NET
Price
$200.02
Change
-$1.15 (-0.57%)
Updated
Aug 12, 11:57 AM (EDT)
Capitalization
70.1B
79 days until earnings call
TWLO
Price
$94.68
Change
+$2.24 (+2.42%)
Updated
Aug 12, 12:49 PM (EDT)
Capitalization
14.18B
79 days until earnings call
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NET vs TWLO

Header iconNET vs TWLO Comparison
Open Charts NET vs TWLOBanner chart's image
Cloudflare
Price$200.02
Change-$1.15 (-0.57%)
Volume$1K
Capitalization70.1B
Twilio
Price$94.68
Change+$2.24 (+2.42%)
Volume$4.67K
Capitalization14.18B
NET vs TWLO Comparison Chart in %
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NET
Daily Signalchanged days ago
Gain/Loss if bought
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TWLO
Daily Signalchanged days ago
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NET vs. TWLO commentary
Aug 12, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is NET is a StrongBuy and TWLO is a StrongBuy.

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COMPARISON
Comparison
Aug 12, 2025
Stock price -- (NET: $201.17 vs. TWLO: $92.44)
Brand notoriety: NET: Not notable vs. TWLO: Notable
Both companies represent the Computer Communications industry
Current volume relative to the 65-day Moving Average: NET: 62% vs. TWLO: 275%
Market capitalization -- NET: $70.1B vs. TWLO: $14.18B
NET [@Computer Communications] is valued at $70.1B. TWLO’s [@Computer Communications] market capitalization is $14.18B. The market cap for tickers in the [@Computer Communications] industry ranges from $3.88T to $0. The average market capitalization across the [@Computer Communications] industry is $27.04B.

Long-Term Analysis

It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).

NET’s FA Score shows that 0 FA rating(s) are green whileTWLO’s FA Score has 0 green FA rating(s).

  • NET’s FA Score: 0 green, 5 red.
  • TWLO’s FA Score: 0 green, 5 red.
According to our system of comparison, NET is a better buy in the long-term than TWLO.

Short-Term Analysis

It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.

If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.

NET’s TA Score shows that 3 TA indicator(s) are bullish while TWLO’s TA Score has 4 bullish TA indicator(s).

  • NET’s TA Score: 3 bullish, 5 bearish.
  • TWLO’s TA Score: 4 bullish, 5 bearish.
According to our system of comparison, TWLO is a better buy in the short-term than NET.

Price Growth

NET (@Computer Communications) experienced а -3.65% price change this week, while TWLO (@Computer Communications) price change was -26.24% for the same time period.

The average weekly price growth across all stocks in the @Computer Communications industry was +1.46%. For the same industry, the average monthly price growth was -1.49%, and the average quarterly price growth was +19.99%.

Reported Earning Dates

NET is expected to report earnings on Oct 30, 2025.

TWLO is expected to report earnings on Oct 30, 2025.

Industries' Descriptions

@Computer Communications (+1.46% weekly)

Computer communications industry develops technology that allows computing devices to exchange data with each other using connections/data links between nodes. Common types of computer network include Cloud (IAN), Internet, Wide (WAN, Local (LAN)/Wireless(WLAN) etc. The industry is an ever-more important part of technology, and is set to become even bigger as the Internet of Things (IoT) rapidly forays into the various aspects of our lives. Cisco Systems, Inc., Palo Alto Networks, Inc. and Arista Networks, Inc., Fortinet, Inc. are some of the major computer communications companies.

SUMMARIES
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FUNDAMENTALS
Fundamentals
NET($70.1B) has a higher market cap than TWLO($14.2B). NET YTD gains are higher at: 86.822 vs. TWLO (-14.471). TWLO has higher annual earnings (EBITDA): 228M vs. NET (53.8M). NET has more cash in the bank: 3.96B vs. TWLO (2.45B). TWLO has less debt than NET: TWLO (1.1B) vs NET (3.46B). TWLO has higher revenues than NET: TWLO (4.58B) vs NET (1.88B).
NETTWLONET / TWLO
Capitalization70.1B14.2B494%
EBITDA53.8M228M24%
Gain YTD86.822-14.471-600%
P/E RatioN/A924.40-
Revenue1.88B4.58B41%
Total Cash3.96B2.45B162%
Total Debt3.46B1.1B314%
FUNDAMENTALS RATINGS
NET vs TWLO: Fundamental Ratings
NET
TWLO
OUTLOOK RATING
1..100
8359
VALUATION
overvalued / fair valued / undervalued
1..100
88
Overvalued
99
Overvalued
PROFIT vs RISK RATING
1..100
46100
SMR RATING
1..100
9491
PRICE GROWTH RATING
1..100
3864
P/E GROWTH RATING
1..100
10059
SEASONALITY SCORE
1..100
33n/a

Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.

