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Twilio Community
NYSE:TWLO Community
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NateF
Community Contributor
Potential Upside
Sector: Information Technology Industry: Internet Services and Infrastructure Quant Sector Ranking (as of 12/23/2024):11 out of 548 Quant Industry Ranking (as of 12/23/2024): 2 out of 23 Market Capitalization: $16.55B Quant Rating: Strong Buy "TWLO is a top Quant-ranked Internet Services and Infrastructure stock and an Alpha Pick selection offering businesses a communications platform that enables companies to integrate various tools into their applications using APIs. It provides services for messaging, voice calls, video, email, and other forms of communication, allowing developers to build customized customer engagement experiences. Twilio is strategically focused on embedding AI and Machine learning throughout its platform, having recently announced an integration with OpenAI’s new real-time API, enabling customers to build powerful conversational virtual agents.
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US$118.66
FV
26.8% undervalued
intrinsic discount
7.07%
Revenue growth p.a.
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Your Valuation for
TWLO
TWLO
Twilio
Your Fair Value
US$
Current Price
US$86.86
40.1% overvalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
-1b
6b
2015
2018
2021
2024
2025
2027
2030
Revenue US$6.4b
Earnings US$481.9m
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