TWLO

Twilio Inc Class A

Exchange: NYSESector: Communication ServicesIndustry: Internet Content & Information

Today's leading companies trust Twilio's Customer Engagement Platform (CEP) to build direct, personalized relationships with their customers everywhere in the world. Twilio enables companies to use communications and data to add intelligence and security to every step of the customer journey, from sales to marketing to growth, customer service and many more engagement use cases in a flexible, programmatic way. Across 180 countries, millions of developers and hundreds of thousands of businesses use Twilio to create magical experiences for their customers.

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A large-cap company with a $27.8B market cap.

Current Price

$183.34

+23.83%

GoodMoat Value

$210.78

15.0% undervalued

Profile

Valuation (TTM)

Market Cap$27.78B

P/E267.21

EV—

P/B3.55

Shares Out151.51M

P/Sales5.24

Revenue$5.30B

EV/EBITDA85.27

Twilio Inc Class A (TWLO) Valuation

TWLO Fair Value Estimate

$210.7815.0% undervalued

Blended fair value estimate based on DCF, Graham Number, and earnings-based models.

TWLO Valuation Metrics

FCF—

FCF Growth Rate—

EPS Growth (CAGR)—

WACC10.00%

Fair Value Models

Graham Number, PEG-based, and Earnings-based models

View Fair Value →

TWLO Valuation & Fair Value Analysis

Twilio Inc Class A (TWLO) valuation analysis using multiple fair value methodologies. GoodMoat calculates a blended fair value target using discounted cash flow (DCF) analysis, the Graham Number, and earnings-based valuation models.

The GoodMoat Fair Value target for Twilio Inc Class A is $210.78. The current stock price is $183.34, suggesting the stock is 15.0% undervalued.

The price-to-earnings (P/E) ratio is 267.21. Price-to-book ratio is 3.55. Price-to-sales ratio is 5.24. Enterprise value to EBITDA is 85.27. PEG ratio is 0.76.

GoodMoat's valuation models include the Graham Number (based on EPS and book value), an earnings-based model (discounted future EPS), and a PEG-adjusted valuation. The three models are averaged to produce a blended fair value estimate. Use these tools alongside the DCF calculator and reverse DCF to form a comprehensive view of Twilio Inc Class A's intrinsic value.