Coreweave vs Twilio
Coreweave and Twilio are similar in size: $5.13bn and $5.07bn of revenue in their latest fiscal years. Coreweave grew faster (167.9% against 13.7%). Twilio kept more of each dollar of sales as profit: a net margin of 0.7% against -22.7%. Twilio carries less debt relative to equity (12.7% against 648.1%).
| Latest fiscal year | CoreweaveCRWV, 2025 | TwilioTWLO, 2025 |
|---|---|---|
| Revenue | $5.13bn | $5.07bn |
| Revenue growth | 167.9% | 13.7% |
| Net income | −$1.17bn | $33.8m |
| Operating margin | -0.9% | 3.1% |
| Net margin | -22.7% | 0.7% |
| Return on equity | -79.9% | 0.4% |
| Free cash flow | −$7.25bn | $1.00bn |
| Cash | $3.13bn | $682m |
| Total debt | $21.61bn | $992m |
| Debt to equity | 648.1% | 12.7% |
| Dividend per share | — | — |
| Dividend yield | — | — |
| Share buybacks | — | $869m |
| Employees | 2,189 | 5,587 |
| Market value | $29.24bn | $34.73bn |
| Price vs our value range | — | Above our value range |
| Moat score | — | 35 (Weak) |
| Insider trades, 12 months | 0 buys, 3228 sales | 0 buys, 96 sales |