Twilio: Dropping Coverage
We are discontinuing analyst coverage of Twilio.
We are discontinuing analyst coverage of Twilio.
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.
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.
|
Metric
|
TWLO
|
RNG
|
ZM
|
|---|---|---|---|
Price/Earnings (Normalized) | 40.96 | 14.57 | 15.77 |
Price/Book Value | 3.89 | — | 2.47 |
Price/Sales | 6.48 | 2.36 | 5.78 |
Price/Cash Flow | 27.99 | 7.56 | 12.98 |
|
Metric
|
TWLO
|
RNG
|
ZM
|
|---|---|---|---|
Quick Ratio | 4.21 | 0.76 | 3.67 |
Current Ratio | 4.62 | 1.11 | 3.83 |
Interest Coverage | — | 2.98 | — |
|
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% | — |
|
1-Day Chart
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