Twilio Inc
NYSE:TWLO

Watchlist Manager
Twilio Inc Logo
Twilio Inc
NYSE:TWLO
Watchlist
Price: 86.86 USD 1.32% Market Closed
Market Cap: 13.3B USD
Section:
Relative Value
Relative Value
Valuation Multiples
Multiples Across Competitors
See Also

Relative Value

The Relative Value of one TWLO stock under the Base Case scenario is hidden USD. Compared to the current market price of 86.86 USD, Twilio Inc is hidden .

Relative Value is the estimated value of a stock based on various valuation multiples like P/E and EV/EBIT ratios. It offers a quick snapshot of a stock's valuation in relation to its peers and historical norms.

TWLO Relative Value
HIDDEN
Show
Worst Case
Base Case
Best Case

Valuation Multiples

3
P/S
P/S
Price to Sales
3
vs History
73
vs Industry
33
Median 3Y
3
Median 5Y
4.1
Industry
2.2
Forward
2.7
More Details
Negative
P/E
P/E
Price to Earnings
N/A
vs History
vs Industry
Median 3Y
-14
Median 5Y
-32
Industry
21
Forward
19.5
More Details
18.5
P/OCF
P/OCF
Price to OCF
18.5
vs History
47
vs Industry
26
Median 3Y
11
Median 5Y
15.9
Industry
15.9
More Details
20.6
P/FCFE
P/FCFE
Price to FCFE
20.6
vs History
36
vs Industry
25
Median 3Y
12
Median 5Y
11.9
Industry
20
More Details
1.7
P/B
P/B
Price to Book Value
1.7
vs History
52
vs Industry
53
Median 3Y
1.2
Median 5Y
1.9
Industry
2.7
More Details
2.7
EV/S
EV/S
Enterprise Value to Sales
2.7
vs History
60
vs Industry
34
Median 3Y
2.4
Median 5Y
3.6
Industry
2.2
Forward
2.4
More Details
5.2
EV/GP
EV/GP
Enterprise Value to Gross Profit
5.2
vs History
63
vs Industry
34
Median 3Y
5
Median 5Y
7.4
Industry
4.4
More Details
71.7
EV/EBITDA
EV/EBITDA
Enterprise Value to EBITDA
71.7
vs History
14
vs Industry
6
Median 3Y
-14.5
Median 5Y
-39.8
Industry
11.8
Forward
11.7
More Details
Negative
EV/EBIT
EV/EBIT
Enterprise Value to EBIT
N/A
vs History
vs Industry
Median 3Y
-17.2
Median 5Y
-36.9
Industry
15.2
Forward
13.7
More Details
16.6
EV/OCF
EV/OCF
Enterprise Value to OCF
16.6
vs History
47
vs Industry
26
Median 3Y
8.5
Median 5Y
13.8
Industry
14.5
More Details
18
EV/FCFF
EV/FCFF
Enterprise Value to FCFF
18
vs History
17
vs Industry
24
Median 3Y
9
Median 5Y
-33.8
Industry
17.1
More Details
1.6
EV/IC
EV/IC
Enterprise Value to IC
1.6
vs History
52
vs Industry
46
Median 3Y
1.2
Median 5Y
2
Industry
2.2
More Details

