Tearsheet

Twilio (TWLO)

Market Price (10/28/2025): $114.52 | Market Cap: $17.5 Bil
Sector: Information Technology | Industry: Systems Software

Twilio (TWLO)

Market Price (10/28/2025): $114.52
Market Cap: $17.5 Bil
Sector: Information Technology
Industry: Systems Software

Investment Highlights Why It Matters Which of these 2 stories sounds closer for this stock?

1. Generates cash flow

The stock generated 4% or more of the share price (called cash flow yield), and shows moderate 10-15% or more growth.

2. Riding a trend

Think Tesla during the pandemic of 2020 when EVs were riding a cultural high, or Nvidia in the current AI boom, or even Figma. These companies don’t have enough yield, or, enough growth, or both - however - they are riding a trend. They have momentum. These can be more volatile - they don’t have the floor of strong cash flow

0	Attractive cash flow generation CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 17%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 15%	Weak multi-year price returns 3Y Excs Rtn is -26%	Expensive valuation multiples P/EBITPrice/EBIT or Price/(Operating Income) ratio is 242x, P/EPrice/Earnings or Price/(Net Income) is 867x
1			Yield minus risk free rate is negative ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -4.4%

0	Attractive cash flow generation CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 17%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 15%
1	Weak multi-year price returns 3Y Excs Rtn is -26%
2	Expensive valuation multiples P/EBITPrice/EBIT or Price/(Operating Income) ratio is 242x, P/EPrice/Earnings or Price/(Net Income) is 867x
3	Yield minus risk free rate is negative ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -4.4%

Market Valuation & Key Metrics

Valuation
Key Metrics

	10/28/25	2024	2023	2022	2021
Share Price CYE	$114.52	$108.08	$75.87	$48.96	$263.34
Market Cap CYE ($ Bil)	17.5	16.6	13.8	9.1	47.1
Total Debt ($ Bil)	1.1	1.1	1.2	1.2	1.3
Total Cash ($ Bil)	2.5	2.4	4.0	4.2	5.4
Enterprise Value ($ Bil)	16.1	17.7	15.0	10.3	48.4
Valuation Ratios
P/S TTM	3.7	4.0	3.4	2.3	16.1
P/EBIT TTM	241.9	-443.5	-35.6	-8.7	-50.1
P/E TTM	866.8	-163.9	-13.7	-7.1	-48.3
Sector Ratios
P/S TTM (Sector)	3.4	3.1	2.8	2.5	4.6
P/EBIT TTM (Sector)	3.7	-0.0	-0.1	-0.5	3.2
P/E TTM (Sector)	-0.4	-0.3	-0.3	-0.5	0.0

	10/28/25	2024	2023
Share Price CYE	$114.52	$108.08	$75.87
Market Cap CYE ($ Bil)	17.5	16.6	13.8
Total Debt ($ Bil)	1.1	1.1	1.2
Total Cash ($ Bil)	2.5	2.4	4.0
Enterprise Value ($ Bil)	16.1	17.7	15.0
Valuation Ratios
P/S TTM	3.7	4.0	3.4
P/EBIT TTM	241.9	-443.5	-35.6
P/E TTM	866.8	-163.9	-13.7
Sector Ratios
P/S TTM (Sector)	3.4	3.1	2.8
P/EBIT TTM (Sector)	3.7	-0.0	-0.1
P/E TTM (Sector)	-0.4	-0.3	-0.3

	TWLO	S&P 500
REVENUE GROWTH	GOOD
Rev LTM ($ Bil)	4.7
Rev Chg Q	13.5%	6.4%
Rev Chg LTM	11.6%	5.3%
Rev Chg 3Y Avg	11.8%	5.4%
PROFITABILITY	VERY POOR
Op Inc LTM ($ Bil)	0.1
CFO LTM ($ Bil)	0.8
Net Inc LTM ($ Bil)	0.0
Op Mgn LTM	1.5%	18.7%
CFO/Rev LTM	16.5%	20.5%
Net Inc Mgn	0.4%	12.7%
VALUATION	MODERATE
P/S	3.7	3.3
P/CFO	22.5	16.1
P/FCF	24.2	20.9
P/E	866.8	24.0
STABILITY	VERY GOOD
Debt/Equity	0.06	0.21
Cash/Assets	0.26	0.07

TWLO Stock

Return (1M):

Return vs. Risk

Price Returns Compared

	2020	2021	2022	2023	2024	2025	Total [1]
Returns
TWLO Return	244%	-22%	-81%	55%	42%	6%	15%
Peers Return	86%	5%	-46%	48%	-0%	5%	64%
S&P 500 Return	16%	27%	-19%	24%	23%	17%	110%
Monthly Win Rates [3]
TWLO Win Rate	67%	33%	17%	50%	58%	44%
Peers Win Rate	63%	62%	37%	60%	48%	53%
S&P 500 Win Rate	58%	75%	42%	67%	75%	67%
Max Drawdowns [4]
TWLO Max Drawdown	-27%	-27%	-84%	-6%	-30%	-25%
Peers Max Drawdown	-21%	-25%	-58%	-9%	-24%	-23%
S&P 500 Max Drawdown	-31%	-1%	-25%	-1%	-2%	-15%

[1] Cumulative total returns since the beginning of 2020
[2] Peers: MDB, VRSN, OKTA, AKAM, WIX. See TWLO Returns vs. Peers.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2025 data is for the year up to 10/27/2025 (YTD)

How Low Can It Go

Unique Key	Event	TWLO	S&P 500
2022 Inflation Shock	2022 Inflation Shock
2022 Inflation Shock% Loss	% Loss	-90.4%	-25.4%
2022 Inflation Shock% Gain to Breakeven	% Gain to Breakeven	937.6%	34.1%
2022 Inflation ShockTime to Breakeven	Time to Breakeven	Not Fully Recovered days	464 days
2020 Covid Pandemic	2020 Covid Pandemic
2020 Covid Pandemic% Loss	% Loss	-45.6%	-33.9%
2020 Covid Pandemic% Gain to Breakeven	% Gain to Breakeven	84.0%	51.3%
2020 Covid PandemicTime to Breakeven	Time to Breakeven	52 days	148 days
2018 Correction	2018 Correction
2018 Correction% Loss	% Loss	-39.3%	-19.8%
2018 Correction% Gain to Breakeven	% Gain to Breakeven	64.7%	24.7%
2018 CorrectionTime to Breakeven	Time to Breakeven	182 days	120 days

