LIVE
TWLO
Twilio Inc. · Information Technology - Communications Platform
$186.17
-4.99% this month
VERSUS
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COMPARE
SEND
Brevo (formerly Sendinblue) · Information Technology - Marketing Automation
N/A
N/A this month
Scoreboard verdict
Across AI score, momentum, valuation, upside, operating margin
TWLO
0
SEND
0
Comparison scoreboard
MIXED SETUPAI Score
TWLO 47.6
SEND N/A
1Y Return
TWLO +59.56%
SEND N/A
Fwd P/E
TWLO 28.08
SEND N/A
Target Up.
TWLO +6.09%
SEND N/A
Op. Margin
TWLO N/A
SEND N/A
Metrics last refreshed: 6/22/2026
Quick take
TWLO vs SEND Stock Comparison: AI Score, Valuation, Performance and Upside
TWLO (Twilio) is the dominant publicly traded cloud communications API platform powering enterprise developer-built customer communications, while Brevo (formerly Sendinblue, SEND) is a private SMB-focused marketing automation platform not directly accessible to most public market investors. The comparison explores developer API platforms versus all-in-one SMB marketing tools.
TWLO vs SEND compares a publicly traded enterprise cloud communications API leader against a private SMB-focused marketing automation platform, useful for understanding the landscape of customer communications software.
Live analysis · updated 6/22/2026
TWLO and SEND are closely matched — they split the tracked metrics evenly.
Normalized 1Y performance
TWLO
SEND
Not enough data to chart yet.
Recent returns
TWLO
SEND
Analyst price targets & sentiment
TWLO · 29 analysts
STRONG BUYHOLDSTRONG SELL
Buy (1.7/5.0)
Price target range
analyst low$120.00
analyst high$255.00
analyst mean$197.50
current price$186.17
+6.1% upside to analyst mean
SEND
Price target data unavailable
N/A
Who should consider this stock?
TWLO may suit investors who:
- →Want exposure to the leading cloud communications API platform for enterprise and developer-driven communications
- →Believe Twilio's expanding customer data and engagement products will increase revenue per customer
- →See value in Twilio's profitability improvement trajectory after significant restructuring
Brevo/SEND is not publicly traded:
- →Investors seeking SMB marketing automation exposure can consider Klaviyo, HubSpot, or Mailchimp-parent Intuit as public alternatives
- →The SMB email and marketing automation space has many publicly accessible investments including Constant Contact (part of Endurance) and others
- →Check the current status of any 'SEND' ticker before investing as the ticker may represent a different company
Performance & AI score
| Metric | TWLO | SEND |
|---|---|---|
| AI score | 47.6 | N/A |
| AI rank | #603 | N/A |
| Latest close | $186.17 | N/A |
| 1M return | -4.99% | N/A |
| 6M return | +33.72% | N/A |
| 1Y return | +59.56% | N/A |
$10,000 invested — hypothetical growth (dividends reinvested)
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | TWLO | SEND |
|---|---|---|
| 1Y ago | $15.96K (+59.6%) started 2025-06-18 | N/A |
| 5Y ago | $5.06K (-49.4%) started 2021-06-18 | N/A |
| 10Y ago | $64.66K (+546.6%) started 2016-06-23 | N/A |
Hypothetical — past performance does not guarantee future results.
