Compare · NOW vs TWLO
NOW vs TWLO
Side-by-side comparison of ServiceNow Inc. (NOW) and Twilio Inc. (TWLO): market cap, price performance, sector, and recent activity on the wire.
Summary
- Both NOW and TWLO operate in Computer Software: Prepackaged Software (Technology), so they compete in similar markets.
- NOW is the larger of the two at $115.94B, about 3.4x TWLO ($34.30B).
- Over the past year, NOW is down 45.2% and TWLO is up 86.1% - TWLO leads by 131.4 points.
- NOW has been more active in the news (22 items in the past 4 weeks vs 7 for TWLO).
- Both have 25 recent analyst ratings on file.
- Company
- ServiceNow Inc.
- Twilio Inc.
- Price
- $112.44-5.87%
- $226.11-4.44%
- Market cap
- $115.94B
- $34.30B
- 1M return
- +26.27%
- +18.13%
- 1Y return
- -45.24%
- +86.14%
- Industry
- Computer Software: Prepackaged Software
- Computer Software: Prepackaged Software
- Exchange
- NYSE
- NYSE
- IPO
- 2012
- 2016
- News (4w)
- 22
- 7
- Recent ratings
- 25
- 25
ServiceNow Inc.
ServiceNow, Inc. provides enterprise cloud computing solutions that defines, structures, consolidates, manages, and automates services for enterprises worldwide. It operates the Now platform that offers workflow automation, artificial intelligence, machine learning, performance analytics, electronic service catalogs and portals, configuration management systems, data benchmarking, encryption, and collaboration and development tools. The company also provides information technology (IT) service management applications; IT service management product suite for enterprise's employees, customers, and partners; IT business management product suite to manage IT priorities; IT operations management product that connects a customer's physical and cloud-based IT infrastructure; IT Asset Management to automate IT asset lifecycles; and enterprise development operations product for developers' toolchain. In addition, it offers security incident management, threat enrichment intelligence, vulnerability response management, and security incident intelligence sharing security operation products; governance, risk, and compliance product to create policies and controls; human resources, legal, and workplace service delivery products; safe workplace applications; customer service management product; and field service management applications. Further, it provides App Engine product; IntegrationHub enables application to extend workflows; and professional, training, and customer support services. It serves government, financial services, healthcare, telecommunications, manufacturing, IT services, technology, oil and gas, education, and consumer products. It sells its products through direct sales team and resale partners. The company was formerly known as Service-now.com and changed its name to ServiceNow, Inc. in May 2012. The company was incorporated in 2004 and is headquartered in Santa Clara, 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 NOW
- City Year Receives $2.5M Grant from ServiceNow to Power Student Success and Build Future-Ready Talent Pipelines
- Director Briggs Teresa sold $173,376 worth of shares (1,595 units at $108.70), decreasing direct ownership by 13% to 11,010 units (SEC Form 4)
- SEC Form 3 filed by new insider Yuan Eric S.
- Director Luddy Frederic B was granted 3,260 shares, increasing direct ownership by 204% to 4,855 units (SEC Form 4)
- Director Chamberlain Paul Edward was granted 3,260 shares, increasing direct ownership by 7% to 48,190 units (SEC Form 4)
- Director Briggs Teresa was granted 3,260 shares, increasing direct ownership by 35% to 12,605 units (SEC Form 4)
- Director Jackson Lawrence was granted 3,260 shares, increasing direct ownership by 202% to 4,875 units (SEC Form 4)
- Director Sands Anita M was granted 3,260 shares, increasing direct ownership by 11% to 33,350 units (SEC Form 4)
- Director Bostrom Susan L was granted 3,260 shares, increasing direct ownership by 18% to 21,685 units (SEC Form 4)
- Director Quinlan Larry was granted 3,260 shares, increasing direct ownership by 40% to 11,465 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