TWLO vs ZS vs CRWV
161 measures in 16 categories, one definition each, computed from filings and market data.
CRWV17.2
CoreWeave, Inc. Class A Common Stock
Technology · Software - Infrastructure
$61.39 −11.91%$33.8B mkt cap
Score DNA
Price, rebased to 100 three years ago
TWLO ZS CRWV · weekly adjusted closesSmart money 8Valuation 16Profitability (TTM) 12Returns on capital 11Growth 17Margin history & stability 7Liquidity (latest quarter) 7Leverage & solvency (latest quarter) 13Efficiency 11Cash flow & earnings quality 7Dividends & buybacks 9Scores & forensic checks 15Per share 7Size (TTM) 8Price performance 9Technicals 4
● marks the highest or lowest value where that direction is plainly stronger (margins, returns, coverage, leverage); multiples and yields are left unmarked. Bars show each stock's percentile within its own industry. n/a: the measure does not apply to lenders and insurers.
Smart money
8 measures| Measure | TWLO | ZS | CRWV |
|---|---|---|---|
| Insider open-market buys, 180d | 0 | 0 | 0 |
| Insider $ bought, 180d | — | — | — |
| Congress purchases, 180d | 3 | 0 | 0 |
| Last Congress purchase | 2026-05-04 | — | — |
| 13F net change in holders | +153 | — | +193 |
| ETFs adding shares, 30d | 1,167 | 852 | 806 |
| ETFs trimming, 30d | 863 | 665 | 612 |
| Net ETF funds, 30d | +304 | +187 | +194 |
Valuation
16 measures| Measure | TWLO | ZS | CRWV |
|---|---|---|---|
| P/E (TTM) | 32.7x
54th
|
— | — |
| PEG (P/E ÷ 3-yr EPS CAGR) | — | — | — |
| Price / sales | 6.7x
70th
|
10.1x
85th
|
4.5x
59th
|
| Price / book | 4.2x
42nd
|
13.0x
84th
|
6.7x
65th
|
| Price / tangible book | 9.5x
42nd
|
20.8x
68th
|
14.9x
54th
|
| Price / free cash flow | 33.8x
71st
|
39.7x
76th
|
— |
| Price / operating cash flow | 34.2x
82nd
|
29.9x
78th
|
4.9x
4th
|
| Enterprise value | $35.9B
88th
|
$32.2B
85th
|
$79.0B
90th
|
| EV / sales | 6.4x
66th
|
9.6x
80th
|
10.4x
82nd
|
| EV / EBITDA | 110.9x
90th
|
172.6x
96th
|
20.0x
50th
|
| EV / EBIT | 208.1x
92nd
|
— | — |
| EV / free cash flow | 32.4x
69th
|
37.8x
74th
|
— |
| Earnings yield | 3.1%
58th
|
-0.2%
19th
|
-5.7%
9th
|
| FCF yield | 3.0%
37th
|
2.5%
32nd
|
-40.4%
0th
|
| Operating cash flow yield | 2.9%
21st
|
3.3%
25th
|
20.5%
96th
|
| Graham number (per share) | $95.38
93rd
|
— | — |
Profitability (TTM)
12 measures| Measure | TWLO | ZS | CRWV |
|---|---|---|---|
| Gross margin | 48.5%
28th
|
76.8%
70th
|
67.4%
44th
|
| EBITDA margin | 5.8%
20th
|
5.6%
17th
|
51.9%
95th
|
| Operating margin | 5.5%
38th
|
-4.0%
15th
|
-3.0%
17th
|
| EBIT margin | 3.1%
27th
|
-0.2%
19th
|
-0.7%
17th
|
| Net margin | 20.6%
78th
|
-1.9%
17th
|
-25.4%
9th
|
| NOPAT margin | 36.6%
95th
|
-3.1%
15th
|
-2.4%
17th
|
| FCF margin | 19.9%
57th
|
25.4%
69th
|
-179.9%
5th
|
| Operating cash flow margin | 19.7%
37th
|
33.7%
77th
|
91.1%
96th
|
| R&D / revenue | 19.0%
62nd
|
26.9%
83rd
|
0.0%
0th
|
| SG&A / revenue | 22.6%
31st
|
53.8%
90th
|
11.5%
4th
|
| Stock comp / revenue | 10.6%
73rd
|
24.5%
96th
|
8.2%
58th
|
| Effective tax rate | — | 21.0%
48th
|
21.0%
48th
|
Returns on capital
11 measures| Measure | TWLO | ZS | CRWV |
|---|---|---|---|
| ROE (on average equity) | 13.5%
51st
|
-2.9%
13th
|
-43.6%
3rd
|
| ROA | 11.1%
72nd
|
-0.9%
19th
|
-3.7%
14th
|
| ROIC | 27.6%
75th
|
-10.7%
19th
|
-0.4%
28th
|
| ROCE | 1.7%
26th
|
-0.1%
20th
|
-0.1%
21st
|
