UI vs TWLO

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

Both UI and TWLO are from the Technology sector.

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

UI vs TWLO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

Winner

$33B

TWLO

$32B

Max Drawdown

Winner

77.49%

TWLO

90.36%

Sharpe Ratio

0.69

Winner

TWLO

1.20

5Y Beta

1.51

Winner

TWLO

1.32

Industry

Communication Equipment

TWLO

Software - Infrastructure

P/E Ratio

Winner

34.84

TWLO

190.32

Forward P/E

Winner

29.94

TWLO

38.76

PEG Ratio

0.49

TWLO

N/A

Dividend Yield

0.59%

TWLO

N/A

5Y Dividends CAGR

18.89%

TWLO

N/A

5Y EPS CAGR

12.08%

TWLO

N/A

Debt to Equity

Winner

0.00%

TWLO

12.75%

Free Cash Flow Yield

2.26%

Winner

TWLO

2.99%

UI vs TWLO - Historical Returns

Returns include dividend reinvestment.

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

-2.55%

Winner

TWLO

+7.28%

-47.59%

Winner

TWLO

+50.92%

-0.93%

Winner

TWLO

+73.60%

+29.61%

Winner

TWLO

+69.20%

5Y(CAGR)

Winner

+14.18%

TWLO

-11.23%

10Y(CAGR)

Winner

+30.81%

TWLO

+17.00%

Max(CAGR)

Winner

+27.02%

TWLO

+21.64%

UI vs TWLO - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

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

UI vs TWLO Drawdown Comparison

The maximum drawdown for UI was -77.49%, occurring on Aug 14, 2012. Recovery took 333 trading sessions.

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

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

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