PANW vs TWLO
Palo Alto Networks (PANW) and Twilio (TWLO) compared side by side. Palo Alto Networks (PANW) is larger, with a market cap of $311.3B versus $40.2B for Twilio, about 7.7 times the size. On trailing earnings, TWLO is cheaper at 36.2x versus 951.4x for PANW.
Head to head
| Metric | PANW | TWLO |
|---|---|---|
| Market cap | $311.3B | $40.2B |
| P/E (TTM) | 951.4x | 36.2x |
| Forward P/E | 78.0x | 38.5x |
| Revenue (TTM) | $11.5B | $5.6B |
| Revenue growth | 34.5% | 22.0% |
| Gross margin | 70.4% | 48.6% |
| Operating margin | 5.4% | 7.8% |
| Free cash flow | $4.1B | $988.6M |
| Dividend yield | None | None |
| 1-year return | +77.0% | +136.2% |
| 5-year return (annual) | +35.3% | -6.1% |
| Max drawdown | -48% | -90% |
| FI Handbook grade | C | B- |
Highlighted: the stronger figure on metrics where higher or lower is clearly better.
Growth of $10,000 (5 years, price only)
PANW vs TWLO FAQ
Which is bigger, PANW or TWLO?
Palo Alto Networks (PANW) is larger, with a market cap of $311.3B versus $40.2B for Twilio, about 7.7 times the size.
Is PANW or TWLO cheaper?
On trailing earnings, TWLO is cheaper at 36.2x versus 951.4x for PANW. A lower P/E can reflect slower expected growth, so compare growth and margins too.
Which stock performed better over the past year, PANW or TWLO?
TWLO returned +136.2% over the past year including dividends, versus +77.0% for PANW, through October 23, 2026.
Full pages: Palo Alto Networks · Twilio