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TWLO vs MSGM
Revenue, margins, valuation, and 5-year total return — side by side.
Electronic Gaming & Multimedia
TWLO vs MSGM — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Internet Content & Information | Electronic Gaming & Multimedia |
| Market Cap | $29.00B | $22M |
| Revenue (TTM) | $5.30B | $11M |
| Net Income (TTM) | $104M | $7M |
| Gross Margin | 48.8% | 81.5% |
| Operating Margin | 4.7% | 14.5% |
| Forward P/E | 35.3x | 3.2x |
| Total Debt | $1.08B | $18K |
| Cash & Equiv. | $682M | $5M |
TWLO vs MSGM — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | Jan 21 | May 26 | Return |
|---|---|---|---|
| Twilio Inc. (TWLO) | 100 | 53.3 | -46.7% |
| Motorsport Games In… (MSGM) | 100 | 1.5 | -98.5% |
Price return only. Dividends and distributions are not included.
Quick Verdict: TWLO vs MSGM
Each card shows where this stock fits in a portfolio — not just who wins on paper.
TWLO is the clearest fit if your priority is long-term compounding.
- 5.6% 10Y total return vs MSGM's -98.7%
- +89.7% vs MSGM's +80.4%
MSGM carries the broadest edge in this set and is the clearest fit for income & stability and growth exposure.
- beta 0.95
- Rev growth 30.0%, EPS growth 252.1%, 3Y rev CAGR 3.0%
- Lower volatility, beta 0.95, Low D/E 0.2%, current ratio 2.25x
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 30.0% revenue growth vs TWLO's 13.7% | |
| Value | Lower P/E (3.2x vs 35.3x) | |
| Quality / Margins | 61.3% margin vs TWLO's 2.0% | |
| Stability / Safety | Beta 0.95 vs TWLO's 1.51, lower leverage | |
| Dividends | Tie | Neither stock pays a meaningful dividend |
| Momentum (1Y) | +89.7% vs MSGM's +80.4% | |
| Efficiency (ROA) | 76.4% ROA vs TWLO's 1.1%, ROIC 81.5% vs 1.6% |
TWLO vs MSGM — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
TWLO vs MSGM — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
MSGM leads this category, winning 5 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
TWLO is the larger business by revenue, generating $5.3B annually — 469.3x MSGM's $11M. MSGM is the more profitable business, keeping 61.3% of every revenue dollar as net income compared to TWLO's 2.0%. On growth, MSGM holds the edge at +94.9% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $5.3B | $11M |
| EBITDAEarnings before interest/tax | $415M | $3M |
| Net IncomeAfter-tax profit | $104M | $7M |
| Free Cash FlowCash after capex | $1.0B | $4M |
| Gross MarginGross profit ÷ Revenue | +48.8% | +81.5% |
| Operating MarginEBIT ÷ Revenue | +4.7% | +14.5% |
| Net MarginNet income ÷ Revenue | +2.0% | +61.3% |
| FCF MarginFCF ÷ Revenue | +19.0% | +33.3% |
| Rev. Growth (YoY)Latest quarter vs prior year | +20.0% | +94.9% |
| EPS Growth (YoY)Latest quarter vs prior year | +3.8% | +112.5% |
Valuation Metrics
MSGM leads this category, winning 5 of 5 comparable metrics.
Valuation Metrics
At 3.2x trailing earnings, MSGM trades at a 100% valuation discount to TWLO's 911.4x P/E. On an enterprise value basis, MSGM's 6.1x EV/EBITDA is more attractive than TWLO's 75.0x.
| Metric | ||
|---|---|---|
| Market CapShares × price | $29.0B | $22M |
| Enterprise ValueMkt cap + debt − cash | $29.4B | $17M |
| Trailing P/EPrice ÷ TTM EPS | 911.43x | 3.15x |
| Forward P/EPrice ÷ next-FY EPS est. | 35.28x | — |
| PEG RatioP/E ÷ EPS growth rate | — | — |
| EV / EBITDAEnterprise value multiple | 74.97x | 6.10x |
| Price / SalesMarket cap ÷ Revenue | 5.72x | 1.93x |
| Price / BookPrice ÷ Book value/share | 3.91x | 2.88x |
| Price / FCFMarket cap ÷ FCF | 28.07x | 5.38x |
Profitability & Efficiency
MSGM leads this category, winning 7 of 8 comparable metrics.
