Trade Desk Inc vs Twilio Inc — how do they compare? Trade Desk Inc trades at $12.4 (market cap $5.72B), while Twilio Inc trades at $276.61 (market cap $41.93B). The key difference: Twilio Inc is far larger — about 7.3× Trade Desk Inc's market cap, and Twilio Inc is trading nearer its 52-week high, Trade Desk Inc nearer its low. Which is the better fit depends on your goals — on Pluang, investors hold Trade Desk Inc for 72 Days and Twilio Inc for 56 Days on average.
| TTD | TWLO | |
|---|---|---|
Market Cap | $5.72B | $41.93B |
Volume | 14,380,236 | 3,480,421 |
Sector | Media | Technology |
52-Week High | $54.13 | $301.27 |
52-Week Low | $11.92 | $106.23 |
Typical Hold Time | 72 Days | 56 Days |
Enterprise Value | $4.66B | $40.34B |
Signals from Pluang's Aura AI — not financial advice
TTD trades at $12.34, down 3.52% today and 68% year-to-date, reflecting bearish technical signals and recent earnings misses. Revenue grew to $2.90B in 2025 with a 15.3% net margin, but 2026 guidance indicates slowing growth. The stock faces pressure from competition and index removal flows, with analyst consensus at a $14.72 price target amid mixed sentiment.
Outlook remains cautious due to competitive threats and slowing revenue growth, though valuation ratios appear low. Key risks include execution challenges and macroeconomic headwinds, while potential upside hinges on market share retention and cost management improvements.
Twilio (TWLO) trades at $275.77, down 1.65% on the day, with a bullish technical signal from moving averages and neutral oscillators. The company has beaten earnings estimates for three consecutive quarters, with Q3 2026 results pending. Revenue growth accelerated to $5.07 billion in 2025, and net income turned positive at $33.83 million, marking a significant improvement from prior losses. Recent inclusion in the S&P 500 index highlights its market recognition and stability.
The outlook remains positive with strong analyst support (76.92% buy ratings) and a consensus price target of $254.65, though current price exceeds this. Key risks include high valuation multiples (P/E 37.71, EV/EBITDA 80.78) and competitive pressures in the customer engagement space. Upside potential hinges on sustained earnings beats and Voice AI adoption, but investors should monitor margin trends and execution risks.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
Latest headlines on both assets
The Trade Desk Inc is engaged in providing a technology platform for ad buyers. Through its cloud-based platform ad buyers can create, manage, and optimize data-driven digital advertising campaigns across ad formats and channels, including display, video, audio, in-app, native and social, on a multitude of devices. Its products include Data Management Platform, Cross-Device Targeting, Video Advertising, Mobile Advertising, and others.
Read more on TTD →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 →