
Twilio Inc
NYSE:TWLO

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Intrinsic Value
The intrinsic value of one
TWLO
stock under the Base Case scenario is
83.12
USD.
Compared to the current market price of 84.97 USD,
Twilio Inc
is
Overvalued by 2%.
The Intrinsic Value is calculated as the average of DCF and Relative values:

Valuation History
Twilio Inc
Uncover deeper insights with the Valuation History. Learn how current stock valuations stack up against historical averages to gauge true investment potential.
Start now and learn if your stock is truly undervalued or overvalued!
Stock is trading at its lowest valuation over the past 5 years.

Valuation History
Historical valuation for TWLO cannot be conducted due to limitations such as insufficient data or other constraints.
Fundamental Analysis
Select up to 3 indicators:
Select up to 3 indicators:

Twilio’s gross margins remain under sustained pressure due to rising carrier fees and intense competition, casting doubts on the company’s long-term profitability and ability to scale cost-effectively.
Sluggish post-pandemic demand for two-way communications, combined with potential churn among pandemic-era customers, may result in decelerating revenue growth, undermining Twilio’s bullish outlook.
Integration challenges following strategic acquisitions such as SendGrid and Segment could hamper Twilio’s attempts to offer a seamless customer engagement platform, potentially weakening cross-selling opportunities.
Twilio’s leading CPaaS platform and ongoing expansion into all-in-one customer engagement solutions put the company in a strong position to capture the growing shift to omnichannel communication.
The company’s improved focus on profitability, including strategic cost-cutting measures, should help Twilio generate sustainable margins and enhance shareholder value over the long term.
With Segment’s strong customer data platform capabilities fully integrated, Twilio can unlock higher-value analytics and personalization features, driving deeper adoption and cementing its role as a central communications hub.

Revenue & Expenses Breakdown
Twilio Inc
Balance Sheet Decomposition
Twilio Inc
Current Assets | 3.4B |
Cash & Short-Term Investments | 2.4B |
Receivables | 588.5m |
Other Current Assets | 474.4m |
Non-Current Assets | 6.4B |
Long-Term Investments | 485.8m |
PP&E | 244.4m |
Intangibles | 5.5B |
Other Non-Current Assets | 206.1m |
Current Liabilities | 820.2m |
Accounts Payable | 100.2m |
Accrued Liabilities | 564.4m |
Other Current Liabilities | 155.7m |
Non-Current Liabilities | 1.1B |
Long-Term Debt | 990.6m |
Other Non-Current Liabilities | 101.7m |
Free Cash Flow Analysis
Twilio Inc
USD | |
Free Cash Flow | USD |
Earnings Waterfall
Twilio Inc
Revenue
|
4.5B
USD
|
Cost of Revenue
|
-2.2B
USD
|
Gross Profit
|
2.3B
USD
|
Operating Expenses
|
-2.3B
USD
|
Operating Income
|
-40.4m
USD
|
Other Expenses
|
-69m
USD
|
Net Income
|
-109.4m
USD
|
TWLO Profitability Score
Profitability Due Diligence
Twilio Inc's profitability score is 41/100. The higher the profitability score, the more profitable the company is.

Score
Twilio Inc's profitability score is 41/100. The higher the profitability score, the more profitable the company is.
TWLO Solvency Score
Solvency Due Diligence
Twilio Inc's solvency score is 82/100. The higher the solvency score, the more solvent the company is.

Score
Twilio Inc's solvency score is 82/100. The higher the solvency score, the more solvent the company is.
Wall St
Price Targets
TWLO Price Targets Summary
Twilio Inc
According to Wall Street analysts, the average 1-year price target for
TWLO
is 144.78 USD
with a low forecast of 75.75 USD and a high forecast of 194.25 USD.
Dividends
Current shareholder yield for TWLO is
.
Shareholder yield represents the total return a company provides to its shareholders, calculated as the sum of dividend yield, buyback yield, and debt paydown yield. What is shareholder yield?
The intrinsic value of one
TWLO
stock under the Base Case scenario is
83.12
USD.
Compared to the current market price of 84.97 USD,
Twilio Inc
is
Overvalued by 2%.