TWLO vs UI

Comparison between Twilio Inc Class A (TWLO, Company) and Ubiquiti Inc (UI, Company).

Both TWLO and UI are from the Technology sector.

5-Year PerformanceUI has outperformed TWLO, delivering a return of +14.2% compared to -11.2%

TWLO vs UI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	TWLO(COMPANY)	UI(COMPANY)
Market Cap	$32B	$33B
Max Drawdown	90.36%	77.49%
Sharpe Ratio	1.20	0.69
5Y Beta	1.32	1.51
Industry	Software - Infrastructure	Communication Equipment
P/E Ratio	190.32	34.84
Forward P/E	38.76	29.94
PEG Ratio	N/A	0.49
Dividend Yield	N/A	0.59%
5Y Dividends CAGR	N/A	18.89%
5Y EPS CAGR	N/A	12.08%
Debt to Equity	12.75%	0.00%
Free Cash Flow Yield	2.99%	2.26%

Market Cap

TWLO

$32B

Winner

$33B

Max Drawdown

TWLO

90.36%

Winner

77.49%

Sharpe Ratio

Winner

TWLO

1.20

0.69

5Y Beta

Winner

TWLO

1.32

1.51

Industry

TWLO

Software - Infrastructure

Communication Equipment

P/E Ratio

TWLO

190.32

Winner

34.84

Forward P/E

TWLO

38.76

Winner

29.94

PEG Ratio

TWLO

N/A

0.49

Dividend Yield

TWLO

N/A

0.59%

5Y Dividends CAGR

TWLO

N/A

18.89%

5Y EPS CAGR

TWLO

N/A

12.08%

Debt to Equity

TWLO

12.75%

Winner

0.00%

Free Cash Flow Yield

Winner

TWLO

2.99%

2.26%

TWLO vs UI - Historical Returns

Returns include dividend reinvestment.

Period	TWLO	UI
1 month	+7.28%	-2.55%
3 months	+50.92%	-47.59%
6 months	+73.60%	-0.93%
1 year	+69.20%	+29.61%
5 years(CAGR)	-11.23%	+14.18%
10 years(CAGR)	+17.00%	+30.81%
Max(CAGR)	+21.64%	+27.02%

Winner

TWLO

+7.28%

-2.55%

Winner

TWLO

+50.92%

-47.59%

Winner

TWLO

+73.60%

-0.93%

Winner

TWLO

+69.20%

+29.61%

5Y(CAGR)

TWLO

-11.23%

Winner

+14.18%

10Y(CAGR)

TWLO

+17.00%

Winner

+30.81%

Max(CAGR)

TWLO

+21.64%

Winner

+27.02%

TWLO vs UI - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	TWLO	UI
2026	+49.39%	-3.71%
2025	+30.41%	+65.18%
2024	+51.95%	+145.37%
2023	+50.48%	-47.63%
2022	-81.33%	-9.20%
2021	-21.29%	+13.99%
2020	+228.16%	+47.60%
2019	+13.00%	+91.84%
2018	+255.78%	+42.67%
2017	-10.94%	+22.74%
2016	+0.21%	+86.63%
2015	N/A	+6.70%
2014	N/A	-34.81%
2013	N/A	+261.32%
2012	N/A	-33.38%
2011	N/A	+4.17%

TWLO vs UI 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 UI was -77.49%, occurring on Aug 14, 2012. Recovery took 333 trading sessions.

The current TWLO drawdown is -53.39%. The current UI drawdown is -49.78%.

Rank	TWLO	UI
#1	-90.36% Feb 18, 2021 - Nov 4, 2022	-77.49% May 1, 2012 - Aug 28, 2013
#2	-66.41% Sep 28, 2016 - Aug 7, 2018	-72.22% Mar 26, 2021 - Jan 14, 2025
#3	-52.18% Jul 26, 2019 - May 7, 2020	-53.09% Mar 20, 2014 - Nov 16, 2016
#4	-27.05% Sep 25, 2018 - Nov 7, 2018	-51.49% Apr 17, 2026 - Jul 2, 2026
#5	-22.51% Aug 3, 2020 - Oct 2, 2020	-42.67% Nov 27, 2019 - Oct 16, 2020
#6	-21.81% Dec 12, 2018 - Jan 7, 2019	-36.54% May 3, 2019 - Nov 8, 2019
#7	-21.20% Oct 13, 2020 - Dec 11, 2020	-36.46% Jan 23, 2025 - May 12, 2025
#8	-21.10% Nov 7, 2018 - Dec 12, 2018	-34.42% Oct 31, 2025 - Mar 2, 2026
#9	-14.05% Jan 20, 2021 - Feb 4, 2021	-32.37% Jan 29, 2018 - May 30, 2018
#10	-12.52% May 16, 2019 - Jun 7, 2019	-27.68% Feb 9, 2017 - Aug 4, 2017
#11	-12.49% Aug 16, 2016 - Sep 21, 2016	-23.82% Aug 8, 2017 - Nov 20, 2017
#12	-11.79% Jul 15, 2016 - Aug 9, 2016	-22.00% Nov 18, 2011 - Jan 13, 2012
#13	-11.26% Dec 22, 2020 - Jan 12, 2021	-19.74% Aug 13, 2025 - Aug 22, 2025
#14	-10.03% Apr 30, 2019 - May 16, 2019	-18.74% May 13, 2025 - Jul 18, 2025
#15	-9.98% Mar 21, 2019 - Apr 29, 2019	-17.63% Dec 12, 2018 - Feb 8, 2019