Compare to MDB, VRSN, OKTA, AKAM, WIX

In The Past

Twilio's stock fell -90.4% during the 2022 Inflation Shock from a high on 2/18/2021. A -90.4% loss requires a 937.6% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth over time.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

About Twilio (TWLO)

Business Description

Twilio Inc., together with its subsidiaries, provides a cloud communications platform that enables developers to build, scale, and operate customer engagement within software applications in the United States and internationally. Its customer engagement platform provides a set of application programming interfaces that handle the higher-level communication logic needed for nearly every type of customer engagement, as well as enable developers to embed voice, messaging, video, and email capabilities into their applications. The company was incorporated in 2008 and is headquartered in San Francisco, California.

Better Bets than Twilio (TWLO)

	TWLO	Better Performance than TWLO
Metric	Value	Industry (Systems Software)
Rev Chg LTM	11.6%	MSFT (14.9%), NOW (21.1%), PANW (14.9%), CRWD (23.5%), NET (27.8%)
Rev Chg 3Y Avg	11.8%	MSFT (12.5%), NOW (22.3%), PANW (18.9%), CRWD (33.5%), NET (34.5%)
Op Mgn LTM	1.5%	MSFT (45.6%), NOW (13.3%), PANW (13.5%), CRWV (6.3%), FTNT (30.9%)
CFO/Rev LTM	16.5%	MSFT (48.3%), NOW (39.0%), PANW (40.3%), CRWD (32.0%), NET (25.6%)
FCF/Rev LTM	15.3%	MSFT (25.4%), NOW (31.6%), PANW (37.6%), CRWD (23.9%), FTNT (32.1%)
Total Yield	0.1%	MSFT (3.2%), NOW (0.8%), PANW (0.8%), FTNT (3.0%), AFRM (0.2%)

	TWLO	Better Performance than TWLO
Metric	Value	Sector (Information Technology)
Rev Chg LTM	11.6%	NVDA (71.6%), MSFT (14.9%), AVGO (28.0%), PLTR (38.8%), AMD (27.2%)
Rev Chg 3Y Avg	11.8%	NVDA (92.0%), MSFT (12.5%), AVGO (24.0%), PLTR (25.7%), MU (20.3%)
Op Mgn LTM	1.5%	NVDA (58.1%), AAPL (31.9%), MSFT (45.6%), AVGO (39.0%), ORCL (31.6%)
CFO/Rev LTM	16.5%	NVDA (46.6%), AAPL (26.6%), MSFT (48.3%), AVGO (42.4%), ORCL (36.5%)
FCF/Rev LTM	15.3%	NVDA (43.6%), AAPL (23.5%), MSFT (25.4%), AVGO (41.6%), PLTR (49.7%)
Total Yield	0.1%	NVDA (1.9%), AAPL (2.9%), MSFT (3.2%), AVGO (1.1%), ORCL (2.2%)

	TWLO	Better Performance than TWLO
Metric	Value	All Other Sectors
Rev Chg LTM	11.6%	GOOGL (13.1%), META (19.4%), LLY (36.8%), MA (13.1%), NFLX (15.4%)
Rev Chg 3Y Avg	11.8%	META (13.0%), JPM (13.5%), LLY (23.4%), MA (13.5%), GE (15.7%)
Op Mgn LTM	1.5%	GOOGL (32.7%), AMZN (11.4%), META (42.9%), TSLA (5.1%), WMT (4.2%)
CFO/Rev LTM	16.5%	GOOGL (36.0%), AMZN (18.1%), META (56.4%), LLY (20.5%), V (60.4%)
FCF/Rev LTM	15.3%	GOOGL (18.0%), META (30.7%), V (56.8%), MA (49.2%), NFLX (20.7%)
Total Yield	0.1%	GOOGL (3.8%), AMZN (2.9%), META (3.8%), TSLA (0.3%), JPM (6.7%)

		Best Bets In Information Technology Sector
	TWLO	VRSN	NVDA	RMBS	QLYS	ADBE	YOU	GEN	IDCC	DBX	KLAC
What You Pay
P/E	866.6	28.4	53.9	53.4	24.7	21.8	16.8	27.7	21.6	16.3	39.5
P/EBIT	241.8	20.6	46.2	47.3	23.1	17.4	20.0	10.1	17.3	13.9	32.4
What You Get
Rev Chg Q	13.5%	7.3%	55.6%	30.3%	10.3%	10.7%	17.5%	30.3%	34.5%	-1.4%	23.6%
Rev Chg LTM	11.6%	5.5%	71.6%	35.2%	9.6%	10.7%	19.8%	10.6%	21.8%	-0.0%	23.9%
Rev Chg 3Y Avg	11.8%	5.2%	92.0%	18.7%	12.5%	10.5%	35.5%	14.8%	23.3%	4.1%	10.4%
FCF/Rev 3Y Avg	9.1%	57.4%	41.3%	40.9%	39.0%	37.7%	37.3%	35.9%	35.1%	32.9%	31.1%

[1] Choosing top 10 best bets from each sector quarterly is an alpha producing strategy vs sector benchmark
[2] Historical annualized return of 24%, alpha of 2.9%, and sharpe of 1.04

