Twilio Inc banner

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.

Do our valuations actually work? See backtest results .

TWH Intrinsic Value
LOCKED
Unlock
Today vs. history

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.

See what happened next Free account required
Monitor TWH
Get notified when the price drops
Track Buy Zone
20% below Intrinsic Value
Get notified when the price drops into your buy zone
Current Price €166.1
Intrinsic Value Locked
Margin of Safety 20% Locked
Or choose another margin of safety
0% below Intrinsic Value
10% below Intrinsic Value
30% below Intrinsic Value
40% below Intrinsic Value
50% below Intrinsic Value
Custom
Alternatives to TWH

Fundamental Analysis

What Twilio Does

Technology Information Technology

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
Read the full company overview
View Company Overview

Twilio has no economic moat

No Moat Narrow Wide

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
Financials
Efficiency

Earnings Waterfall
Twilio Inc

Wall St Price Targets

Capital Returns

Buyback Yield
LOCKED
Debt Paydown Yield
LOCKED

Competitive Landscape

Ownership

TWLO Insider Trading
Buy and sell transactions by insiders

What is the Intrinsic Value of one TWH stock?

The intrinsic value for Twilio Inc (TWH) under the Base Case is hidden EUR.

Is TWH stock undervalued or overvalued?

Compared with the current market price of 166.1 EUR, the stock appears hidden.

Back to Top