Compare · SAP vs TWLO
SAP vs TWLO
Side-by-side comparison of SAP SE (SAP) and Twilio Inc. (TWLO): market cap, price performance, sector, and recent activity on the wire.
Summary
- Both SAP and TWLO operate in Computer Software: Prepackaged Software (Technology), so they compete in similar markets.
- SAP is the larger of the two at $240.92B, about 7.0x TWLO ($34.53B).
- Over the past year, SAP is down 37.3% and TWLO is up 91.8% - TWLO leads by 129.1 points.
- TWLO has been more active in the news (9 items in the past 4 weeks vs 3 for SAP).
- Both have 25 recent analyst ratings on file.
- Company
- SAP SE
- Twilio Inc.
- Price
- $190.88-2.61%
- $229.48+0.80%
- Market cap
- $240.92B
- $34.53B
- 1M return
- +11.82%
- +25.22%
- 1Y return
- -37.31%
- +91.81%
- Industry
- Computer Software: Prepackaged Software
- Computer Software: Prepackaged Software
- Exchange
- NYSE
- NYSE
- IPO
- 2016
- News (4w)
- 3
- 9
- Recent ratings
- 25
- 25
SAP SE
SAP SE operates as an enterprise application software company worldwide. The company operates through four segments: Applications, Technology & Support; Concur; Qualtrics; and Services. It offers SAP S/4HANA, an enterprise resource planning suite for intelligent technologies; SAP Integrated Business Planning for Supply Chain, a cloud-based solution that delivers real-time supply chain planning capabilities; SAP Intelligent Asset Management, a solution that helps to define, plan, and monitor service and maintenance strategy; SAP SuccessFactors Human Experience Management Suite, a cloud software that helps to develop, manage, and engage people; SAP Ariba, a digital business-to-business marketplace; SAP Concur, a travel and expense management software; and SAP Fieldglass, a cloud application for services procurement and contingent workforce management. The company also provides SAP solutions for enterprise information management that offers capabilities to understand, integrate, cleanse, manage, associate, and archive data; SAP HANA and SAP HANA Cloud, which enables businesses to process and analyze live data; SAP Analytics Cloud, a cloud analytics solution; SAP BusinessObjects Business Intelligence, a suite of flexible and scalable self-service BI tools; SAP Data Warehouse Cloud, a cloud data warehouse solution for business and IT users; and SAP BW/4HANA, an on-premise data warehouse solution. In addition, it offers SAP Integration Suite that help customers with holistic integration, and API-based and event-based integrations; SAP Extension Suite that provides ready-to-use services to accelerate and develop application extensions; SAP Internet of Things, a cloud solution that generates business outcomes; and SAP Intelligent Robotic Process Automation, a software robot to mimic human actions and responses. SAP SE was founded in 1972 and is headquartered in Walldorf, Germany.
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 SAP
- Answerthink® Receives 2026 North America SAP® Partner Award for SAP Business Data Cloud Success
- SAP Unveils the Autonomous Enterprise
- SAP and Cyberwave Deploy Fully Autonomous AI-Powered Robots in Live SAP Logistics Warehouse
- SEC Form 6-K filed by SAP SE
- SAP Executives to Participate in Upcoming Investor Events
- SAP to Acquire Prior Labs to Establish a Globally Leading Frontier AI Lab in Europe
- SAP to Acquire Dremio to Unify SAP and Non-SAP Data to Power Agentic AI
- SEC Form 6-K filed by SAP SE
- Tangible Growth and SAP Signavio announce strategic partnership to bring corporate strategy to business transformation
- SAP and S3NS Accelerate Trusted Cloud Adoption in France With Thales as First Strategic Customer
Latest TWLO
- 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
- Director Rottenberg Erika sold $277,974 worth of shares (1,500 units at $185.32) as part of a pre-agreed trading plan (SEC Form 4)