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Company ProfileTwilio Inc.
  • Company Overview
  • Financial Data
  • Peer Comparison
  • Ownership & News
  • Discussion
TWLO
Twilio Inc. Stock AnalysisComprehensive stock analysis for Twilio Inc. (TWLO) including live price, Snowflake performance metrics, financial statements, and investment research.Stock AnalysisTWLO
TWLO
Twilio Inc.
  • Company Overview
  • Financial Data
  • Peer Comparison
  • Ownership & News
  • Discussion
TWLO
Home🔹Stocks🔹Twilio Inc.

Twilio Inc.

🇺🇸TWLO•NYSE

Twilio Inc.

🇺🇸TWLO•NYSE
Market cap
$40.49B
Sentiment

Your view on TWLO

Mkt Cap
$40.49B
Sentiment
Your view
Company Overview

Overview

What the company does, where it operates, and who runs it.

About Twilio Inc.

Industry
Software - Infrastructure
Sector
Technology
CEO
Khozema Z. Shipchandler
Headquarters
101 Spear Street, San Francisco, CA, US
Industry
Software - Infrastructure
Sector
Technology
CEO
Khozema Z. Shipchandler
Headquarters
101 Spear Street, San Francisco, CA, US
Description

Twilio Inc., together with its subsidiaries, provides a cloud communications platform that enables developers to build, scale, and operate customer engagement within software applications in the United States and internationally.

Its customer engagement platform provides a set of application programming interfaces that handle the higher-level communication logic needed for nearly every type of customer engagement, as well as enable developers to embed voice, messaging, video, and email capabilities into their applications.

The company was incorporated in 2008 and is headquartered in San Francisco, California.

Financial Data

Stock Data

Price chart, volume, and trading data.

Fair Value

What FRC thinks it is worth vs. the current price.

FRC's fair value estimate for Twilio Inc., and the rating behind it. TWLO last traded at $263.65, 34.7× trailing earnings — the estimate is read against that market price. FRC analysts run the firm's valuation model across the companies on this platform to estimate what each one is worth, rather than republishing a consensus average. Shows the current estimate, our rating, and when it was last revised. A free account covers 7 company valuations a month; a paid subscription is unlimited.

Financial Ratios

Profitability, returns, valuation, and leverage ratios.

Valuation, profitability, liquidity and leverage ratios for Twilio Inc.. Starting points for Twilio Inc.: P/E 34.7, EPS $7.52, beta 1.36 — an Software - Infrastructure name. P/E, P/B, EV/EBITDA, margins, return on equity, current ratio and debt coverage, each shown against the company's own history.

Dividend Analysis

Yield, payout ratio, and dividend coverage metrics.

Dividend history, yield and payout sustainability for Twilio Inc.. Twilio Inc. does not currently pay a regular dividend, so this section tracks capacity rather than history. Per-share payments, yield over time, payout ratio and growth streak, with coverage measured against free cash flow.

Earnings Analysis

EPS history, beat rate, and upcoming earnings reports.

Reported vs. expected earnings history for Twilio Inc.. Trailing twelve-month EPS for Twilio Inc. stands at $7.52. EPS surprises by quarter, revenue against estimates, and the upcoming reporting date.

Financial Statements

Income statement, balance sheet, and cash flow statements.

Income statement, balance sheet and cash flow history for Twilio Inc.. Twilio Inc. has reported as a listed company since 2016. Annual and quarterly filings with period-over-period comparison, so you can trace how revenue, margins and cash generation have moved.

Peer Comparison

Comparables

List of peer companies in the same industry.

Twilio Inc. valued side by side against its closest peers. Twilio Inc. is measured against Software - Infrastructure peers within the Technology sector. Peer-relative multiples and operating metrics, so the valuation is read in the context of its own sector rather than in isolation.

Ownership & News

Institutional Ownership

Premium

Which funds and firms own the stock.

Which institutions hold Twilio Inc., and how their positions are changing. At a $40.49B market value, institutional positions materially move Twilio Inc.'s register. Top holders, position sizes, and quarter-over-quarter accumulation or distribution from regulatory filings. Included with FRC Premium.

Insider Trading

Premium

Recent buying and selling by company executives.

Buying and selling by Twilio Inc. executives and directors. Shares of Twilio Inc. have traded between $77.51 and $151.95 over the past 52 weeks — context for the timing of the transactions below. Insider transactions as disclosed to regulators, with role, size and date — the clearest read on how the people running the company are positioned. Included with FRC Premium.

Senate Trading

Premium

U.S. Senator disclosures filed under the STOCK Act.

U.S. Senate disclosures naming Twilio Inc.. Twilio Inc. is a $40.49B Technology company. Senators' reported transactions in this security, alongside the fundamentals — a signal most research platforms leave out entirely. Included with FRC Premium.

House Trading

Premium

U.S. Representative disclosures filed under the STOCK Act.

U.S. House of Representatives disclosures naming Twilio Inc.. Representatives' reported transactions in this security, shown next to the company's fundamentals. Included with FRC Premium.

News

Latest headlines and market coverage.

Latest headlines and company announcements for Twilio Inc.. Coverage tracks Twilio Inc. within Software - Infrastructure (Technology). Press releases and market coverage, newest first.

Discussion

Comments

Comments and replies from FRC members about this company.

Peer companies

  • BANDBandwidth Inc.
  • CXDOCrexendo, Inc.
  • FIVNFive9, Inc.
  • RNGRingCentral, Inc.

More Software - Infrastructure companies

  • ZSZscaler, Inc.
  • ZVLOzvelo, Inc.
  • ZRFYZerify, Inc.

ETFs holding Twilio Inc.

Largest holders, then the funds most concentrated in TWLO · % = share of the fund

  • VTIVanguard Total Stock Market ETF0.06%
  • VBVanguard Small-Cap ETF0.57%
  • IVViShares Core SP 500 ETF0.06%
  • VBKVanguard Small-Cap Growth ETF1.28%
  • CLOUGlobal X - Cloud Computing ETF5.28%
  • PTFInvesco Dorsey Wright Technology Momentum ETF3.49%
  • ATFVAlger 35 ETF3.02%
  • IVOGVanguard S&P Mid-Cap 400 Growth ETF2.51%
TWLO Analysis
Good
Past5
Growth5
Health4
Profit1
Value1

News

Latest Market News

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