Twilio Inc.

LSE:0LHL Stock Report

Market Cap: US$29.3b

Twilio Valuation

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

Valuation Score

3/6

Valuation Score 3/6

  • Below Future Cash Flow Value

  • Significantly Below Future Cash Flow Value

  • Price-To-Earnings vs Peers

  • Price-To-Earnings vs Industry

  • Price-To-Earnings vs Fair Ratio

  • Analyst Forecast

Share Price vs Fair 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 ($253.95) is trading below our estimate of future cash flow value ($274.24)

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 profitable we use its Price-To-Earnings Ratio for relative valuation analysis.

The above table shows the Price to Earnings ratio for 0LHL. This is calculated by dividing 0LHL's market cap by their current earnings.
What is 0LHL's PE Ratio?
PE Ratio25.5x
EarningsUS$1.15b
Market CapUS$29.32b

Price to Earnings Ratio vs Peers

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

The above table shows the PE ratio for 0LHL vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PEEstimated GrowthMarket Cap
Peer Average67.1x
CCC Computacenter
33.3x16.01%UK£5.1b
BKS Beeks Financial Cloud Group
156.4x79.82%UK£143.5m
RCN Redcentric
54.8x44.92%UK£157.7m
SGE Sage Group
24x12.74%UK£9.1b
0LHL Twilio
282.1x33.15%US$29.3b

Price-To-Earnings vs Peers: 0LHL is good value based on its Price-To-Earnings Ratio (25.5x) compared to the peer average (67.8x).

Historical Price to Earnings Ratio

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

Fetching historical data

Price to Earnings Ratio vs Industry

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

2 CompaniesPrice / EarningsEstimated GrowthMarket Cap
0LHL 25.5xIndustry Avg. 18.3xNo. of Companies27PE01632486480+
2 CompaniesEstimated GrowthMarket Cap
No more companies

Price-To-Earnings vs Industry: 0LHL is expensive based on its Price-To-Earnings Ratio (25.5x) compared to the European IT industry average (18.3x).

Price to Earnings Ratio vs Fair Ratio

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

0LHL PE Ratio vs Fair Ratio.
Fair Ratio
Current PE Ratio25.5x
Fair PE Ratio29.6x

Price-To-Earnings vs Fair Ratio: 0LHL is good value based on its Price-To-Earnings Ratio (25.5x) compared to the estimated Fair Price-To-Earnings Ratio (29.6x).

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$252.74
US$226.27
-10.47%
19.59%US$330.00US$135.50n/a31
Jul ’27US$209.57
US$200.92
-4.13%
18.09%US$300.00US$120.00n/a30
Jun ’27US$224.46
US$195.45
-12.93%
15.61%US$250.00US$120.00n/a28
May ’27US$179.88
US$185.45
+3.09%
16.48%US$225.00US$120.00n/a28
Apr ’27US$131.71
US$143.37
+8.86%
14.41%US$185.00US$100.00n/a28
Mar ’27US$119.56
US$142.66
+19.32%
14.76%US$185.00US$100.00n/a27
Feb ’27US$121.88
US$145.03
+18.99%
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$75.00US$195.1027
Jul ’26US$119.50
US$130.00
+8.79%
16.56%US$170.00US$75.00US$209.5727
Jun ’26US$116.06
US$128.80
+10.98%
16.38%US$170.00US$75.00US$224.4628
May ’26US$98.23
US$125.41
+27.67%
20.44%US$175.00US$75.00US$179.8828
Apr ’26US$97.47
US$143.02
+46.73%
19.03%US$185.00US$75.00US$131.7129
Mar ’26US$116.84
US$144.40
+23.58%
19.41%US$185.00US$75.00US$119.5629
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
US$297.42
Fair Value
14.6% undervalued intrinsic discount
31
Number of Analysts

Analyst Forecast: Target price is less than 20% higher than the current share price.

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/08/07 22:20
End of Day Share Price 2026/08/07 00:00
Earnings2026/06/30
Annual Earnings2025/12/31

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 43 analysts. 30 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
Mark ShmulikBernstein