NET
Price
$204.24
Change
+$2.98 (+1.48%)
Updated
Dec 3, 04:59 PM (EDT)
Capitalization
69.08B
63 days until earnings call
Intraday BUY SELL Signals
TWLO
Price
$128.09
Change
-$1.68 (-1.29%)
Updated
Dec 3, 04:59 PM (EDT)
Capitalization
19.34B
77 days until earnings call
Intraday BUY SELL Signals
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NET vs TWLO

Header iconNET vs TWLO Comparison
Open Charts NET vs TWLOBanner chart's image
Cloudflare
Price$204.24
Change+$2.98 (+1.48%)
Volume$8.68K
Capitalization69.08B
Twilio
Price$128.09
Change-$1.68 (-1.29%)
Volume$24.01K
Capitalization19.34B
NET vs TWLO Comparison Chart in %
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VS
NET vs. TWLO commentary
Dec 04, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is NET is a Hold and TWLO is a Hold.

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COMPARISON
Comparison
Dec 04, 2025
Stock price -- (NET: $201.31 vs. TWLO: $129.76)
Brand notoriety: NET: Not notable vs. TWLO: Notable
Both companies represent the Computer Communications industry
Current volume relative to the 65-day Moving Average: NET: 26% vs. TWLO: 28%
Market capitalization -- NET: $69.08B vs. TWLO: $19.34B
NET [@Computer Communications] is valued at $69.08B. TWLO’s [@Computer Communications] market capitalization is $19.34B. The market cap for tickers in the [@Computer Communications] industry ranges from $3.62T to $0. The average market capitalization across the [@Computer Communications] industry is $25.73B.

Long-Term Analysis

It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).

NET’s FA Score shows that 0 FA rating(s) are green whileTWLO’s FA Score has 0 green FA rating(s).

  • NET’s FA Score: 0 green, 5 red.
  • TWLO’s FA Score: 0 green, 5 red.
According to our system of comparison, NET is a better buy in the long-term than TWLO.

Short-Term Analysis

It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.

If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.

NET’s TA Score shows that 3 TA indicator(s) are bullish while TWLO’s TA Score has 4 bullish TA indicator(s).

  • NET’s TA Score: 3 bullish, 7 bearish.
  • TWLO’s TA Score: 4 bullish, 5 bearish.
According to our system of comparison, TWLO is a better buy in the short-term than NET.

Price Growth

NET (@Computer Communications) experienced а +1.93% price change this week, while TWLO (@Computer Communications) price change was +0.95% for the same time period.

The average weekly price growth across all stocks in the @Computer Communications industry was +1.06%. For the same industry, the average monthly price growth was -8.49%, and the average quarterly price growth was +18.96%.

Reported Earning Dates

NET is expected to report earnings on Feb 05, 2026.

TWLO is expected to report earnings on Feb 18, 2026.

Industries' Descriptions

@Computer Communications (+1.06% weekly)

Computer communications industry develops technology that allows computing devices to exchange data with each other using connections/data links between nodes. Common types of computer network include Cloud (IAN), Internet, Wide (WAN, Local (LAN)/Wireless(WLAN) etc. The industry is an ever-more important part of technology, and is set to become even bigger as the Internet of Things (IoT) rapidly forays into the various aspects of our lives. Cisco Systems, Inc., Palo Alto Networks, Inc. and Arista Networks, Inc., Fortinet, Inc. are some of the major computer communications companies.

SUMMARIES
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FUNDAMENTALS
Fundamentals
NET($69.1B) has a higher market cap than TWLO($19.3B). NET YTD gains are higher at: 86.952 vs. TWLO (20.059). TWLO has higher annual earnings (EBITDA): 282M vs. NET (53.8M). NET has more cash in the bank: 3.96B vs. TWLO (2.54B). TWLO has less debt than NET: TWLO (1.1B) vs NET (3.46B). TWLO has higher revenues than NET: TWLO (4.73B) vs NET (1.88B).
NETTWLONET / TWLO
Capitalization69.1B19.3B358%
EBITDA53.8M282M19%
Gain YTD86.95220.059433%
P/E RatioN/A311.12-
Revenue1.88B4.73B40%
Total Cash3.96B2.54B156%
Total Debt3.46B1.1B314%
FUNDAMENTALS RATINGS
NET vs TWLO: Fundamental Ratings
NET
TWLO
OUTLOOK RATING
1..100
5050
VALUATION
overvalued / fair valued / undervalued
1..100
90
Overvalued
92
Overvalued
PROFIT vs RISK RATING
1..100
51100
SMR RATING
1..100
9390
PRICE GROWTH RATING
1..100
4642
P/E GROWTH RATING
1..100
10098
SEASONALITY SCORE
1..100
6550

Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.

