Twilio Inc. provides a cloud communications platform that enables developers to build, scale, and operate communications within software applications in the United States and internationally.
Adequate balance sheet with limited growth.
Share Price & News
How has Twilio's share price performed over time and what events caused price changes?
Latest Share Price and Events
Stable Share Price: TWLO's share price has been volatile over the past 3 months.
7 Day Return
1 Year Return
Return vs Industry: TWLO underperformed the US IT industry which returned 37.2% over the past year.
Return vs Market: TWLO matched the US Market which returned 20.1% over the past year.
Price Volatility Vs. Market
How volatile is Twilio's share price compared to the market and industry in the last 5 years?
Simply Wall St News
1 week ago | Simply Wall StHere's What Analysts Are Forecasting For Twilio Inc. After Its Full-Year Results
1 month ago | Simply Wall StDoes Twilio Inc.'s (NYSE:TWLO) CEO Pay Matter?
2 months ago | Simply Wall StTwilio (NYSE:TWLO) May Not Be Profitable But It Seems To Be Managing Its Debt Just Fine, Anyway
Is Twilio undervalued compared to its fair value and its price relative to the market?
Price to Book (PB) ratio
Share Price vs. Fair Value
Below Fair Value: TWLO ($127.74) is trading above our estimate of fair value ($91.02)
Significantly Below Fair Value: TWLO is trading above our estimate of fair value.
Price To Earnings Ratio
PE vs Industry: TWLO is unprofitable, so we can't compare its PE Ratio to the IT industry average.
PE vs Market: TWLO is unprofitable, so we can't compare its PE Ratio to the US market.
Price to Earnings Growth Ratio
PEG Ratio: Insufficient data to calculate TWLO's PEG Ratio to determine if it is good value.
Price to Book Ratio
PB vs Industry: TWLO is good value based on its PB Ratio (4.1x) compared to the US IT industry average (4.3x).
How is Twilio forecast to perform in the next 1 to 3 years based on estimates from 25 analysts?
Forecasted annual earnings growth
Earnings and Revenue Growth Forecasts
Analyst Future Growth Forecasts
Earnings vs Savings Rate: TWLO is forecast to remain unprofitable over the next 3 years.
Earnings vs Market: TWLO is forecast to remain unprofitable over the next 3 years.
High Growth Earnings: TWLO is forecast to remain unprofitable over the next 3 years.
Revenue vs Market: TWLO's revenue (22.4% per year) is forecast to grow faster than the US market (7.6% per year).
High Growth Revenue: TWLO's revenue (22.4% per year) is forecast to grow faster than 20% per year.
Earnings per Share Growth Forecasts
Future Return on Equity
Future ROE: TWLO's Return on Equity is forecast to be low in 3 years time (2.7%).
How has Twilio performed over the past 5 years?
Historical annual earnings growth
Earnings and Revenue History
Quality Earnings: TWLO is currently unprofitable.
Growing Profit Margin: TWLO is currently unprofitable.
Past Earnings Growth Analysis
Earnings Trend: TWLO is unprofitable, and losses have increased over the past 5 years at a rate of -48.5% per year.
Accelerating Growth: Unable to compare TWLO's earnings growth over the past year to its 5-year average as it is currently unprofitable
Earnings vs Industry: TWLO is unprofitable, making it difficult to compare its past year earnings growth to the IT industry (12%).
Return on Equity
High ROE: TWLO has a negative Return on Equity (-7.18%), as it is currently unprofitable.
Return on Assets
Return on Capital Employed
How is Twilio's financial position?
Financial Position Analysis
Short Term Liabilities: TWLO's short term assets ($2.1B) exceed its short term liabilities ($247.2M).
Long Term Liabilities: TWLO's short term assets ($2.1B) exceed its long term liabilities ($623.9M).
Debt to Equity History and Analysis
Debt Level: TWLO's debt to equity ratio (10.7%) is considered satisfactory.
Reducing Debt: Insufficient data to determine if TWLO's debt to equity ratio has reduced over the past 5 years.
Inventory Level: TWLO has a low level of unsold assets or inventory.
Debt Coverage by Assets: TWLO's debt is covered by short term assets (assets are 4.5x debt).
Cash Runway Analysis
For companies that have on average been loss making in the past we assess whether they have at least 1 year of cash runway.
Stable Cash Runway: TWLO has sufficient cash runway for more than 3 years based on its current free cash flow.
Forecast Cash Runway: Insufficient data to determine if TWLO has enough cash runway if its free cash flow continues to grow or shrink based on historical rates.
What is Twilio's current dividend yield, its reliability and sustainability?
Dividend Yield vs Market
Current dividend yield vs market & industry
Notable Dividend: Unable to evaluate TWLO's dividend yield against the bottom 25% of dividend payers, as the company has not reported any payouts.
