Software - Infrastructure
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4 / 10Stock Comparison
SANG vs BAND vs TWLO vs LPSN
Revenue, margins, valuation, and 5-year total return — side by side.
Software - Infrastructure
Internet Content & Information
Software - Application
SANG vs BAND vs TWLO vs LPSN — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||||
|---|---|---|---|---|
| Industry | Software - Infrastructure | Software - Infrastructure | Internet Content & Information | Software - Application |
| Market Cap | $139M | $1.56B | $29.86B | $32M |
| Revenue (TTM) | $307M | $209.36B | $5.30B | $244M |
| Net Income (TTM) | $-8M | $4.11B | $104M | $-67M |
| Gross Margin | 52.8% | 37.3% | 48.8% | 62.2% |
| Operating Margin | -1.3% | -2.2% | 4.7% | -9.6% |
| Forward P/E | — | 27.4x | 36.3x | — |
| Total Debt | $56M | $701M | $1.08B | $392M |
| Cash & Equiv. | $13M | $103M | $682M | $95M |
SANG vs BAND vs TWLO vs LPSN — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Sangoma Technologie… (SANG) | 100 | 291.0 | +191.0% |
| Bandwidth Inc. (BAND) | 100 | 43.9 | -56.1% |
| Twilio Inc. (TWLO) | 100 | 99.7 | -0.3% |
| LivePerson, Inc. (LPSN) | 100 | 0.5 | -99.5% |
Price return only. Dividends and distributions are not included.
Quick Verdict: SANG vs BAND vs TWLO vs LPSN
Each card shows where this stock fits in a portfolio — not just who wins on paper.
SANG is the #2 pick in this set and the best alternative if income & stability and long-term compounding is your priority.
- Dividend streak 4 yrs, beta 0.16
- 20.0% 10Y total return vs TWLO's 5.8%
- Beta 0.16 vs LPSN's 2.05
BAND carries the broadest edge in this set and is the clearest fit for value and quality.
- Better valuation composite
- 2.0% margin vs LPSN's -27.6%
- +253.6% vs LPSN's -77.1%
- 1.7% ROA vs LPSN's -12.4%, ROIC -1.2% vs -6.6%
TWLO is the clearest fit if your priority is growth exposure and sleep-well-at-night.
- Rev growth 13.7%, EPS growth 131.8%, 3Y rev CAGR 9.8%
- Lower volatility, beta 1.51, Low D/E 13.8%, current ratio 4.03x
- Beta 1.51, current ratio 4.03x
- 13.7% revenue growth vs LPSN's -22.0%
LPSN lags the leaders in this set but could rank higher in a more targeted comparison.
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 13.7% revenue growth vs LPSN's -22.0% | |
| Value | Better valuation composite | |
| Quality / Margins | 2.0% margin vs LPSN's -27.6% | |
| Stability / Safety | Beta 0.16 vs LPSN's 2.05 | |
| Dividends | Tie | None of these 4 stocks pay a meaningful dividend |
| Momentum (1Y) | +253.6% vs LPSN's -77.1% | |
| Efficiency (ROA) | 1.7% ROA vs LPSN's -12.4%, ROIC -1.2% vs -6.6% |
SANG vs BAND vs TWLO vs LPSN — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
SANG vs BAND vs TWLO vs LPSN — Financial Metrics
Side-by-side numbers across 4 stocks — who leads on profitability, valuation, growth, and risk.
Who Leads Where
TWLO leads in 2 of 6 categories
BAND leads 2 • SANG leads 1 • LPSN leads 0 • 1 tied
Explore the data ↓Income & Cash Flow (Last 12 Months)
TWLO leads this category, winning 3 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
BAND is the larger business by revenue, generating $209.4B annually — 859.0x LPSN's $244M. BAND is the more profitable business, keeping 2.0% of every revenue dollar as net income compared to LPSN's -27.6%. On growth, BAND holds the edge at +1197.2% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||||
|---|---|---|---|---|
| RevenueTrailing 12 months | $307M | $209.4B | $5.3B | $244M |
| EBITDAEarnings before interest/tax | $57M | -$4.6B | $415M | -$562,000 |
| Net IncomeAfter-tax profit | -$8M | $4.1B | $104M | -$67M |
| Free Cash FlowCash after capex | $43M | $1.8B | $1.0B | -$43M |
| Gross MarginGross profit ÷ Revenue | +52.8% | +37.3% | +48.8% | +62.2% |
| Operating MarginEBIT ÷ Revenue | -1.3% | -2.2% | +4.7% | -9.6% |
| Net MarginNet income ÷ Revenue | -2.5% | +2.0% | +2.0% | -27.6% |
| FCF MarginFCF ÷ Revenue | +14.0% | +0.8% | +19.0% | -17.4% |
| Rev. Growth (YoY)Latest quarter vs prior year | -13.2% | +1197.2% | +20.0% | -19.0% |
| EPS Growth (YoY)Latest quarter vs prior year | -6.7% | +39.8% | +3.8% | +79.4% |
Valuation Metrics
BAND leads this category, winning 3 of 6 comparable metrics.
