Twilio Inc.

LSE:0LHL Stock Report

Market Cap: US$16.5b

Twilio Valuation

Is 0LHL undervalued compared to its fair value, analyst forecasts and its price relative to the market?

Valuation Score

2/6

Valuation Score 2/6

  • Below Future Cash Flow Value

  • Significantly Below Future Cash Flow Value

  • Price-To-Sales vs Peers

  • Price-To-Sales vs Industry

  • Price-To-Sales vs Fair Ratio

  • Analyst Forecast

Share Price vs Future Cash Flow Value

What is the Fair Price of 0LHL when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

Ultimate guide to DCF valuation for stock investing

Learn how to determine fair value like the best investors in the world.

Below Future Cash Flow Value: 0LHL ($110.45) is trading below our estimate of future cash flow value ($129.36)

Significantly Below Future Cash Flow Value: 0LHL is trading below future cash flow value, but not by a significant amount.

Key Valuation Metric

Which metric is best to use when looking at relative valuation for 0LHL?

Key metric: As 0LHL is barely profitable we use its Price-To-Sales Ratio for relative valuation analysis.

The above table shows the Price to Sales ratio for 0LHL. This is calculated by dividing 0LHL's market cap by their current revenue.
What is 0LHL's PS Ratio?
PS Ratio3.4x
SalesUS$4.90b
Market CapUS$16.53b

Price to Sales Ratio vs Peers

How does 0LHL's PS Ratio compare to its peers?

The above table shows the PS ratio for 0LHL vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PSEstimated GrowthMarket Cap
Peer Average2.4x
RCN Redcentric
1.5x4.24%UK£195.9m
BKS Beeks Financial Cloud Group
4.6x11.54%UK£166.1m
SGE Sage Group
3.2x7.44%UK£8.1b
CCC Computacenter
0.4x6.42%UK£3.2b
0LHL Twilio
3.4x7.13%US$16.5b

Price-To-Sales vs Peers: 0LHL is expensive based on its Price-To-Sales Ratio (3.4x) compared to the peer average (2.4x).

Historical Price to Sales Ratio

Historical Price to Sales Ratio compares a stock's price to its sales over time. Higher ratios indicate that investors are willing to pay more for the stock.

Fetching historical data

Price to Sales Ratio vs Industry

How does 0LHL's PS Ratio compare vs other companies in the GB IT Industry?

3 CompaniesPrice / SalesEstimated GrowthMarket Cap
NVIQ Noventiq Holdings
0.1xn/aUS$228.10m
IOM iomart Group
0.1x2.67%US$30.46m
CLCO CloudCoCo Group
0.1xn/aUS$1.20m
No more companies available in this PS range
0LHL 3.4xIndustry Avg. 1.5xNo. of Companies3PS012345+
3 CompaniesEstimated GrowthMarket Cap
No more companies

Price-To-Sales vs Industry: 0LHL is expensive based on its Price-To-Sales Ratio (3.4x) compared to the UK IT industry average (1.5x).

Price to Sales Ratio vs Fair Ratio

What is 0LHL's PS Ratio compared to its Fair PS Ratio? This is the expected PS Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.

0LHL PS Ratio vs Fair Ratio.
Fair Ratio
Current PS Ratio3.4x
Fair PS Ratio6.2x

Price-To-Sales vs Fair Ratio: 0LHL is good value based on its Price-To-Sales Ratio (3.4x) compared to the estimated Fair Price-To-Sales Ratio (6.2x).

Analyst Price Targets

What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?

The above table shows the analyst 0LHL forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
CurrentUS$110.45
US$145.03
+31.30%
15.79%US$185.00US$100.00n/a27
Jan ’27US$143.61
US$142.06
-1.08%
16.98%US$200.00US$75.00n/a28
Dec ’26US$127.60
US$138.04
+8.18%
15.05%US$175.00US$75.00n/a27
Nov ’26US$136.74
US$137.79
+0.76%
15.89%US$175.00US$75.00n/a28
Oct ’26US$101.73
US$131.36
+29.13%
16.55%US$170.00US$75.00n/a28
Sep ’26US$105.27
US$131.04
+24.47%
16.85%US$170.00US$75.00n/a27
Aug ’26US$121.44
US$133.19
+9.67%
16.35%US$170.00US$75.00n/a27
Jul ’26US$119.50
US$130.00
+8.79%
16.56%US$170.00US$75.00n/a27
Jun ’26US$116.06
US$128.80
+10.98%
16.38%US$170.00US$75.00n/a28
May ’26US$98.23
US$125.41
+27.67%
20.44%US$175.00US$75.00n/a28
Apr ’26US$97.47
US$143.02
+46.73%
19.03%US$185.00US$75.00n/a29
Mar ’26US$116.84
US$144.40
+23.58%
19.41%US$185.00US$75.00n/a29
Feb ’26US$148.08
US$129.44
-12.59%
25.98%US$185.00US$60.00US$121.8829
Jan ’26US$106.87
US$95.75
-10.40%
24.30%US$140.00US$50.00US$143.6129
Dec ’25US$104.54
US$86.85
-16.92%
21.94%US$135.00US$50.00US$127.6029
Nov ’25US$85.43
US$80.22
-6.10%
15.75%US$110.00US$50.00US$136.7427
Oct ’25US$63.64
US$68.52
+7.67%
17.24%US$110.00US$50.00US$101.7327
Sep ’25US$62.05
US$68.42
+10.26%
17.34%US$110.00US$50.00US$105.2727
Aug ’25US$57.25
US$67.79
+18.41%
17.41%US$110.00US$49.00US$121.4427
Jul ’25US$56.54
US$68.70
+21.51%
17.31%US$110.00US$49.00US$119.5027
Jun ’25US$56.44
US$69.00
+22.26%
16.89%US$110.00US$49.00US$116.0628
May ’25US$61.14
US$70.69
+15.63%
17.87%US$110.00US$46.00US$98.2330
Apr ’25US$61.14
US$70.69
+15.62%
17.87%US$110.00US$46.00US$97.4730
Mar ’25US$60.10
US$72.66
+20.90%
17.45%US$110.00US$46.00US$116.8430
Feb ’25US$70.30
US$73.93
+5.17%
16.91%US$110.00US$50.00US$148.0829
US$146.89
Fair Value
24.8% undervalued intrinsic discount
27
Number of Analysts

Analyst Forecast: Target price is more than 20% higher than the current share price, but analysts are not within a statistically confident range of agreement.

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/02/06 10:10
End of Day Share Price 2026/02/05 00:00
Earnings2025/09/30
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 46 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
Nithya BalasubramanianBernstein