Compare price, profitability, solvency, and SEC-reported financials side by side—before deciding which assumptions deserve a closer look.
FY 2025 · View financials
Decision snapshot: TWLO stock price vs NXPI: 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 NXPI's multiple
Needs NXPI P/E.
Implied fair value · at TWLO's multiple
Needs 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) · NXPI FY 2025 (ended Dec 31, 2025).
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
NXP Semiconductors N.V. · implied price per share
Bear
$89.63
Base
$105.45
Bull
$121.26
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
1.11x
Net debt / EBITDA
Leverage against operating earnings
0.93x
1.90x
Cash and equivalents
Liquid reserves on the balance sheet
$682.34M
$3.27B
Total debt
Interest-bearing obligations outstanding
Comparable set
Where the pair sits against the wider comparable set.
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$992.29M
$11.18B
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 rapidly expand margins toward NXPI-like levels while sustaining double-digit revenue growth, then hold or selectively accumulate; otherwise, the data favors avoiding TWLO versus NXPI because TWLO’s earnings and cash-generation profile does not support its much richer valuation.
The valuation gap is extreme: TWLO’s current price of $192.49 implies a P/E-based value of just $6.19, or -96.8% downside, versus NXPI’s much lower multiple on stronger earnings. TWLO only looks closer on revenue multiples, but that is not enough to offset the massive gap in earnings power and margins.
Supporting Metrics
