Tapestry, Inc. vs Twilio Inc — how do they compare? Tapestry, Inc. trades at $116.09 (market cap $23.09B), while Twilio Inc trades at $289.41 (market cap $42.35B). The key difference: Twilio Inc is the larger of the two by market cap, and Tapestry, Inc. pays a 1.6% dividend while Twilio Inc pays none. Which is the better fit depends on your goals — on Pluang, investors hold Tapestry, Inc. for 70 Days and Twilio Inc for 56 Days on average.
| TPR | TWLO | |
|---|---|---|
Market Cap | $23.09B | $42.35B |
Volume | 2,745,259 | 1,862,642 |
Sector | Consumer Cyclical | Technology |
52-Week High | $164.78 | $301.27 |
52-Week Low | $98.81 | $106.23 |
Typical Hold Time | 70 Days | 56 Days |
Enterprise Value | $25.89B | $40.76B |
Dividend Yield | 1.6% | — |
Signals from Pluang's Aura AI — not financial advice
TPR trades at $116.24, up 2.51% today, showing strong momentum after recent earnings beats. The stock faces technical resistance near $117-119 but maintains bullish analyst support with a $174.64 consensus target. Recent financials show revenue growth to $7.01B in 2025, though net income declined to $183M. The company benefits from strong brand performance with Coach driving growth, while expanding digital presence through Google partnerships.
Outlook remains positive with 73% analyst buy ratings and projected 2026 revenue of $8B. Key risks include Kate Spade execution challenges, tariff pressures, and premium valuation at 15.93 P/E. The stock offers 50% upside to consensus target but requires monitoring of margin expansion and international growth execution.
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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Coach, Kate Spade, and Stuart Weitzman are the fashion and accessory brands that comprise Tapestry. The firm's products are sold through about 1,400 company-operated stores, wholesale channels, and e-commerce in North America (67% of fiscal 2022 sales), Europe, Asia (28% of fiscal 2022 sales), and elsewhere. Coach (74% of fiscal 2022 sales) is best known for affordable luxury leather products. Kate Spade (22% of fiscal 2022 sales) is known for colorful patterns and graphics. Women's handbags and accessories produced 69% of Tapestry's sales in fiscal 2022. Stuart Weitzman, Tapestry's smallest brand, generates nearly all its revenue from women's footwear.
Read more on TPR →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 →