Latest Trefis Analyses

	Title	Topic	Date
0	DASHBOARDS
1	Twilio Earnings Notes
2	Twilio Stock Jumped 11% in a Month, What Now?	Return
3	Is The 20.5% Decline In Twilio (TWLO) Stock A Dip Buying Opportunity?	Actionable
4	How Does Twilio Stock Stack Up Against Its Peers?	Peer Comparison
5	Is The 25.6% Decline In Twilio (TWLO) Stock A Dip Buying Opportunity?	Actionable
6	TWLO Dip Buy Analysis
7	Twilio vs. NiSource: With Return Forecast Of 40%, Twilio Is A Better Bet	Peer Comparison
8	Twilio vs. Jabil: With Return Forecast Of 40%, Twilio Is A Better Bet	Peer Comparison
9	Twilio vs. PulteGroup: With Return Forecast Of 40%, Twilio Is A Better Bet	Peer Comparison
10	Twilio vs. MongoDB: With Return Forecast Of 71%, MongoDB Is A Better Bet	Peer Comparison
11	ARTICLES
12	TWLO Down 17% In A Month. How Confident Are You In The Stock?		September 6th, 2025
13	TWLO Down 17% In A Month. How Confident Are You In The Stock?		September 6th, 2025
14	TWLO Shares Tumbled 20%, Opportunity Or Trap?		August 25th, 2025
15	TWLO Dropped 20% In A Month. Have You Fully Evaluated The Risk?		August 25th, 2025
16	TWLO Shares Tumbled 24%, Opportunity Or Trap?		August 15th, 2025

	Title
0	DASHBOARDS
1	TWLO Down 17% In A Month. How Confident Are You In The Stock?
2	TWLO Down 17% In A Month. How Confident Are You In The Stock?
3	TWLO Shares Tumbled 20%, Opportunity Or Trap?
4	TWLO Dropped 20% In A Month. Have You Fully Evaluated The Risk?
5	TWLO Shares Tumbled 24%, Opportunity Or Trap?
6	ARTICLES
7	Twilio Earnings Notes
8	Twilio Stock Jumped 11% in a Month, What Now?
9	Is The 20.5% Decline In Twilio (TWLO) Stock A Dip Buying Opportunity?
10	How Does Twilio Stock Stack Up Against Its Peers?
11	Is The 25.6% Decline In Twilio (TWLO) Stock A Dip Buying Opportunity?
12	TWLO Dip Buy Analysis
13	Twilio vs. NiSource: With Return Forecast Of 40%, Twilio Is A Better Bet
14	Twilio vs. Jabil: With Return Forecast Of 40%, Twilio Is A Better Bet
15	Twilio vs. PulteGroup: With Return Forecast Of 40%, Twilio Is A Better Bet
16	Twilio vs. MongoDB: With Return Forecast Of 71%, MongoDB Is A Better Bet

Trade Ideas

Select past ideas related to TWLO. For more, see Trefis Trade Ideas.

Unique Key	Date	Ticker	Company	Category	Trade Strategy	6M Fwd Rtn	12M Fwd Rtn	12M Max DD
ADBE_9302025_Monopoly_xInd_xCD_Getting_Cheaper	09302025	ADBE	Adobe	Monopoly	MY \| Getting CheaperMonopoly-Like with P/S Decline Large cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple	1.4%	1.4%	-6.7%
CRM_9302025_Monopoly_xInd_xCD_Getting_Cheaper	09302025	CRM	Salesforce	Monopoly	MY \| Getting CheaperMonopoly-Like with P/S Decline Large cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple	7.8%	7.8%	-0.6%
MPWR_9302025_Monopoly_xInd_xCD_Getting_Cheaper	09302025	MPWR	Monolithic Power Systems	Monopoly	MY \| Getting CheaperMonopoly-Like with P/S Decline Large cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple	20.0%	20.0%	-1.8%
POWI_9262025_Dip_Buyer_High_CFO_Margins_ExInd_DE	09262025	POWI	Power Integrations	Dip Buy	DB \| CFO/Rev \| Low D/EDip Buy with High Cash Flow Margins Buying dips for companies with significant cash flows from operations and reasonable debt / market cap	7.5%	7.5%	-13.4%
ROP_9262025_Monopoly_xInd_xCD_Getting_Cheaper	09262025	ROP	Roper Technologies	Monopoly	MY \| Getting CheaperMonopoly-Like with P/S Decline Large cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple	-7.0%	-7.0%	-7.0%

Unique Key	Date	Ticker	Company	Category	Trade Strategy	6M Fwd Rtn	12M Fwd Rtn	12M Max DD
ADBE_9302025_Monopoly_xInd_xCD_Getting_Cheaper	09302025	ADBE	Adobe	Monopoly	MY \| Getting CheaperMonopoly-Like with P/S Decline Large cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple	1.4%	1.4%	-6.7%
CRM_9302025_Monopoly_xInd_xCD_Getting_Cheaper	09302025	CRM	Salesforce	Monopoly	MY \| Getting CheaperMonopoly-Like with P/S Decline Large cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple	7.8%	7.8%	-0.6%
MPWR_9302025_Monopoly_xInd_xCD_Getting_Cheaper	09302025	MPWR	Monolithic Power Systems	Monopoly	MY \| Getting CheaperMonopoly-Like with P/S Decline Large cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple	20.0%	20.0%	-1.8%
POWI_9262025_Dip_Buyer_High_CFO_Margins_ExInd_DE	09262025	POWI	Power Integrations	Dip Buy	DB \| CFO/Rev \| Low D/EDip Buy with High Cash Flow Margins Buying dips for companies with significant cash flows from operations and reasonable debt / market cap	7.5%	7.5%	-13.4%
ROP_9262025_Monopoly_xInd_xCD_Getting_Cheaper	09262025	ROP	Roper Technologies	Monopoly	MY \| Getting CheaperMonopoly-Like with P/S Decline Large cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple	-7.0%	-7.0%	-7.0%

Recent Active Movers

1 Day Top Gainers

#	Ticker	Company	1D Rtn	YTD Rtn
1	RNA	Avidity Biosciences	42.4%	140.7%
2	DYN	Dyne Therapeutics	41.2%	2.6%
3	ZBIO	Zenas BioPharma	33.1%	288.3%
4	CAAP	Corporacion America Airports	17.2%	15.9%
5	BBIO	BridgeBio Pharma	17.1%	131.6%
6	LUMN	Lumen Technologies	15.7%	76.3%
7	PUMP	ProPetro	13.9%	-22.9%
8	KURA	Kura Oncology	13.8%	26.8%
9	BBNX	Beta Bionics	13.4%
10	IMVT	Immunovant	13.1%	-13.5%

