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CTCT vs TWLO
Revenue, margins, valuation, and 5-year total return — side by side.
Internet Content & Information
CTCT vs TWLO — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Media & Entertainment | Internet Content & Information |
| Market Cap | $1.02B | $29.86B |
| Revenue (TTM) | $362M | $5.30B |
| Net Income (TTM) | $20M | $104M |
| Gross Margin | 73.1% | 48.8% |
| Operating Margin | 7.6% | 4.7% |
| Forward P/E | 72.8x | 36.3x |
| Total Debt | $12M | $1.08B |
| Cash & Equiv. | $104M | $682M |
Quick Verdict: CTCT vs TWLO
Each card shows where this stock fits in a portfolio — not just who wins on paper.
CTCT carries the broadest edge in this set and is the clearest fit for growth exposure and sleep-well-at-night.
- Rev growth 16.2%, EPS growth 91.3%, 3Y rev CAGR 15.7%
- Low D/E 4.6%, current ratio 3.17x
- 16.2% revenue growth vs TWLO's 13.7%
TWLO is the clearest fit if your priority is defensive.
- Beta 1.51, current ratio 4.03x
- Lower P/E (36.3x vs 72.8x)
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 16.2% revenue growth vs TWLO's 13.7% | |
| Value | Lower P/E (36.3x vs 72.8x) | |
| Quality / Margins | 5.5% margin vs TWLO's 2.0% | |
| Stability / Safety | Lower D/E ratio (4.6% vs 13.8%) | |
| Dividends | Tie | Neither stock pays a meaningful dividend |
| Efficiency (ROA) | 5.7% ROA vs TWLO's 1.1%, ROIC 9.0% vs 1.6% |
CTCT vs TWLO — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
CTCT vs TWLO — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
Evenly matched — CTCT and TWLO each lead in 3 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
TWLO is the larger business by revenue, generating $5.3B annually — 14.7x CTCT's $362M. Profitability is closely matched — net margins range from 5.5% (CTCT) to 2.0% (TWLO). On growth, TWLO holds the edge at +20.0% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $362M | $5.3B |
| EBITDAEarnings before interest/tax | $52M | $415M |
| Net IncomeAfter-tax profit | $20M | $104M |
| Free Cash FlowCash after capex | $38M | $1.0B |
| Gross MarginGross profit ÷ Revenue | +73.1% | +48.8% |
| Operating MarginEBIT ÷ Revenue | +7.6% | +4.7% |
| Net MarginNet income ÷ Revenue | +5.5% | +2.0% |
| FCF MarginFCF ÷ Revenue | +10.4% | +19.0% |
| Rev. Growth (YoY)Latest quarter vs prior year | +10.0% | +20.0% |
| EPS Growth (YoY)Latest quarter vs prior year | +18.8% | +3.8% |
Valuation Metrics
CTCT leads this category, winning 4 of 5 comparable metrics.
Valuation Metrics
At 72.8x trailing earnings, CTCT trades at a 92% valuation discount to TWLO's 938.4x P/E. On an enterprise value basis, CTCT's 21.3x EV/EBITDA is more attractive than TWLO's 77.2x.
| Metric | ||
|---|---|---|
| Market CapShares × price | $1.0B | $29.9B |
| Enterprise ValueMkt cap + debt − cash | $929M | $30.3B |
| Trailing P/EPrice ÷ TTM EPS | 72.75x | 938.43x |
| Forward P/EPrice ÷ next-FY EPS est. | — | 36.33x |
| PEG RatioP/E ÷ EPS growth rate | — | — |
| EV / EBITDAEnterprise value multiple | 21.26x | 77.16x |
| Price / SalesMarket cap ÷ Revenue | 3.08x | 5.89x |
| Price / BookPrice ÷ Book value/share | 3.98x | 4.03x |
| Price / FCFMarket cap ÷ FCF | 30.89x | 28.91x |
Profitability & Efficiency
CTCT leads this category, winning 8 of 8 comparable metrics.
Profitability & Efficiency
CTCT delivers a 7.1% return on equity — every $100 of shareholder capital generates $7 in annual profit, vs $1 for TWLO. CTCT carries lower financial leverage with a 0.05x debt-to-equity ratio, signaling a more conservative balance sheet compared to TWLO's 0.14x. On the Piotroski fundamental quality scale (0–9), CTCT scores 8/9 vs TWLO's 7/9, reflecting strong financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +7.1% | +1.3% |
| ROA (TTM)Return on assets | +5.7% | +1.1% |
| ROICReturn on invested capital | +9.0% | +1.6% |
| ROCEReturn on capital employed | +7.9% | +1.9% |
| Piotroski ScoreFundamental quality 0–9 | 8 | 7 |
| Debt / EquityFinancial leverage | 0.05x | 0.14x |
| Net DebtTotal debt minus cash | -$92M | $399M |
| Cash & Equiv.Liquid assets | $104M | $682M |
| Total DebtShort + long-term debt | $12M | $1.1B |
| Interest CoverageEBIT ÷ Interest expense | — | — |
Total Returns (Dividends Reinvested)
Insufficient data to determine a leader in this category.
Total Returns (Dividends Reinvested)
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | — | +42.4% |
| 1-Year ReturnPast 12 months | — | +90.3% |
| 3-Year ReturnCumulative with dividends | — | +259.4% |
| 5-Year ReturnCumulative with dividends | — | -35.8% |
| 10-Year ReturnCumulative with dividends | — | +584.5% |
| CAGR (3Y)Annualised 3-year return | — | +53.2% |
Risk & Volatility
Insufficient data to determine a leader in this category.
Risk & Volatility
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | — | 1.51x |
| 52-Week HighHighest price in past year | — | $201.39 |
| 52-Week LowLowest price in past year | — | $91.84 |
| % of 52W HighCurrent price vs 52-week peak | — | +97.9% |
| RSI (14)Momentum oscillator 0–100 | 52.6 | 78.4 |
| Avg Volume (50D)Average daily shares traded | — | 2.2M |
Analyst Outlook
Insufficient data to determine a leader in this category.
Analyst Outlook
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | — | Buy |
| Price TargetConsensus 12-month target | — | $185.17 |
| # AnalystsCovering analysts | — | 52 |
| Dividend YieldAnnual dividend ÷ price | — | — |
| Dividend StreakConsecutive years of raises | — | — |
| Dividend / ShareAnnual DPS | — | — |
| Buyback YieldShare repurchases ÷ mkt cap | +1.6% | +2.9% |
CTCT leads in 2 of 6 categories — strongest in Valuation Metrics and Profitability & Efficiency. 1 category is tied.
CTCT vs TWLO: Frequently Asked Questions
8 questions · data-driven answers · updated daily
01Is CTCT or TWLO a better buy right now?
For growth investors, Constant Contact, Inc.
(CTCT) is the stronger pick with 16. 2% revenue growth year-over-year, versus 13. 7% for Twilio Inc. (TWLO). Constant Contact, Inc. (CTCT) offers the better valuation at 72. 8x trailing P/E, making it the more compelling value choice. Analysts rate Twilio Inc. (TWLO) a "Buy" — based on 52 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — CTCT or TWLO?
On trailing P/E, Constant Contact, Inc.
(CTCT) is the cheapest at 72. 8x versus Twilio Inc. at 938. 4x.
03Which is safer — CTCT or TWLO?
On balance sheet safety, Constant Contact, Inc.
(CTCT) carries a lower debt/equity ratio of 5% versus 14% for Twilio Inc. — giving it more financial flexibility in a downturn.
04Which is growing faster — CTCT or TWLO?
By revenue growth (latest reported year), Constant Contact, Inc.
(CTCT) is pulling ahead at 16. 2% versus 13. 7% for Twilio Inc. (TWLO). On earnings-per-share growth, the picture is similar: Twilio Inc. grew EPS 131. 8% year-over-year, compared to 91. 3% for Constant Contact, Inc.. Over a 3-year CAGR, CTCT leads at 15. 7% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
05Which has better profit margins — CTCT or TWLO?
Constant Contact, Inc.
(CTCT) is the more profitable company, earning 4. 3% net margin versus 0. 7% for Twilio Inc. — meaning it keeps 4. 3% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: CTCT leads at 6. 0% versus 3. 4% for TWLO. At the gross margin level — before operating expenses — CTCT leads at 72. 5%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
06Which pays a better dividend — CTCT or TWLO?
None of the stocks in this comparison currently pay a material dividend.
All are effectively zero-yield and should be held for capital appreciation rather than income.
07Is CTCT or TWLO better for a retirement portfolio?
For long-horizon retirement investors, Twilio Inc.
(TWLO) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (+584. 5% 10Y return). Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
08What are the main differences between CTCT and TWLO?
These companies operate in different sectors (CTCT (Technology) and TWLO (Communication Services)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.
In terms of investment character: CTCT is a small-cap high-growth stock; TWLO is a mid-cap quality compounder stock. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
Find Stocks Like These
Explore pre-built screens for each stock's profile, or build a custom screen to find stocks that outperform both.
- Sector: Communication Services
- Market Cap > $100B
- Revenue Growth > 9%
- Gross Margin > 29%
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