Shopify Inc. vs Twilio Inc — how do they compare? Shopify Inc. trades at $170.85 (market cap $211.73B), while Twilio Inc trades at $289.47 (market cap $42.35B). The key difference: Shopify Inc. is far larger — about 5× Twilio Inc's market cap, and Shopify Inc. is more actively traded (7,146,651 versus 1,862,642). Which is the better fit depends on your goals — on Pluang, investors hold Shopify Inc. for 78 Days and Twilio Inc for 56 Days on average.
| SHOP | TWLO | |
|---|---|---|
Market Cap | $211.73B | $42.35B |
Volume | 7,146,651 | 1,862,642 |
Sector | Technology | Technology |
52-Week High | $179.01 | $301.27 |
52-Week Low | $95.40 | $106.23 |
Typical Hold Time | 78 Days | 56 Days |
Enterprise Value | $206.96B | $40.76B |
Signals from Pluang's Aura AI — not financial advice
Shopify (SHOP) trades at $170.85, up 2.96% today, showing strong momentum near its 52-week high. The stock exhibits bullish technical signals with positive moving averages, though RSI levels suggest potential overbought conditions. Fundamentally, Shopify demonstrates robust revenue growth from $5.6B in 2022 to $11.6B in 2025, with net income turning positive and reaching $1.23B. Recent earnings show mixed results with one miss and two beats in the last three quarters.
Shopify's outlook remains positive with accelerating merchant solutions growth and AI innovations, though elevated valuation metrics (P/E of 111.19) present risk. Analyst consensus is strongly bullish with 67% buy ratings and $168.63 price target. Key risks include competitive pressures from Amazon and valuation sensitivity to growth expectations.
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
Shopify Inc. provides a cloud-based commerce platform. The Company offers a platform for merchants to create an omni-channel experience that helps showcase the merchant's brand.
Read more on SHOP →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 →