IDT
IDT Corporation
Telecommunications Services
Market Cap$1.23B
5Y Perf.+729.8%
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Stock Comparison
IDT vs TWLO
Revenue, margins, valuation, and 5-year total return — side by side.
TWLO
Twilio Inc.
Internet Content & Information
Market Cap$29.00B
5Y Perf.-3.1%
IDT vs TWLO — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | IDT | TWLO |
|---|---|---|
| Industry | Telecommunications Services | Internet Content & Information |
| Market Cap | $1.23B | $29.00B |
| Revenue (TTM) | $1.26B | $5.30B |
| Net Income (TTM) | $82M | $104M |
| Gross Margin | 36.9% | 48.8% |
| Operating Margin | 8.4% | 4.7% |
| Forward P/E | 13.9x | 35.3x |
| Total Debt | $2M | $1.08B |
| Cash & Equiv. | $227M | $682M |
IDT vs TWLO — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
IDT
TWLO
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| IDT Corporation (IDT) | 100 | 829.8 | +729.8% |
| Twilio Inc. (TWLO) | 100 | 96.9 | -3.1% |
Price return only. Dividends and distributions are not included.
Quick Verdict: IDT vs TWLO
Each card shows where this stock fits in a portfolio — not just who wins on paper.
Bottom line: IDT leads in 5 of 7 categories, making it the strongest pick for valuation and capital efficiency and profitability and margin quality. Twilio Inc. is the stronger pick specifically for growth and revenue expansion and recent price momentum and sentiment. As sector peers, any of these can serve as alternatives in the same allocation.
IDT
IDT Corporation
The Income Pick
IDT carries the broadest edge in this set and is the clearest fit for income & stability and sleep-well-at-night.
- Dividend streak 1 yrs, beta 0.68, yield 0.4%
- Lower volatility, beta 0.68, Low D/E 0.6%, current ratio 1.78x
- Beta 0.68, yield 0.4%, current ratio 1.78x
Best for: income & stability and sleep-well-at-night
TWLO
Twilio Inc.
The Growth Play
TWLO is the clearest fit if your priority is growth exposure and long-term compounding.
- Rev growth 13.7%, EPS growth 131.8%, 3Y rev CAGR 9.8%
- 5.6% 10Y total return vs IDT's 318.8%
- 13.7% revenue growth vs IDT's 2.1%
Best for: growth exposure and long-term compounding
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | TWLO | 13.7% revenue growth vs IDT's 2.1% |
| Value | IDT | Lower P/E (13.9x vs 35.3x) |
| Quality / Margins | IDT | 6.5% margin vs TWLO's 2.0% |
| Stability / Safety | IDT | Beta 0.68 vs TWLO's 1.51, lower leverage |
| Dividends | IDT | 0.4% yield; 1-year raise streak; the other pay no meaningful dividend |
| Momentum (1Y) | TWLO | +89.7% vs IDT's +0.1% |
| Efficiency (ROA) | IDT | 12.8% ROA vs TWLO's 1.1%, ROIC 71.9% vs 1.6% |
IDT vs TWLO — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
FY 2025
FY 2025
IDT vs TWLO — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
BEST OVERALLIDTLAGGINGTWLO
TWLOTwilio Inc.
2leads
IDTIDT Corporation
2leads
6 Total Categories
CATEGORYLEADERvs TWLOMETRICS WON
Income & Cash FlowRevenue, margins, and cash flow strength
TWLO4/6
Valuation MetricsMultiples, price ratios, and targets
IDT5/6
Profitability & EfficiencyROE, ROIC, leverage, and quality scores
IDT7/7
Total Returns1Y, 3Y, 5Y total returns with dividends
TWLO5/6
Risk & VolatilityBeta, volatility, and downside exposure
Tied
—
Analyst OutlookRatings, price targets, and dividends
—
—
Income & Cash Flow (Last 12 Months)
TWLO leads this category, winning 4 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
TWLO is the larger business by revenue, generating $5.3B annually — 4.2x IDT's $1.3B. Profitability is closely matched — net margins range from 6.5% (IDT) to 2.0% (TWLO). On growth, TWLO holds the edge at +20.0% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | IDTIDT Corporation | TWLOTwilio Inc. |
|---|---|---|
| RevenueTrailing 12 months | $1.3B | $5.3B |
| EBITDAEarnings before interest/tax | $128M | $415M |
| Net IncomeAfter-tax profit | $82M | $104M |
| Free Cash FlowCash after capex | $98M | $1.0B |
| Gross MarginGross profit ÷ Revenue | +36.9% | +48.8% |
| Operating MarginEBIT ÷ Revenue | +8.4% | +4.7% |
| Net MarginNet income ÷ Revenue | +6.5% | +2.0% |
| FCF MarginFCF ÷ Revenue | +7.8% | +19.0% |
| Rev. Growth (YoY)Latest quarter vs prior year | +5.7% | +20.0% |
| EPS Growth (YoY)Latest quarter vs prior year | +3.8% | +3.8% |
TWLO leads this category, winning 4 of 6 comparable metrics.
