Walt Disney Co vs Twilio Inc — how do they compare? Walt Disney Co trades at $107.82 (market cap $184.79B), while Twilio Inc trades at $286.12 (market cap $42.35B). The key difference: Walt Disney Co is far larger — about 4.4× Twilio Inc's market cap, and Walt Disney Co pays a 1.4% dividend while Twilio Inc pays none. Which is the better fit depends on your goals — on Pluang, investors hold Walt Disney Co for 199 Days and Twilio Inc for 56 Days on average.
| DIS | TWLO | |
|---|---|---|
Market Cap | $184.79B | $42.35B |
Volume | 13,033,550 | 1,862,642 |
Sector | Media | Technology |
52-Week High | $116.65 | $301.27 |
52-Week Low | $92.40 | $106.23 |
Typical Hold Time | 199 Days | 56 Days |
Enterprise Value | $225.65B | $40.76B |
Dividend Yield | 1.4% | — |
Signals from Pluang's Aura AI — not financial advice
Disney (DIS) trades at $104.76, up 0.7% with a bullish technical signal supported by moving averages. The company shows strong fundamental momentum with three consecutive quarterly earnings beats and robust revenue growth reaching $94.43 billion in 2025. Disney's net income margin expanded significantly to 13.13% while maintaining a reasonable P/E ratio of 22.07. Recent news highlights the company's $60 billion parks investment and streaming margin improvements above 13%.
Disney presents a compelling investment case with analyst consensus pointing to 20% upside to the $125.67 price target. The company's diversified entertainment ecosystem and accelerating DTC profitability support growth, though risks include free cash flow pressure from elevated investments and competitive streaming landscape. Institutional sentiment remains positive with 62.5% buy ratings among 64 analysts covering the stock.
Twilio (TWLO) trades at $273.00, down 2.64% on the day, with a bullish technical signal from moving averages and neutral oscillators. The company reported strong revenue growth to $5.07 billion in 2025, turning profitable with a net income of $33.83 million, and has beaten EPS estimates for three consecutive quarters. Recent inclusion in the S&P 500 index and positive analyst sentiment highlight its market position.
Outlook remains positive driven by accelerating revenue growth and Voice AI expansion, but risks include high valuation multiples and competitive pressures. Analyst consensus is bullish with a $254.65 price target, though recent insider selling and a high P/E of 38.09 warrant caution for value-focused investors.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
Latest headlines on both assets
The Walt Disney Company is an entertainment company with operations in media networks, park experiences & consumer products, studio entertainment and Direct-to-Consumer networks and channels. The Company serves customers worldwide.
Read more on DIS →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 →