Valuation: Twilio Inc.

Market Cap 37.19B 32.23B 30.46B 27.65B 51.83B 3,568B 52.14B 364B 141B 1,810B 140B 137B 5,768B P/E 2026 *
28.2x
P/E 2027 * 69.2x
Enterprise Value 34.97B 30.3B 28.64B 26B 48.74B 3,355B 49.03B 342B 132B 1,702B 131B 128B 5,424B EV / Sales 2026 *
5.83x
EV / Sales 2027 * 5.12x
Free-Float
99.87%
Yield 2026 *
-
Yield 2027 * -
1 day-1.08%
1 week+4.96%
Current month+1.20%
1 month+4.31%
3 months+23.76%
6 months+88.77%
Current year+67.64%
1 week 222.63
Extreme 222.63
244.89
1 month 215.79
Extreme 215.79
244.89
Current year 105
Extreme 105
258.35
1 year 98.44
Extreme 98.44
258.35
3 years 49.86
Extreme 49.8561
258.35
5 years 41
Extreme 41
373
10 years 22.8
Extreme 22.8
457.3
Manager TitleAgeSince
Chief Executive Officer 52 07/01/2024
Director of Finance/CFO 47 28/02/2023
Director of Finance/CFO 38 31/05/2019
Director TitleAgeSince
Director/Board Member 63 31/12/2015
Chairman 69 07/01/2024
Director/Board Member 52 07/01/2024
Date Insider Type Main position Quantity % Market Cap. Importance
17/08/26 Sell

Chief Financial Officer

-1,394 0.0009%
12/08/26 Other

Director

0 0%
12/08/26
Sachem Head Capital Management LP
SellCompany -500,000 0.3294%
Change 5-day change 1-year change 3-year change Capi.($)
-1.13%+4.96%+133.53%+291.81% 37.19B
-0.66%+0.34%-3.09%+49.91% 3,691B
-0.01%+1.50%+1.06%+1,013.00% 415B
+1.18%+3.54%+73.30%+146.81% 82.68B
+2.26%-1.45%-19.64%+18.42% 75.45B
+2.81%-3.81%-11.21%-17.78% 70.46B
+2.45%-3.24%-44.36%+174.79% 62.87B
-0.09%+6.45%+9.97%-7.65% 48.05B
+0.81%+1.02%-13.90%+50.92% 39.62B
-3.48%+9.10%-64.24%+75.91% 35.89B
Average +0.45%+1.95%+6.14%+179.62% 455.83B
Weighted average by Cap. -0.43%+1.19%-1.62%+141.02%

Financials

2026 *2027 *
Net sales 6B 5.2B 4.91B 4.46B 8.36B 576B 8.41B 58.67B 22.67B 292B 22.54B 22.04B 931B 6.69B 5.8B 5.48B 4.97B 9.32B 642B 9.38B 65.4B 25.27B 325B 25.12B 24.57B 1,037B
Net income 1.35B 1.17B 1.11B 1.01B 1.89B 130B 1.9B 13.24B 5.12B 65.91B 5.09B 4.98B 210B 539M 467M 442M 401M 751M 51.72B 756M 5.27B 2.04B 26.23B 2.03B 1.98B 83.62B
Net Debt -2.22B -1.92B -1.82B -1.65B -3.09B -213B -3.11B -21.71B -8.39B -108B -8.34B -8.15B -344B -2.96B -2.56B -2.42B -2.2B -4.12B -284B -4.15B -28.94B -11.18B -144B -11.12B -10.87B -459B
Logo Twilio Inc.
Twilio Inc. provides a customer engagement platform to build direct, personalized relationships with their customers everywhere in the world. Its platform provides developers with tools to build, scale, and deploy real-time communications within software applications. Its segments include Twilio Communications (Communications) and Twilio Segment (Segment). The Communications segment consists of a variety of application programming interfaces (APIs) and software solutions to optimize communications between its customers and their end users. Its key offerings in its Communications segment include Messaging, Voice, Email (includes Marketing Campaigns), Flex and User Authentication and Identity. Its Twilio Flex is a digital engagement center for the entire customer journey. Twilio Segment is a customer data platform that provides businesses with the tools to harness the power of contextual data by unifying real-time information collected throughout each customer’s journey into a profile.
Employees
5,587
Date Price Change Volume
16/09/26 US$238.46 -1.53% 670,263
15/09/26 US$242.16 +4.43% 2,248,805
14/09/26 US$231.88 +1.99% 1,352,700
11/09/26 US$227.35 -1.64% 1,250,367
10/09/26 US$231.13 +1.73% 1,400,262
Trader
Investor
Global
Quality
ESG MSCI
AA
Sell
Consensus
Buy
Mean consensus
BUY
Number of Analysts
30
Last Close Price
242.16USD
Average target price
260.18USD
Spread / Average Target
+7.44%

Quarterly revenue - Rate of surprise

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