Multiples Across Competitors

TWLO Competitors Multiples
Twilio Inc Competitors

All Multiples
P/S
P/E
EV/EBITDA
EV/EBIT
Market Cap P/S P/E EV/EBITDA EV/EBIT
US
Twilio Inc
NYSE:TWLO
13.3B USD 3 -121.2 71.7 -293.4
CA
Shopify Inc
NYSE:SHOP
108.4B USD 12.2 53.7 92.6 95.7
US
Snowflake Inc.
NYSE:SNOW
47.9B USD 13.2 -37.2 -36.5 -31.8
US
Cloudflare Inc
NYSE:NET
36.6B USD 21.9 -465 -1 334.1 -233.1
US
GoDaddy Inc
NYSE:GDDY
24.3B USD 5.3 25.9 25.3 28.9
US
Verisign Inc
NASDAQ:VRSN
23.5B USD 15.1 29.9 22.3 23
ID
DCI Indonesia Tbk PT
IDX:DCII
361.3T IDR 199.4 453.6 370.8 370.8
US
Okta Inc
NASDAQ:OKTA
17.7B USD 6.8 630.8 619.5 -245.8
US
MongoDB Inc
NASDAQ:MDB
13.1B USD 6.5 -101.1 -53.5 -49.6
US
Akamai Technologies Inc
NASDAQ:AKAM
11.1B USD 2.8 22 8.8 16.9
US
Switch Inc
F:821
7.7B EUR 13.2 23.2 36.1 113.9
P/S Multiple
Revenue Growth P/S to Growth
US
Twilio Inc
NYSE:TWLO
Average P/S: 27.2
3
9%
0.3
CA
Shopify Inc
NYSE:SHOP
12.2
23%
0.5
US
Snowflake Inc.
NYSE:SNOW
13.2
24%
0.5
US
Cloudflare Inc
NYSE:NET
21.9
27%
0.8
US
GoDaddy Inc
NYSE:GDDY
5.3
8%
0.7
US
Verisign Inc
NASDAQ:VRSN
15.1
5%
3
ID
DCI Indonesia Tbk PT
IDX:DCII
199.4
N/A N/A
US
Okta Inc
NASDAQ:OKTA
6.8
11%
0.6
US
MongoDB Inc
NASDAQ:MDB
6.5
17%
0.4
US
Akamai Technologies Inc
NASDAQ:AKAM
2.8
7%
0.4
US
S
Switch Inc
F:821
13.2
N/A N/A
P/E Multiple
Earnings Growth PEG
US
Twilio Inc
NYSE:TWLO
Average P/E: 177
Negative Multiple: -121.2 		N/A N/A
CA
Shopify Inc
NYSE:SHOP
53.7
20%
2.7
US
Snowflake Inc.
NYSE:SNOW
Negative Multiple: -37.2 N/A N/A
US
Cloudflare Inc
NYSE:NET
Negative Multiple: -465 N/A N/A
US
GoDaddy Inc
NYSE:GDDY
25.9
12%
2.2
US
Verisign Inc
NASDAQ:VRSN
29.9
9%
3.3
ID
DCI Indonesia Tbk PT
IDX:DCII
453.6
N/A N/A
US
Okta Inc
NASDAQ:OKTA
630.8
195%
3.2
US
MongoDB Inc
NASDAQ:MDB
Negative Multiple: -101.1 N/A N/A
US
Akamai Technologies Inc
NASDAQ:AKAM
22
32%
0.7
US
S
Switch Inc
F:821
23.2
N/A N/A
EV/EBITDA Multiple
EBITDA Growth EV/EBITDA to Growth
US
Twilio Inc
NYSE:TWLO
Average EV/EBITDA: 155.9
71.7
102%
0.7
CA
Shopify Inc
NYSE:SHOP
92.6
51%
1.8
US
Snowflake Inc.
NYSE:SNOW
Negative Multiple: -36.5 N/A N/A
US
Cloudflare Inc
NYSE:NET
Negative Multiple: -1 334.1 N/A N/A
US
GoDaddy Inc
NYSE:GDDY
25.3
22%
1.1
US
Verisign Inc
NASDAQ:VRSN
22.3
7%
3.2
ID
DCI Indonesia Tbk PT
IDX:DCII
370.8
N/A N/A
US
Okta Inc
NASDAQ:OKTA
619.5
251%
2.5
US
MongoDB Inc
NASDAQ:MDB
Negative Multiple: -53.5 N/A N/A
US
Akamai Technologies Inc
NASDAQ:AKAM
8.8
14%
0.6
US
S
Switch Inc
F:821
36.1
N/A N/A
EV/EBIT Multiple
EBIT Growth EV/EBIT to Growth
US
Twilio Inc
NYSE:TWLO
Average EV/EBIT: 108.2
Negative Multiple: -293.4 		N/A N/A
CA
Shopify Inc
NYSE:SHOP
95.7
48%
2
US
Snowflake Inc.
NYSE:SNOW
Negative Multiple: -31.8 N/A N/A
US
Cloudflare Inc
NYSE:NET
Negative Multiple: -233.1 N/A N/A
US
GoDaddy Inc
NYSE:GDDY
28.9
19%
1.5
US
Verisign Inc
NASDAQ:VRSN
23
5%
4.6
ID
DCI Indonesia Tbk PT
IDX:DCII
370.8
N/A N/A
US
Okta Inc
NASDAQ:OKTA
Negative Multiple: -245.8 N/A N/A
US
MongoDB Inc
NASDAQ:MDB
Negative Multiple: -49.6 N/A N/A
US
Akamai Technologies Inc
NASDAQ:AKAM
16.9
25%
0.7
US
S
Switch Inc
F:821
113.9
N/A N/A

See Also

Summary
TWLO intrinsic value, competitors valuation, and company profile.
DCF Valuation
TWLO stock valuation using Discount Cash Flow valuation method.
Relative Valuation
TWLO stock valuation using valuation multiples.
Wall Street Estimates
TWLO price targets and financial estimates made by Wall st analysts.
Profitability Analysis
Detailed analysis of the company's profitability.
Solvency Analysis
Analysis of the financial position and solvency of the company.
Financials
Income Statement, Balance Sheet, Cash Flow Statement.
Discount Rate
TWLO stock discount rate: cost of equity and WACC.
Summary
DCF Valuation
Relative Valuation
Wall Street Estimates
Profitability Analysis
Solvency Analysis
Financials
Discount Rate
Discover More
Back to Top
ALPHA SPREAD
Follow us
Join more than 246,200+ value investors using Alpha Spread
Create a free account
or see our plans & pricing

Company

About Us Careers Pricing Affiliate Program Terms of Service Privacy Policy

Help

What is Intrinsic Value? Help Center Contact Us

Tools

Stock Screener Intrinsic Value Calculator DCF Value Calculator Discount Rate Calculator

Stocks

Most Undervalued Stocks Wide Economic Moat Stocks High Profitability Stocks High Solvency Stocks Most Popular Stocks

© 2025 Alpha Spread Limited. All Rights Reserved.

www.alphaspread.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on www.alphaspread.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall Alpha Spread Limited be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on www.alphaspread.com, or relating to the use of, or inability to use, www.alphaspread.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.