Twilio vs onsemi
Twilio and onsemi are presented to help readers understand how two technology companies operate within communications and semiconductor markets. This page compares business models, financial performance, and market context to offer neutral, accessible insight. Educational content, not financial advice.
Twilio and onsemi are presented to help readers understand how two technology companies operate within communications and semiconductor markets. This page compares business models, financial performan...
Which Baskets Do They Appear In?
Serverless Orchestration
These carefully selected companies are powering the future of software development, enabling applications to run and scale automatically without the headache of server management. Our expert analysts have identified the leaders driving this revolutionary shift in how modern apps are built and deployed.
Published: June 17, 2025
Explore BasketWhich Baskets Do They Appear In?
Serverless Orchestration
These carefully selected companies are powering the future of software development, enabling applications to run and scale automatically without the headache of server management. Our expert analysts have identified the leaders driving this revolutionary shift in how modern apps are built and deployed.
Published: June 17, 2025
Explore BasketInvestment Analysis
Twilio
TWLO
Pros
- Twilio has a strong long-term growth forecast with predicted stock price increases reaching up to $250 by the end of 2027 and $500 by 2034.
- The company maintains solid liquidity metrics, including a quick ratio of 4.17 and a current ratio of 4.78, reflecting good short-term financial health.
- There is notable analyst optimism with 22 analysts giving a consensus buy rating and recent earnings estimate upgrades for fiscal 2025.
Considerations
- Twilio’s price-to-earnings ratio is relatively high at about 30, indicating a potentially expensive valuation compared to peers with lower P/E ratios.
- Some forecasts predict a near-term stock price decline of up to 13.5% by the end of 2025, showing downside risk in the short term.
- Return on assets and return on equity are lower than industry peers, suggesting room for improvement in profitability and capital efficiency.
onsemi
ON
Pros
- ON Semiconductor is the second-largest power chipmaker globally, providing a strong competitive position in automotive and industrial semiconductor markets.
- The company has a market capitalization of approximately $20.5 billion, indicating substantial scale and resources.
- It delivers significant revenue per employee, demonstrating operational efficiency in its manufacturing and sales processes.
Considerations
- ON Semiconductor’s price-to-earnings ratio above 60 signals a potentially high valuation relative to earnings, which may concern value-focused investors.
- The stock exhibits relatively high beta (~1.98), implying greater volatility and possible sensitivity to market fluctuations and cyclicality.
- Heavy exposure to automotive and industrial sectors could pose risks in a downturn or saturation in those markets.
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