Valuation Metrics
IDT leads this category, winning 5 of 6 comparable metrics.
Valuation Metrics
At 17.5x trailing earnings, IDT trades at a 98% valuation discount to TWLO's 911.4x P/E. On an enterprise value basis, IDT's 8.3x EV/EBITDA is more attractive than TWLO's 75.0x.
| Metric | IDTIDT Corporation | TWLOTwilio Inc. |
|---|---|---|
| Market CapShares × price | $1.2B | $29.0B |
| Enterprise ValueMkt cap + debt − cash | $1.0B | $29.4B |
| Trailing P/EPrice ÷ TTM EPS | 17.48x | 911.43x |
| Forward P/EPrice ÷ next-FY EPS est. | 13.88x | 35.28x |
| PEG RatioP/E ÷ EPS growth rate | 0.58x | — |
| EV / EBITDAEnterprise value multiple | 8.27x | 74.97x |
| Price / SalesMarket cap ÷ Revenue | 1.00x | 5.72x |
| Price / BookPrice ÷ Book value/share | 4.03x | 3.91x |
| Price / FCFMarket cap ÷ FCF | 11.56x | 28.07x |
IDT leads this category, winning 5 of 6 comparable metrics.
Profitability & Efficiency
IDT leads this category, winning 7 of 7 comparable metrics.
Profitability & Efficiency
IDT delivers a 24.1% return on equity — every $100 of shareholder capital generates $24 in annual profit, vs $1 for TWLO. IDT carries lower financial leverage with a 0.01x debt-to-equity ratio, signaling a more conservative balance sheet compared to TWLO's 0.14x.
| Metric | IDTIDT Corporation | TWLOTwilio Inc. |
|---|---|---|
| ROE (TTM)Return on equity | +24.1% | +1.3% |
| ROA (TTM)Return on assets | +12.8% | +1.1% |
| ROICReturn on invested capital | +71.9% | +1.6% |
| ROCEReturn on capital employed | +33.3% | +1.9% |
| Piotroski ScoreFundamental quality 0–9 | 7 | 7 |
| Debt / EquityFinancial leverage | 0.01x | 0.14x |
| Net DebtTotal debt minus cash | -$225M | $399M |
| Cash & Equiv.Liquid assets | $227M | $682M |
| Total DebtShort + long-term debt | $2M | $1.1B |
| Interest CoverageEBIT ÷ Interest expense | — | — |
IDT leads this category, winning 7 of 7 comparable metrics.
Total Returns (Dividends Reinvested)
TWLO leads this category, winning 5 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in IDT five years ago would be worth $22,347 today (with dividends reinvested), compared to $6,294 for TWLO. Over the past 12 months, TWLO leads with a +89.7% total return vs IDT's +0.1%. The 3-year compound annual growth rate (CAGR) favors TWLO at 51.7% vs IDT's 17.5% — a key indicator of consistent wealth creation.
| Metric | IDTIDT Corporation | TWLOTwilio Inc. |
|---|---|---|
| YTD ReturnYear-to-date | +4.2% | +38.3% |
| 1-Year ReturnPast 12 months | +0.1% | +89.7% |
| 3-Year ReturnCumulative with dividends | +62.1% | +249.0% |
| 5-Year ReturnCumulative with dividends | +123.5% | -37.1% |
| 10-Year ReturnCumulative with dividends | +318.8% | +564.8% |
| CAGR (3Y)Annualised 3-year return | +17.5% | +51.7% |
TWLO leads this category, winning 5 of 6 comparable metrics.
Risk & Volatility
Evenly matched — IDT and TWLO each lead in 1 of 2 comparable metrics.
Risk & Volatility
IDT is the less volatile stock with a 0.68 beta — it tends to amplify market swings less than TWLO's 1.51 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. TWLO currently trades 95.7% from its 52-week high vs IDT's 74.0% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | IDTIDT Corporation | TWLOTwilio Inc. |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.68x | 1.51x |
| 52-Week HighHighest price in past year | $71.12 | $200.00 |
| 52-Week LowLowest price in past year | $45.72 | $91.84 |
| % of 52W HighCurrent price vs 52-week peak | +74.0% | +95.7% |
| RSI (14)Momentum oscillator 0–100 | 60.2 | 82.8 |
| Avg Volume (50D)Average daily shares traded | 135K | 2.2M |
Evenly matched — IDT and TWLO each lead in 1 of 2 comparable metrics.
