Valuation dashboard for Twilio Inc. (TWLO) with P/E 25.79, P/B 3.45, EV/EBITDA 74.9 and dividend yield 0.00%. DCF, Graham Number, EPS growth, peer multiples and dividend discount models plus sector comparison against other Technology companies.
Twilio Inc. offers a comprehensive cloud-based communications platform, empowering developers to build, scale, and manage customer engagement features directly within their software applications across both U.S. and international markets. Central to its customer engagement solution is a robust suite of application programming interfaces (APIs).
What would it be worth at its usual multiples?
Versus its usual multiples: cheap · Current P/E 25.8× · Multiples range: $250.43 · $250.43.
At its sector median (31.5×) $250 (+22 %). Implied price from applying the reference multiples to today's earnings (or book value, or FFO) per share. Not a fair value: it is where the stock would trade at its usual multiples.
Note: these prices use the last twelve months' earnings, and analysts expect them to fall 14 % in 2027; at this price, its 2027 P/E would be 30.1×.
Analysis Summary
Twilio Inc. reported revenue of $5.07B in the most recent fiscal year, growing at a 5-year CAGR of 23.5%.
Trailing-twelve-month margins: gross margin 48.6%, operating margin 7.1%, net margin 21.8%.
At $205.03 (closing price, October 30, 2026), TWLO trades at a P/E of 25.79 and an ROE of 15.08%. Market capitalisation stands at $31.5B, placing it among large-cap names.
Balance sheet quality for TWLO: debt-to-equity ratio of 0.12, current ratio of 4.47 over the last 12 months. A debt-to-equity below 1.0 typically signals conservative capital structure, while a current ratio above 1.5 indicates comfortable short-term liquidity.
Valuation Ratios
| P/E Ratio | 25.79 |
| Price / Book | 3.45 |
| EV / EBITDA | 74.9 |
| Dividend Yield | 0.00% |
Peer Comparison
| Symbol | Company | Market Cap | P/E | P/B | ROE |
|---|---|---|---|---|---|
| TWLO | Twilio Inc. | $31.5B | 25.79 | 3.45 | 15.1% |
| FIVN | Five9, Inc. | $2.7B | 52.67 | 3.49 | 7.5% |
| RNG | RingCentral, Inc. | $6.1B | 10.77 | 36.50 | -163.5% |
| MSFT | Microsoft Corporation | $3.9T | 27.25 | 8.24 | 33.2% |
| PLTR | Palantir Technologies Inc. | $423.6B | 156.03 | 45.15 | 37.5% |
| ORCL | Oracle Corporation | $395.1B | 20.48 | 5.80 | 42.6% |
| PANW | Palo Alto Networks, Inc. | $299.4B | 831.52 | 9.97 | 1.7% |
| 0KF5.L | Palo Alto Networks, Inc. | $288.9B | 827.28 | 10.37 | 1.7% |
Price
| Price | $205.03 (closing price, October 30, 2026) |
| Market Cap | $31.5B |
| Exchange | NYSE |
| Country | US |
Profitability
| Return on Equity | 15.08% |
| Return on Invested Capital | 4.05% |
| Return on Assets | 11.46% |
| Gross Margin | 48.58% |
| Operating Margin | 7.11% |
| Net Margin | 21.82% |
Related companies: FIVN · RNG · MSFT · PLTR · ORCL · PANW · 0KF5.L · CRWD
Explore sector: Technology · Software - Infrastructure
More sections of TWLO: Overview · Financials · Statistics · Estimates · Technical · Ownership · News · Events
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