| Return on tangible assets | 1.7%
26th
|
-0.1%
19th
|
-0.1%
17th
|
| Cash ROIC (OCF / invested capital) | 14.8%
23rd
|
115.3%
79th
|
13.8%
21st
|
| Gross profitability (GP / assets) | 25.0%
28th
|
32.7%
51st
|
6.6%
6th
|
| ROIC, 3-yr average | -8.2%
15th
|
— | — |
| ROIC, 5-yr average | -1.1%
33rd
|
-1.7%
29th
|
— |
| ROE, 5-yr average | -3.2%
47th
|
-21.0%
13th
|
— |
| Incremental ROIC | 212.6%
91st
|
-8.4%
28th
|
0.8%
37th
|
Growth
17 measures| Measure | TWLO | ZS | CRWV |
|---|---|---|---|
| Revenue growth (TTM YoY) | 17.8%
59th
|
25.4%
78th
|
245.9%
99th
|
| Revenue growth (QoQ) | 6.6%
57th
|
5.6%
49th
|
23.9%
93rd
|
| Revenue CAGR, 3 yr | 11.2%
45th
|
27.5%
86th
|
— |
| Revenue CAGR, 5 yr | 19.8%
67th
|
37.9%
87th
|
— |
| Gross profit CAGR, 3 yr | 12.8%
51st
|
27.1%
77th
|
— |
| Operating income CAGR, 3 yr | — | — | — |
| Net income growth (TTM YoY) | — | — | — |
| Net income CAGR, 3 yr | — | — | — |
| EPS growth (TTM YoY) | — | — | — |
| EPS CAGR, 3 yr | — | — | — |
| EPS CAGR, 5 yr | — | — | — |
| FCF growth (TTM YoY) | 53.2%
67th
|
17.3%
52nd
|
— |
| FCF CAGR, 3 yr | — | 36.7%
75th
|
— |
| Operating cash flow CAGR, 3 yr | — | 34.7%
70th
|
— |
| Book value CAGR, 3 yr | 1.1%
30th
|
48.5%
90th
|
— |
| Dividend CAGR, 3 yr | — | — | — |
| Sustainable growth rate | 13.5%
44th
|
— | — |
Margin history & stability
7 measures| Measure | TWLO | ZS | CRWV |
|---|---|---|---|
| Gross margin, 3-yr average | 49.0%
31st
|
77.2%
74th
|
— |
| Operating margin, 3-yr average | 0.7%
38th
|
-4.8%
23rd
|
— |
| Net margin, 3-yr average | 2.3%
44th
|
-2.0%
32nd
|
— |
| FCF margin, 3-yr average | 17.9%
58th
|
26.5%
75th
|
— |
| Revenue stability (0-1) | 0.96
49th
|
1.00
84th
|
— |
| Earnings stability (0-1) | 0.66
53rd
|
0.69
61st
|
— |
| Margin stability (0-1) | 0.97
69th
|
0.99
100th
|
— |
Liquidity (latest quarter)
7 measures| Measure | TWLO | ZS | CRWV |
|---|---|---|---|
| Cash & short-term investments | $2.7B
81st
|
$3.5B
86th
|
$6.4B
94th
|
| Net cash (− = net debt) | $1.6B
89th
|
$1.6B
90th
|
−$45.2B
2nd
|
| Working capital | $2.9B
95th
|
$2.1B
90th
|
−$11.4B
0th
|
| Current ratio | 4.62
91st
|
1.70
69th
|
0.46
0th
|
| Quick ratio | 4.62
91st
|
1.70
70th
|
0.46
0th
|
| Cash ratio (cash + ST investments / current liabilities) | 3.28
90th
|
1.17
67th
|
0.31
14th
|
| Defensive interval (days) | 520 days
54th
|
623 days
63rd
|
611 days
62nd
|
Leverage & solvency (latest quarter)
13 measures| Measure | TWLO | ZS | CRWV |
|---|---|---|---|
| Total debt | $1.1B
64th
|
$1.9B
72nd
|
$51.6B
98th
|
| Debt / equity | 0.12
33rd
|
0.71
57th
|
10.27
99th
|
| Net debt / equity | −0.18
57th
|
−0.62
32nd
|
9.00
99th
|
| Debt / assets | 9.8%
37th
|
23.6%
46th
|
67.0%
89th
|
| Debt / capital | 10.6%
33rd
|
41.7%
56th
|
91.1%
97th
|
| Debt / EBITDA | 3.29
62nd
|
9.95
90th
|
13.09
96th
|
| Net debt / EBITDA | −4.91
20th
|
−8.67
10th
|
11.47
99th
|
| Interest coverage (EBIT / interest) | — | −0.5x
18th
|
−0.1x
22nd
|
| Cash interest coverage | — | 95.8x
85th
|
8.6x
42nd
|
| Debt payback (years of OCF) | 1.0 yrs
38th
|
1.6 yrs
44th
|
7.5 yrs
87th
|
| Liabilities / assets | 17.2%
6th
|
67.0%
54th
|
93.5%
84th
|
| IS credit model rating | AA | BB+ | CCC |
| Implied credit spread (bps) | 80
23rd
|
400
65th
|
1,200
95th
|
Efficiency
11 measures| Measure | TWLO | ZS | CRWV |
|---|---|---|---|
| Asset turnover | 0.54
