Compare · CRWD vs TWLO
CRWD vs TWLO
Side-by-side comparison of CrowdStrike Holdings Inc. (CRWD) and Twilio Inc. (TWLO): market cap, price performance, sector, and recent activity on the wire.
Summary
- Both CRWD and TWLO operate in Computer Software: Prepackaged Software (Technology), so they compete in similar markets.
- CRWD is the larger of the two at $170.80B, about 5.0x TWLO ($34.30B).
- CRWD has been more active in the news (39 items in the past 4 weeks vs 7 for TWLO).
- Both have 25 recent analyst ratings on file.
- Company
- CrowdStrike Holdings Inc.
- Twilio Inc.
- Price
- $664.12-7.66%
- $226.11-4.44%
- Market cap
- $170.80B
- $34.30B
- 1M return
- +43.28%
- -
- 1Y return
- +44.51%
- -
- Industry
- Computer Software: Prepackaged Software
- Computer Software: Prepackaged Software
- Exchange
- NASDAQ
- NYSE
- IPO
- 2019
- 2016
- News (4w)
- 39
- 7
- Recent ratings
- 25
- 25
CrowdStrike Holdings Inc.
CrowdStrike Holdings, Inc. provides cloud-delivered solutions for endpoint and cloud workload protection in the United States, Australia, Germany, India, Israel, Romania, and the United Kingdom. It offers 19 cloud modules on its Falcon platform through a software as a service subscription-based model that covers various security markets, such as corporate workload security, security and vulnerability management, managed security services, IT operations management, threat intelligence services, identity protection, and log management. The company primarily sells its platform and cloud modules through its direct sales team. CrowdStrike Holdings, Inc. was incorporated in 2011 and is headquartered in Sunnyvale, California.
Twilio Inc.
Twilio Inc., together with its subsidiaries, provides a cloud communications platform that enables developers to build, scale, and operate customer engagement within software applications in the United States and internationally. Its customer engagement platform provides a set of application programming interfaces that handle the higher-level communication logic needed for nearly every type of customer engagement, as well as enable developers to embed voice, messaging, video, and email capabilities into their applications. The company was incorporated in 2008 and is headquartered in San Francisco, California.
Latest CRWD
- PRESIDENT AND CEO Kurtz George sold $868,977 worth of shares (1,220 units at $712.28), decreasing direct ownership by 0.06% to 2,137,022 units (SEC Form 4)
- PRESIDENT AND CEO Kurtz George sold $2,760,328 worth of shares (3,780 units at $730.25), decreasing direct ownership by 0.18% to 2,138,242 units (SEC Form 4)
- SEC Form 144 filed by CrowdStrike Holdings Inc.
- SEC Form 144 filed by CrowdStrike Holdings Inc.
- CrowdStrike downgraded by Berenberg with a new price target
- BMO Capital Markets reiterated coverage on CrowdStrike with a new price target
- Needham reiterated coverage on CrowdStrike with a new price target
- SEC Form 10-Q filed by CrowdStrike Holdings Inc.
- Director Gandhi Sameer K sold $1,404,909 worth of shares (1,809 units at $776.62) as part of a pre-agreed trading plan (SEC Form 4)
- PRESIDENT AND CEO Kurtz George sold $1,460,829 worth of shares (1,916 units at $762.44), decreasing direct ownership by 0.09% to 2,142,022 units (SEC Form 4)
Latest TWLO
- Director Rottenberg Erika sold $398,015 worth of shares (2,000 units at $199.01) as part of a pre-agreed trading plan (SEC Form 4)
- SEC Form 144 filed by Twilio Inc.
- Chief Executive Officer Shipchandler Khozema exercised 32,158 shares at a strike of $76.63 and sold $5,971,688 worth of shares (32,158 units at $185.70) as part of a pre-agreed trading plan (SEC Form 4)
- Director Stafman Andrew sold $184,140,000 worth of shares (1,000,000 units at $184.14) (SEC Form 4)
- Chief Financial Officer Viggiano Aidan sold $365,600 worth of shares (1,828 units at $200.00) as part of a pre-agreed trading plan, decreasing direct ownership by 1% to 127,345 units (SEC Form 4)
- Twilio Recognized as a Leader in the 2026 Gartner® Magic Quadrant™ for CPaaS for the Fourth Consecutive Year
- Chief Financial Officer Viggiano Aidan sold $271,676 worth of shares (1,376 units at $197.44), decreasing direct ownership by 0.90% to 129,173 units (SEC Form 4) to satisfy withholding tax
- Twilio to Participate in Upcoming Investor Events
- Director Stafman Andrew sold $130,639,500 worth of shares (675,000 units at $193.54) (SEC Form 4)
- Monness Crespi & Hardt reiterated coverage on Twilio with a new price target