B for Gen Digital.
- Gen Digital grew revenue faster (27.1%, against 13.7%).
- Gen Digital kept more of each dollar of sales as operating profit (42.4% operating margin, against 3.1%).
- Gen Digital turned more of its sales into free cash flow (30.5% FCF margin, against 19.7%).
- Gen Digital earned a higher return on the capital invested in it (13.7%, against 1.5%).
- Investors pay more for each dollar of Twilio’s earnings: a P/E of 36.4x against 14.5x for Gen Digital.
| Latest fiscal year | GEN · FY26 | TWLO · FY25 |
|---|---|---|
| Size | ||
| Market cap | $15.0B | $41.8B |
| Revenue | $5.0B | $5.1B |
| Free cash flow | $1.5B | $997M |
| Net income | $973M | $33.8M |
| Growth | ||
| Revenue growth | 27.1% | 13.7% |
| 5-year growth | 14.4% | 23.5% |
| Share count change | −0.8% | −3.7% |
| Profitability | ||
| Gross margin | 78.5% | 48.9% |
| Operating margin | 42.4% | 3.1% |
| Net margin | 19.5% | 0.7% |
| FCF margin | 30.5% | 19.7% |
| Return on capital | 13.7% | 1.5% |
| Return on equity | 39.9% | 0.4% |
| Balance sheet | ||
| Net debt | $7.8B | −$1.5B |
| Net debt / EBITDA | 3.0x | −4.2x |
| Dividends and buybacks | $946M | $869M |
| Valuation & quality | ||
| P/E | 14.5x | 36.4x |
| Piotroski F-score | 7 | 6 |
Revenue
FY17
GEN $4.0B
TWLO $399M
FY18
GEN $2.6B
TWLO $650M
FY19
GEN $2.5B
TWLO $1.1B
FY20
GEN $2.5B
TWLO $1.8B
FY21
GEN $2.6B
TWLO $2.8B
FY22
GEN $2.8B
TWLO $3.8B
FY23
GEN $3.3B
TWLO $4.2B
FY24
GEN $3.8B
TWLO $4.5B
FY25
GEN $3.9B
TWLO $5.1B
FY26
GEN $5.0B
TWLO —
GEN
TWLO
Operating margin
FY17
GEN −2.5%
TWLO −16.6%
FY18
GEN −6.0%
TWLO −17.7%
FY19
GEN 6.4%
TWLO −32.6%
FY20
GEN 14.3%
TWLO −28.0%
FY21
GEN 35.1%
TWLO −32.2%
FY22
GEN 35.9%
TWLO −31.5%
FY23
GEN 36.4%
TWLO −21.1%
FY24
GEN 29.2%
TWLO −1.2%
FY25
GEN 40.9%
TWLO 3.1%
FY26
GEN 42.4%
TWLO —
GEN
TWLO
Free cash flow
FY17
GEN −$279M
TWLO −$12.5M
FY18
GEN $808M
TWLO $2.9M
FY19
GEN $1.3B
TWLO −$31.3M
FY20
GEN −$950M
TWLO $6.9M
FY21
GEN $700M
TWLO −$104M
FY22
GEN $968M
TWLO −$289M
FY23
GEN $751M
TWLO $403M
FY24
GEN $2.0B
TWLO $709M
FY25
GEN $1.2B
TWLO $997M
FY26
GEN $1.5B
TWLO —
GEN
TWLO
Return on capital
FY17
GEN −2.2%
TWLO −112.6%
FY18
GEN −2.0%
TWLO −94.2%
FY19
GEN 1.6%
TWLO −19.3%
FY20
GEN 5.0%
TWLO −9.0%
FY21
GEN 34.7%
TWLO −11.6%
FY22
GEN 41.7%
TWLO −13.5%
FY23
GEN 18.7%
TWLO −9.8%
FY24
GEN 10.5%
TWLO −0.6%
FY25
GEN 10.4%
TWLO 1.5%
FY26
GEN 13.7%
TWLO —
GEN
TWLO
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.