TWLO vs INSM

Comparison between Twilio Inc Class A (TWLO, Company) and Insmed Inc (INSM, Company).

TWLO is from the Technology sector, while INSM is from the Healthcare sector.

5-Year PerformanceINSM has outperformed TWLO, delivering a return of +25.5% compared to -8.1%

TWLO vs INSM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	TWLO(COMPANY)	INSM(COMPANY)
Market Cap	$29B	$29B
Max Drawdown	90.36%	98.65%
Sharpe Ratio	1.40	0.91
5Y Beta	1.32	0.69
Industry	Software - Infrastructure	Biotechnology
P/E Ratio	172.20	-22.08
Forward P/E	35.09	16.37
PEG Ratio	0.38	-1.49
5Y EPS CAGR	N/A	15.90%
Debt to Equity	12.75%	73.20%
Free Cash Flow Yield	3.31%	-3.29%
P/S Ratio	5.48	48.80
P/B Ratio	3.70	40.86

Market Cap

TWLO

$29B

Winner

INSM

$29B

Max Drawdown

Winner

TWLO

90.36%

INSM

98.65%

Sharpe Ratio

Winner

TWLO

1.40

INSM

0.91

5Y Beta

TWLO

1.32

Winner

INSM

0.69

Industry

TWLO

Software - Infrastructure

INSM

Biotechnology

P/E Ratio

TWLO

172.20

Winner

INSM

-22.08

Forward P/E

TWLO

35.09

Winner

INSM

16.37

PEG Ratio

TWLO

0.38

Winner

INSM

-1.49

5Y EPS CAGR

TWLO

N/A

INSM

15.90%

Debt to Equity

Winner

TWLO

12.75%

INSM

73.20%

Free Cash Flow Yield

Winner

TWLO

3.31%

INSM

-3.29%

P/S Ratio

Winner

TWLO

5.48

INSM

48.80

P/B Ratio

Winner

TWLO

3.70

INSM

40.86

TWLO vs INSM - Historical Returns

Returns include dividend reinvestment.

Period	TWLO	INSM
1 month	+55.61%	-36.73%
3 months	+72.41%	-32.23%
6 months	+57.97%	-46.57%
1 year	+91.67%	+54.43%
5 years(CAGR)	-8.06%	+25.47%
10 years(CAGR)	+21.80%	+24.08%
Max(CAGR)	+21.80%	-1.86%

Winner

TWLO

+55.61%

INSM

-36.73%

Winner

TWLO

+72.41%

INSM

-32.23%

Winner

TWLO

+57.97%

INSM

-46.57%

Winner

TWLO

+91.67%

INSM

+54.43%

5Y(CAGR)

TWLO

-8.06%

Winner

INSM

+25.47%

10Y(CAGR)

TWLO

+21.80%

Winner

INSM

+24.08%

Max(CAGR)

Winner

TWLO

+21.80%

INSM

-1.86%

TWLO vs INSM - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

Year	TWLO	INSM
2026	+45.77%	-42.78%
2025	+30.41%	+148.81%
2024	+51.95%	+130.59%
2023	+50.48%	+61.57%
2022	-81.33%	-28.97%
2021	-21.29%	-18.49%
2020	+228.16%	+40.70%
2019	+13.00%	+70.94%
2018	+255.78%	-59.58%
2017	-10.94%	+138.38%
2016	+0.21%	-23.26%
2015	N/A	+13.72%
2014	N/A	-9.74%
2013	N/A	+144.25%
2012	N/A	+112.38%
2011	N/A	-52.34%
2010	N/A	-18.08%
2009	N/A	+57.14%
2008	N/A	-43.67%
2007	N/A	-8.33%
2006	N/A	-58.69%
2005	N/A	-14.35%
2004	N/A	-27.43%
2003	N/A	+518.75%
2002	N/A	-88.60%
2001	N/A	+1.87%
2000	N/A	-78.95%

TWLO vs INSM Drawdown Comparison

The maximum drawdown for TWLO was -90.36%, occurring on Nov 4, 2022. This drawdown has not yet recovered.

The maximum drawdown for INSM was -98.65%, occurring on Nov 25, 2011. Recovery took 6341 trading sessions.

The current TWLO drawdown is -54.52%. The current INSM drawdown is -52.06%.

Rank	TWLO	INSM
#1	-90.36% Feb 18, 2021 - Nov 4, 2022	-98.65% Aug 30, 2000 - Nov 17, 2025
#2	-66.41% Sep 28, 2016 - Aug 7, 2018	-52.06% Dec 1, 2025 - May 8, 2026
#3	-52.18% Jul 26, 2019 - May 7, 2020	-35.29% Jun 5, 2000 - Aug 3, 2000
#4	-27.05% Sep 25, 2018 - Nov 7, 2018	-28.69% Aug 3, 2000 - Aug 28, 2000
#5	-22.51% Aug 3, 2020 - Oct 2, 2020	-2.91% Jun 1, 2000 - Jun 5, 2000
#6	-21.81% Dec 12, 2018 - Jan 7, 2019	-2.36% Nov 19, 2025 - Nov 24, 2025
#7	-21.20% Oct 13, 2020 - Dec 11, 2020	-2.16% Nov 25, 2025 - Dec 1, 2025
#8	-21.10% Nov 7, 2018 - Dec 12, 2018	N/A
#9	-14.05% Jan 20, 2021 - Feb 4, 2021	N/A
#10	-12.52% May 16, 2019 - Jun 7, 2019	N/A
#11	-12.49% Aug 16, 2016 - Sep 21, 2016	N/A
#12	-11.79% Jul 15, 2016 - Aug 9, 2016	N/A
#13	-11.26% Dec 22, 2020 - Jan 12, 2021	N/A
#14	-10.03% Apr 30, 2019 - May 16, 2019	N/A
#15	-9.98% Mar 21, 2019 - Apr 29, 2019	N/A