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TWLO

TWLO - Twilio Inc Stock Price, Fair Value and News

61.16USD+0.15 (+0.25%)Delayed as of 28 Mar 2024, 12:00 pm ET

Market Summary

TWLO
USD61.16+0.15
Delayedas of 28 Mar 2024, 12:00 pm
0.25%

TWLO Alerts

  • 2 major insider sales recently.
  • Big fall in earnings (Y/Y)
  • Losses in recent quarter

TWLO Stock Price

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TWLO RSI Chart

TWLO Valuation

Market Cap

11.1B

Price/Earnings (Trailing)

-10.93

Price/Sales (Trailing)

2.67

EV/EBITDA

-16.96

Price/Free Cashflow

26.76

TWLO Price/Sales (Trailing)

TWLO Profitability

Operating Margin

49.20%

EBT Margin

-23.99%

Return on Equity

-10.43%

Return on Assets

-8.75%

Free Cashflow Yield

3.74%

TWLO Fundamentals

TWLO Revenue

Revenue (TTM)

4.2B

Rev. Growth (Yr)

5.01%

Rev. Growth (Qtr)

4.09%

TWLO Earnings

Earnings (TTM)

-1.0B

Earnings Growth (Yr)

-59.27%

Earnings Growth (Qtr)

-157.86%

Breaking Down TWLO Revenue

52 Week Range

61.29
(Low)(High)

Last 7 days

3.2%

Last 30 days

5.1%

Last 90 days

-19.3%

Trailing 12 Months

-2.1%

How does TWLO drawdown profile look like?

TWLO Financial Health

Current Ratio

6.64

Debt/Equity

0.1

Debt/Cashflow

0.42

TWLO Investor Care

Buy Backs (1Y)

2.17%

Diluted EPS (TTM)

-5.54

Historical Charts for Stock Metrics

Get all data in R, Python etc through our Historical Stock Data APIs
Net sales
YearQ1Q2Q3Q4
20234.0B4.1B4.1B4.2B
20223.1B3.4B3.6B3.8B
20212.0B2.3B2.5B2.8B
20201.3B1.4B1.5B1.8B
2019754.1M881.4M1.0B1.1B
2018440.8M492.6M561.0M650.1M
2017305.4M336.7M365.7M399.0M
2016192.9M219.4M246.7M277.3M
2015108.4M127.9M147.4M166.9M
201400088.8M
201300049.9M

Tracking the Latest Insider Buys and Sells of Twilio Inc

Filter Transactions
Datesorted ascendingNameBuy/Sell$ ValueAvg. Price# SharesTitle
Mar 15, 2024
dubinsky donna
gifted
-
-
1,248
-
Mar 15, 2024
suzuki miyuki
acquired
-
-
1,235
-
Mar 15, 2024
bell charles h
acquired
-
-
1,195
-
Mar 15, 2024
epstein jeff
acquired
-
-
1,462
-
Mar 15, 2024
dubinsky donna
acquired
-
-
1,248
-
Mar 15, 2024
deeter byron b
acquired
-
-
1,219
-
Mar 15, 2024
immelt jeffrey r
acquired
-
-
1,276
-
Mar 15, 2024
suzuki miyuki
sold (taxes)
-16,927
60.89
-278
-
Mar 15, 2024
rottenberg erika
gifted
-
-
-1,296
-
Mar 15, 2024
patrick deval l
acquired
-
-
1,195
-

1–10 of 50

Which funds bought or sold TWLO recently?

