Twilio (TWLO)

$58.42

-0.32

(-0.54%)

Market is closed - opens 7 PM, 19 Apr 2024

Insights on Twilio

  • Increasing Revenue

    Revenue is up for the last 2 quarters, 1.03B → 1.07B (in $), with an average increase of 3.9% per quarter

  • Decreasing Net Profit

    Netprofit is down for the last 2 quarters, -141.70M → -365.40M (in $), with an average decrease of 157.9% per quarter

  • Vs CRM

    In the last 1 year, Salesforce Inc has given 39.2% return, outperforming this stock by 41.5%

  • Vs CRM

    In the last 3 years, Salesforce Inc has given 19.1% return, outperforming this stock by 103.9%

Performance

  • $58.41
    $59.59
    $58.42
    downward going graph

    0.02%

    Downside

    Day's Volatility :1.98%

    Upside

    1.96%

    downward going graph
  • $45.02
    $78.16
    $58.42
    downward going graph

    22.94%

    Downside

    52 Weeks Volatility :42.4%

    Upside

    25.26%

    downward going graph

Returns

PeriodTwilioSector (Technology)Index (Russel 2000)
3 Months
-19.0%
1.6%
0.0%
6 Months
4.86%
18.6%
0.0%
1 Year
-2.31%
32.9%
-1.5%
3 Years
-84.01%
38.8%
-21.8%

Highlights

Market Capitalization
10.8B
Book Value
$53.49
Earnings Per Share (EPS)
-5.54
PEG Ratio
44.96
Wall Street Target Price
70.64
Profit Margin
-24.45%
Operating Margin TTM
-4.14%
Return On Assets TTM
-1.99%
Return On Equity TTM
-10.01%
Revenue TTM
4.2B
Revenue Per Share TTM
22.66
Quarterly Revenue Growth YOY
5.0%
Gross Profit TTM
1.8B
EBITDA
-100.3M
Diluted Eps TTM
-5.54
Quarterly Earnings Growth YOY
0.0
EPS Estimate Current Year
2.71
EPS Estimate Next Year
3.23
EPS Estimate Current Quarter
0.58
EPS Estimate Next Quarter
0.54

Analyst Recommendation

Buy
    52%Buy
    42%Hold
    5%Sell
Based on 40 Wall street analysts offering stock ratings for Twilio(by analysts ranked 0 to 5 stars)
Based on 40 analyst
  • Current
  • 1M Ago
  • 3M Ago
Buy
21
21
20
Hold
17
17
18
Sell
2
2
3

