Stock · TWLO · Technology
United States · Large Cap · listed since 2016 · Revenue 12 mo. $5.8B
Price as of 11/06/2026
Twilio Inc., together with its subsidiaries, provides customer engagement platform solutions in the United States and internationally.
Twilio Inc., together with its subsidiaries, provides customer engagement platform solutions in the United States and internationally. The company provides various application programming interfaces and software solutions for communications between customers and end users, including messaging, voice, email, video interactions, digital engagement centers, marketing campaigns, and user authentication and identity solutions. It also offers software products to build direct and personalized relationships with their end users, such as Segment, a platform that provides tools to harness the power of contextual data by unifying real-time information collected throughout each customer's journey into a unique profile. Twilio Inc. was incorporated in 2008 and is headquartered in San Francisco, California.
Original text from the data provider
Summary
46.7 of 100
Mean of the six area values. Each area value is the mean of the stock's ranks among the companies in its sector. 50 is the middle of the sector, not a share of companies beaten.
Analysis
What the price requires
If free cash flow stays at €927M (2025), it supports €10.3B. The remaining €19.5B of the market value assume it grows 14.8% a year for 10 years and not at all afterwards.
Required FCF growth per year
14.8%
no growth afterwards
Price to operating cash flow 27.5×, within its usual range.
Middle half of 13 quarters: 19.0× to 31.1×, median 22.1×.
Measures only against its own past, not against what the company is worth. Price as of 11/06/2026.
with respect to the priced-in expectation
with respect to the priced-in expectation
Since the last quarter
Q2 → Q3 2026
3 more unchanged: Revenue, 12 mo., Gross margin, Return on equity
Derivation
Each area value is the average of its metrics' ranks within the sector (0 to 100, 50 is the middle). For metrics where lower is better, the rank is mirrored. The overall value is the average of the area values.
Price as of 11/06/2026.
| Metric | Stock | Sector median | Position in sector |
|---|---|---|---|
| Return on equity | 0.43% | 14.60% | Rank 12 |
| Return on capital (Greenblatt) | 6.01% | 29.77% | Rank 17 |
| EBIT margin | 3.45% | 17.40% | Rank 13 |
| FCF margin | 20.39% | 18.54% | Rank 60 |
| Gross margin | 48.92% | 48.47% | Rank 51 |
| Metric | Stock | Sector median | Position in sector |
|---|---|---|---|
| Revenue growth, 1 year | 13.66% | 12.70% | Rank 54 |
| Earnings growth, 3 years per yeardoes not count towards the rank | – | 9.54% | |
| Earnings growth, 5 years per yeardoes not count towards the rank | – | 14.07% | |
| Sustainable growth (ROE × retained earnings) | −0.59% | 2.87% | Rank 0 |
| Metric | Stock | Sector median | Position in sector |
|---|---|---|---|
| Earnings yield | 0.10% | 2.64% | Rank 11 |
| FCF yield | 3.11% | 3.06% | Rank 50 |
| EV/saleslower is better | 6.28 | 5.18 | Rank 42 |
| EV/EBITlower is better | 182.17 | 26.24 | Rank 7 |
| Metric | Stock | Sector median | Position in sector |
|---|---|---|---|
| Share price, 1 year | 48.87% | −0.59% | Rank 88 |
| Share price, 6 months | 0.64% | −4.46% | Rank 55 |
| Share price, 3 months | −11.14% | −5.84% | Rank 42 |
| Distance from 52-week high | −32.94% | −33.23% | Rank 51 |
| Metric | Stock | Sector median | Position in sector |
|---|---|---|---|
| Accruals (Sloan)lower is better | −10.70% | 1.65% | Rank 95 |
| Change in share countlower is better | −3.70% | −0.17% | Rank 91 |
| Dividend streak in yearsdoes not count towards the rank | – | 8 | |
| Price reaction to results, market-adjusted | −13.64% | −1.57% | Rank 7 |
| Metric | Stock | Sector median | Position in sector |
|---|---|---|---|
| Equity ratio | 80.05% | 53.98% | Rank 91 |
| Net debt/EBITDAlower is better | −5.10 | −0.20 | Rank 94 |
| Debt to equitylower is better | 0.14 | 0.33 | Rank 69 |
| Volatility, 1 yearlower is better | 63.60% | 50.37% | Rank 32 |
Ten years in figures
| Year | Revenue | EBIT margin | FCF | Shares | Net debt, $M |
|---|---|---|---|---|---|
| 2016 | $277.3M | −14.9% | −$16.4M | 88.6M | −305.7 |
| 2017 | $399.0M | −16.6% | −$30.1M | 91.2M | −115.3 |
| 2018 | $650.1M | −17.7% | −$16.7M | 97.1M | −52.7 |
| 2019 | $1.1B | −32.6% | −$53.2M | 130M | 386.6 |
| 2020 | $1.8B | −28.0% | −$26.5M | 147M | −326.7 |
| 2021 | $2.8B | −32.2% | −$148.2M | 174M | −192.5 |
| 2022 | $3.8B | −26.9% | −$334.6M | 183M | 587.6 |
| 2023 | $4.2B | −9.4% | $363.5M | 183M | 503.7 |
| 2024 | $4.5B | −0.9% | $657.5M | 166M | 688.9 |
| 2025 | $5.1B | 3.5% | $1.0B | 160M | 399.2 |
3 of 7 StockScorer Score rules met · How the score is built
Twilio Inc mainly meets criteria in the Valuation category. Result from 18 strategies checked.
Twilio Inc is rated here with the StockScorer Score strategy, the flagship rule set. It compares return and cash-flow metrics with the median of the company's own sector and checks growth and price trend.
3 of 7 rules met
5 of 11 points
Detail data
Excerpt from 18 strategies checked. The full evaluation is visible after a free sign-up.
With a free account, you can see the match across all strategies checked in one complete overview.
Selected fundamental metrics for Twilio Inc.
| Metric | Stock | Sector |
|---|---|---|
| P/E ratio | 954.1 | 35.1 |
| P/B ratio | 4.1 | 5.5 |
| Return on equity (ROE) | 0.4% | 14.6% |
| Equity ratio | 80.0% | 54.0% |
| Debt-to-equity (D/E) | 0.14 | 0.33 |
| Dividend yield | – | 0.9% |
How comparable stocks in the same sector score in the StockScorer model.
| Symbol | Company | Rating |
|---|---|---|
| TWLO | Twilio Incthis page | |
| OKTA | Okta Inc | Low2.7 |
| ZS | Zscaler Inc | locked |
| NTAP | NetApp Inc | High7.3 |
| CPAY | Corpay Inc | locked |
| CRWV | CoreWeave, Inc. Class A Common Stock | locked |
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Learn more about the metrics in the metrics glossary or all rated stocks in the stock overview.
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