PubMatic Inc vs Twilio Inc — how do they compare? PubMatic Inc trades at $18.67 (market cap $850.88M), while Twilio Inc trades at $289.41 (market cap $42.35B). The key difference: Twilio Inc is far larger — about 49.8× PubMatic Inc's market cap, and PubMatic Inc is more actively traded (997,698 versus 1,862,642). Which is the better fit depends on your goals — on Pluang, investors hold PubMatic Inc for 40 Days and Twilio Inc for 56 Days on average.
| PUBM | TWLO | |
|---|---|---|
Market Cap | $850.88M | $42.35B |
Volume | 997,698 | 1,862,642 |
Sector | Technology | Technology |
52-Week High | $19.18 | $301.27 |
52-Week Low | $6.28 | $106.23 |
Typical Hold Time | 40 Days | 56 Days |
Enterprise Value | $754.01M | $40.76B |
Signals from Pluang's Aura AI — not financial advice
PubMatic (PUBM) trades at $18.72, up 0.81% with bullish technical signals from moving averages. The company shows mixed fundamentals with strong revenue growth but negative profitability metrics, including a -4.66% net margin. Recent Q2 2026 earnings beat expectations with -$0.03 EPS versus -$0.18 expected, while analyst consensus remains strongly positive with 11 buy ratings and a $19.89 price target. Operating cash flow improved to $81M in 2025, supporting business stability.
The outlook suggests potential upside near analyst targets, though profitability challenges and CFO transition pose risks. Revenue growth in mobile app and CTV segments provides catalysts, while high P/E of 132 indicates premium valuation. Investment opportunity exists for growth-focused investors tolerant of current losses, with sentiment supported by AI-driven ad tech adoption.
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.
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Latest headlines on both assets
PubMatic Inc is engaged in the digital advertising business. The company provides a specialized cloud infrastructure platform that enables real-time programmatic advertising transactions. The platform helps independent app developers and publishers to control and maximize their digital advertising businesses.
Read more on PUBM →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 →