US · USD

TWLO

Twilio Inc

US$295.66+1.09% (US$3.20)
Day's range
US$287.51 – US$305.95
Day's volume
US$737.4m
52-week range
US$102.94 – US$301.27

Follow TWLO on Fuolio

See how TWLO weighs in your net worth, what it has paid you and how far it is from your target allocation.

Create a free account

TWLO in numbers

Market cap
US$46.3bn
P/E
39.52
P/B
5.06
Dividend yield (12m)
0.00%
Net debt/EBITDA
0.38

TWLO trades at 39.52 times its earnings of the last 12 months.

TWLO price history

02/10/202502/10/2026
Compare with

TWLO risk and return

Monthly closes adjusted for splits and distributions.

Metric12 months36 months60 months
Return+192.20%+399.68%-8.33%
Volatility (annualised)52.01%53.61%56.44%
Largest drawdown-15.31%-34.02%-84.65%
Positive months9/1222/3628/60

How much did investing in TWLO return?

US$1,000.00 invested on 01/11/2021 would be worth US$1,033.23 today.

Value today in TWLO
US$1,033.23
Return over the period
+3.32%
Return per year
+0.67%
In the S&P 500
US$1,691.31

With dividends reinvested, before taxes and costs, at month-end closes. Past returns do not guarantee future ones.

TWLO fundamentals

Valuation

  • P/E
    39.52
  • P/B
    5.06
  • EV/EBITDA
    103.27
  • EV/EBIT
    160.16
  • EV/Revenue
    8.33
  • P/EBIT
    159.57
  • P/S
    8.30
  • P/OCF
    43.62
  • P/FCF
    —
  • Earnings yield
    0.62%
  • PEG ratio
    —
  • Earnings per share
    US$7.48
  • Book value per share
    US$58.46

Debt

  • Net debt
    US$169.9m
  • Net debt/EBITDA
    0.38
  • Net debt/Equity
    0.02
  • Debt/Equity
    0.11
  • Current ratio
    4.62
  • Quick ratio
    —
  • Cash ratio
    1.02

Efficiency

  • Gross margin
    48.54%
  • EBITDA margin
    8.07%
  • Operating margin
    5.20%
  • Net margin
    20.62%
  • Asset turnover
    0.51

Profitability

  • ROE
    12.80%
  • ROA
    10.60%
  • ROIC
    3.17%
  • Payout
    0.00%

Growth

  • Revenue CAGR (5 years)
    19.83%
  • Earnings CAGR (5 years)
    —
  • Revenue growth (year)
    —
  • Earnings growth (year)
    —
  • Revenue growth (quarter)
    —
  • Earnings growth (quarter)
    —

What is TWLO's fair price?

Two classic value formulas, with today's numbers. The current price is US$295.66.

Graham's fair price
US$99.20
66.45% below the price

√(22.50 × US$7.48 × US$58.46)

Benjamin Graham paid no more than a P/E of 15 and a P/B of 1.5. Their product, 22.5, times earnings (EPS) and book value per share gives the fair price.

Bazin's ceiling price
—
Does not apply to TWLO: it paid no distributions in the last five years.

Décio Bazin only bought shares yielding at least 6% a year in distributions. The ceiling price is the average dividend per share of recent years divided by 6%.

Graham ignores growth and debt; Bazin assumes past distributions will repeat. They are reference points for comparison, not a buy recommendation.

TWLO indicators by year

Multiples at each year's closing price; margins and returns from that year's accounts.

Indicator20252024202320222021202020192018
P/E633.86-151.35——————
P/B2.762.07——————
EV/EBITDA61.89112.07——————
Earnings per shareUS$0.22-US$0.71——————
Book value per shareUS$51.62US$52.10——————
ROE0.43%-1.37%-10.43%-11.90%-8.61%-5.81%-7.18%-27.83%
ROIC1.19%-0.63%-8.71%-11.06%-8.59%-6.13%-7.33%-26.30%
Gross margin48.92%51.10%49.20%47.40%48.94%51.97%53.67%53.72%
EBITDA margin6.97%3.42%-14.25%-24.21%-23.13%-19.48%-22.86%-13.71%
Net margin0.67%-2.45%-24.43%-32.83%-33.43%-27.87%-27.07%-18.76%
Net debt/EBITDA0.883.74——————

TWLO financial statements

Line202520242023202220212020
Net revenueUS$5.1bnUS$4.5bnUS$4.2bnUS$3.8bnUS$2.8bnUS$1.8bn
Cost of sales-US$2.6bn-US$2.2bn-US$2.1bn-US$2bn-US$1.5bn-US$846.1m
Gross profitUS$2.5bnUS$2.3bnUS$2bnUS$1.8bnUS$1.4bnUS$915.7m
EBITDAUS$353.2mUS$152.3m-US$592.1m-US$926.2m-US$657.2m-US$343.2m
EBITUS$157.8m-US$53.7m-US$876.5m-US$1.2bn-US$915.6m-US$492.9m
Net finance result-US$102.7m-US$34.9m-US$120.2m-US$38.3m-US$45.3m-US$11.5m
Profit before taxUS$55.1m-US$88.6m-US$996.7m-US$1.2bn-US$960.9m-US$504.4m
Income tax-US$21.3m-US$20.8m-US$18.7m-US$12.5mUS$11mUS$13.4m
Net incomeUS$34m-US$109m-US$1bn-US$1.3bn-US$950m-US$491m

Figures the company filed with the CVM. Debt excludes leases; each quarter is that quarter alone.

Does TWLO pay dividends?

TWLO has no distributions on record.

About Twilio

Sector
Services

Questions about TWLO

How much is TWLO today?

TWLO is at US$295.66 (1.09% on the day), last traded on 02/10/2026.

What are the P/E and P/B of TWLO?

TWLO trades at a P/E of 39.52 and a P/B of 5.06.

How much did TWLO return in 12 months?

TWLO returned 192.20% in 12 months, with annualised volatility of 52.01% and a largest drawdown of -15.31%.