47th
|
0.47
35th
|
0.15
6th
|
| Fixed asset turnover | 29.86
85th
|
3.77
19th
|
0.12
0th
|
| Inventory turnover | — | — | — |
| Receivables turnover | 8.3
69th
|
3.1
5th
|
3.4
6th
|
| Days sales outstanding | 44 days
32nd
|
117 days
95th
|
108 days
94th
|
| Days inventory outstanding | — | — | — |
| Days payables outstanding | 9 days
16th
|
22 days
38th
|
359 days
96th
|
| Cash conversion cycle (days) | 35 days
51st
|
94 days
94th
|
−251 days
2nd
|
| Capex / revenue | — | 8.3%
85th
|
271.0%
96th
|
| Capex / depreciation | — | 1.44
90th
|
5.15
95th
|
| Operating expense ratio | 42.8%
32nd
|
78.5%
88th
|
67.8%
67th
|
Cash flow & earnings quality
7 measures| Measure | TWLO | ZS | CRWV |
|---|---|---|---|
| Operating cash flow / net income | 0.95
12th
|
— | — |
| FCF / net income | 0.97
19th
|
— | — |
| FCF / operating cash flow | — | 75.5%
27th
|
-197.6%
0th
|
| Capex / operating cash flow | — | 24.5%
73rd
|
297.6%
100th
|
| Accruals ratio | 0.5%
91st
|
-16.7%
20th
|
-17.1%
15th
|
| Sloan accruals ratio | -0.3%
63rd
|
-8.2%
32nd
|
-22.8%
6th
|
| Earnings quality score (0-1) | 0.75
11th
|
— | — |
Scores & forensic checks
15 measures| Measure | TWLO | ZS | CRWV |
|---|---|---|---|
| IS score | 73
78th
|
47
30th
|
17
0th
|
| IS profitability | 60
67th
|
20
14th
|
20
11th
|
| IS growth | 71
61st
|
52
24th
|
52
24th
|
| IS value | 48
68th
|
20
2nd
|
27
20th
|
| IS momentum | 86
60th
|
50
6th
|
50
6th
|
| IS risk (safety) | 100
67th
|
80
52nd
|
15
12th
|
| IS quality | 74
67th
|
48
20th
|
19
1st
|
| IS balance sheet | 91
86th
|
65
49th
|
19
14th
|
| IS earnings quality | 77
86th
|
24
4th
|
23
2nd
|
| IS cash flow | 79
63rd
|
64
44th
|
22
4th
|
| Piotroski F-score (0-9) | 6
36th
|
5
16th
|
3
1st
|
| Altman Z-score | 10.5
90th
|
3.3
54th
|
0.3
12th
|
| Beneish M-score | −2.14
81st
|
−2.65
45th
|
−2.15
80th
|
| Ohlson O-score | −11.89
4th
|
−6.87
52nd
|
−5.07
80th
|
| IS credit score | 87
70th
|
48
35th
|
7
0th
|
Size (TTM)
8 measures| Measure | TWLO | ZS | CRWV |
|---|---|---|---|
| Market cap | $37.5B
89th
|
$33.8B
88th
|
$33.8B
86th
|
| Revenue | $5.6B
89th
|
$3.4B
77th
|
$7.6B
94th
|
| EBITDA | $324.0M
65th
|
$186.6M
53rd
|
$3.9B
98th
|
| Net income | $1.1B
94th
|
−$63.2M
16th
|
−$1.9B
0th
|
| Free cash flow | $1.1B
85th
|
$852.4M
79th
|
−$13.7B
1st
|
| Total assets | $10.8B
83rd
|
$7.9B
77th
|
$77.1B
98th
|
| Shareholders' equity | $9.0B
93rd
|
$2.6B
77th
|
$5.0B
88th
|
| Employees | 5,587
73rd
|
8,700
86th
|
2,189
42nd
|
Price performance
9 measures| Measure | TWLO | ZS | CRWV |
|---|---|---|---|
| 1 day | −10.7% | −5.9% | −11.9% |
| 1 week | −15.6% | −11.3% | −25.2% |
| 1 month | −0.8% | +5.0% | −23.1% |
| 3 months | +19.0% | +38.4% | −16.0% |
| 6 months | +74.3% | +54.0% | −47.5% |
| Year to date | +76.5% | −6.0% | −22.6% |
| 1 year | +126.5% | −31.4% | −55.9% |
| 3 years, cumulative | +325.4% | +19.8% | — |
| 5 years, cumulative | −23.8% | −22.2% | — |
Technicals
4 measures| Measure | TWLO | ZS | CRWV |
|---|---|---|---|
| RSI 14 | 39.9 | 51.4 | 29.5 |
| From 52-week high | −20.8% | −38.5% | −59.2% |
| From 52-week low | +133.8% | +80.9% | +3.2% |
| Beta | 1.36 | 0.94 | 7.32 |
InsiderStreet reports findings from filings and market data. A comparison is not a recommendation to buy or sell either stock.Every figure is computed in code · data as of 2026-10-17