LIVE
TWLO
Twilio Inc. · Technology - Communications Platform as a Service
$186.17
-4.99% this month
VERSUS
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COMPARE
EGHT
8x8, Inc. · Technology - Cloud Communications / UCaaS
$1.84
-23.65% this month
Scoreboard verdict
Across AI score, momentum, valuation, upside, operating margin
TWLO
2
EGHT
2
Comparison scoreboard
MIXED SETUPAI Score
TWLO ✓47.6
EGHT 24.7
1Y Return
TWLO ✓+59.56%
EGHT 0.00%
Fwd P/E
TWLO 28.08
EGHT ✓5.11
Target Up.
TWLO +6.09%
EGHT ✓+34.51%
Op. Margin
TWLO N/A
EGHT N/A
Metrics last refreshed: 6/20/2026
Quick take
TWLO vs EGHT Stock Comparison: AI Score, Valuation, Performance and Upside
TWLO (Twilio) is the developer-first communications infrastructure platform powering thousands of applications through APIs, while EGHT (8x8) provides enterprise UCaaS and CCaaS for business communications replacing traditional phone systems. These companies serve different customer types and use cases within cloud communications — infrastructure APIs vs end-user enterprise communication applications.
TWLO vs EGHT contrasts the communications API infrastructure layer (Twilio's developer platform) against enterprise cloud communications applications (8x8's UCaaS/CCaaS), representing different approaches to the broad cloud communications market.
Live analysis · updated 6/20/2026
TWLO and EGHT are closely matched — they split the tracked metrics evenly. TWLO has delivered stronger 1-year price return (+59.56% vs 0.00%), though EGHT trades at the lower forward P/E (5.11x vs 28.08x). Analyst consensus implies meaningfully more upside for EGHT (+34.51%) than for TWLO (+6.09%).
Normalized 1Y performance
TWLO
EGHT
Recent returns
TWLO
EGHT
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
EGHT · 4 analysts
Price target range
analyst low$1.50
analyst high$3.00
analyst mean$2.48
current price$1.84
+34.5% upside to analyst mean
Who should consider this stock?
TWLO may suit investors who:
- →Want the dominant developer communications API platform embedded in thousands of critical customer engagement workflows
- →Value Segment's customer data platform as a higher-margin layer above the base API infrastructure business
- →Believe Twilio's developer mindshare and embedded integration depth creates durable switching costs despite competition
EGHT may suit investors who:
- →Want enterprise UCaaS and CCaaS exposure at a compressed valuation given competitive challenges and execution headwinds
- →Value 8x8's single-vendor UCaaS+CCaaS integration as a differentiated offering for mid-market enterprise buyers seeking simplicity
- →See potential value in the company's business if it can stabilize and grow its recurring revenue base despite competitive pressures
Performance & AI score
| Metric | TWLO | EGHT |
|---|---|---|
| AI score | 47.6 | 24.7 |
| AI rank | #603 | #3017 |
| Latest close | $186.17 | $1.84 |
| 1M return | -4.99% | -23.65% |
| 6M return | +33.72% | -14.42% |
| 1Y return | +59.56% | 0.00% |
$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 | EGHT |
|---|---|---|
| 1Y ago | $15.96K (+59.6%) started 2025-06-18 | $10K (+0.0%) started 2025-06-18 |
| 5Y ago | $5.06K (-49.4%) started 2021-06-18 | $701.22 (-93.0%) started 2021-06-18 |
| 10Y ago | $64.66K (+546.6%) started 2016-06-23 | $1.34K (-86.6%) started 2016-06-20 |
Hypothetical — past performance does not guarantee future results.
