Stock AnalizTwilio Inc. TWLO
Computer Software: Prepackaged Software · IPO 2016 · data as of November 13, 2026
Twilio Inc. (TWLO) is a technology company listed in the US with a market value of about $32.7B. In the twelve months to September 30, 2026 it had revenue of $5.8B and net income of $1.3B, a net margin of 21.8%.
Its overall Stock Analiz score is 2.4 out of 5 (weak). The strongest part is financial health (5/5); the weakest is value (1/5).
Key numbers: a P/E of 26.5, a price to free cash flow of 29.1, 5-year revenue growth of 24% a year, a 5-year average ROIC of -4%. A discounted cash flow model with moderate assumptions puts its intrinsic value about 50% below the current price.
Score: 2.4 / 5
Checks passed
- P/E below the industry median
- Revenue growth above 10% last year
- Profit margin improving
- Strong R&D investment or growth above 20%
- 5-year revenue growth above 8% a year
- More cash than debt, or low debt to equity
- Positive free cash flow
- Interest covered more than 5 times
Checks not passed
- P/E below 25
- P/FCF below 20
- Price below intrinsic value (DCF, moderate assumptions)
- PEG below 1.5
- 3-year revenue growth above 10% a year
- 3-year free cash flow growth above 10% a year
- 5-year EPS growth above 10% a year
- 5-year average ROIC above 12%
Valuation
Growth and quality
Financials, last 10 years
| Fiscal year | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $5.8B | $5.1B | $4.5B | $4.2B | $3.8B | $2.8B | $1.8B | $1.1B | $650M | $399M | $277M |
| Net income | $1.3B | $34M | -$109M | -$1.0B | -$1.3B | -$950M | -$491M | -$307M | -$122M | -$64M | -$41M |
| Free cash flow | $1.1B | $951M | $664M | $375M | -$300M | -$104M | $7M | -$31M | $3M | -$13M | -$4M |
| EPS (diluted) | $7.96 | $0.21 | $-0.66 | $-5.54 | $-6.86 | $-5.45 | $-3.35 | $-2.36 | $-1.26 | $-0.70 | $-0.78 |
| Net margin | 21.8% | 0.7% | -2.5% | -24.4% | -32.8% | -33.4% | -27.9% | -27.1% | -18.8% | -16.0% | -14.9% |
| ROIC | — | 1.1% | -0.5% | -6.4% | -8.1% | -7.4% | -5.3% | -6.4% | -9.1% | -14.5% | -9.9% |
From the company’s 10-K and 10-Q filings with the SEC. TTM = trailing twelve months.
What analysts expect
The average 12-month price target from 29 analysts is $269.99, 28% above the current price; targets range from $165.00 to $325.00; the consensus rating is “Buy”; expected EPS is $6.16 for the fiscal year ending December 31, 2026.
Frequently asked questions
What is Twilio’s P/E ratio?
About 26.5, based on the last twelve months of diluted earnings per share (forward P/E about 32.2).
Is Twilio stock undervalued?
Our DCF model with moderate assumptions puts its intrinsic value about 50% below the current market value. A model is a range, not a promise; try your own assumptions in the DCF calculator.
Does Twilio pay a dividend?
Not currently.
Is Twilio a good stock to buy?
We do not give buy or sell advice. Twilio scores 2.4 out of 5 on our five checks (value, growth, track record, financial health and shareholder returns); the checks above show why.
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Generated from SEC filings, analyst consensus estimates and market prices, rebuilt every day. Educational information, not investment advice.