1 Day Top Losers

#	Ticker	Company	1D Rtn	YTD Rtn
1	NTLA	Intellia Therapeutics	-42.2%	26.8%
2	OGN	Organon	-22.9%	-51.6%
3	UAMY	United States Antimony	-20.3%	440.7%
4	UUUU	Energy Fuels	-10.6%	272.3%
5	LAC	Lithium Americas	-10.6%	102.4%
6	PMI	Picard Medical	-10.5%	7439.7%
7	DJCO	Daily Journal	-10.2%	-34.1%
8	ALB	Albemarle	-8.9%	13.8%
9	NFE	New Fortress Energy	-8.7%	-89.6%
10	GAU	Galiano Gold	-8.5%	101.6%

1 Week Top Gainers

#	Ticker	Company	1W Rtn	YTD Rtn
1	VICR	Vicor	55.1%	86.3%
2	INBX	Inhibrx Biosciences	54.0%	282.1%
3	BALY	Ballys	45.5%	4.1%
4	RNA	Avidity Biosciences	42.8%	140.7%
5	CLB	Core Laboratories	42.3%	-2.4%
6	DYN	Dyne Therapeutics	41.5%	2.6%
7	MOFG	MidWestOne Financial	36.4%	35.6%
8	GTX	Garrett Motion	36.4%	92.0%
9	NUVB	Nuvation Bio	36.2%	89.5%
10	WGO	Winnebago Industries	35.0%	-10.4%

1 Week Top Losers

#	Ticker	Company	1W Rtn	YTD Rtn
1	PMI	Picard Medical	-59.1%	7439.7%
2	NTLA	Intellia Therapeutics	-47.1%	26.8%
3	ITGR	Integer	-34.6%	-47.0%
4	USAR	USA Rare Earth	-31.6%	72383.2%
5	UAMY	United States Antimony	-28.7%	440.7%
6	METC	Ramaco Resources	-28.7%	236.0%
7	SES	SES AI	-25.4%	11.4%
8	ASM	Avino Silver & Gold Mines	-24.5%	428.9%
9	OGN	Organon	-23.6%	-51.6%
10	MP	MP Materials	-20.9%	320.3%

1 Month Top Gainers

#	Ticker	Company	1M Rtn	YTD Rtn
1	WOLF	Wolfspeed	2452.9%	363.8%
2	PRAX	Praxis Precision Medicines	254.6%	141.6%
3	NVTS	Navitas Semiconductor	116.3%	289.6%
4	VICR	Vicor	84.9%	86.3%
5	DYN	Dyne Therapeutics	83.8%	2.6%
6	ORKA	Oruka Therapeutics	82.2%	42.9%
7	SNDK	SanDisk	81.7%
8	INBX	Inhibrx Biosciences	80.1%	282.1%
9	CIFR	Cipher Mining	79.1%	342.7%
10	BITF	Bitfarms	78.7%	204.7%

1 Month Top Losers

#	Ticker	Company	1M Rtn	YTD Rtn
1	PMI	Picard Medical	-45.4%	7439.7%
2	VG	Venture Global	-36.9%
3	SOC	Sable Offshore	-34.9%	-43.9%
4	OGN	Organon	-30.9%	-51.6%
5	ITGR	Integer	-30.8%	-47.0%
6	USNA	Usana Health Sciences	-29.5%	-44.0%
7	FWRD	Forward Air	-26.0%	-38.7%
8	NFE	New Fortress Energy	-25.6%	-89.6%
9	LENZ	LENZ Therapeutics	-25.6%	8.4%
10	RC	Ready Capital	-24.7%	-49.9%

Recent Active Movers

1 Day Top Gainers

#	Ticker	Company	1D Rtn	YTD Rtn
1	RNA	Avidity Biosciences	42.4%	140.7%
2	DYN	Dyne Therapeutics	41.2%	2.6%
3	ZBIO	Zenas BioPharma	33.1%	288.3%
4	CAAP	Corporacion America Airports	17.2%	15.9%
5	BBIO	BridgeBio Pharma	17.1%	131.6%
6	LUMN	Lumen Technologies	15.7%	76.3%
7	PUMP	ProPetro	13.9%	-22.9%
8	KURA	Kura Oncology	13.8%	26.8%
9	BBNX	Beta Bionics	13.4%
10	IMVT	Immunovant	13.1%	-13.5%

1 Day Top Losers

#	Ticker	Company	1D Rtn	YTD Rtn
1	NTLA	Intellia Therapeutics	-42.2%	26.8%
2	OGN	Organon	-22.9%	-51.6%
3	UAMY	United States Antimony	-20.3%	440.7%
4	UUUU	Energy Fuels	-10.6%	272.3%
5	LAC	Lithium Americas	-10.6%	102.4%
6	PMI	Picard Medical	-10.5%	7439.7%
7	DJCO	Daily Journal	-10.2%	-34.1%
8	ALB	Albemarle	-8.9%	13.8%
9	NFE	New Fortress Energy	-8.7%	-89.6%
10	GAU	Galiano Gold	-8.5%	101.6%

1 Week Top Gainers

#	Ticker	Company	1W Rtn	YTD Rtn
1	VICR	Vicor	55.1%	86.3%
2	INBX	Inhibrx Biosciences	54.0%	282.1%
3	BALY	Ballys	45.5%	4.1%
4	RNA	Avidity Biosciences	42.8%	140.7%
5	CLB	Core Laboratories	42.3%	-2.4%
6	DYN	Dyne Therapeutics	41.5%	2.6%
7	MOFG	MidWestOne Financial	36.4%	35.6%
8	GTX	Garrett Motion	36.4%	92.0%
9	NUVB	Nuvation Bio	36.2%	89.5%
10	WGO	Winnebago Industries	35.0%	-10.4%

1 Week Top Losers

#	Ticker	Company	1W Rtn	YTD Rtn
1	PMI	Picard Medical	-59.1%	7439.7%
2	NTLA	Intellia Therapeutics	-47.1%	26.8%
3	ITGR	Integer	-34.6%	-47.0%
4	USAR	USA Rare Earth	-31.6%	72383.2%
5	UAMY	United States Antimony	-28.7%	440.7%
6	METC	Ramaco Resources	-28.7%	236.0%
7	SES	SES AI	-25.4%	11.4%
8	ASM	Avino Silver & Gold Mines	-24.5%	428.9%
9	OGN	Organon	-23.6%	-51.6%
10	MP	MP Materials	-20.9%	320.3%

