Twilio Inc
F:TWH
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Twilio Inc
F:TWH
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Intrinsic Value
Is TWH undervalued or overvalued?
See the intrinsic value estimate for 
Twilio Inc and find out whether today’s valuation is cheap or expensive by its own historical standards.
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TWH looks overvalued.
But is it expensive by its own standards?
See how today’s valuation compares with TWH’s past valuations and how the stock performed after similar periods.
Fundamental Analysis
What Twilio Does
Twilio sells cloud software tools that let companies build messaging, voice, email, and video features into their apps and websites. Instead of buying telecom gear or building communications systems themselves, customers use Twilio’s APIs to send texts, place calls, verify users, and run customer support or alerts through software. It also offers contact-center and customer engagement products that help businesses manage conversations with their own customers.
- Headquarters
- United States of America US
- Employees
- 5 558
- IPO date
- Jun 23, 2016
Twilio has no economic moat
Businesses can choose among several providers for messaging, voice, and customer engagement tools, including Sinch, Infobip, and Vonage. Comparable alternatives and price competition mean Twilio has no clear, lasting barrier that prevents rivals from winning customers or profits.
Read the full moat analysis
Revenue & Expenses Breakdown
Twilio Inc
Earnings Waterfall
Twilio Inc
The intrinsic value for Twilio Inc (TWH) under the Base Case is hidden EUR.
Compared with the current market price of 230 EUR, the stock appears hidden.