View All Details
Datesorted ascendingFund NameType% Chg$ Change$ Held% Portfolio
Mar 22, 2024
PNC FINANCIAL SERVICES GROUP, INC.
added
5.45
324,483
1,208,990
-%
Mar 21, 2024
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND
new
-
4,815,240
4,815,240
0.02%
Mar 15, 2024
B. Riley Wealth Advisors, Inc.
reduced
-62.23
-322,392
309,322
0.01%
Mar 14, 2024
ABLES, IANNONE, MOORE & ASSOCIATES, INC.
new
-
1,688,940
1,688,940
1.29%
Mar 11, 2024
VANGUARD GROUP INC
added
1.38
322,967,000
1,351,210,000
0.03%
Mar 11, 2024
Wahed Invest LLC
added
5.56
58,940
218,961
0.06%
Mar 08, 2024
ICA Group Wealth Management, LLC
new
-
3,794
3,794
-%
Mar 05, 2024
GREENWOOD CAPITAL ASSOCIATES LLC
new
-
955,506
955,506
0.06%
Mar 04, 2024
TUCKER ASSET MANAGEMENT LLC
unchanged
-
330
1,442
-%
Mar 01, 2024
GOLDMAN SACHS GROUP INC
added
71.24
24,324,900
44,267,300
-%

1–10 of 46

Are Funds Buying or Selling TWLO?

Are funds buying TWLO calls or puts?
Calls
Puts
No. of funds holding Calls - Puts
Net Call Options
No. of funds that own TWLO
No. of Funds

Unveiling Twilio Inc's Major ShareHolders

Date FiledName of FilerPercent of ClassNo. of SharesForm Type
Feb 14, 2024
lawson jeff
3.8%
6,889,574
SC 13G/A
Feb 13, 2024
vanguard group inc
9.84%
17,809,500
SC 13G/A
Jan 29, 2024
blackrock inc.
5.8%
10,512,625
SC 13G/A
Feb 10, 2023
wolthuis john
0.7%
1,278,474
SC 13G/A
Feb 10, 2023
lawson jeff
3.6%
6,589,388
SC 13G/A
Feb 09, 2023
vanguard group inc
9.48%
16,537,284
SC 13G/A
Feb 07, 2023
blackrock inc.
6.5%
11,262,428
SC 13G/A
Apr 07, 2022
morgan stanley
1.3%
2,234,212
SC 13G/A
Feb 14, 2022
prudential financial inc
1.77%
0
SC 13G/A
Feb 14, 2022
lawson jeff
3.7%
6,480,947
SC 13G/A

Recent SEC filings of Twilio Inc

View All Filings
Date Filed Form Type Document
Mar 19, 2024
4
Insider Trading
Mar 19, 2024
4
Insider Trading
Mar 19, 2024
4
Insider Trading
Mar 19, 2024
4
Insider Trading
Mar 19, 2024
4
Insider Trading
Mar 19, 2024
4
Insider Trading
Mar 19, 2024
4
Insider Trading
Mar 19, 2024
4
Insider Trading
Mar 19, 2024
4/A
Insider Trading
Mar 05, 2024
8-K
Current Report

What is the Fair Value of TWLO?

Stocks Marked 'Very Cheap' by Grufity's Fair Value Model Have Outperformed Russell 2000 Index

Small Caps and Mid Caps are mostly overlooked by investors as all the focus goes to Magnificent 7. These stocks that are not part of the beauty contest require a deeper look. However, all large cap stocks were once small caps. Grufity's Fair Value model opens up this unverse as it separates high-performing, rewarding stocks from low-performing risky stocks. <b>Russell 2000 stocks that were marked 'Very Cheap' by the model doubled in three years while the index was flat.</b>

Cheap
or
Expensive?


Returns of $10,000 invested in:

Very Cheap Stocks: $21,859
Russell 2000 Index: $10,334
Very Expensive Stocks: $8,224


Russell 2000 stocks considered 'Very Cheap' by the model greatly outperformed Russell 2000 index and the 'Very Expensive' bucket over past three years.