NET's Valuation (90) in the null industry is in the same range as TWLO (92) in the Packaged Software industry. This means that NET’s stock grew similarly to TWLO’s over the last 12 months.

NET's Profit vs Risk Rating (51) in the null industry is somewhat better than the same rating for TWLO (100) in the Packaged Software industry. This means that NET’s stock grew somewhat faster than TWLO’s over the last 12 months.

TWLO's SMR Rating (90) in the Packaged Software industry is in the same range as NET (93) in the null industry. This means that TWLO’s stock grew similarly to NET’s over the last 12 months.

TWLO's Price Growth Rating (42) in the Packaged Software industry is in the same range as NET (46) in the null industry. This means that TWLO’s stock grew similarly to NET’s over the last 12 months.

TWLO's P/E Growth Rating (98) in the Packaged Software industry is in the same range as NET (100) in the null industry. This means that TWLO’s stock grew similarly to NET’s over the last 12 months.

TECHNICAL ANALYSIS
Technical Analysis
NETTWLO
RSI
ODDS (%)
Bullish Trend 6 days ago
90%
Bearish Trend 6 days ago
69%
Stochastic
ODDS (%)
Bullish Trend 6 days ago
89%
Bearish Trend 6 days ago
76%
Momentum
ODDS (%)
Bearish Trend 6 days ago
74%
Bullish Trend 6 days ago
76%
MACD
ODDS (%)
Bearish Trend 6 days ago
71%
Bearish Trend 6 days ago
80%
TrendWeek
ODDS (%)
Bullish Trend 6 days ago
83%
Bullish Trend 6 days ago
75%
TrendMonth
ODDS (%)
Bearish Trend 6 days ago
77%
Bullish Trend 6 days ago
73%
Advances
ODDS (%)
Bullish Trend 9 days ago
84%
Bullish Trend 9 days ago
72%
Declines
ODDS (%)
Bearish Trend 13 days ago
78%
Bearish Trend 14 days ago
78%
BollingerBands
ODDS (%)
Bearish Trend 6 days ago
66%
Bearish Trend 6 days ago
83%
Aroon
ODDS (%)
Bearish Trend 6 days ago
73%
Bullish Trend 6 days ago
80%
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NET
Daily Signal:
Gain/Loss:
TWLO
Daily Signal:
Gain/Loss:
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NET and

Correlation & Price change

A.I.dvisor indicates that over the last year, NET has been closely correlated with COIN. These tickers have moved in lockstep 66% of the time. This A.I.-generated data suggests there is a high statistical probability that if NET jumps, then COIN could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To NET
1D Price
Change %
NET100%
+2.08%
COIN - NET
66%
Closely correlated
+1.30%
CLSK - NET
64%
Loosely correlated
-2.70%
CRWD - NET
63%
Loosely correlated
+2.60%
SNOW - NET
62%
Loosely correlated
+3.08%
ZS - NET
61%
Loosely correlated
-0.67%
More

TWLO and

Correlation & Price change

A.I.dvisor indicates that over the last year, TWLO has been loosely correlated with GDDY. These tickers have moved in lockstep 64% of the time. This A.I.-generated data suggests there is some statistical probability that if TWLO jumps, then GDDY could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To TWLO
1D Price
Change %
TWLO100%
+1.72%
GDDY - TWLO
64%
Loosely correlated
+0.27%
FIVN - TWLO
59%
Loosely correlated
-0.86%
NET - TWLO
58%
Loosely correlated
+2.08%
AVPT - TWLO
56%
Loosely correlated
+0.99%
GTLB - TWLO
54%
Loosely correlated
+5.59%
More