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 WNC: 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 WNC's multiple
Needs WNC 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) · WNC 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 57% equity / 43% debt · EV / Revenue 0.64x · EV / EBITDA 2.72x
TWLO carries the larger enterprise value at $36.09B against $992.97M; WNC trades on the lower EV / Revenue multiple (0.64x vs 7.12x); WNC on the lower EV / EBITDA (2.72x 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.
WABASH NATIONAL CORPORATION · implied price per share
Latest annual free cash flow must be positive to qualify the filing-backed baseline.
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
1.21x
Net debt / EBITDA
Leverage against operating earnings
1.01x
1.13x
Cash and equivalents
Liquid reserves on the balance sheet
$682.34M
$31.92M
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
OSHKOSH CORP
TWLO vs OSK
THOR INDUSTRIES INC
TWLO vs THO
SAIA INC
TWLO vs SAIA
LANDSTAR SYSTEM INC
TWLO vs LSTR
RYDER SYSTEM INC
TWLO vs R
$992.29M
$442.85M
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.
