Twilio Inc. TWLO · NYSE
$244.27 -10.65% (-$29.13)
Summary
62 / 100 · Bulios Score
What speaks for it
- Out of every 100 USD of revenue, 21 USD is left as net profit.
- It earns 20 USD a year on every 100 USD of invested capital.
- Analysts expect revenue to grow by 18% this fiscal year.
What to watch
- The share price is above the Bulios Fair Price.
- Revenue growth is slowing: 9.8% a year over the last 3 years against 24% over 5 years.
Bulios Scoring describes a company's quality and track record, not its future return. A high score is not a buy signal. Learn more
Score in detailPrice
Is it expensive?
Looks expensiveBulios Fair Price is an estimate of a stock's fair value from the Bulios valuation model. It is an input for your own analysis, not investment advice. How does it work?
Today you pay 32.7 USD for 1 USD of yearly profit.
Valuation in detailIs it growing?
It is shrinkingRevenue (USD)
Diluted EPS (USD)
- Analyst estimate
Revenue grew by 24% a year over 5 years. Over the last 3 years it grew by 9.8% a year. For the next fiscal year analysts expect revenue to grow by 18%.
Growth in detailDoes it make money?
ReasonablyWhere 100 USD of revenue goes
- Cost of sales 51 USD
- Research and development 19 USD
- Sales and administration 24 USD
- Taxes and other -15 USD
- Net profit 21 USD
Net profit, industry median (Software - Infrastructure) 8.1 USD
Out of every 100 USD of revenue, 21 USD is left as net profit.
Profitability in detailIs it financially healthy?
YesIt could repay all its debt from a single year of free cash flow. It holds more cash than debt.
Financial health in detailDoes it pay a dividend?
NoIt pays no dividend.
Dividends in detailWhat do analysts expect?
Mildly positive- Buy 40
- Hold 10
- Sell 2
Today's price within the analysts' price targets
The average target of $254.65 is 4.2% above today's price. 77% of the analysts recommend buying.
Analysts in detailWhat does it earn on?
Fiscal year 2025By product
- Messaging 73%
- Other Communications 19%
- Segment 7.7%
By region
- UNITED STATES 64%
- Non-US 36%
Messaging brings in 73% of revenue. Other Communications grew fastest, by 26% a year.
Segments in detail