Peer Comparisons for Twilio

Financials

	TWLO	MDB	VRSN	OKTA	AKAM	WIX	Median
Name	Twilio	MongoDB	VeriSign	Okta	Akamai T.	Wix.com
Mkt Price	114.49	340.17	247.22	90.01	75.49	139.35	126.92
Mkt Cap	17.5	27.6	23.1	15.8	10.9	7.8	16.7
Rev LTM	4,729	2,218	1,627	2,763	4,083	1,869	2,491
Op Inc LTM	73	-165	1,100	83	628	144	113
FCF LTM	724	240	1,005	838	679	550	702
FCF 3Y Avg	414	145	892	565	748	322	490
CFO LTM	781	270	1,033	853	1,447	559	817
CFO 3Y Avg	475	158	925	585	1,430	365	530

Growth & Margins

	TWLO	MDB	VRSN	OKTA	AKAM	WIX	Median
Name	Twilio	MongoDB	VeriSign	Okta	Akamai T.	Wix.com
Rev Chg LTM	11.6%	21.9%	5.5%	12.7%	4.0%	13.0%	12.1%
Rev Chg 3Y Avg	11.8%	27.2%	5.2%	20.1%	4.6%	11.7%	11.8%
Rev Chg Q	13.5%	23.7%	7.3%	12.7%	6.5%	12.4%	12.6%
QoQ Delta Rev Chg LTM	3.2%	5.4%	1.8%	3.1%	1.6%	3.0%	3.0%
Op Mgn LTM	1.5%	-7.5%	67.6%	3.0%	15.4%	7.7%	5.3%
Op Mgn 3Y Avg	-7.3%	-13.8%	67.5%	-12.3%	17.1%	1.4%	-3.0%
QoQ Delta Op Mgn LTM	1.2%	0.7%	-0.3%	2.1%	-0.1%	0.6%	0.7%
CFO/Rev LTM	16.5%	12.2%	63.5%	30.9%	35.4%	29.9%	30.4%
CFO/Rev 3Y Avg	10.5%	8.0%	59.6%	23.2%	36.7%	21.2%	22.2%
FCF/Rev LTM	15.3%	10.8%	61.8%	30.3%	16.6%	29.4%	23.0%
FCF/Rev 3Y Avg	9.1%	7.3%	57.4%	22.4%	19.3%	18.4%	18.8%

Valuation

	TWLO	MDB	VRSN	OKTA	AKAM	WIX	Median
Name	Twilio	MongoDB	VeriSign	Okta	Akamai T.	Wix.com
Mkt Cap	17.5	27.6	23.1	15.8	10.9	7.8	16.7
P/S	3.7	12.4	14.2	5.7	2.7	4.2	4.9
P/EBIT	241.8	-378.1	20.6	81.0	18.6	39.2	29.9
P/E	866.6	-350.8	28.4	94.0	25.7	46.9	37.6
P/CFO	22.5	102.1	22.3	18.5	7.6	13.9	20.4
Total Yield	0.1%	-0.3%	3.8%	1.1%	3.9%	2.1%	1.6%
Dividend Yield	0.0%	0.0%	0.3%	0.0%	0.0%	0.0%	0.0%
FCF Yield 3Y Avg	3.2%	0.8%	4.1%	3.6%	5.8%	3.9%	3.8%
D/E	0.1	0.0	0.1	0.1	0.5	0.1	0.1
Net D/E	-0.1	-0.1	0.1	-0.1	0.4	-0.0	-0.0

Returns

	TWLO	MDB	VRSN	OKTA	AKAM	WIX	Median
Name	Twilio	MongoDB	VeriSign	Okta	Akamai T.	Wix.com
1M Rtn	11.9%	6.8%	-13.1%	-1.3%	-0.7%	-21.5%	-1.0%
3M Rtn	-12.9%	39.2%	-19.0%	-8.0%	-5.3%	-7.4%	-7.7%
6M Rtn	19.7%	94.9%	-10.0%	-14.1%	-5.8%	-15.4%	-7.9%
12M Rtn	62.5%	26.6%	37.2%	24.6%	-26.0%	-15.2%	25.6%
3Y Rtn	51.4%	82.3%	22.2%	57.1%	-15.4%	63.6%	54.3%
1M Excs Rtn	8.4%	3.4%	-16.6%	-4.7%	-4.2%	-24.9%	-4.5%
3M Excs Rtn	-19.7%	33.3%	-18.6%	-17.0%	-12.9%	-14.0%	-15.5%
6M Excs Rtn	-4.7%	70.6%	-34.3%	-38.5%	-30.2%	-39.8%	-32.3%
12M Excs Rtn	43.6%	11.8%	15.3%	6.1%	-45.1%	-33.7%	9.0%
3Y Excs Rtn	-26.0%	-9.5%	-48.4%	-22.1%	-97.9%	-12.2%	-24.0%

Comparison Analyses

	Title
0	How Does Twilio Stock Stack Up Against Its Peers?
1	Twilio vs. NiSource: With Return Forecast Of 40%, Twilio Is A Better Bet
2	Twilio vs. Jabil: With Return Forecast Of 40%, Twilio Is A Better Bet
3	Twilio vs. PulteGroup: With Return Forecast Of 40%, Twilio Is A Better Bet
4	Twilio vs. MongoDB: With Return Forecast Of 71%, MongoDB Is A Better Bet
5	Twilio vs. Wix.com: With Return Forecast Of 39%, Twilio Is A Better Bet
6	Twilio vs. Okta: With Return Forecast Of 51%, Okta Is A Better Bet
7	Twilio vs. Akamai Technologies: With Return Forecast Of 39%, Twilio Is A Better Bet
8	Twilio vs. VeriSign: With Return Forecast Of 39%, Twilio Is A Better Bet
9	Twilio vs. CommScope: With Return Forecast Of 43%, Twilio Is A Better Bet