Russell 2000 Index
Very Expensive Stocks
Very Cheap Stocks

Peers (Alternatives to Twilio Inc)

NameMkt Capsorted ascendingRevenuePrice %, 1MReturns, 1YP/EP/SRev 1-YrInc 1-Yr
LARGE-CAP
1.9T
307.4B
7.06% 56.21%
25.65
6.16
8.68% 23.05%
1.3T
134.9B
7.66% 160.51%
32.51
9.42
15.69% 68.52%
54.6B
8.6B
18.30% 145.26%
-97.8
6.32
31.17% 59.12%
19.4B
4.6B
2.06% 8.22%
-14.66
4.21
0.09% 7.50%
MID-CAP
9.6B
3.4B
-4.89% -5.47%
14.76
2.86
5.51% 81.01%
2.7B
1.3B
2.03% 31.33%
26.92
2
12.03% 172.85%
SMALL-CAP
1.7B
916.6M
-4.30% -
-40.35
1.89
-1.05% -234.38%
629.0M
287.9M
16.17% 46.82%
-12.27
2.18
-28.75% -110.05%
499.6M
514.9M
-20.91% 252.32%
-9.02
0.97
-14.05% 76.68%
73.0M
371.3M
-11.62% -33.87%
-0.92
0.2
-1.35% -19.23%
36.2M
36.1M
8.04% -12.96%
-5.37
1
-15.28% -107.96%
7.2M
31.2M
25.74% -32.45%
-0.26
0.23
-21.77% -236.48%

Twilio Inc News

Latest updates
MarketBeat4 hours ago
TradingView24 Mar 202409:39 pm
Yahoo Finance19 Mar 202407:00 am
Seeking Alpha14 Mar 202407:00 am

