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 $120.85B, about 4.1x TWLO ($29.68B).
- Over the past year, CRWD is up 5.6% and TWLO is up 89.7% - TWLO leads by 84.1 points.
- CRWD has been more active in the news (36 items in the past 4 weeks vs 14 for TWLO).
- Both have 25 recent analyst ratings on file.
- Company
- CrowdStrike Holdings Inc.
- Twilio Inc.
- Price
- $468.21-1.74%
- $191.28-2.27%
- Market cap
- $120.85B
- $29.68B
- 1M return
- +10.59%
- +44.32%
- 1Y return
- +5.61%
- +89.71%
- Industry
- Computer Software: Prepackaged Software
- Computer Software: Prepackaged Software
- Exchange
- NASDAQ
- NYSE
- IPO
- 2019
- 2016
- News (4w)
- 36
- 14
- 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
- CrowdStrike Advances Ecosystem Engagement into a Real-Time Growth Engine with New Mobile App
- PRESIDENT AND CEO Kurtz George sold $1,350,402 worth of shares (2,882 units at $468.56), decreasing direct ownership by 0.13% to 2,192,022 units (SEC Form 4)
- CHIEF FINANCIAL OFFICER Podbere Burt W. sold $883,799 worth of shares (1,933 units at $457.22), decreasing direct ownership by 1% to 180,966 units (SEC Form 4) to cover withholding tax
- PRESIDENT AND CEO Kurtz George sold $4,172,434 worth of shares (9,069 units at $460.08) as part of a pre-agreed trading plan, decreasing direct ownership by 0.41% to 2,194,904 units (SEC Form 4) (tax liability)
- SEC Form DEFA14A filed by CrowdStrike Holdings Inc.
- SEC Form DEF 14A filed by CrowdStrike Holdings Inc.
- CrowdStrike Promotes Amanda Adams to SVP of Global Alliances
- CrowdStrike Expands Project QuiltWorks, the Cybersecurity Coalition for Securing Frontier AI Risk
- CrowdStrike Falcon OverWatch for Defender Extends Managed Threat Hunting to Microsoft Endpoint Customers
- SEC Form 144 filed by CrowdStrike Holdings Inc.
Latest TWLO
- Twilio's Next Generation Platform: An Infrastructure Layer for Every Conversation in the Agentic Era
- SEC Form 144 filed by Twilio Inc.
- SEC Form 10-Q filed by Twilio Inc.
- Monness Crespi & Hardt reiterated coverage on Twilio with a new price target
- Twilio Inc. filed SEC Form 8-K: Results of Operations and Financial Condition, Financial Statements and Exhibits
- Twilio Announces First Quarter 2026 Results
- SEC Form SCHEDULE 13G filed by Twilio Inc.
- SEC Form DEFA14A filed by Twilio Inc.
- SEC Form DEF 14A filed by Twilio Inc.
- Director Rottenberg Erika sold $268,239 worth of shares (1,800 units at $149.02) as part of a pre-agreed trading plan (SEC Form 4)