Financials

Annual
Quarterly

$ Mil \| FY: 12/31	LTM	2024	2023	2022	2021	2020	2019
Period End	6/30/2025	12/31/2024	12/31/2023	12/31/2022	12/31/2021	12/31/2020	12/31/2019
Filing Date	8/8/2025	2/26/2025	2/27/2024	2/27/2023	2/22/2022	2/26/2021	3/2/2020
Key Financials
Total Revenue	4,729	4,458	4,154	3,826	2,842	1,762	1,134
EBITDA	273	166	-106	-752	-657	-343	-259
Operating Income	73	-40	-390	-1,031	-916	-493	-370
Net Income	20	-109	-1,015	-1,256	-950	-491	-307
EPS	0.14	-0.66	-5.54	-6.86	-5.45	-3.35	-2.36
Growth Rates
Total Revenue Growth	11.6%	7.3%	8.6%	34.6%	61.3%	55.3%	74.5%
EBITDA Growth	855.8%	256.3%	85.9%	-14.4%	-91.5%	-32.3%	-191.0%
Operating Income Growth	133.8%	89.6%	62.1%	-12.6%	-85.8%	-33.3%	-220.9%
Net Income Growth	103.4%	89.2%	19.2%	-32.2%	-93.5%	-59.9%	-151.8%
Margins
EBITDA Margin	5.8%	3.7%	-2.5%	-19.6%	-23.1%	-19.5%	-22.9%
Operating Income Margin	1.5%	-0.9%	-9.4%	-26.9%	-32.2%	-28.0%	-32.6%
Net Income Margin	0.4%	-2.5%	-24.4%	-32.8%	-33.4%	-27.9%	-27.1%
Cash & Debt
Total Cash	2,543	2,384	4,012	4,155	5,358	3,040	1,853
Total Debt	1,103	1,110	1,160	1,239	1,287	607	640
Net Debt / (Cash)	-1,440	-1,274	-2,852	-2,916	-4,071	-2,433	-1,212
Cash Flows
Net Cash from Operations	781	716	415	-254	-58	33	14
Free Cash from Operations	724	657	364	-335	-148	-26	-53
Returns to Shareholders
Dividends	0	-0	-0	-0	-0	-0	-0
Share Repurchases	1,384	2,334	669	-0	-0	-0	-0

$ Mil \| FY: 12/31	2025Q2	2025Q1	2024Q4	2024Q3	2024Q2	2024Q1	2023Q4	2023Q3	2023Q2	2023Q1	2022Q4	2022Q3
Period End	6/30/2025	3/31/2025	12/31/2024	9/30/2024	6/30/2024	3/31/2024	12/31/2023	9/30/2023	6/30/2023	3/31/2023	12/31/2022	9/30/2022
Filing Date	8/8/2025	5/2/2025	2/26/2025	10/31/2024	8/1/2024	5/8/2024	2/27/2024	11/9/2023	8/9/2023	5/10/2023	2/27/2023	11/4/2022
Key Financials Quarterly
Total Revenue	1,228	1,172	1,195	1,134	1,083	1,047	1,076	1,034	1,038	1,007	1,025	983
Ebitda	87	73	63	50	33	10	15	-30	-43	-49	-143	-217
Operating Income	37	23	14	-1	-19	-44	-50	-102	-118	-120	-214	-287
Net Income	22	20	-12	-10	-32	-55	-365	-142	-166	-342	-229	-482
EPS	0.15	0.13	-0.08	-0.06	-0.19	-0.31	-2.01	-0.78	-0.91	-1.84	-1.24	-2.63
Key Financials TTM
Total Revenue TTM	4,729	4,583	4,458	4,339	4,239	4,194	4,154	4,103	4,052	3,958	3,826	3,644
Ebitda TTM	273	219	156	108	29	-47	-106	-264	-451	-651	-752	-824
Operating Income TTM	73	17	-50	-114	-215	-313	-390	-555	-739	-934	-1,031	-1,100
Net Income TTM	20	-34	-109	-462	-594	-729	-1,015	-879	-1,220	-1,377	-1,256	-1,318
Growth Rates Quarterly
Total Revenue Growth	13.5%	12.0%	11.0%	9.7%	4.3%	4.0%	5.0%	5.2%	10.0%	15.0%	21.6%	32.8%
EBITDA Growth	162.9%	640.2%	312.3%	266.8%	177.5%	120.0%	110.8%	86.3%	82.4%	67.3%	33.4%	-33.7%
Operating Income Growth	294.3%	153.1%	127.3%	98.8%	83.8%	63.9%	76.7%	64.3%	62.3%	44.7%	24.4%	-23.4%
Net Income Growth	170.4%	136.2%	96.6%	93.1%	80.8%	83.8%	-59.3%	70.6%	48.5%	-54.4%	21.3%	-115.2%
Margins Quarterly
EBITDA Margin	7.1%	6.2%	5.3%	4.4%	3.1%	0.9%	1.4%	-2.9%	-4.1%	-4.9%	-14.0%	-22.0%
Operating Income Margin	3.0%	2.0%	1.1%	-0.1%	-1.8%	-4.2%	-4.7%	-9.9%	-11.3%	-12.0%	-20.9%	-29.2%
Net Income Margin	1.8%	1.7%	-1.0%	-0.9%	-2.9%	-5.3%	-34.0%	-13.7%	-16.0%	-34.0%	-22.4%	-49.1%
Cash & Debt
Total Cash	2,543	2,448	2,384	2,698	3,116	3,827	4,012	3,857	3,684	3,945	4,155	4,209
Total Debt	1,103	1,101	1,110	1,126	1,145	1,161	1,160	1,194	1,212	1,233	1,239	1,253
Net Debt / (Cash)	-1,440	-1,347	-1,274	-1,572	-1,971	-2,666	-2,852	-2,663	-2,472	-2,713	-2,916	-2,956
Cash Flows Quarterly
FCF from Operations	277	191	108	204	213	190	223	206	84	-98	-58	-116
Cash Flows TTM
FCF from Operations TTM	781	717	716	830	832	703	415	134	-188	-335	-254	-234
Returns to Shareholders Quarterly
Dividends	0	0	0	0	0	0	0	0	0	0	0	0
Share Repurchases	197	126	420	641	917	357	120	64	370	115	-0	-0
Return on Invested Capital (ROIC) Quarterly
ROIC	0.7%	0.5%	0.4%	-0.0%	-0.6%	-1.4%	-1.7%	-3.4%	-4.0%	-4.2%	-7.8%	-10.7%
Return on Invested Capital (ROIC) TTM
ROIC TTM	0.2%	0.1%	-0.4%	-0.8%	-1.6%	-2.6%	-3.3%	-4.7%	-6.2%	-8.2%	-9.4%	-10.3%