High Dividend: Unable to evaluate TWLO's dividend yield against the top 25% of dividend payers, as the company has not reported any payouts.
Stability and Growth of Payments
Stable Dividend: Insufficient data to determine if TWLO's dividends per share have been stable in the past.
Growing Dividend: Insufficient data to determine if TWLO's dividend payments have been increasing.
Current Payout to Shareholders
Dividend Coverage: Insufficient data to calculate payout ratio to determine if its dividend payments are covered by earnings.
Future Payout to Shareholders
Future Dividend Coverage: No need to calculate the sustainability of TWLO's dividend in 3 years as they are not forecast to pay a notable one for the US market.
How experienced are the management team and are they aligned to shareholders interests?
Average management tenure
Jeff Lawson (42yo)
Mr. Jeffrey Lawson, also known as Jeff, has been Director of SendGrid Inc. since February 1, 2019. Mr. Lawson co-founded Twilio Inc. in 2008 and has been its Chief Executive Officer since April 2008 and Ch ...
CEO Compensation Analysis
Compensation vs Market: Jeff's total compensation ($USD6.60M) is below average for companies of similar size in the US market ($USD10.81M).
Compensation vs Earnings: Jeff's compensation has increased whilst the company is unprofitable.
|Chief Financial Officer||1.3yrs||US$14.76m||0.061% $10.6m|
|Chief Operating Officer||3yrs||US$6.83m||0.0049% $849.7k|
|General Counsel & Corporate Secretary||5.4yrs||US$2.37m||0.0043% $755.1k|
|Co-Founder & Board Observer||0yrs||no data||1.18% $206.1m|
|Chief Technology Officer||1.1yrs||no data||no data|
|Vice President of Investor Relations||0yrs||no data||no data|
|Chief Marketing Officer||2.1yrs||no data||no data|
|Chief People Officer||2.6yrs||no data||no data|
|Senior VP of Sales||2.8yrs||no data||no data|
Experienced Management: TWLO's management team is considered experienced (2.8 years average tenure).
|Co-Founder & Board Observer||0yrs||no data||1.18% $206.1m|
|Director||0.7yrs||no data||0.0062% $1.1m|
|Non-Employee Director||5.9yrs||US$273.81k||0.0072% $1.3m|
|Lead Independent Director||2.2yrs||US$286.81k||0.025% $4.4m|
|Independent Director||1.2yrs||US$485.75k||0.0035% $618.5k|
|Non-Employee Director||4yrs||US$277.81k||0.020% $3.5m|
|Independent Director||3.7yrs||US$284.81k||0.022% $3.9m|
|Non-Employee Director||9.3yrs||US$259.81k||0.38% $66.4m|
Experienced Board: TWLO's board of directors are considered experienced (3.8 years average tenure).
Who are the major shareholders and have insiders been buying or selling?
Insider Trading Volume
Insider Buying: TWLO insiders have only sold shares in the past 3 months.
Recent Insider Transactions
Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 33.9%.
Twilio Inc.'s company bio, employee growth, exchange listings and data sources
- Name: Twilio Inc.
- Ticker: TWLO
- Exchange: NYSE
- Founded: 2008
- Industry: Internet Services and Infrastructure
- Sector: Software
- Market Cap: US$17.520b
- Shares outstanding: 137.15m
- Website: https://www.twilio.com
Number of Employees
- Twilio Inc.
- 375 Beale Street
- Suite 300
- San Francisco
- United States
|Ticker||Exchange||Primary Security||Security Type||Country||Currency||Listed on|
|TWLO||NYSE (New York Stock Exchange)||Yes||Class A common Stock||US||USD||Jun 2016|
|TWH||DB (Deutsche Boerse AG)||Yes||Class A common Stock||DE||EUR||Jun 2016|
|TWLO *||BMV (Bolsa Mexicana de Valores)||Yes||Class A common Stock||MX||MXN||Jun 2016|
|0LHL||LSE (London Stock Exchange)||Yes||Class A common Stock||GB||USD||Jun 2016|
|TWLO||WBAG (Wiener Boerse AG)||Yes||Class A common Stock||AT||EUR||Jun 2016|
Twilio Inc. provides a cloud communications platform that enables developers to build, scale, and operate communications within software applications in the United States and internationally. The company’s programmable communications cloud provides a set of application programming interfaces that enable developers to embed voice, messaging, and video capabilities into their applications. Twilio Inc. was founded in 2008 and is headquartered in San Francisco, California.
Company Analysis and Financial Data Status
|Data||Last Updated (UTC time)|
|Company Analysis||2020/02/17 01:27|
|End of Day Share Price||2020/02/14 00:00|
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.