Select Medical Holdings Corporation vs Twilio Inc — how do they compare? Select Medical Holdings Corporation trades at $16.51 (market cap $2.05B), while Twilio Inc trades at $195.94 (market cap $31.15B). The key difference: Twilio Inc is far larger — about 15.2× Select Medical Holdings Corporation's market cap, and Select Medical Holdings Corporation pays a 1.51% dividend while Twilio Inc pays none. Which is the better fit depends on your goals.
| SEM | TWLO | |
|---|---|---|
Market Cap | $2.05B | $31.15B |
Sector | Health | Technology |
52-Week High | $16.66 | $236.64 |
52-Week Low | $11.77 | $92.44 |
Enterprise Value | $5.01B | $29.87B |
Dividend Yield | 1.51% | — |
Signals from Pluang's Aura AI — not financial advice
No Aura AI signal available yet.
Twilio (TWLO) trades at $196.22, down 5.11% in the last session, as investors await Q2 2026 earnings on August 6. The stock shows a bullish technical signal with strong moving average support and oversold RSI conditions. Fundamentally, the company has delivered three consecutive earnings beats with revenue growth from $3.8B in 2022 to $5.1B in 2025, though profitability remains modest with a 1.96% net margin. Operating cash flow improved significantly to $1.0B in 2025, indicating stronger business execution.
The outlook remains positive with 77% analyst buy ratings and a $227.64 consensus price target representing 16% upside. Key opportunities include AI-powered communication growth and margin expansion, while risks center on high valuation multiples (P/E 311) and competitive pressures. The upcoming earnings report will be critical for validating the company's turnaround strategy.
Trailing returns across standard periods
Latest headlines on both assets
Select Medical Holdings Corporation is one of the largest operators of critical illness recovery hospitals, rehabilitation hospitals, outpatient rehabilitation clinics, and occupational health centers in the United States. The company's services focus on treating patients with serious illnesses, injuries, and post-acute care needs. SEM provides specialized care across various settings, aiming to help patients recover and return home.
Read more on SEM →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 →