Twilio Inc Class A TWLO

Morningstar Rating
$227.35 −3.78 (1.64%)
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Company Report

Price vs Fair Value

TWLO is trading at a LOCK|^?SyFD$ premium.
Price
$227.35
Fair Value
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Uncertainty
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1-Star Price
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5-Star Price
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Economic Moat
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Capital Allocation
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Bulls Say, Bears Say

Bulls

Twilio is the clear leader in a rapidly growing industry for CPaaS. It has earned this lead through superior technology and unique targeted selling to software developers that involves easy implementation and rapid deployment.

Bears

We expect Twilio’s margins to be structurally lower than software peers because of network carrier access fees. Margins should increase over time, but carrier fees may hinder that progress at times.

News

Articles & Videos

Trading Information

Previous Close Price
$231.13
Day Range
$226.63235.32
52-Week Range
$98.44258.35
Bid/Ask
$227.05 / $233.50
Shares Outstanding
153.58M
Market Cap
$34.92B
Volume/Avg
1M / 2M

Key Statistics

Price/Earnings (Normalized)
40.96
Price/Sales
6.48
Dividend Yield (Trailing)
0.00%
Dividend Yield (Forward)
0.00%
Dividend Payment Schedule
Total Yield
2.49%

Company Profile

Twilio is a cloud-based communications platform-as-a-service company offering communication building blocks that allow for a fully customized customer engagement experience spanning voice, video, chat, and SMS messaging. It does this through various application programming interfaces and prebuilt solution applications aimed at improving customer engagement. The company leverages its Super Network, a global network of carrier relationships, to facilitate high-speed, cost-effective communication.
Sector
Technology
Industry
Software - Infrastructure
Stock Style Box
Mid Growth
Total Number of Employees
5,587

Competitors

Valuation

Metric
TWLO
RNG
ZM
Price/Earnings (Normalized)
40.9614.5715.77
Price/Book Value
3.892.47
Price/Sales
6.482.365.78
Price/Cash Flow
27.997.5612.98
Price/Earnings
TWLO
RNG
ZM

Financial Strength

Metric
TWLO
RNG
ZM
Quick Ratio
4.210.763.67
Current Ratio
4.621.113.83
Interest Coverage
2.98
Quick Ratio
TWLO
RNG
ZM

Profitability

Metric
TWLO
RNG
ZM
Return on Assets (Normalized)
17.27%28.17%
Return on Equity (Normalized)
21.20%
Return on Invested Capital (Normalized)
18.70%68.08%
Return on Assets
TWLO
RNG
ZM

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