Compare price, profitability, solvency, and SEC-reported financials side by side—before deciding which assumptions deserve a closer look.
FY 2025 · Mkt capMarket cap $35.78B · View financials
Snapshot Sep 4, 4:00 PM ET
FY 2025 ·
Decision snapshot: TWLO stock price vs ON: 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 ON's multiple
Needs ON P/E.
Implied fair value · at TWLO's multiple
Needs TWLO P/E.
Snapshot Sep 4, 4:00 PM ET
Metric by metric
Where each company leads, and how wide the gap is.
Growth edge
Pricing power
Operating leverage
Multiple premium
Not comparable
Lower leverage
Statements
Core statements aligned to each company's latest fiscal year.
SEC periods: TWLO FY 2025 (ended Dec 31, 2025) · ON 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.
Capital structure 97% equity / 3% debt · EV / Revenue 7.12x · EV / EBITDA 117.15x
Capital structure 100% equity / 0% debt · EV / Revenue 4.41x · EV / EBITDA 33.85x
TWLO carries the larger enterprise value at $36.09B against $26.41B; ON trades on the lower EV / Revenue multiple (4.41x vs 7.12x); ON on the lower EV / EBITDA (33.85x vs 117.15x).
Price framework
The same filing-backed model used on each company's valuation page, with company-specific inputs and calculated scenarios.
TWILIO INC. · implied price per share
Five annual free-cash-flow observations are required for the filing-backed baseline.
ON SEMICONDUCTOR CORPORATION · implied price per share
Bear
$43.50
Base
$50.83
Bull
$60.71
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.
Debt / equity
Total debt against shareholders' equity
0.13x
0.00x
Net debt / EBITDA
Leverage against operating earnings
1.01x
-3.26x
Cash and equivalents
Liquid reserves on the balance sheet
$682.34M
$2.55B
Total debt
Interest-bearing obligations outstanding
Comparable set
Where the pair sits against the wider comparable set.
Keep comparing
Open adjacent comparisons from the same industry to pressure-test the read across multiple pairs.
ZoomInfo Technologies Inc.
TWLO vs ZI
Okta, Inc.
TWLO vs OKTA
8X8 INC /DE/
TWLO vs EGHT
Zoom Communications, Inc.
TWLO vs ZM
RingCentral, Inc.
TWLO vs RNG
HUBSPOT INC
TWLO vs HUBS
Intel Corporation
TWLO vs INTC
NVIDIA Corporation
TWLO vs NVDA
Texas Instruments Incorporated
TWLO vs TXN
QUALCOMM INC/DE
TWLO vs QCOM
$992.29M
$900.00K
LLM-powered synthesis
An on-demand narrative read of the same deterministic data.
The deterministic comparison remains available. Sign in when you want an on-demand narrative synthesis of the same data.
