Twitter, Inc.

NYSE:TWTR Stock Report

Market Cap: US$41.0b

This company has been acquired

The company may no longer be operating, as it has been acquired. Find out why through their latest events.

Twitter Valuation

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

Valuation Score

2/6

Valuation Score 2/6

  • Below Fair Value

  • Significantly Below Fair Value

  • Price-To-Sales vs Peers

  • Price-To-Sales vs Industry

  • Price-To-Sales vs Fair Ratio

  • Analyst Forecast

Share Price vs Fair Value

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

Below Fair Value: TWTR ($53.7) is trading below our estimate of fair value ($74.59)

Significantly Below Fair Value: TWTR is trading below fair value by more than 20%.

Key Valuation Metric

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

Key metric: As TWTR is unprofitable we use its Price-To-Sales Ratio for relative valuation analysis.

The above table shows the Price to Sales ratio for TWTR. This is calculated by dividing TWTR's market cap by their current revenue.
What is TWTR's PS Ratio?
PS Ratio7.8x
SalesUS$5.23b
Market CapUS$41.03b

Price to Sales Ratio vs Peers

How does TWTR's PS Ratio compare to its peers?

The above table shows the PS ratio for TWTR vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PSEstimated GrowthMarket Cap
Peer Average3.4x
BIDU Baidu
1.6x5.3%US$29.6b
PINS Pinterest
6x12.1%US$19.6b
SNAP Snap
3.6x11.3%US$18.1b
MTCH Match Group
2.3x3.9%US$8.2b
TWTR Twitter
7.8x14.8%US$41.0b

Price-To-Sales vs Peers: TWTR is expensive based on its Price-To-Sales Ratio (7.8x) compared to the peer average (3.3x).

Price to Sales Ratio vs Industry

How does TWTR's PS Ratio compare vs other companies in the US Interactive Media and Services Industry?

25 CompaniesPrice / SalesEstimated GrowthMarket Cap
FUBO fuboTV
0.3x12.3%US$420.96m
OB Outbrain
0.4x6.6%US$356.48m
TRVG trivago
0.3x5.4%US$152.46m
SST System1
0.2x1.4%US$82.56m
TWTR 7.8xIndustry Avg. 1.1xNo. of Companies25PS01.63.24.86.48+
25 CompaniesEstimated GrowthMarket Cap
No more companies

Price-To-Sales vs Industry: TWTR is expensive based on its Price-To-Sales Ratio (7.8x) compared to the US Interactive Media and Services industry average (1.4x)

Price to Sales Ratio vs Fair Ratio

What is TWTR'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.

TWTR PS Ratio vs Fair Ratio.
Fair Ratio
Current PS Ratio7.8x
Fair PS Ratio4x

Price-To-Sales vs Fair Ratio: TWTR is expensive based on its Price-To-Sales Ratio (7.8x) compared to the estimated Fair Price-To-Sales Ratio (4x).

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 TWTR forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
Currentn/a
US$44.89
0%
22.4%US$54.20US$22.00n/a24
Dec ’25n/a
US$44.89
0%
22.4%US$54.20US$22.00n/a24
Nov ’25n/a
US$44.89
0%
22.4%US$54.20US$22.00n/a24
Oct ’25n/a
US$44.89
0%
22.4%US$54.20US$22.00n/a24
Sep ’25n/a
US$44.89
0%
22.4%US$54.20US$22.00n/a24
Aug ’25n/a
US$44.89
0%
22.4%US$54.20US$22.00n/a24
Jul ’25n/a
US$44.89
0%
22.4%US$54.20US$22.00n/a24
Jun ’25n/a
US$44.89
0%
22.4%US$54.20US$22.00n/a24
May ’25n/a
US$44.89
0%
22.4%US$54.20US$22.00n/a24
Apr ’25n/a
US$44.89
0%
22.4%US$54.20US$22.00n/a24
Mar ’25n/a
US$44.89
0%
22.4%US$54.20US$22.00n/a24
Feb ’25n/a
US$44.89
0%
22.4%US$54.20US$22.00n/a24
Jan ’25n/a
US$44.89
0%
22.4%US$54.20US$22.00n/a24
Dec ’24n/a
US$44.89
0%
22.4%US$54.20US$22.00n/a24
Nov ’24n/a
US$44.89
0%
22.4%US$54.20US$22.00n/a24
Oct ’24n/a
US$44.89
0%
22.4%US$54.20US$22.00n/a24
Sep ’24n/a
US$44.89
0%
22.4%US$54.20US$22.00n/a24
Aug ’24n/a
US$44.89
0%
22.4%US$54.20US$22.00n/a24
Jul ’24n/a
US$44.89
0%
22.4%US$54.20US$22.00n/a24
Jun ’24n/a
US$44.89
0%
22.4%US$54.20US$22.00n/a24
May ’24n/a
US$44.89
0%
22.4%US$54.20US$22.00n/a24
Apr ’24n/a
US$44.89
0%
22.4%US$54.20US$22.00n/a24
Mar ’24n/a
US$44.89
0%
22.4%US$54.20US$22.00n/a24
Feb ’24n/a
US$44.89
0%
22.4%US$54.20US$22.00n/a24
Jan ’24n/a
US$44.89
0%
22.4%US$54.20US$22.00n/a24

Analyst Forecast: Target price is lower than the current share price.

Discover undervalued companies

7D

1Y

7D

1Y

7D

1Y

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2022/10/27 05:01
End of Day Share Price 2022/10/27 00:00
Earnings2022/06/30
Annual Earnings2021/12/31

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 here.

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 .

Analyst Sources

Twitter, Inc. is covered by 55 analysts. 31 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Richard KramerArete Research Services LLP
James KelleherArgus Research Company
James CordwellAtlantic Equities LLP