Crowdstrike Holdings Inc vs Twilio Inc — how do they compare? Crowdstrike Holdings Inc trades at $275.04 (market cap $269.31B), while Twilio Inc trades at $289.47 (market cap $42.35B). The key difference: Crowdstrike Holdings Inc is far larger — about 6.4× Twilio Inc's market cap, and Crowdstrike Holdings Inc is more actively traded (9,381,560 versus 1,862,642). Which is the better fit depends on your goals — on Pluang, investors hold Crowdstrike Holdings Inc for 97 Days and Twilio Inc for 56 Days on average.
| CRWD | TWLO | |
|---|---|---|
Market Cap | $269.31B | $42.35B |
Volume | 9,381,560 | 1,862,642 |
Sector | Technology | Technology |
52-Week High | $278.86 | $301.27 |
52-Week Low | $87.56 | $106.23 |
Typical Hold Time | 97 Days | 56 Days |
Enterprise Value | $265.11B | $40.76B |
Signals from Pluang's Aura AI — not financial advice
CrowdStrike (CRWD) trades at $275.04, up 3.62% today and near its all-time high, with a bullish technical signal from moving averages. The company shows strong revenue growth, reaching $3.95B in 2025, though net income remains negative at -$19.27M. Recent earnings beats and positive analyst sentiment (76% buy ratings) highlight momentum, while the stock trades at elevated valuation multiples like P/S of 49.86. Key developments include expansion into the OpenAI Marketplace and AI-driven cybersecurity demand.
Outlook: CrowdStrike's growth trajectory and AI positioning offer upside, but high valuations and profitability challenges pose risks. Analyst consensus target is $235.74, below current price, suggesting caution despite bullish sentiment. Competitive pressures and execution on net income conversion are critical for sustained gains.
Twilio (TWLO) trades at $289.47, up 6.03% in the last 24 hours, with a bullish technical signal from moving averages. The stock is set to join the S&P 500 on October 6, 2026, a positive catalyst. Recent quarters show consistent earnings beats, with Q2 2026 EPS of $1.47 beating the $1.32 estimate. Revenue growth is accelerating, reaching $5.07 billion in 2025, with a net income margin turning positive at 0.66% after prior losses.
Outlook is positive due to S&P 500 inclusion and strong earnings momentum, but valuation remains elevated with a P/E of 38.09. Risks include competitive pressures and potential overvaluation concerns highlighted by HSBC's recent downgrade. Analyst consensus is bullish with 76.9% buy ratings, though the consensus price target of $254.65 suggests limited near-term upside from current levels.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
Latest headlines on both assets
CrowdStrike Holdings provides cybersecurity products and services aimed at protecting organizations from cyberthreats. It offers cloud-delivered protection across endpoints, cloud workloads, identity and data, and threat intelligence, managed security services, IT operations management, threat hunting, identity protection, and log management. CrowdStrike went public in 2019 and serves customers worldwide.
Read more on CRWD →Twilio Inc. is a cloud-based communication platform-as-a-service company offering communication building blocks that allow for a fully customized customer engagement experience spanning voice, video, chat, and SMS messaging. It does this through various application programming interfaces, or APIs, and prebuilt solution applications aimed at improving customer engagement. The company leverages its Super Network, a global network of carrier relationships, to facilitate high-speed, cost-effective communication.
Read more on TWLO →