Valuation & upside potential
| Metric | TWLO | EGHT |
|---|---|---|
| Market cap | $28.26B | $259.79M |
| Trailing P/E | 282.08 | 184.00 |
| Forward P/E | 28.08 | 5.11 |
| Price/Sales | 5.33 | 0.35 |
| EV/Revenue | 5.28 | 0.72 |
| Analyst target | $197.50 | $2.48 |
| Target upside | +6.09% | +34.51% |
Growth, profitability & risk
| Metric | TWLO | EGHT |
|---|---|---|
| Revenue growth | 20.00% | 4.60% |
| Earnings growth | 375.00% | N/A |
| EPS growth | +375.00% | N/A |
| FCF margin | +16.60% | +9.22% |
| Operating margin | N/A | N/A |
| Profit margin | 1.96% | 0.22% |
| ROIC proxy | 1.32% | 1.23% |
| Return on equity | 1.32% | 1.23% |
| Dividend yield | 0.00% | 0.00% |
| Beta | 1.38 | 1.82 |
| Debt/equity | 13.72 | 253.01 |
| Current ratio | 4.66 | 1.09 |
| Quick ratio | 4.13 | 0.81 |
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%
EGHT max drawdown40.66%
TWLO max wkly drop26.24%
EGHT max wkly drop21.56%
5Y risk snapshot
TWLO max drawdown89.57%
EGHT max drawdown94.41%
TWLO max wkly drop43.47%
EGHT max wkly drop36.43%
10Y risk snapshot
TWLO max drawdown90.36%
EGHT max drawdown95.86%
TWLO max wkly drop43.47%
EGHT max wkly drop36.64%
Performance metrics by period
| Period | Metric | TWLO | EGHT |
|---|---|---|---|
| 1Y | Growth | +59.56% | 0.00% |
| CAGR | +59.61% | 0.00% | |
| Sharpe ratio | 1.00 | 0.34 | |
| Max drawdown | 30.34% | 40.66% | |
| Max daily drop | 19.38% | 12.32% | |
| Max wkly drop | 26.24% | 21.56% | |
| 5Y | Growth | -49.36% | -92.99% |
| CAGR | -12.72% | -41.23% | |
| Sharpe ratio | -0.01 | -0.40 | |
| Max drawdown | 89.57% | 94.41% | |
| Max daily drop | 34.61% | 25.97% | |
| Max wkly drop | 43.47% | 36.43% | |
| 10Y | Growth | +546.65% | -86.63% |
| CAGR | +20.56% | -18.24% | |
| Sharpe ratio | 0.54 | -0.06 | |
| Max drawdown | 90.36% | 95.86% | |
| Max daily drop | 34.61% | 26.40% | |
| Max wkly drop | 43.47% | 36.64% |
Business comparison
| Category | TWLO | EGHT |
|---|---|---|
| Company | Twilio Inc. | 8x8, Inc. |
| Sector | Technology - Communications Platform as a Service | Technology - Cloud Communications / UCaaS |
| Industry | N/A | N/A |
| Core business | Twilio provides a cloud communications platform-as-a-service (CPaaS), offering APIs for SMS, voice, video, email, and WhatsApp that developers embed into applications — powering ride notifications for Uber, verification codes for Google, and customer engagement messaging for thousands of applications. | 8x8 provides cloud-based unified communications (UCaaS) and contact center (CCaaS) solutions for businesses — replacing traditional PBX phone systems with cloud voice, video meetings, team messaging, and contact center software under a recurring subscription model. |
| Investor focus | Investors track Twilio's active customer count, revenue growth, and the integration and performance of Segment (customer data platform) as a higher-value data layer above the base communications infrastructure. | Investors track 8x8's total software revenue, annual recurring revenue (ARR), net revenue retention, and the company's path to profitability as it competes with larger UCaaS providers (Zoom, RingCentral, Microsoft Teams) for enterprise communications budgets. |
TWLO strengths
- →Developer-first platform has created a massive ecosystem of applications built on Twilio communications APIs — deep technical integration creates very high switching costs
- →Segment acquisition enables Twilio to provide personalized communications based on customer behavior data, moving up the value stack from infrastructure to data-driven engagement
- →Network effects from large API call volumes improve platform reliability and create defensible scale advantages
EGHT strengths
- →Single vendor for UCaaS + CCaaS simplifies communications procurement and management for mid-market enterprise customers
- →Contact center integration with unified communications differentiates 8x8 from pure-play UCaaS competitors who require separate CCaaS vendors
- →International footprint provides global enterprise communication capabilities for multinational businesses
Risks to watch — TWLO
- →Twilio has struggled to demonstrate a path to profitability — high R&D and sales spending against usage-based revenue creates a challenging margin profile
- →SMS messaging revenue faces competitive pricing pressure as messaging infrastructure becomes commoditized among CPaaS providers
- →Segment integration has been challenging — realizing the data-plus-communications synergy has taken longer and cost more than initially projected
Risks to watch — EGHT
- →8x8 competes against well-resourced players including Microsoft Teams, Zoom Phone, RingCentral, and Cisco Webex — scale disadvantages limit pricing and R&D investment capacity
- →UCaaS market has become highly competitive and price-sensitive as Microsoft bundles Teams with Microsoft 365 subscriptions, pressuring standalone UCaaS pricing
- →Revenue growth has been challenging as the company navigates competitive pressure and customer churn
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