Subject of the day
TWLO
Twilio Inc., together with its subsidiaries, provides customer engagement platform solutions in the United States and internationally. The company provides various application programming interfaces and software solutions for communications between customers and end users, including messaging, voice, email, video interactions, digital engagement centers, marketing campaigns, and user authentication and identity solutions. It also offers software products to build direct and personalized relationships with their end users, such as Segment, a platform that provides tools to harness the power of contextual data by unifying real-time information collected throughout each customer's journey into a unique profile. Twilio Inc. was incorporated in 2008 and is headquartered in San Francisco, California.
FY 2016–2025 · 10 years
| Line | Latest | CAGR | Trend |
|---|---|---|---|
| Revenue | $5.07B | +56.7% | |
| Gross profit | $2.04B | +33.0% | |
| Operating income | -$53.71M | — | |
| Net income | -$1.02B | — | |
| Cash from ops | $414.75M | +443.4% |
$249.42
▲ +2.80 (+1.1%)
| 52w hi | $255.95 |
|---|---|
| 52w lo | $100.09 |
| Vol | 2.15M |
| As of | Aug 13 |
Our score +0.46
| Short | +0.15 |
|---|---|
| Medium | +0.66 |
| Long | +0.66 |
computed 2026-08-13
Twilio Inc.
Technology · Software - Infrastructure
| Market cap | $38.30B |
|---|---|
| Enterprise value | $36.28B |
| Trailing P/E | 34.40x |
| Forward P/E | 36.64x |
| EV / EBITDA | 72.60x |
| P / S (ttm) | 6.87x |
| Profit margin | 20.6% |
| Return on equity | 13.5% |
| Revenue growth | +22.0% |
| Earnings growth | +4671.5% |
| Debt / equity | 11.87 |
| Beta vs SPX | 1.39 |
|---|---|
| Corr SPX | 0.39 |
| Annual vol | 57.9% |
| Annual ret | +87.1% |
| Sharpe | 1.50 |
| Max DD | -45.2% |
Window: 504 trading days (504 obs)
| Layer | Raw | Contribution |
|---|---|---|
| Fundamental | +0.29 | |
| Sector | +0.15 | |
| Technical | +0.18 | |
| Earnings | +0.00 | |
| Sentiment | +0.00 |
macro × 1.00 · 2026-08-13
| Date | Open | High | Low | Close | Vol |
|---|---|---|---|---|---|
| Aug 13 | $247.39 | $254.57 | $246.20 | $249.42 | 2.15M |
| Aug 12 | $252.63 | $257.99 | $244.37 | $246.62 | 3.09M |
| Aug 11 | $248.77 | $258.35 | $244.09 | $255.95 | 2.94M |
| Aug 10 | $244.50 | $255.57 | $242.70 | $250.06 | 3.37M |
| Aug 7 | $235.25 | $254.50 | $227.02 | $241.28 | 8.13M |