ZM vs TWLO

Comparison between Zoom Video Communications Inc - Class A (ZM, Company) and Twilio Inc Class A (TWLO, Company).

Both ZM and TWLO are from the Technology sector.

5-Year PerformanceTWLO has outperformed ZM, delivering a return of -12.3% compared to -23.4%

ZM vs TWLO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ZM(COMPANY)	TWLO(COMPANY)
Market Cap	$30B	$29B
Max Drawdown	90.27%	90.36%
Sharpe Ratio	0.92	0.96
5Y Beta	0.83	1.33
Industry	Software - Application	Software - Infrastructure
P/E Ratio	18.23	173.84
Forward P/E	15.20	35.09
PEG Ratio	0.16	0.36
5Y EPS CAGR	155.92%	N/A
Debt to Equity	0.00%	12.75%
Free Cash Flow Yield	6.62%	3.28%
P/S Ratio	5.98	5.56
P/B Ratio	2.83	3.85

Market Cap

Winner

$30B

TWLO

$29B

Max Drawdown

Winner

90.27%

TWLO

90.36%

Sharpe Ratio

0.92

Winner

TWLO

0.96

5Y Beta

Winner

0.83

TWLO

1.33

Industry

Software - Application

TWLO

Software - Infrastructure

P/E Ratio

Winner

18.23

TWLO

173.84

Forward P/E

Winner

15.20

TWLO

35.09

PEG Ratio

Winner

0.16

TWLO

0.36

5Y EPS CAGR

155.92%

TWLO

N/A

Debt to Equity

Winner

0.00%

TWLO

12.75%

Free Cash Flow Yield

Winner

6.62%

TWLO

3.28%

P/S Ratio

5.98

Winner

TWLO

5.56

P/B Ratio

Winner

2.83

TWLO

3.85

ZM vs TWLO - Historical Returns

Returns include dividend reinvestment.

Period	ZM	TWLO
1 month	+19.23%	-7.52%
3 months	-3.64%	+1.02%
6 months	+9.87%	+68.11%
1 year	+38.44%	+48.49%
5 years(CAGR)	-23.38%	-12.26%
10 years(CAGR)	N/A	+16.64%
Max(CAGR)	+6.95%	+20.71%

Winner

+19.23%

TWLO

-7.52%

-3.64%

Winner

TWLO

+1.02%

+9.87%

Winner

TWLO

+68.11%

+38.44%

Winner

TWLO

+48.49%

5Y(CAGR)

-23.38%

Winner

TWLO

-12.26%

10Y(CAGR)

N/A

TWLO

+16.64%

Max(CAGR)

+6.95%

Winner

TWLO

+20.71%

ZM vs TWLO - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	ZM	TWLO
2026	+21.58%	+39.75%
2025	+5.77%	+30.41%
2024	+18.02%	+51.95%
2023	+7.88%	+50.48%
2022	-63.24%	-81.33%
2021	-48.91%	-21.29%
2020	+390.86%	+228.16%
2019	+9.74%	+13.00%
2018	N/A	+255.78%
2017	N/A	-10.94%
2016	N/A	+0.21%

ZM vs TWLO Drawdown Comparison

The maximum drawdown for ZM was -90.27%, occurring on Aug 12, 2024. This drawdown has not yet recovered.

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

The current ZM drawdown is -82.18%. The current TWLO drawdown is -56.40%.

Rank	ZM	TWLO
#1	-90.27% Oct 19, 2020 - Aug 12, 2024	-90.36% Feb 18, 2021 - Nov 4, 2022
#2	-39.67% Jun 12, 2019 - Feb 19, 2020	-66.41% Sep 28, 2016 - Aug 7, 2018
#3	-28.71% Mar 23, 2020 - Apr 23, 2020	-52.18% Jul 26, 2019 - May 7, 2020
#4	-23.34% Sep 1, 2020 - Sep 21, 2020	-27.05% Sep 25, 2018 - Nov 7, 2018
#5	-20.06% Apr 23, 2020 - May 15, 2020	-22.51% Aug 3, 2020 - Oct 2, 2020
#6	-16.25% Jul 10, 2020 - Aug 18, 2020	-21.81% Dec 12, 2018 - Jan 7, 2019
#7	-15.79% May 17, 2019 - Jun 7, 2019	-21.20% Oct 13, 2020 - Dec 11, 2020
#8	-14.02% Mar 5, 2020 - Mar 20, 2020	-21.10% Nov 7, 2018 - Dec 12, 2018
#9	-8.90% May 10, 2019 - May 15, 2019	-14.05% Jan 20, 2021 - Feb 4, 2021
#10	-8.41% Apr 23, 2019 - Apr 30, 2019	-12.52% May 16, 2019 - Jun 7, 2019
#11	-8.24% Jun 3, 2020 - Jun 15, 2020	-12.49% Aug 16, 2016 - Sep 21, 2016
#12	-7.70% May 20, 2020 - May 29, 2020	-11.79% Jul 15, 2016 - Aug 9, 2016
#13	-7.53% Feb 27, 2020 - Mar 3, 2020	-11.26% Dec 22, 2020 - Jan 12, 2021
#14	-7.39% May 3, 2019 - May 10, 2019	-10.03% Apr 30, 2019 - May 16, 2019
#15	-7.10% Sep 23, 2020 - Oct 13, 2020	-9.98% Mar 21, 2019 - Apr 29, 2019