Twilio Inc Earnings Report: Key Takeaways & Analysis

Income Statement (Last 12 Months)
Income Statement (Quarterly)
(In Thousands)
(*) denotes actual numbers (not divided by Thousands)
Description(%) Q/Q2023Q42023Q32023Q22023Q12022Q42022Q32022Q22022Q12021Q42021Q32021Q22021Q12020Q42020Q32020Q22020Q12019Q42019Q32019Q22019Q12018Q4
Revenue4.1%1,075,950,0001,033,670,0001,037,761,0001,006,564,0001,024,574,000983,030,000943,354,000875,363,000842,744,000740,176,000668,931,000589,988,000548,090,000447,969,000400,849,000364,868,000331,224,000295,066,000275,039,000233,139,000204,302,000
Cost Of Revenue5.3%544,784,000517,351,000532,006,000515,874,000543,432,000520,955,000498,065,000450,292,000446,197,000375,561,000337,684,000291,684,000265,969,000217,095,000191,718,000171,333,000156,534,000136,904,000125,024,000107,089,00096,288,000
Gross Profit2.9%531,166,000516,319,000505,755,000490,690,000481,142,000462,075,000445,289,000425,071,000396,547,000364,615,000331,247,000298,304,000282,121,000230,874,000209,131,000193,535,000174,690,000158,162,000150,015,000126,050,000108,014,000
Operating Expenses42.8%892,893,000625,222,000647,582,000754,774,000699,709,000919,072,000757,225,000642,879,000680,173,000596,960,000533,521,000495,643,000467,412,000343,144,000311,775,000286,231,000268,489,000252,828,000243,747,000213,638,000152,001,000
  S&GA Expenses-9.2%238,602,000262,898,000261,600,000259,885,000296,335,000328,833,000334,958,000287,906,000331,422,000264,548,000238,058,000210,590,000179,987,000140,875,000129,823,000116,722,000106,394,000100,657,00090,421,00071,607,00059,035,000
  R&D Expenses-2.5%235,645,000241,654,000226,896,000238,595,000274,094,000284,735,000279,641,000240,611,000223,249,000209,890,000181,280,000174,800,000158,856,000136,652,000120,701,000114,339,000110,236,000104,481,00098,783,00077,855,00051,631,000
EBITDA Margin-25.9%-0.16-0.13-0.21-0.26-0.24-0.28-0.23-0.22-0.24------------
Interest Expenses-99.1%173,00018,955,000511,00018,750,000-18,750,000-261,00019,011,000-------------
Income Taxes239.9%5,778,5001,700,000700,00010,467,0009,205,0003,580,0002,594,000-2,858,0001,607,500-14,800,0001,300,000900,000-15,332,500600,000294,000977,0001,157,500-2,600,000-2,000,000-51,721,000420,000
Earnings Before Taxes-157.0%-359,654,000-139,960,000-165,443,000-331,672,000-220,225,000-478,747,000-320,175,000-224,485,000-289,752,000-238,958,000-226,567,000-205,652,000-194,717,000-116,266,000-99,629,000-93,814,000-89,091,000-90,289,000-94,612,000-88,224,000-46,738,000
EBT Margin-14.8%-0.24-0.21-0.30-0.34-0.33-0.36-0.32-0.31-0.34-0.34-0.33-0.31-0.29-0.26-0.27-0.29-0.32-0.32-0.29-0.25-0.19
Net Income-157.9%-365,408,000-141,707,000-166,187,000-342,139,000-229,422,000-482,327,000-322,769,000-221,627,000-291,396,000-224,109,000-227,853,000-206,542,000-179,351,000-116,914,000-99,923,000-94,791,000-90,247,000-87,734,000-92,579,000-36,503,000-47,158,000
Net Income Margin-14.0%-0.24-0.21-0.30-0.35-0.33-0.36-0.31-0.31-0.33-0.33-0.32-0.30-0.28-0.26-0.27-0.29-0.27-0.26-0.23-0.18-0.19
Free Cashflow7.8%222,545,000206,427,00065,791,000-115,721,000-76,310,000-133,627,000-66,365,000-24,555,000-50,716,000-67,606,00014,563,000-481,0008,348,000-2,613,000-8,102,0009,216,000-14,350,0004,731,000-9,935,000-11,766,000-6,911,000
Balance Sheet
(In Millions)
Balance Sheet
(In Millions)
(*) denotes actual numbers (not divided by Millions)
Description(%) Q/Q2023Q42023Q32023Q22023Q12022Q42022Q32022Q22022Q12021Q42021Q32021Q22021Q12020Q42020Q32020Q22020Q12019Q42019Q32019Q22019Q12018Q4
Assets-2.1%11,61011,85811,90412,29912,56412,61312,86912,89112,99912,97712,53412,2429,4876,7245,2915,1665,1515,1105,1094,1201,029
  Current Assets3.4%4,9044,7424,6654,8574,9844,9625,1045,8315,9325,9066,3746,0943,3723,5692,1612,0782,0612,0682,0601,063873
    Cash Equivalents-3.2%6566786756356526337991,6171,4791,4971,8002,3329341,127476346254331537379505
  Net PPE------------------11810610564.00
  Goodwill0%5,2435,2435,2435,2845,2845,2855,2865,2875,2635,26363.004,6354,5952,2922,2922,2922,2972,2832,2842,27738.00
Liabilities-0.1%1,8771,8781,9281,9802,0052,0822,0271,9731,9671,8951,8391,9951,035961969910871826812793590
  Current Liabilities1.7%738726760788808864795720704617583500448326296277247216202182138
  Long Term Debt0.0%9899899889889879879879869869869851,218302433471464458452446440434
    LT Debt, Non Current-------------302433471464458452446440434
Shareholder's Equity-2.5%9,7339,9799,97710,31910,55910,53110,84210,91711,03111,08210,69410,2478,4535,7624,3224,2574,2794,2844,2973,328438
  Retained Earnings-10.6%-5,065-4,578-4,382-3,842-3,375-3,146-2,664-2,341-2,119-1,828-1,604-1,376-1,169-990-873-773-678-588-500-408-371
  Additional Paid-In Capital1.3%14,79814,61114,41914,23414,05613,84213,62313,34413,16912,91012,29711,6199,6136,7425,1815,0344,9534,8684,7943,733809
Shares Outstanding-1.0%18218418318618618418218117417717016714714814113913013612311797.00
Float---11,100---13,100---51,000---20,800---15,900--
Cashflow (Last 12 Months)
(In Thousands)
Cashflow (Quarterly)
(In Thousands)
(*) denotes actual numbers (not divided by Thousands)
Description(%) Q/Q2023Q42023Q32023Q22023Q12022Q42022Q32022Q22022Q12021Q42021Q32021Q22021Q12020Q42020Q32020Q22020Q12019Q42019Q32019Q22019Q12018Q4
Cashflow From Operations7.8%222,545206,42783,646-97,866-58,455-115,772-62,566-17,575-38,243-46,17121,7174,50514,9013,842-1,62415,53512,02415,843-4,706-9,113-4,850
  Share Based Compensation-10.2%166,490185,474153,094170,799192,300208,895242,090155,275186,919164,043144,168137,155123,11489,41079,38769,02566,98668,26870,74058,32431,986
Cashflow From Investing4.8%-137,142-144,032307,312202,46565,701-46,524-786,596150,967-38,260-270,247-815,468-1,366,021-224,910-765,71073,12071,645-103,081-220,847-831,663-130,2018,983
Cashflow From Financing-60.6%-107,389-66,865-347,818-121,53811,755-1,15030,2954,10757,02514,444265,4072,759,44916,7521,413,27058,6864,60314,116-1,093994,31112,81111,829
  Buy Backs114.3%117,76554,963373,147124,992-----------------