Valuation Metrics
On an enterprise value basis, SANG's 3.0x EV/EBITDA is more attractive than TWLO's 77.2x.
| Metric | ||||
|---|---|---|---|---|
| Market CapShares × price | $139M | $1.6B | $29.9B | $32M |
| Enterprise ValueMkt cap + debt − cash | $182M | $2.2B | $30.3B | $329M |
| Trailing P/EPrice ÷ TTM EPS | -19.99x | -113.15x | 938.43x | -0.22x |
| Forward P/EPrice ÷ next-FY EPS est. | — | 27.36x | 36.33x | — |
| PEG RatioP/E ÷ EPS growth rate | — | — | — | — |
| EV / EBITDAEnterprise value multiple | 2.96x | 50.39x | 77.16x | — |
| Price / SalesMarket cap ÷ Revenue | 0.42x | 2.07x | 5.89x | 0.13x |
| Price / BookPrice ÷ Book value/share | 0.55x | 3.65x | 4.03x | — |
| Price / FCFMarket cap ÷ FCF | 4.22x | 0.02x | 28.91x | — |
Profitability & Efficiency
TWLO leads this category, winning 4 of 9 comparable metrics.
Profitability & Efficiency
BAND delivers a 4.0% return on equity — every $100 of shareholder capital generates $4 in annual profit, vs $-3 for SANG. TWLO carries lower financial leverage with a 0.14x debt-to-equity ratio, signaling a more conservative balance sheet compared to BAND's 1.75x. On the Piotroski fundamental quality scale (0–9), TWLO scores 7/9 vs BAND's 3/9, reflecting strong financial health.
| Metric | ||||
|---|---|---|---|---|
| ROE (TTM)Return on equity | -3.0% | +4.0% | +1.3% | — |
| ROA (TTM)Return on assets | -2.2% | +1.7% | +1.1% | -12.4% |
| ROICReturn on invested capital | -0.4% | -1.2% | +1.6% | -6.6% |
| ROCEReturn on capital employed | -0.6% | -1.6% | +1.9% | -5.8% |
| Piotroski ScoreFundamental quality 0–9 | 5 | 3 | 7 | 5 |
| Debt / EquityFinancial leverage | 0.22x | 1.75x | 0.14x | — |
| Net DebtTotal debt minus cash | $43M | $598M | $399M | $297M |
| Cash & Equiv.Liquid assets | $13M | $103M | $682M | $95M |
| Total DebtShort + long-term debt | $56M | $701M | $1.1B | $392M |
| Interest CoverageEBIT ÷ Interest expense | -1.29x | -10.30x | — | 0.20x |
Total Returns (Dividends Reinvested)
BAND leads this category, winning 4 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in SANG five years ago would be worth $12,507 today (with dividends reinvested), compared to $35 for LPSN. Over the past 12 months, BAND leads with a +253.6% total return vs LPSN's -77.1%. The 3-year compound annual growth rate (CAGR) favors BAND at 62.7% vs LPSN's -65.4% — a key indicator of consistent wealth creation.
| Metric | ||||
|---|---|---|---|---|
| YTD ReturnYear-to-date | -15.9% | +242.2% | +42.4% | -31.1% |
| 1-Year ReturnPast 12 months | -27.5% | +253.6% | +90.3% | -77.1% |
| 3-Year ReturnCumulative with dividends | +17.0% | +330.6% | +259.4% | -95.8% |
| 5-Year ReturnCumulative with dividends | +25.1% | -61.3% | -35.8% | -99.7% |
| 10-Year ReturnCumulative with dividends | +1995.0% | +143.3% | +584.5% | -97.0% |
| CAGR (3Y)Annualised 3-year return | +5.4% | +62.7% | +53.2% | -65.4% |
Risk & Volatility
Evenly matched — SANG and BAND each lead in 1 of 2 comparable metrics.