Analyst Outlook
Insufficient data to determine a leader in this category.
Analyst Outlook
Wall Street rates IDT as "Buy" and TWLO as "Buy". IDT is the only dividend payer here at 0.42% yield — a key consideration for income-focused portfolios.
| Metric | IDTIDT Corporation | TWLOTwilio Inc. |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | — | $185.17 |
| # AnalystsCovering analysts | 2 | 52 |
| Dividend YieldAnnual dividend ÷ price | +0.4% | — |
| Dividend StreakConsecutive years of raises | 1 | — |
| Dividend / ShareAnnual DPS | $0.22 | — |
| Buyback YieldShare repurchases ÷ mkt cap | +1.4% | +3.0% |
Insufficient data to determine a leader in this category.
Key Takeaway
TWLO leads in 2 of 6 categories (Income & Cash Flow, Total Returns). IDT leads in 2 (Valuation Metrics, Profitability & Efficiency). 1 tied.
Best OverallIDT Corporation (IDT)Leads 2 of 6 categories
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IDT vs TWLO: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is IDT or TWLO a better buy right now?
For growth investors, Twilio Inc.
(TWLO) is the stronger pick with 13. 7% revenue growth year-over-year, versus 2. 1% for IDT Corporation (IDT). IDT Corporation (IDT) offers the better valuation at 17. 5x trailing P/E (13. 9x forward), making it the more compelling value choice. Analysts rate IDT Corporation (IDT) a "Buy" — based on 2 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 — IDT or TWLO?
On trailing P/E, IDT Corporation (IDT) is the cheapest at 17.
5x versus Twilio Inc. at 911. 4x. On forward P/E, IDT Corporation is actually cheaper at 13. 9x.
03Which is the better long-term investment — IDT or TWLO?
Over the past 5 years, IDT Corporation (IDT) delivered a total return of +123.
5%, compared to -37. 1% for Twilio Inc. (TWLO). Over 10 years, the gap is even starker: TWLO returned +564. 8% versus IDT's +318. 8%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — IDT or TWLO?
By beta (market sensitivity over 5 years), IDT Corporation (IDT) is the lower-risk stock at 0.
68β versus Twilio Inc. 's 1. 51β — meaning TWLO is approximately 122% more volatile than IDT relative to the S&P 500. On balance sheet safety, IDT Corporation (IDT) carries a lower debt/equity ratio of 1% versus 14% for Twilio Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — IDT or TWLO?
By revenue growth (latest reported year), Twilio Inc.
(TWLO) is pulling ahead at 13. 7% versus 2. 1% for IDT Corporation (IDT). On earnings-per-share growth, the picture is similar: Twilio Inc. grew EPS 131. 8% year-over-year, compared to 18. 5% for IDT Corporation. Over a 3-year CAGR, TWLO leads at 9. 8% 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.
06Which has better profit margins — IDT or TWLO?
IDT Corporation (IDT) is the more profitable company, earning 6.
2% net margin versus 0. 7% for Twilio Inc. — meaning it keeps 6. 2% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: IDT leads at 8. 2% versus 3. 4% for TWLO. At the gross margin level — before operating expenses — TWLO leads at 48. 0%, 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.
07Is IDT or TWLO more undervalued right now?
On forward earnings alone, IDT Corporation (IDT) trades at 13.
9x forward P/E versus 35. 3x for Twilio Inc. — 21. 4x cheaper on a one-year earnings basis.
08Which pays a better dividend — IDT or TWLO?
In this comparison, IDT (0.
4% yield) pays a dividend. TWLO does not pay a meaningful dividend and should not be held primarily for income.
09Is IDT or TWLO better for a retirement portfolio?
For long-horizon retirement investors, IDT Corporation (IDT) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.
68), +318. 8% 10Y return). Twilio Inc. (TWLO) carries a higher beta of 1. 51 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (IDT: +318. 8%, TWLO: +564. 8%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between IDT and TWLO?
Both stocks operate in the Communication Services sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
In terms of investment character: IDT is a small-cap deep-value 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%
Revenue Growth>
%
(IDT: 5.7% · TWLO: 20.0%)P/E Ratio<
x
(IDT: 17.5x · TWLO: 911.4x)You Might Also Compare
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