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Twilio NYSE:TWLO Stock Report

Last Price

US$98.44

Market Cap

US$14.8b

7D

-1.4%

1Y

57.1%

Updated

20 Nov, 2024

Data

Company Financials +

Twilio Inc.

NYSE:TWLO Stock Report

Market Cap: US$14.8b

TWLO Stock Overview

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

TWLO fundamental analysis
Snowflake Score
Valuation3/6
Future Growth3/6
Past Performance0/6
Financial Health5/6
Dividends0/6

Rewards

Trading at 13.1% below our estimate of its fair value

Earnings are forecast to grow 86.61% per year

Risk Analysis

Significant insider selling over the past 3 months


Twilio Inc. Competitors

Akamai Technologies

NasdaqGS:AKAM

US$13.1b

VeriSign

NasdaqGS:VRSN

US$17.1b

Okta

NasdaqGS:OKTA

US$12.7b

Wix.com

NasdaqGS:WIX

US$11.8b

Price History & Performance

Summary of all time highs, changes and price drops for Twilio
Historical stock prices
Current Share PriceUS$98.44
52 Week HighUS$101.00
52 Week LowUS$52.51
Beta1.32
11 Month Change39.49%
3 Month Change67.13%
1 Year Change57.10%
33 Year Change-65.32%
5 Year Change-4.43%
Change since IPO241.92%

Recent News & Updates

Twilio: Strong Rally Dispelled Unjustified Fears

Oct 22

Twilio's Message: Disrupt Or Die

Sep 16

Twilio: A Solid Cloud Growth Investment

Aug 16

Twilio: This Is Now A Free Cash Flow Story (Rating Upgrade)

Aug 09

Recent updates

Twilio: Strong Rally Dispelled Unjustified Fears

Oct 22

Twilio's Message: Disrupt Or Die

Sep 16

Twilio: A Solid Cloud Growth Investment

Aug 16

Twilio: This Is Now A Free Cash Flow Story (Rating Upgrade)

Aug 09

Twilio: Elusive Growth Overshadowed By Monster Share Repurchase Program

Jul 09

Twilio: As Stock Continues Receding, A Buy Point Emerges (Rating Upgrade)

Jun 08

Twilio: Reinvigorating The Business (Rating Upgrade)

May 08

Twilio: Valuation Now Attractive (Rating Upgrade)

Apr 17

Twilio: The 'Growth Story' Needs A Comeback To Drive Investor Confidence

Apr 09

Twilio: A Crisis Continues

Feb 27

Twilio: A Rare Value Stock In The Tech Sector

Jan 23

Twilio: Headcount Reductions Expose Fading Growth Momentum (Downgrade)

Dec 24

Twilio: Q3 Was Not Good Enough

Dec 07

Twilio Has A Growth Problem (Rating Downgrade)

Nov 21

Twilio: Revenue Growth Problem Remains (Ratings Upgrade)

Nov 09

Twilio: Deep Value Tech Stock With 30% Net Cash, Expanding Margins, And Share Buybacks

Oct 29

Twilio: A Micro-Microsoft

Oct 19

Twilio: Market Pessimism Is Exactly Why Buyers Should Load Up Now

Sep 25

Twilio: Growth Acceleration Likely To Come

Sep 13

Twilio's Business Is Simply Growing Too Slow

Aug 24

Twilio: Rapid Growth To Profitable Growth

Aug 02

Twilio: Analyzing Revenue Trends

Jul 24

Twilio: Still Cheap Even After Activist-Driven Rally

Jun 23

Twilio: Rising From Potential Shareholder Activism

May 31

Is Twilio Stock A Good Long-Term Investment?

May 24

Twilio: Be Careful What You Ask For

Feb 21

Twilio: Strong Buy While The Market Is Looking The Other Way

Jan 10

Twilio sinks 6%, nears 52-week low as market weakness persists

Dec 22

Twilio: Time To Buy The Dip

Dec 09

Is There Now An Opportunity In Twilio Inc. (NYSE:TWLO)?

Nov 23
Is There Now An Opportunity In Twilio Inc. (NYSE:TWLO)?

Twilio launches healthcare and life sciences business segment

Nov 14

Twilio Non-GAAP EPS of -$0.27 beats by $0.08, revenue of $983M

Nov 03

Twilio: Temporary Headwinds In Q3 2022 - Management Promises Profitability By FY2023

Oct 28

Twilio (NYSE:TWLO) Is Using Debt Safely

Oct 24
Twilio (NYSE:TWLO) Is Using Debt Safely

Twilio: Now A Buy

Oct 16

Twilio turns higher as it looks to cut 11% of workforce, reaffirms guidance

Sep 14

What To Expect From Twilio After The Crash

Sep 07

Why Okta, (NASDAQ:OKTA) Twilio (NYSE:TWLO) and Akamai (NASDAQ:AKAM) May Fit Together in the Authentication Segment

Sep 01
Why Okta, (NASDAQ:OKTA) Twilio (NYSE:TWLO) and Akamai (NASDAQ:AKAM) May Fit Together in the Authentication Segment

Shareholder Returns

TWLOUS ITUS Market
7D-1.4%-3.4%-1.0%
1Y57.1%15.1%30.3%

Return vs Industry: TWLO exceeded the US IT industry which returned 15.1% over the past year.

Return vs Market: TWLO exceeded the US Market which returned 30.3% over the past year.

Price Volatility

Is TWLO's price volatile compared to industry and market?
TWLO volatility
TWLO Average Weekly Movement5.6%
IT Industry Average Movement7.5%
Market Average Movement6.2%
10% most volatile stocks in US Market15.7%
10% least volatile stocks in US Market3.1%

Stable Share Price: TWLO has not had significant price volatility in the past 3 months compared to the US market.

Volatility Over Time: TWLO's weekly volatility (6%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
20085,867Khozema Shipchandlerwww.twilio.com

Twilio Inc., together with its subsidiaries, provides 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 identity and authentication.

Twilio Inc. Fundamentals Summary

How do Twilio's earnings and revenue compare to its market cap?
TWLO fundamental statistics
Market capUS$14.78b
Earnings (TTM)-US$462.34m
Revenue (TTM)US$4.34b

3.5x

P/S Ratio

-32.7x

P/E Ratio

Is TWLO overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
TWLO income statement (TTM)
RevenueUS$4.34b
Cost of RevenueUS$2.13b
Gross ProfitUS$2.21b
Other ExpensesUS$2.67b
Earnings-US$462.34m

Last Reported Earnings

Sep 30, 2024

Next Earnings Date

n/a

Earnings per share (EPS)-3.01
Gross Margin50.94%
Net Profit Margin-10.66%
Debt/Equity Ratio12.0%

How did TWLO perform over the long term?

See historical performance and comparison