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Twilio Inc.BASE:TWLO Stock Report

Market Cap AR$23.4t
Share Price
AR$4.61k
My Fair Value
AR$5.66k
18.6% undervalued intrinsic discount
1Y99.9%
7D5.5%
Portfolio Value
View

Twilio Inc.

BASE:TWLO Stock Report

Market Cap: AR$23.4t

Twilio (TWLO) Stock Overview

Offers customer engagement platform solutions in the United States and internationally. More details

TWLO fundamental analysis
Snowflake Score
Valuation1/6
Future Growth3/6
Past Performance2/6
Financial Health5/6
Dividends0/6

TWLO Community Fair Values

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Twilio Inc. Competitors

Price History & Performance

Summary of share price highs, lows and changes for Twilio
Historical stock prices
Current Share PriceUS$4,607.50
52 Week HighUS$4,985.00
52 Week LowUS$2,255.00
Beta1.25
1 Month Change11.63%
3 Month Change14.76%
1 Year Change99.89%
3 Year Change733.18%
5 Year Changen/a
Change since IPO636.61%

Recent News & Updates

Recent updates

Shareholder Returns

TWLOAR ITAR Market
7D5.5%-0.9%5.9%
1Y99.9%9.0%3.2%

Return vs Industry: TWLO exceeded the AR IT industry which returned 12% over the past year.

Return vs Market: TWLO exceeded the AR Market which returned 3.6% over the past year.

Price Volatility

Is TWLO's price volatile compared to industry and market?
TWLO volatility
TWLO Average Weekly Movement10.0%
IT Industry Average Movement5.5%
Market Average Movement7.8%
10% most volatile stocks in AR Market11.3%
10% least volatile stocks in AR Market5.7%

Stable Share Price: TWLO's share price has been volatile over the past 3 months compared to the AR market.

Volatility Over Time: TWLO's weekly volatility (10%) has been stable over the past year, but is still higher than 75% of AR stocks.

About the Company

FoundedEmployeesCEOWebsite
20085,535Khozema Shipchandlerwww.twilio.com

Twilio Inc., together with its subsidiaries, offers customer engagement platform solutions in the United States and internationally. It operates through two segments, Twilio Communications and Twilio Segment. The company provides various application programming interfaces and software solutions for communications between customers and end users, including messaging, voice, email, flex, marketing campaigns, and user authentication and identity.

Twilio Inc. Fundamentals Summary

How do Twilio's earnings and revenue compare to its market cap?
TWLO fundamental statistics
Market capAR$23.36t
Earnings (TTM)AR$28.78b
Revenue (TTM)AR$6.72t
811.9x
P/E Ratio
3.5x
P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
TWLO income statement (TTM)
RevenueUS$4.73b
Cost of RevenueUS$2.37b
Gross ProfitUS$2.36b
Other ExpensesUS$2.34b
EarningsUS$20.24m

Last Reported Earnings

Jun 30, 2025

Next Earnings Date

n/a

Earnings per share (EPS)0.13
Gross Margin49.98%
Net Profit Margin0.43%
Debt/Equity Ratio12.3%

How did TWLO perform over the long term?

See historical performance and comparison

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/10/11 05:00
End of Day Share Price 2025/10/09 00:00
Earnings2025/06/30
Annual Earnings2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Twilio Inc. is covered by 47 analysts. 27 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
James KelleherArgus Research Company
William PowerBaird
Ishan MajumdarBaptista Research