NYSE · TWLO

Twilio Inc.

$191.46 +$6.40 (+3.46%) 1D After hours

Key Metrics

$28.09B
Market cap
270.18×
P/E · TTM
$5.30B
Revenue · TTM
$103.96M
Net income
EPS · TTM $0.64
Dividend yield
Free cash flow
Beta · 1Y 1.36
EBITDA · TTM $310.79M
Gross margin 48.7%

The Story So Far

LAST 6 MONTHS PRIMARY SOURCES ONLY
  • Jul 27
    Money has been moving out of its sector (Technology).

    Technology has run -4.1 points vs SPY over four weeks, ranking 8→2→11→7 of 11 sectors — this stock trades inside that current.

    RECEIPT: ROTATION MAP, LIVE ↗
  • Jul 16
    Money rotated out of high-beta cohorts market-wide.

    High-beta names lagged the blue-chips by 18.6 points over ten sessions around this date. Stocks in that cohort weren't falling alone — they fell together.

    RECEIPT: ROTATION GAUGE, LIVE
  • Jun 1
    The stock moved +19.4% in a single session.

    Sessions this size usually pair with a chapter above or below — a filing, a headline, or the whole cohort moving together.

    RECEIPT: DAILY BAR, Jun 1
  • May 1
    The stock moved +23.8% in a single session.

    Sessions this size usually pair with a chapter above or below — a filing, a headline, or the whole cohort moving together.

    RECEIPT: DAILY BAR, May 1

The story updates itself as events post · The wolf reports; you decide

Snapshot

Market cap$28.09B
Enterprise value$26.73B
Shares outstanding151.8M
52-wk range$91.84 – $238.48
Avg volume · 20D3.1M
Net cash $1.35B
Book value / share$48.11
IndustryServices-Prepackaged Software
ExchangeNYSE
About Twilio Inc.
IPO dateJun 23, 2016
Employees5587

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.

Wolf Grade COMING SOON

The wolf is in training. Composite grades vs sector — profitability, health, value, momentum — arrive with the percentile engine. Methodology will be public.

Valuation

P/E270.18
P/S5.30
P/FCF
EV/EBITDA86.02
EV/Sales5.04
Graham №$26.37

Profitability

Gross 48.7%
Operating 2.5%
Net 2.0%
FCF
ROE / ROIC 1.3% · 1.6%

Financial Health

Current ratio4.66
Quick ratio
Debt / equity0.13
Debt / EBITDA 3.19
Net cash $1.35B
Working capital$2.71B

Cash Flow · TTM

Operating CF $965.41M
Capex
Free cash flow
Buybacks $995.71M
Dividends paid
Shareholder yield 3.5%

Piotroski F-Score

5 / 9
Middling fundamentals · 5 of 9 signals passing

Altman Z-Score

9.1
Safe zone (> 2.99) · bankruptcy risk negligible

Graham Number vs Price

$26.37 vs $191.46
Trades 7.3× above classic defensive value — priced for growth
Fundamentals through 2026-03-31 · computed by TickerWolf from SEC filings