TWLO Income Statement

2023-12-31
Consolidated Statements of Operations - USD ($)
12 Months Ended
Dec. 31, 2023
Dec. 31, 2022
Dec. 31, 2021
Income Statement [Abstract]   
Revenue$ 4,153,945,000$ 3,826,321,000$ 2,841,839,000
Cost of revenue2,110,015,0002,012,744,0001,451,126,000
Gross profit2,043,930,0001,813,577,0001,390,713,000
Operating expenses:   
Research and development942,790,0001,079,081,000789,219,000
Sales and marketing1,022,985,0001,248,032,0001,044,618,000
General and administrative468,459,000517,414,000472,460,000
Restructuring costs165,733,00076,636,0000
Impairment of long-lived assets320,504,00097,722,0000
Total operating expenses2,920,471,0003,018,885,0002,306,297,000
Loss from operations(876,541,000)(1,205,308,000)(915,584,000)
Other expenses, net:   
Share of losses from equity method investment(121,897,000)(35,315,000)0
Impairment of strategic investments(46,154,000)00
Other income (expenses), net47,863,000(3,009,000)(45,345,000)
Total other expenses, net(120,188,000)(38,324,000)(45,345,000)
Loss before provision for income taxes(996,729,000)(1,243,632,000)(960,929,000)
Provision for income taxes(18,712,000)(12,513,000)11,029,000
Net loss attributable to common stockholders$ (1,015,441,000)$ (1,256,145,000)$ (949,900,000)
Net loss per share attributable to common stockholders, basic (in dollars per share)$ (5.54)$ (6.86)$ (5.45)
Net loss per share attributable to common stockholders, diluted (in dollars per share)$ (5.54)$ (6.86)$ (5.45)
Weighted-average shares used in computing net loss per share attributable to common stockholders, basic (in shares)183,327,844182,994,038174,180,465
Weighted-average shares used in computing net loss per share attributable to common stockholders, diluted (in shares)183,327,844182,994,038174,180,465