Profitability & Efficiency
MSGM delivers a 129.7% return on equity — every $100 of shareholder capital generates $130 in annual profit, vs $1 for TWLO. MSGM carries lower financial leverage with a 0.00x debt-to-equity ratio, signaling a more conservative balance sheet compared to TWLO's 0.14x. On the Piotroski fundamental quality scale (0–9), TWLO scores 7/9 vs MSGM's 6/9, reflecting strong financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +1.3% | +129.7% |
| ROA (TTM)Return on assets | +1.1% | +76.4% |
| ROICReturn on invested capital | +1.6% | +81.5% |
| ROCEReturn on capital employed | +1.9% | +33.3% |
| Piotroski ScoreFundamental quality 0–9 | 7 | 6 |
| Debt / EquityFinancial leverage | 0.14x | 0.00x |
| Net DebtTotal debt minus cash | $399M | -$5M |
| Cash & Equiv.Liquid assets | $682M | $5M |
| Total DebtShort + long-term debt | $1.1B | $17,575 |
| Interest CoverageEBIT ÷ Interest expense | — | 87.32x |
Total Returns (Dividends Reinvested)
TWLO leads this category, winning 5 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in TWLO five years ago would be worth $6,294 today (with dividends reinvested), compared to $209 for MSGM. Over the past 12 months, TWLO leads with a +89.7% total return vs MSGM's +80.4%. The 3-year compound annual growth rate (CAGR) favors TWLO at 51.7% vs MSGM's -2.4% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | +38.3% | +48.4% |
| 1-Year ReturnPast 12 months | +89.7% | +80.4% |
| 3-Year ReturnCumulative with dividends | +249.0% | -7.0% |
| 5-Year ReturnCumulative with dividends | -37.1% | -97.9% |
| 10-Year ReturnCumulative with dividends | +564.8% | -98.7% |
| CAGR (3Y)Annualised 3-year return | +51.7% | -2.4% |
Risk & Volatility
Evenly matched — TWLO and MSGM each lead in 1 of 2 comparable metrics.
Risk & Volatility
MSGM is the less volatile stock with a 0.95 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 MSGM's 83.4% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.51x | 0.95x |
| 52-Week HighHighest price in past year | $200.00 | $5.41 |
| 52-Week LowLowest price in past year | $91.84 | $2.11 |
| % of 52W HighCurrent price vs 52-week peak | +95.7% | +83.4% |
| RSI (14)Momentum oscillator 0–100 | 82.8 | 58.4 |
| Avg Volume (50D)Average daily shares traded | 2.2M | 81K |
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 | +3.0% | 0.0% |
MSGM leads in 3 of 6 categories (Income & Cash Flow, Valuation Metrics). TWLO leads in 1 (Total Returns). 1 tied.
TWLO vs MSGM: Frequently Asked Questions
9 questions · data-driven answers · updated daily
01Is TWLO or MSGM a better buy right now?
For growth investors, Motorsport Games Inc.
(MSGM) is the stronger pick with 30. 0% revenue growth year-over-year, versus 13. 7% for Twilio Inc. (TWLO). Motorsport Games Inc. (MSGM) offers the better valuation at 3. 2x 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 — TWLO or MSGM?
On trailing P/E, Motorsport Games Inc.
(MSGM) is the cheapest at 3. 2x versus Twilio Inc. at 911. 4x.
03Which is the better long-term investment — TWLO or MSGM?
Over the past 5 years, Twilio Inc.
(TWLO) delivered a total return of -37. 1%, compared to -97. 9% for Motorsport Games Inc. (MSGM). Over 10 years, the gap is even starker: TWLO returned +564. 8% versus MSGM's -98. 7%. 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 — TWLO or MSGM?
By beta (market sensitivity over 5 years), Motorsport Games Inc.
(MSGM) is the lower-risk stock at 0. 95β versus Twilio Inc. 's 1. 51β — meaning TWLO is approximately 59% more volatile than MSGM relative to the S&P 500. On balance sheet safety, Motorsport Games Inc. (MSGM) carries a lower debt/equity ratio of 0% versus 14% for Twilio Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — TWLO or MSGM?
By revenue growth (latest reported year), Motorsport Games Inc.
(MSGM) is pulling ahead at 30. 0% versus 13. 7% for Twilio Inc. (TWLO). On earnings-per-share growth, the picture is similar: Motorsport Games Inc. grew EPS 252. 1% year-over-year, compared to 131. 8% for Twilio 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 — TWLO or MSGM?
Motorsport Games Inc.
(MSGM) is the more profitable company, earning 61. 3% net margin versus 0. 7% for Twilio Inc. — meaning it keeps 61. 3% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: MSGM leads at 14. 5% versus 3. 4% for TWLO. At the gross margin level — before operating expenses — MSGM leads at 81. 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.
07Which pays a better dividend — TWLO or MSGM?
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.
08Is TWLO or MSGM better for a retirement portfolio?
For long-horizon retirement investors, Motorsport Games Inc.
(MSGM) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 95)). 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 (MSGM: -98. 7%, 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.
09What are the main differences between TWLO and MSGM?
These companies operate in different sectors (TWLO (Communication Services) and MSGM (Technology)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.
In terms of investment character: TWLO is a mid-cap quality compounder stock; MSGM is a small-cap high-growth 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.
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- Sector: Communication Services
- Market Cap > $100B
- Revenue Growth > 9%
- Gross Margin > 29%
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