Segment Financials

Revenue by Segment

$ Mil	2024	2023	2022	2021	2020
Twilio Communications (Communications)	3,859	3,550	2,641	1,598
Twilio Segment (Segment)	295	276	201
Other				65
Software				98
Single segment					1,134
Total	4,154	3,826	2,842	1,762	1,134

Operating Income by Segment

$ Mil	2024	2023
Twilio Communications (Communications)	842	319
Acquisition and divestiture related expenses	-6	-3
Payroll taxes related to stock-based compensation	-13	-24
Charitable contributions	-17	-10
Loss on net assets divested	-32
Twilio Segment (Segment)	-72	-30
Restructuring costs	-166	-77
Amortization of acquired intangibles	-192	-206
Corporate costs not allocated to segments	-237	-293
Impairment of long-lived assets	-321	-98
Stock-based compensation	-663	-784
Total	-877	-1,205

Price Behavior

Price Behavior

Market Price	$114.49
Market Cap ($ Bil)	17.5
First Trading Date	06/23/2016
Distance from 52W High	-22.8%
	50 Days	200 Days
DMA Price	$106.09	$112.06
DMA Trend	indeterminate	down
Distance from DMA	7.9%	2.2%
	3M	1YR
Volatility	60.6%	57.0%
Downside Capture	315.58	137.49
Upside Capture	135.79	161.72
Correlation (SPY)	37.2%	48.5%

TWLO Betas & Captures as of 9/30/2025

	1M	2M	3M	6M	1Y	3Y
Beta	0.92	1.76	1.24	1.41	1.34	1.47
Up Beta	2.36	1.90	1.73	1.40	1.31	1.48
Down Beta	2.57	2.55	1.56	1.62	1.48	1.59
Up Capture	-26%	2%	2%	101%	185%	256%
Bmk +ve Days	13	23	35	74	144	420
Stock +ve Days	9	17	27	65	133	386
Down Capture	141%	308%	207%	130%	111%	107%
Bmk -ve Days	8	19	29	52	107	330
Stock -ve Days	12	25	36	60	117	362

[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively

Short Interest

Short Interest: As Of Date	10152025
Short Interest: Shares Quantity	6,326,252
Short Interest: % Change Since 9302025	-33.9%
Average Daily Volume	2,876,725
Days-to-Cover Short Interest	2.20
Basic Shares Quantity	153,228,766
Short % of Basic Shares	4.1%

Returns Analyses

	Title
0	Twilio Stock Jumped 11% in a Month, What Now?
1	Twilio Stock Return Comparison
2	Twilio (TWLO) Stock Has 50% Chance Of Rise In The Next One Month
3	[10/13/2021] Twilio (TWLO) Stock Price Forecast: AI Forecasts TWLO Stock Price To Be Around $368 In A Month (Up 6.6%)

Earnings Returns History

Expand for More

	Forward Returns
Earnings Date	1D Returns	5D Returns	21D Returns
8/7/2025	-19.4%	-17.6%	-10.9%
5/1/2025	2.3%	7.5%	22.2%
1/23/2025	20.1%	30.8%	4.1%
10/30/2024	14.3%	28.0%	48.1%
8/1/2024	11.7%	7.7%	11.5%
5/7/2024	-7.5%	-1.8%	-9.5%
2/14/2024	-15.4%	-21.8%	-17.4%
11/8/2023	0.3%	11.4%	26.5%
...
SUMMARY STATS
# Positive	10	8	9
# Negative	14	16	15
Median Positive	5.0%	14.5%	14.5%
Median Negative	-9.9%	-12.3%	-14.1%
Max Positive	39.6%	53.1%	60.7%
Max Negative	-34.6%	-22.4%	-34.4%

	Forward Returns
8/7/2025	-19.4%	-17.6%	-10.9%
5/1/2025	2.3%	7.5%	22.2%
1/23/2025	20.1%	30.8%	4.1%
10/30/2024	14.3%	28.0%	48.1%
8/1/2024	11.7%	7.7%	11.5%
5/7/2024	-7.5%	-1.8%	-9.5%
2/14/2024	-15.4%	-21.8%	-17.4%
11/8/2023	0.3%	11.4%	26.5%
8/8/2023	2.2%	4.8%	14.5%
5/9/2023	-12.6%	-15.4%	12.5%
2/13/2023	2.1%	17.6%	4.9%
11/3/2022	-34.6%	-22.4%	-29.5%
8/4/2022	-13.5%	-12.8%	-31.8%
5/4/2022	-1.5%	-21.8%	-14.1%
2/9/2022	1.9%	-7.4%	-34.4%
10/27/2021	-17.6%	-9.6%	-16.0%
7/29/2021	-4.7%	-3.9%	-7.9%
5/5/2021	-9.4%	-11.7%	-7.7%
2/17/2021	7.7%	-0.7%	-14.5%
10/26/2020	-4.8%	-9.1%	-2.9%
8/4/2020	-2.0%	-13.8%	-6.9%
5/6/2020	39.6%	53.1%	60.7%
2/5/2020	-7.3%	-1.0%	-20.0%
10/30/2019	-10.3%	-14.3%	-4.1%
SUMMARY STATS
# Positive	10	8	9
# Negative	14	16	15
Median Positive	5.0%	14.5%	14.5%
Median Negative	-9.9%	-12.3%	-14.1%
Max Positive	39.6%	53.1%	60.7%
Max Negative	-34.6%	-22.4%	-34.4%

SEC Filings

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Report Date	Filing Date	Filing
6302025	8082025	10-Q 6/30/2025
3312025	5022025	10-Q 3/31/2025
12312024	2262025	10-K 12/31/2024
9302024	10312024	10-Q 9/30/2024
6302024	8012024	10-Q 6/30/2024
3312024	5082024	10-Q 3/31/2024
12312023	2272024	10-K 12/31/2023
9302023	11092023	10-Q 9/30/2023
6302023	8092023	10-Q 6/30/2023
3312023	5102023	10-Q 3/31/2023
12312022	2272023	10-K 12/31/2022
9302022	11042022	10-Q 9/30/2022
6302022	8052022	10-Q 6/30/2022
3312022	5052022	10-Q 3/31/2022
12312021	2222022	10-K 12/31/2021
9302021	10282021	10-Q 9/30/2021

