Compare price, profitability, solvency, and SEC-reported financials side by side—before deciding which assumptions deserve a closer look.
FY 2024 · View financials
Decision snapshot: TWLO stock price vs AZPN: inconclusive Relative valuation is incomplete for this pair. Review the available filing metrics before drawing a conclusion.
Quick read
Each company valued on the other's multiple, then compared with the market price.
Implied fair value · at AZPN's multiple
Needs AZPN P/E.
Implied fair value · at TWLO's multiple
Needs EPS (TTM) is negative, TWLO P/E.
Live quote
Price unavailable
Metric by metric
Where each company leads, and how wide the gap is.
Growth edge
Pricing power
Operating leverage
Lower is better
Not comparable
Lower leverage
Statements
Core statements aligned to each company's latest fiscal year.
SEC periods: TWLO FY 2025 (ended Dec 31, 2025) · AZPN FY 2024 (ended Jun 30, 2024). Fiscal years are not aligned.
Trendline
Five fiscal years of revenue, earnings, and margins before underwriting a re-rating.
Price framework
Market cap plus debt, less cash.
Price framework
Discounted free cash flow, then bridged to a per-share price. Same assumptions applied to both companies.
TWILIO INC. · implied price per share
Bear
$2.49
Base
$2.93
Bull
$3.37
ASPEN TECHNOLOGY, INC. · implied price per share
Bear
$53.78
Base
$63.27
Bull
$72.76
Balance sheet health
Financial health checks to separate durable balance sheets from potential value traps.
Financial strength on a 0–9 scale.
Bankruptcy-risk signal from balance sheet and earnings power.
Not enough data to score either balance sheet.
Debt / equity
Total debt against shareholders' equity
0.13x
0.02x
Net debt / EBITDA
Leverage against operating earnings
0.93x
0.08x
Cash and equivalents
Liquid reserves on the balance sheet
$682.34M
$236.97M
Total debt
Interest-bearing obligations outstanding
$992.29M
$273.65M
Comparable set
Where the pair sits against the wider comparable set.
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Live quote
LLM-powered synthesis
An on-demand narrative read of the same deterministic data.
Based on an earlier data snapshot. Review the filing dates below or refresh after signing in.
If you believe TWLO can sustain double-digit growth while steadily expanding margins, then hold or accumulate on weakness because the operating profile is stronger than AZPN's despite a demanding valuation.
TWLO trades at 6.3x P/S and 996.7x P/E, which is expensive on earnings despite solid revenue growth and modest profitability. The current price of $209.31 sits near the upper end of the historical band, while the DCF range of $4.26-$5.76 implies a much lower intrinsic value under that framework.
Supporting Metrics
