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Twilio Inc
NYSE:TWLO

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Twilio Inc
NYSE:TWLO
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Price: 148.06 USD 5.07% Market Closed
Market Cap: $22.4B

P/E

666.2
Current
6 256%
Cheaper
vs 3-y average of -10.8

Price to Earnings (P/E) ratio shows how much investors pay for each dollar of a company`s earnings. It`s calculated by dividing the company`s market value by its total earnings.

P/E
666.2
=
Market Cap
$19.4B
/
Net Income
$33.8m

Price to Earnings (P/E) ratio shows how much investors pay for each dollar of a company`s earnings. It`s calculated by dividing the company`s market value by its total earnings.

P/E
666.2
=
Market Cap
$19.4B
/
Net Income
$33.8m

Valuation Scenarios

Twilio Inc is trading above its industry average

If P/E returns to its Industry Average (29.6), the stock would be worth $6.58 (96% downside from current price).

Statistics
Positive Scenarios
0/2
Maximum Downside
-97%
Maximum Upside
No Upside Scenarios
Average Downside
96%
Scenario P/E Value Implied Price Upside/Downside
Current Multiple 666.2 $148.06
0%
Industry Average 29.6 $6.58
-96%
Country Average 22.9 $5.08
-97%

Forward P/E
Today’s price vs future net income

Today's Market Cap Net Income Forward P/E
$19.4B
/
Jan 2026
$33.8m
=
666.2
Current
$19.4B
/
Dec 2026
$836.4m
=
23.2
Forward
$19.4B
/
Dec 2027
$983.9m
=
19.7
Forward
$19.4B
/
Dec 2028
$1.1B
=
17.1
Forward
$19.4B
/
Dec 2029
$1.3B
=
15.3
Forward
$19.4B
/
Dec 2030
$1.4B
=
13.5
Forward
$19.4B
/
Dec 2031
$1.9B
=
10.4
Forward
$19.4B
/
Dec 2032
$2B
=
9.5
Forward
$19.4B
/
Dec 2033
$2.3B
=
8.6
Forward

Forward P/E shows whether today’s P/E still looks high or low once future net income are taken into account.

Peer Comparison

All Countries
Close
Market Cap P/E
US
Twilio Inc
NYSE:TWLO
22.6B USD 666.2
CA
Shopify Inc
NASDAQ:SHOP
157.9B USD 130
US
Cloudflare Inc
NYSE:NET
72.1B USD -705.3
US
Snowflake Inc.
NYSE:SNOW
46.9B USD -35.2
US
Snowflake Inc
XETRA:5Q5
40.2B EUR -34.7
ID
DCI Indonesia Tbk PT
IDX:DCII
473.8T IDR 471.9
US
Verisign Inc
NASDAQ:VRSN
24.5B USD 29.1
US
MongoDB Inc
NASDAQ:MDB
20.2B USD -283.8
US
Akamai Technologies Inc
NASDAQ:AKAM
14.9B USD 33.2
US
Okta Inc
NASDAQ:OKTA
13.1B USD 55.6
US
GoDaddy Inc
NYSE:GDDY
11.7B USD 13.4
Earnings Growth PEG
US
Twilio Inc
NYSE:TWLO
Average P/E: 199.9
666.2
222%
3
CA
Shopify Inc
NASDAQ:SHOP
130
53%
2.5
US
Cloudflare Inc
NYSE:NET
Negative Multiple: -705.3 N/A N/A
US
Snowflake Inc.
NYSE:SNOW
Negative Multiple: -35.2 N/A N/A
US
Snowflake Inc
XETRA:5Q5
Negative Multiple: -34.7 N/A N/A
ID
DCI Indonesia Tbk PT
IDX:DCII
471.9
N/A N/A
US
Verisign Inc
NASDAQ:VRSN
29.1
9%
3.2
US
MongoDB Inc
NASDAQ:MDB
Negative Multiple: -283.8 N/A N/A
US
Akamai Technologies Inc
NASDAQ:AKAM
33.2
42%
0.8
US
Okta Inc
NASDAQ:OKTA
55.6
54%
1
US
GoDaddy Inc
NYSE:GDDY
13.4
18%
0.7

Market Distribution

Higher than 98% of companies in the United States of America
Percentile
98th
Based on 8 489 companies
98th percentile
666.2
Low
0 — 15.3
Typical Range
15.3 — 33.2
High
33.2 —
Distribution Statistics
the United States of America
Min 0
30th Percentile 15.3
Median 22.9
70th Percentile 33.2
Max 1 826 183.3

Twilio Inc
Glance View

Twilio Inc., headquartered in San Francisco, emerged from the innovative minds of Jeff Lawson, Evan Cooke, and John Wolthuis. This technology company has carved its niche by being the backbone of communication for some of the world's largest companies. Twilio provides cloud-based communication platforms that enable developers to seamlessly integrate voice, messaging, video, and authentication services directly into their applications via APIs. This approach capitalizes on the growing trend of businesses seeking to enhance customer engagement with personalized, real-time communication, thereby positioning Twilio as a crucial infrastructure provider in the realm of digital connectivity. Central to Twilio’s business model is its usage-based pricing strategy, akin to a utility service, where revenue is generated every time someone uses its services to send a text message, make a phone call, or interact via a video call. By signing up businesses of all sizes, from small startups to multinational corporations, Twilio diversifies its revenue streams, reducing dependency on any single customer or industry. Moreover, its acquisition of companies like Segment has expanded its capabilities beyond mere communications to include customer data platforms, reinforcing its position as a cornerstone of customer interaction and engagement. With its innovative technology stack, Twilio continues to ride the wave of digital transformation, empowering companies to build stronger, more interactive relationships with their customers.

TWLO Intrinsic Value
123.49 USD
Overvaluation 17%
Intrinsic Value
Price $148.06
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