NET's Valuation (88) in the null industry is in the same range as TWLO (99) in the Packaged Software industry. This means that NET’s stock grew similarly to TWLO’s over the last 12 months.

NET's Profit vs Risk Rating (46) in the null industry is somewhat better than the same rating for TWLO (100) in the Packaged Software industry. This means that NET’s stock grew somewhat faster than TWLO’s over the last 12 months.

TWLO's SMR Rating (91) in the Packaged Software industry is in the same range as NET (94) in the null industry. This means that TWLO’s stock grew similarly to NET’s over the last 12 months.

NET's Price Growth Rating (38) in the null industry is in the same range as TWLO (64) in the Packaged Software industry. This means that NET’s stock grew similarly to TWLO’s over the last 12 months.

TWLO's P/E Growth Rating (59) in the Packaged Software industry is somewhat better than the same rating for NET (100) in the null industry. This means that TWLO’s stock grew somewhat faster than NET’s over the last 12 months.

TECHNICAL ANALYSIS
Technical Analysis
NETTWLO
RSI
ODDS (%)
Bearish Trend 1 day ago
79%
Bullish Trend 1 day ago
86%
Stochastic
ODDS (%)
Bearish Trend 1 day ago
82%
Bullish Trend 1 day ago
80%
Momentum
ODDS (%)
Bullish Trend 1 day ago
84%
Bearish Trend 1 day ago
84%
MACD
ODDS (%)
Bearish Trend 1 day ago
73%
Bearish Trend 1 day ago
89%
TrendWeek
ODDS (%)
Bearish Trend 1 day ago
78%
Bearish Trend 1 day ago
80%
TrendMonth
ODDS (%)
Bullish Trend 1 day ago
83%
Bearish Trend 1 day ago
79%
Advances
ODDS (%)
Bullish Trend 13 days ago
84%
Bullish Trend 26 days ago
72%
Declines
ODDS (%)
Bearish Trend 1 day ago
79%
Bearish Trend 1 day ago
80%
BollingerBands
ODDS (%)
Bearish Trend 1 day ago
76%
Bullish Trend 1 day ago
84%
Aroon
ODDS (%)
Bullish Trend 1 day ago
79%
N/A
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NET
Daily Signalchanged days ago
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TWLO
Daily Signalchanged days ago
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NET and

Correlation & Price change

A.I.dvisor indicates that over the last year, NET has been closely correlated with COIN. These tickers have moved in lockstep 66% of the time. This A.I.-generated data suggests there is a high statistical probability that if NET jumps, then COIN could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To NET
1D Price
Change %
NET100%
-1.68%
COIN - NET
66%
Closely correlated
+2.92%
CRWD - NET
64%
Loosely correlated
+0.46%
CLSK - NET
64%
Loosely correlated
-1.99%
MDB - NET
64%
Loosely correlated
-3.89%
SNOW - NET
62%
Loosely correlated
+0.04%
More

TWLO and

Correlation & Price change

A.I.dvisor indicates that over the last year, TWLO has been loosely correlated with GDDY. These tickers have moved in lockstep 66% of the time. This A.I.-generated data suggests there is some statistical probability that if TWLO jumps, then GDDY could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To TWLO
1D Price
Change %
TWLO100%
-6.31%
GDDY - TWLO
66%
Loosely correlated
+1.81%
AVPT - TWLO
55%
Loosely correlated
+2.72%
NET - TWLO
52%
Loosely correlated
-1.68%
DASH - TWLO
52%
Loosely correlated
-1.20%
GTLB - TWLO
50%
Loosely correlated
-3.96%
More