NetApp Inc. vs Twilio Inc — how do they compare? NetApp Inc. trades at $236.22 (market cap $45.38B), while Twilio Inc trades at $289.35 (market cap $42.35B). The key difference: NetApp Inc. and Twilio Inc are close in size by market cap, and NetApp Inc. pays a 0.9% dividend while Twilio Inc pays none. Which is the better fit depends on your goals — on Pluang, investors hold NetApp Inc. for 56 Days and Twilio Inc for 56 Days on average.
| NTAP | TWLO | |
|---|---|---|
Market Cap | $45.38B | $42.35B |
Volume | 2,264,311 | 1,862,642 |
Sector | Technology | Technology |
52-Week High | $235.84 | $301.27 |
52-Week Low | $94.11 | $106.23 |
Typical Hold Time | 56 Days | 56 Days |
Enterprise Value | $44.34B | $40.76B |
Dividend Yield | 0.9% | — |
Signals from Pluang's Aura AI — not financial advice
NTAP trades at $235.68, near its 52-week high, with a bullish technical outlook supported by moving averages and strong quarterly earnings beats. The company reported robust profitability with a net income margin of 19.19% and ROE of 114.82% for 2025. Recent news highlights strategic AI partnerships with Oracle and Supermicro, enhancing its data infrastructure offerings and market positioning.
The stock presents growth potential driven by AI-driven demand and expanding partnerships, but faces risks from high valuation multiples and competitive pressures. Analyst consensus is mixed with a hold rating bias, though price targets suggest moderate downside from current levels. Investors should weigh strong fundamentals against valuation concerns and market volatility.
Twilio (TWLO) trades at $289.18, up 5.93% in the past 24 hours, with a bullish technical signal and strong earnings beats in recent quarters. The company's revenue growth accelerated to $5.07 billion in 2025, with net income turning positive at $33.83 million, and is projected to reach $1.1 billion in 2026. Recent inclusion in the S&P 500 index and positive analyst sentiment with 76.92% buy ratings highlight investor confidence, though high valuation multiples like a P/E of 38.09 and EV/EBITDA of 81.63 suggest premium pricing.
The outlook for Twilio is positive, driven by robust revenue growth, expanding profitability, and strategic positioning in AI-driven communications. Key risks include elevated valuation metrics that may limit upside, competitive pressures, and potential volatility from market reactions to earnings. Institutional interest remains strong, but investors should weigh growth prospects against current premium valuations.
Trailing returns across standard periods
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Latest headlines on both assets
NetApp is a leading provider of enterprise data management and storage solutions. The company's three operating business units are products, software maintenance, and hardware maintenance. NetApp transitioned from a data center storage firm to a company with software data management solutions for multicloud environments. The California-headquartered company sells globally and has approximately 10,000 employees.
Read more on NTAP →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 →