Insider Activity

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	Owner	Title	Filing Date	Action	Price	Shares	Transacted Value	Value of Held Shares	Form
0	Viggiano Aidan	Chief Financial Officer	8192025	Sell	104.96	501	52,583	15,462,401	Form
1	Viggiano Aidan	Chief Financial Officer	7022025	Sell	124.33	7,964	990,137	19,409,869	Form
2	Shipchandler Khozema	Chief Executive Officer	7022025	Sell	124.51	13,008	1,619,582	33,315,601	Form
3	ROTTENBERG ERIKA		6042025	Sell	120.03	4,100	492,118	4,019,524	Form
4	Viggiano Aidan	Chief Financial Officer	5222025	Sell	115.86	2,156	249,794	19,010,772	Form

Collapse to Preview

	Owner	Title	Filing Date	Action	Price	Shares	Transacted Value	Value of Held Shares	Form
0	Viggiano Aidan	Chief Financial Officer	8192025	Sell	104.96	501	52,583	15,462,401	Form
1	Viggiano Aidan	Chief Financial Officer	7022025	Sell	124.33	7,964	990,137	19,409,869	Form
2	Shipchandler Khozema	Chief Executive Officer	7022025	Sell	124.51	13,008	1,619,582	33,315,601	Form
3	ROTTENBERG ERIKA		6042025	Sell	120.03	4,100	492,118	4,019,524	Form
4	Viggiano Aidan	Chief Financial Officer	5222025	Sell	115.86	2,156	249,794	19,010,772	Form
5	Viggiano Aidan	Chief Financial Officer	5192025	Sell	112.75	1,923	216,812	18,713,939	Form
6	Shipchandler Khozema	Chief Executive Officer	5162025	Sell	90.47	7,027	635,727	26,064,810	Form
7	Viggiano Aidan	Chief Financial Officer	5162025	Sell	90.48	4,145	375,052	15,607,865	Form
8	Viggiano Aidan	Chief Financial Officer	4022025	Sell	94.98	2,865	272,113	17,219,471	Form
9	Shipchandler Khozema	Chief Executive Officer	4022025	Sell	94.91	3,738	354,791	28,802,056	Form
10	Viggiano Aidan	Chief Financial Officer	2252025	Sell	117.45	2,500	293,625	21,630,062	Form
11	Viggiano Aidan	Chief Financial Officer	2202025	Sell	124.02	926	114,841	18,972,862	Form
12	Viggiano Aidan	Chief Financial Officer	1082025	Sell	113.32	3,374	382,341	17,801,196	Form
13	Shipchandler Khozema	Chief Executive Officer	1082025	Sell	113.31	5,007	567,332	28,417,370	Form
14	Wagner Dana	Chief Legal Officer, Secretary	1032025	Sell	107.32	4,148	445,155	3,508,229	Form
15	Viggiano Aidan	Chief Financial Officer	1032025	Sell	107.16	6,832	732,136	17,195,541	Form
16	Shipchandler Khozema	Chief Executive Officer	1032025	Sell	107.21	11,285	1,209,872	27,425,008	Form
17	Wagner Dana	Chief Legal Officer, Secretary	12062024	Sell	110.00	4,629	509,190	13,813,360	Form
18	Wagner Dana	Chief Legal Officer, Secretary	11222024	Sell	95.60	935	89,386	12,458,783	Form
19	Viggiano Aidan	Chief Financial Officer	11222024	Sell	95.60	1,912	182,787	15,993,306	Form
20	Wagner Dana	Chief Legal Officer, Secretary	11192024	Sell	96.29	2,009	193,438	12,638,268	Form
21	Viggiano Aidan	Chief Financial Officer	11192024	Sell	96.31	1,980	190,692	16,296,140	Form
22	Wagner Dana	Chief Legal Officer, Secretary	11182024	Sell	100.32	4,512	452,646	13,369,412	Form
23	Wagner Dana	Chief Legal Officer, Secretary	11082024	Sell	90.02	4,512	406,177	12,403,072	Form
24	Wagner Dana	Chief Legal Officer, Secretary	11042024	Sell	80.00	4,512	360,973	11,383,678	Form
25	Wagner Dana	Chief Legal Officer, Secretary	10092024	Sell	70.00	4,512	315,842	10,276,269	Form
26	Wagner Dana	Chief Legal Officer, Secretary	10072024	Sell	65.54	1,248	81,794	9,917,185	Form
27	Viggiano Aidan	Chief Financial Officer	10072024	Sell	65.54	6,682	437,938	11,219,596	Form
28	Shipchandler Khozema	Chief Executive Officer	10072024	Sell	66.19	11,044	731,043	17,679,675	Form
29	Wagner Dana	Chief Legal Officer, Secretary	10022024	Sell	65.02	4,174	271,403	9,920,012	Form
30	Viggiano Aidan	Chief Financial Officer	10022024	Sell	65.02	6,501	422,683	11,577,708	Form
31	Shipchandler Khozema	Chief Executive Officer	10022024	Sell	65.03	10,973	713,567	18,093,362	Form

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2	SeekingAlpha	ValueLine
3	Motley Fool	Robinhood
4	CNBC	Etrade
5	MarketWatch	Unusual Whales
6	YCharts	Perplexity Finance
7	FinViz

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Twilio (TWLO)

Market Price (10/28/2025): $114.52 | Market Cap: $17.5 BilSector: Information Technology | Industry: Systems Software

Twilio (TWLO)

Market Price (10/28/2025): $114.52Market Cap: $17.5 BilSector: Information TechnologyIndustry: Systems Software

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Market Price (10/28/2025): $114.52 | Market Cap: $17.5 Bil
Sector: Information Technology | Industry: Systems Software

Market Price (10/28/2025): $114.52
Market Cap: $17.5 Bil
Sector: Information Technology
Industry: Systems Software