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Twilio

NYQ:TWLO · US90138F1021
IT ServicesX-Large

360

64
EV / EBIT18
Price / Owner Earnings1
Owner Earnings Yield20
Dividend Yield1
Price/Sales21
EV / Gross Profit28
Price/Book40
Return on Capital23
Cash Return on Capital22
Return on Equity18
EBIT Margin20
Gross Profitability44
Cash Conversion98
Accruals89
Owner Earnings Margin28
Sales growth59
Profit Growth85
Long-Term EPS Growth94
Owner Earnings Growth82
Reinvestment93
Price momentum97
Debt load60
Refinancing74
Debt Payback100
Liquidity26
Analyst ratings57
Opinion Changes49
Price Target Upside4
Market mood44
Value Creation12/20creating some value
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

Twilio clears its cost of capital, but the record is mixed across the five tests. Real value creation, just not yet consistent.

Profile

CountryUSA
IndustryIT Services
SizeX-Large
TypePublic Company
ExchangeNYSE
Founded2008
Employees5,565
Websitetwilio.com/en-us
ISINUS90138F1021
Last UpdateApr 2, 2026
Indices
S&P MIDCAP (USA)
Themes
Customer Relationship ManagementCustomer AnalyticsSSO and Password ManagementArtificial IntelligenceAuthenticationData IntegrationMarketing AutomationMachine LearningIdentity and Access ManagementAppsEnterprise SoftwareInternetMessagingMobile AppsSMSVoIP

Description

Twilio Inc. (Twilio) operates customer engagement platform to build direct, personalized relationships with their customers everywhere in the world. The company envisions a world in which every digital interaction is amazing. By combining its leadin…

Analysis

Hope premium

Twilio Inc. is priced well ahead of what the underlying numbers justify, a pattern we describe as a hope premium.

On valuation, the picture is expensive. The owner-earnings multiple stands at 113.6×; owner earnings: the cash an owner could take out each year. The implied growth embedded in that price is around 30% a year, against analyst forecasts of 32%. The price, in other words, assumes less than the experts do.

Growth is solid; the safety picture is adequate. The company scores 12/20 on our value-creation score: creating some value.

Flags to be aware of: A large part of the company's book value is the price paid for past acquisitions. Some accounting patterns deserve a closer look. As always: this describes the company's numbers; it is not a recommendation.

360° rank · history

1007550250
94
2023202420252026

All-time high

94

Mar 2026

All-time low

80

Jan 2024

Average rank

90

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
21
45
58
25
Price/Earnings
14
44
45
3
Price/Book
40
67
80
71
Dividend Yield
1
1
1
1
Value (overall)
3
39
63
39

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

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Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →