Twilio Inc
NYSE:TWLO

Watchlist Manager
Twilio Inc Logo
Twilio Inc
NYSE:TWLO
Watchlist
Price: 103.56 USD 2.66% Market Closed
Market Cap: 15.8B USD
Section:
Relative Value
Relative Value
Valuation Multiples
Multiples Across Competitors
See Also

Relative Value

The Relative Value of one TWLO stock under the Base Case scenario is 57.38 USD. Compared to the current market price of 103.56 USD, Twilio Inc is Overvalued by 45%.

Relative Value is the estimated value of a stock based on various valuation multiples like P/E and EV/EBIT ratios. It offers a quick snapshot of a stock's valuation in relation to its peers and historical norms.

TWLO Relative Value
Base Case
57.38 USD
Overvaluation 45%
Relative Value
Price
Worst Case
Base Case
Best Case

Valuation Multiples

3.5
P/S
P/S
Price to Sales
3.5
vs History
57
vs Industry
33
Median 3Y
3.1
Median 5Y
3.8
Industry
2.3
Forward
3.2
More Details
Negative
P/E
P/E
Price to Earnings
N/A
vs History
vs Industry
Median 3Y
-14
Median 5Y
-32
Industry
22.3
Forward
23.4
More Details
22.1
P/OCF
P/OCF
Price to OCF
22.1
vs History
42
vs Industry
26
Median 3Y
11.1
Median 5Y
15.9
Industry
16.8
More Details
24.5
P/FCFE
P/FCFE
Price to FCFE
24.5
vs History
33
vs Industry
25
Median 3Y
12
Median 5Y
12
Industry
21.1
More Details
2
P/B
P/B
Price to Book Value
2
vs History
44
vs Industry
53
Median 3Y
1.2
Median 5Y
1.9
Industry
2.8
More Details
3.1
EV/S
EV/S
Enterprise Value to Sales
3.1
vs History
52
vs Industry
34
Median 3Y
2.4
Median 5Y
3.4
Industry
2.3
Forward
2.9
More Details
6.2
EV/GP
EV/GP
Enterprise Value to Gross Profit
6.2
vs History
52
vs Industry
34
Median 3Y
5
Median 5Y
6.6
Industry
4.7
More Details
69.7
EV/EBITDA
EV/EBITDA
Enterprise Value to EBITDA
69.7
vs History
14
vs Industry
6
Median 3Y
-13.3
Median 5Y
-35.2
Industry
12.2
Forward
14.2
More Details
3 094.4
EV/EBIT
EV/EBIT
Enterprise Value to EBIT
3 094.4
vs History
0
vs Industry
Median 3Y
-14.1
Median 5Y
-29.6
Industry
16
Forward
16.7
More Details
20.1
EV/OCF
EV/OCF
Enterprise Value to OCF
20.1
vs History
41
vs Industry
26
Median 3Y
8.6
Median 5Y
13.8
Industry
15.2
More Details
21.9
EV/FCFF
EV/FCFF
Enterprise Value to FCFF
21.9
vs History
14
vs Industry
24
Median 3Y
9.1
Median 5Y
-33.8
Industry
18.4
More Details
2
EV/IC
EV/IC
Enterprise Value to IC
2
vs History
47
vs Industry
46
Median 3Y
1.2
Median 5Y
2
Industry
2.3
More Details

Multiples Across Competitors

TWLO Competitors Multiples
Twilio Inc Competitors

All Multiples
P/S
P/E
EV/EBITDA
EV/EBIT
Market Cap P/S P/E EV/EBITDA EV/EBIT
US
Twilio Inc
NYSE:TWLO
15.9B USD 3.5 -466.3 69.7 3 094.4
CA
Shopify Inc
NYSE:SHOP
122.3B USD 13.8 60.6 105.2 108.7
US
Snowflake Inc.
NYSE:SNOW
56.9B USD 15.7 -44.3 -42.9 -37.5
US
Cloudflare Inc
NYSE:NET
42B USD 25.1 -532.6 -1 531.3 -267.5
US
Verisign Inc
NASDAQ:VRSN
27B USD 17.2 34.2 25.5 26.3
US
GoDaddy Inc
NYSE:GDDY
26.1B USD 5.6 34.5 26.2 29.6
ID
DCI Indonesia Tbk PT
IDX:DCII
374.2T IDR 206.5 469.9 384 384
US
Okta Inc
NASDAQ:OKTA
20.5B USD 7.8 731.2 732 -290.5
US
MongoDB Inc
NASDAQ:MDB
14B USD 7 -108.7 -58.5 -54.3
US
Akamai Technologies Inc
NASDAQ:AKAM
12.4B USD 3.1 24.6 9.8 18.8
IL
Wix.Com Ltd
NASDAQ:WIX
9.3B USD 5.3 67.5 62.7 82.2
P/S Multiple
Revenue Growth P/S to Growth
US
Twilio Inc
NYSE:TWLO
Average P/S: 28.2
3.5
9%
0.4
CA
Shopify Inc
NYSE:SHOP
13.8
23%
0.6
US
Snowflake Inc.
NYSE:SNOW
15.7
24%
0.7
US
Cloudflare Inc
NYSE:NET
25.1
27%
0.9
US
Verisign Inc
NASDAQ:VRSN
17.2
5%
3.4
US
GoDaddy Inc
NYSE:GDDY
5.6
8%
0.7
ID
DCI Indonesia Tbk PT
IDX:DCII
206.5
N/A N/A
US
Okta Inc
NASDAQ:OKTA
7.8
11%
0.7
US
MongoDB Inc
NASDAQ:MDB
7
16%
0.4
US
Akamai Technologies Inc
NASDAQ:AKAM
3.1
7%
0.4
IL
Wix.Com Ltd
NASDAQ:WIX
5.3
13%
0.4
P/E Multiple
Earnings Growth PEG
US
Twilio Inc
NYSE:TWLO
Average P/E: 203.2
Negative Multiple: -466.3 		N/A N/A
CA
Shopify Inc
NYSE:SHOP
60.6
20%
3
US
Snowflake Inc.
NYSE:SNOW
Negative Multiple: -44.3 N/A N/A
US
Cloudflare Inc
NYSE:NET
Negative Multiple: -532.6 N/A N/A
US
Verisign Inc
NASDAQ:VRSN
34.2
9%
3.8
US
GoDaddy Inc
NYSE:GDDY
34.5
12%
2.9
ID
DCI Indonesia Tbk PT
IDX:DCII
469.9
N/A N/A
US
Okta Inc
NASDAQ:OKTA
731.2
181%
4
US
MongoDB Inc
NASDAQ:MDB
Negative Multiple: -108.7 N/A N/A
US
Akamai Technologies Inc
NASDAQ:AKAM
24.6
31%
0.8
IL
Wix.Com Ltd
NASDAQ:WIX
67.5
63%
1.1
EV/EBITDA Multiple
EBITDA Growth EV/EBITDA to Growth
US
Twilio Inc
NYSE:TWLO
Average EV/EBITDA: 176.9
69.7
102%
0.7
CA
Shopify Inc
NYSE:SHOP
105.2
51%
2.1
US
Snowflake Inc.
NYSE:SNOW
Negative Multiple: -42.9 N/A N/A
US
Cloudflare Inc
NYSE:NET
Negative Multiple: -1 531.3 N/A N/A
US
Verisign Inc
NASDAQ:VRSN
25.5
7%
3.6
US
GoDaddy Inc
NYSE:GDDY
26.2
22%
1.2
ID
DCI Indonesia Tbk PT
IDX:DCII
384
N/A N/A
US
Okta Inc
NASDAQ:OKTA
732
251%
2.9
US
MongoDB Inc
NASDAQ:MDB
Negative Multiple: -58.5 N/A N/A
US
Akamai Technologies Inc
NASDAQ:AKAM
9.8
14%
0.7
IL
Wix.Com Ltd
NASDAQ:WIX
62.7
77%
0.8
EV/EBIT Multiple
EBIT Growth EV/EBIT to Growth
US
Twilio Inc
NYSE:TWLO
Average EV/EBIT: 534.9
3 094.4
N/A N/A
CA
Shopify Inc
NYSE:SHOP
108.7
48%
2.3
US
Snowflake Inc.
NYSE:SNOW
Negative Multiple: -37.5 N/A N/A
US
Cloudflare Inc
NYSE:NET
Negative Multiple: -267.5 N/A N/A
US
Verisign Inc
NASDAQ:VRSN
26.3
6%
4.4
US
GoDaddy Inc
NYSE:GDDY
29.6
18%
1.6
ID
DCI Indonesia Tbk PT
IDX:DCII
384
N/A N/A
US
Okta Inc
NASDAQ:OKTA
Negative Multiple: -290.5 N/A N/A
US
MongoDB Inc
NASDAQ:MDB
Negative Multiple: -54.3 N/A N/A
US
Akamai Technologies Inc
NASDAQ:AKAM
18.8
25%
0.8
IL
Wix.Com Ltd
NASDAQ:WIX
82.2
90%
0.9

See Also

Summary
TWLO intrinsic value, competitors valuation, and company profile.
DCF Valuation
TWLO stock valuation using Discount Cash Flow valuation method.
Relative Valuation
TWLO stock valuation using valuation multiples.
Wall Street Estimates
TWLO price targets and financial estimates made by Wall st analysts.
Profitability Analysis
Detailed analysis of the company's profitability.
Solvency Analysis
Analysis of the financial position and solvency of the company.
Financials
Income Statement, Balance Sheet, Cash Flow Statement.
Discount Rate
TWLO stock discount rate: cost of equity and WACC.
Summary
DCF Valuation
Relative Valuation
Wall Street Estimates
Profitability Analysis
Solvency Analysis
Financials
Discount Rate
Discover More
Back to Top
ALPHA SPREAD
Follow us
Join more than 253,200+ value investors using Alpha Spread
Create a free account
or see our plans & pricing

Company

About Us Careers Pricing Affiliate Program Terms of Service Privacy Policy

Help

What is Intrinsic Value? Help Center Contact Us

Tools

Stock Screener Intrinsic Value Calculator DCF Value Calculator Discount Rate Calculator

Stocks

Most Undervalued Stocks Wide Economic Moat Stocks High Profitability Stocks High Solvency Stocks Most Popular Stocks

© 2025 Alpha Spread Limited. All Rights Reserved.

www.alphaspread.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on www.alphaspread.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall Alpha Spread Limited be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on www.alphaspread.com, or relating to the use of, or inability to use, www.alphaspread.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.