Risk & Volatility
SANG is the less volatile stock with a 0.16 beta — it tends to amplify market swings less than LPSN's 2.05 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. BAND currently trades 98.8% from its 52-week high vs LPSN's 12.4% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||||
|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.16x | 1.86x | 1.51x | 2.05x |
| 52-Week HighHighest price in past year | $6.49 | $49.25 | $201.39 | $21.60 |
| 52-Week LowLowest price in past year | $3.63 | $12.57 | $91.84 | $2.37 |
| % of 52W HighCurrent price vs 52-week peak | +64.6% | +98.8% | +97.9% | +12.4% |
| RSI (14)Momentum oscillator 0–100 | 52.2 | 90.4 | 78.4 | 40.3 |
| Avg Volume (50D)Average daily shares traded | 4K | 670K | 2.2M | 148K |
Analyst Outlook
SANG leads this category, winning 1 of 1 comparable metric.
Analyst Outlook
Analyst consensus: SANG as "Buy", BAND as "Buy", TWLO as "Buy". Consensus price targets imply -5.5% upside for BAND (target: $46) vs -6.0% for TWLO (target: $185).
| Metric | ||||
|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy | Buy | — |
| Price TargetConsensus 12-month target | — | $46.00 | $185.17 | — |
| # AnalystsCovering analysts | 1 | 15 | 52 | — |
| Dividend YieldAnnual dividend ÷ price | — | — | — | — |
| Dividend StreakConsecutive years of raises | 4 | 1 | — | — |
| Dividend / ShareAnnual DPS | — | — | — | — |
| Buyback YieldShare repurchases ÷ mkt cap | +2.0% | 0.0% | +2.9% | 0.0% |
TWLO leads in 2 of 6 categories (Income & Cash Flow, Profitability & Efficiency). BAND leads in 2 (Valuation Metrics, Total Returns). 1 tied.
SANG vs BAND vs TWLO vs LPSN: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is SANG or BAND or TWLO or LPSN a better buy right now?
For growth investors, Twilio Inc.
(TWLO) is the stronger pick with 13. 7% revenue growth year-over-year, versus -22. 0% for LivePerson, Inc. (LPSN). Twilio Inc. (TWLO) offers the better valuation at 938. 4x trailing P/E (36. 3x forward), making it the more compelling value choice. Analysts rate Sangoma Technologies Corporation (SANG) a "Buy" — based on 1 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 — SANG or BAND or TWLO or LPSN?
On forward P/E, Bandwidth Inc.
is actually cheaper at 27. 4x — notably different from the trailing picture, reflecting expected earnings growth.
03Which is the better long-term investment — SANG or BAND or TWLO or LPSN?
Over the past 5 years, Sangoma Technologies Corporation (SANG) delivered a total return of +25.
1%, compared to -99. 7% for LivePerson, Inc. (LPSN). Over 10 years, the gap is even starker: SANG returned +1995% versus LPSN's -97. 0%. 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 — SANG or BAND or TWLO or LPSN?
By beta (market sensitivity over 5 years), Sangoma Technologies Corporation (SANG) is the lower-risk stock at 0.
16β versus LivePerson, Inc. 's 2. 05β — meaning LPSN is approximately 1211% more volatile than SANG relative to the S&P 500. On balance sheet safety, Twilio Inc. (TWLO) carries a lower debt/equity ratio of 14% versus 175% for Bandwidth Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — SANG or BAND or TWLO or LPSN?
By revenue growth (latest reported year), Twilio Inc.
(TWLO) is pulling ahead at 13. 7% versus -22. 0% for LivePerson, Inc. (LPSN). On earnings-per-share growth, the picture is similar: Twilio Inc. grew EPS 131. 8% year-over-year, compared to -79. 2% for Bandwidth Inc.. 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 — SANG or BAND or TWLO or LPSN?
Twilio Inc.
(TWLO) is the more profitable company, earning 0. 7% net margin versus -27. 6% for LivePerson, Inc. — meaning it keeps 0. 7% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: TWLO leads at 3. 4% versus -9. 6% for LPSN. At the gross margin level — before operating expenses — LPSN leads at 62. 2%, 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 SANG or BAND or TWLO or LPSN more undervalued right now?
On forward earnings alone, Bandwidth Inc.
(BAND) trades at 27. 4x forward P/E versus 36. 3x for Twilio Inc. — 9. 0x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for BAND: -5. 5% to $46. 00.
08Which pays a better dividend — SANG or BAND or TWLO or LPSN?
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.
09Is SANG or BAND or TWLO or LPSN better for a retirement portfolio?
For long-horizon retirement investors, Sangoma Technologies Corporation (SANG) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.
16), +1995% 10Y return). LivePerson, Inc. (LPSN) carries a higher beta of 2. 05 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (SANG: +1995%, LPSN: -97. 0%), 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 SANG and BAND and TWLO and LPSN?
These companies operate in different sectors (SANG (Technology) and BAND (Technology) and TWLO (Communication Services) and LPSN (Technology)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.
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.
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- Sector: Communication Services
- Market Cap > $100B
- Revenue Growth > 9%
- Gross Margin > 29%
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