TWLO Balance Sheet

2023-12-31
Consolidated Balance Sheets - USD ($)
$ in Thousands
Dec. 31, 2023
Dec. 31, 2022
Current assets:  
Cash and cash equivalents$ 655,931$ 651,752
Short-term marketable securities3,356,0643,503,317
Accounts receivable, net562,773547,507
Prepaid expenses and other current assets329,204281,510
Total current assets4,903,9724,984,086
Property and equipment, net209,639263,979
Operating right-of-use assets73,959121,341
Equity method investment593,582699,911
Intangible assets, net350,490849,935
Goodwill5,243,2665,284,153
Other long-term assets234,799360,899
Total assets11,609,70712,564,304
Current liabilities:  
Accounts payable119,615124,605
Accrued expenses and other current liabilities424,311490,221
Deferred revenue and customer deposits144,499139,110
Operating lease liability, current49,87254,222
Total current liabilities738,297808,158
Operating lease liability, noncurrent120,770164,551
Finance lease liability, noncurrent9,19121,290
Long-term debt, net988,953987,382
Other long-term liabilities19,94423,881
Total liabilities1,877,1552,005,262
Commitments and contingencies (Note 17)
Stockholders' equity:  
Preferred stock, $0.001 par value, 100,000,000 shares authorized, none issued00
Class A and Class B common stock182186
Additional paid-in capital14,797,72314,055,853
Accumulated other comprehensive income (loss)619(121,161)
Accumulated deficit(5,065,972)(3,375,836)
Total stockholders’ equity9,732,55210,559,042
Total liabilities and stockholders’ equity$ 11,609,707$ 12,564,304
TWLO
Twilio Inc., together with its subsidiaries, provides software and communications solutions in the United States and internationally. The company operates cloud communications platform that enables developers to build, scale, and operate customer engagement within software applications. Its customer engagement platform provides a set of application programming interfaces that enable developers to embed voice, messaging, and email interactions into their customer-facing applications. Twilio Inc. was incorporated in 2008 and is headquartered in San Francisco, California.
 CEO
 WEBSITEwww.twilio.com
 EMPLOYEES6428

Twilio Inc Frequently Asked Questions


What is the ticker symbol for Twilio Inc? What does TWLO stand for in stocks?

TWLO is the stock ticker symbol of Twilio Inc. Every public company that trades on a stock exchange gets a ticker symbol.

What is the market capital of Twilio Inc (TWLO)?

As of Wed Mar 27 2024, market cap of Twilio Inc is 11.1 Billion. The market capitalization is calculated by multiplying the stock price with the number of shares outstanding.

What is the fair value of TWLO stock?

You can check TWLO's fair value in chart for subscribers.

What is the fair value of TWLO stock?

You can check TWLO's fair value in chart for subscribers. The fair value of Twilio Inc is provided for various growth and macro-economic scenarios from very pessimiatic to very optimistic assumptions. These fair values are estimates from Grufity's Fair Value model based on company's past performance. However, past performance of Twilio Inc is no guarantee of future performance. These fairvalue estimates should only be used as one of the inputs in your stock analysis. We provide model's historical fair value estimates for TWLO so that you know how good or bad the model has been in the past so you can discard it if needed. There are others that provide fair values of stocks such as wallmine, finbox, gurufocus and finviz. Most provide point in time estimates. We provide a history of our models fair value estimates so that you can get a sense of it's usefulness. Otherwise this data point is of little use.

Is Twilio Inc a good stock to buy?

The fair value guage provides a quick view whether TWLO is over valued or under valued. Whether Twilio Inc is cheap or expensive depends on the assumptions which impact Twilio Inc's fair value. We provide several scenarios of inflation and growth to encompass these range of assumptions for TWLO.

What is Twilio Inc's Price to Earnings (PE) and Price to sales (PS) ratio?

As of Wed Mar 27 2024, TWLO's PE ratio (Price to Earnings) is -10.93 and Price to Sales (PS) ratio is 2.67. The price to earnings and price to sales ratio are two most important valuation metrics for any company. PE ratio tell us the number of years of earnings investors are ready to pay for owning the company. Historically, S&P500 price to earnings ratio has fallen below 12 during periods of gloom and gone past 30 during periods of euphoria. TWLO PE ratio will change depending on the future growth rate expectations of investors.