Valuation & upside potential
| Metric | TWLO | SEND |
|---|---|---|
| Market cap | $28.26B | N/A |
| Trailing P/E | 286.42 | N/A |
| Forward P/E | 28.08 | N/A |
| Price/Sales | 5.33 | N/A |
| EV/Revenue | 5.09 | N/A |
| Analyst target | $197.50 | N/A |
| Target upside | +6.09% | N/A |
Growth, profitability & risk
| Metric | TWLO | SEND |
|---|---|---|
| Revenue growth | 20.00% | N/A |
| Earnings growth | 375.00% | N/A |
| EPS growth | +375.00% | N/A |
| FCF margin | +16.60% | N/A |
| Operating margin | N/A | N/A |
| Profit margin | 1.96% | N/A |
| ROIC proxy | 1.32% | N/A |
| Return on equity | 1.32% | N/A |
| Dividend yield | 0.00% | N/A |
| Beta | 1.38 | N/A |
| Debt/equity | 13.72 | N/A |
| Current ratio | 4.66 | N/A |
| Quick ratio | 4.13 | N/A |
Drawdown & downside risk
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
1Y risk snapshot
TWLO max drawdown30.34%
SEND max drawdownN/A
TWLO max wkly drop26.24%
SEND max wkly dropN/A
5Y risk snapshot
TWLO max drawdown89.57%
SEND max drawdownN/A
TWLO max wkly drop43.47%
SEND max wkly dropN/A
10Y risk snapshot
TWLO max drawdown90.36%
SEND max drawdownN/A
TWLO max wkly drop43.47%
SEND max wkly dropN/A
Performance metrics by period
| Period | Metric | TWLO | SEND |
|---|---|---|---|
| 1Y | Growth | +59.56% | N/A |
| CAGR | +59.61% | N/A | |
| Sharpe ratio | 1.00 | N/A | |
| Max drawdown | 30.34% | N/A | |
| Max daily drop | 19.38% | N/A | |
| Max wkly drop | 26.24% | N/A | |
| 5Y | Growth | -49.36% | N/A |
| CAGR | -12.72% | N/A | |
| Sharpe ratio | -0.01 | N/A | |
| Max drawdown | 89.57% | N/A | |
| Max daily drop | 34.61% | N/A | |
| Max wkly drop | 43.47% | N/A | |
| 10Y | Growth | +546.65% | N/A |
| CAGR | +20.56% | N/A | |
| Sharpe ratio | 0.54 | N/A | |
| Max drawdown | 90.36% | N/A | |
| Max daily drop | 34.61% | N/A | |
| Max wkly drop | 43.47% | N/A |
Business comparison
| Category | TWLO | SEND |
|---|---|---|
| Company | Twilio Inc. | Brevo (formerly Sendinblue) |
| Sector | Information Technology - Communications Platform | Information Technology - Marketing Automation |
| Industry | N/A | N/A |
| Core business | Twilio provides a cloud communications platform as a service (CPaaS), offering APIs for SMS, voice, email (via SendGrid), and other communication channels that developers and businesses use to build customer communication features into applications. | Brevo (rebranded from Sendinblue) provides an all-in-one marketing platform including email, SMS, WhatsApp, chat, CRM, and marketing automation tools, primarily targeting small and medium-sized businesses seeking affordable customer communication solutions. |
| Investor focus | Investors track Twilio's organic revenue growth and dollar-based net expansion rate, progress toward sustained profitability, and its ability to move beyond pure API consumption toward higher-value customer data and engagement products. | Brevo is not a publicly traded company in the U.S. — it is a private company. Investors interested in the SMB marketing automation space would evaluate it through peers like Twilio, HubSpot, or Klaviyo. Note: the 'SEND' ticker may refer to different securities depending on exchange. |
TWLO strengths
- →Leading cloud communications platform with deep developer adoption and extensive API capabilities
- →SendGrid email platform provides a large, established customer base for email delivery services
- →Segment customer data platform provides data infrastructure for personalized customer communications
SEND strengths
- →All-in-one platform approach provides SMB customers with a simpler, more affordable alternative to enterprise communication tools
- →Strong European market presence with GDPR-compliant data practices
- →Multi-channel capability spanning email, SMS, WhatsApp, and chat in a single platform
Risks to watch — TWLO
- →Revenue growth has moderated significantly from COVID-era highs when digital communication demand surged
- →Faces competition from communication API competitors and bundled messaging features in CRM and marketing platforms
- →Path to sustained GAAP profitability has required significant cost cutting and restructuring
Risks to watch — SEND
- →Private company status limits U.S. public market investor access
- →SMB marketing tools market is highly competitive with many alternatives at various price points
- →Scale is significantly smaller than Twilio and other publicly traded communications platform peers
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