Twilio Segment vs mParticle

Side-by-side comparison of model-estimated upside.

Twilio Segment

-61%

est. 2Y upside i

Data & Analytics

Rank

#3899

Sector

Customer Data Platform

Est. Liquidity

~2Y

Data Quality

Data: High

Twilio Segment presents a risky equity opportunity due to its low revenue growth (~1% YoY, though modestly improved in 2025) and a high 10.7x revenue valuation multiple, especially in the face of a $286M impairment hit in 2024.

Last updated: March 10, 2026

mParticle

-64%

est. 2Y upside i

Data & Analytics

Rank

#3008

Sector

Customer Data Platform

Est. Liquidity

~2Y

Data Quality

Data: Medium

The equity opportunity is moderate, primarily tied to Rokt, which acquired mParticle for $300M in January 2025.

Last updated: March 10, 2026

Upside Comparison

Expected Upside

Twilio Segment
-61%
mParticle
-64%

Disclaimer: These rankings are AI-generated estimates and do not constitute financial or career advice. Always conduct your own due diligence.