Analyst Forecast

What analysts predicted

Upside of 20.92%

Current $58.42
Target $70.64

Company Financials

FY18Y/Y Change
Revenue
650.1M
↑ 62.92%
Net Income
-121.9M
↑ 91.42%
Net Profit Margin
-18.76%
↓ 2.79%
FY19Y/Y Change
Revenue
1.1B
↑ 74.52%
Net Income
-307.1M
↑ 151.8%
Net Profit Margin
-27.07%
↓ 8.31%
FY20Y/Y Change
Revenue
1.8B
↑ 55.3%
Net Income
-491.0M
↑ 59.9%
Net Profit Margin
-27.87%
↓ 0.8%
FY21Y/Y Change
Revenue
2.8B
↑ 61.31%
Net Income
-949.9M
↑ 93.47%
Net Profit Margin
-33.43%
↓ 5.56%
FY22Y/Y Change
Revenue
3.8B
↑ 34.64%
Net Income
-1.3B
↑ 32.24%
Net Profit Margin
-32.83%
↑ 0.6%
FY23Y/Y Change
Revenue
4.2B
↑ 8.56%
Net Income
-1.0B
↓ 19.16%
Net Profit Margin
-24.45%
↑ 8.38%
Q3 FY22Q/Q Change
Revenue
983.0M
↑ 4.21%
Net Income
-482.3M
↑ 49.43%
Net Profit Margin
-49.07%
↓ 14.85%
Q4 FY22Q/Q Change
Revenue
1.0B
↑ 4.23%
Net Income
-229.4M
↓ 52.43%
Net Profit Margin
-22.39%
↑ 26.68%
Q1 FY23Q/Q Change
Revenue
1.0B
↓ 1.76%
Net Income
-342.1M
↑ 49.13%
Net Profit Margin
-33.99%
↓ 11.6%
Q2 FY23Q/Q Change
Revenue
1.0B
↑ 3.1%
Net Income
-166.2M
↓ 51.43%
Net Profit Margin
-16.01%
↑ 17.98%
Q3 FY23Q/Q Change
Revenue
1.0B
↓ 0.39%
Net Income
-141.7M
↓ 14.73%
Net Profit Margin
-13.71%
↑ 2.3%
Q4 FY23Q/Q Change
Revenue
1.1B
↑ 4.09%
Net Income
-365.4M
↑ 157.86%
Net Profit Margin
-33.96%
↓ 20.25%
FY18Y/Y Change
Total Assets
1.0B
↑ 128.71%
Total Liabilities
590.5M
↑ 556.55%
FY19Y/Y Change
Total Assets
5.2B
↑ 400.68%
Total Liabilities
871.1M
↑ 47.53%
FY20Y/Y Change
Total Assets
9.5B
↑ 84.2%
Total Liabilities
1.0B
↑ 18.79%
FY21Y/Y Change
Total Assets
13.0B
↑ 37.01%
Total Liabilities
2.0B
↑ 90.1%
FY22Y/Y Change
Total Assets
12.6B
↓ 3.34%
Total Liabilities
2.0B
↑ 1.94%
FY23Y/Y Change
Total Assets
11.6B
↓ 7.6%
Total Liabilities
1.9B
↓ 6.39%
Q3 FY22Q/Q Change
Total Assets
12.6B
↓ 1.99%
Total Liabilities
2.1B
↑ 2.69%
Q4 FY22Q/Q Change
Total Assets
12.6B
↓ 0.38%
Total Liabilities
2.0B
↓ 3.68%
Q1 FY23Q/Q Change
Total Assets
12.3B
↓ 2.11%
Total Liabilities
2.0B
↓ 1.26%
Q2 FY23Q/Q Change
Total Assets
11.9B
↓ 3.21%
Total Liabilities
1.9B
↓ 2.63%
Q3 FY23Q/Q Change
Total Assets
11.9B
↓ 0.39%
Total Liabilities
1.9B
↓ 2.57%
Q4 FY23Q/Q Change
Total Assets
11.6B
↓ 2.09%
Total Liabilities
1.9B
↓ 0.06%
FY18Y/Y Change
Operating Cash Flow
8.0M
↓ 344.88%
Investing Cash Flow
-139.4M
↓ 38.51%
Financing Cash Flow
515.8M
↑ 1315.65%
FY19Y/Y Change
Operating Cash Flow
14.0M
↑ 75.97%
Investing Cash Flow
-1.3B
↑ 822.25%
Financing Cash Flow
1.0B
↑ 97.77%
FY20Y/Y Change
Operating Cash Flow
32.7M
↑ 132.45%
Investing Cash Flow
-845.9M
↓ 34.22%
Financing Cash Flow
1.5B
↑ 46.38%
FY21Y/Y Change
Operating Cash Flow
-58.2M
↓ 278.21%
Investing Cash Flow
-2.5B
↑ 194.38%
Financing Cash Flow
3.1B
↑ 107.35%
FY22Y/Y Change
Operating Cash Flow
-254.4M
↑ 337.12%
Investing Cash Flow
-616.5M
↓ 75.24%
Financing Cash Flow
45.0M
↓ 98.55%
Q3 FY22Q/Q Change
Operating Cash Flow
-115.8M
↑ 85.04%
Investing Cash Flow
-46.5M
↓ 94.09%
Financing Cash Flow
-1.2M
↓ 103.8%
Q4 FY22Q/Q Change
Operating Cash Flow
-58.5M
↓ 49.51%
Investing Cash Flow
65.7M
↓ 241.22%
Financing Cash Flow
11.8M
↓ 1122.17%
Q1 FY23Q/Q Change
Operating Cash Flow
-97.9M
↑ 67.42%
Investing Cash Flow
202.5M
↑ 208.16%
Financing Cash Flow
-121.5M
↓ 1133.93%
Q2 FY23Q/Q Change
Operating Cash Flow
83.6M
↓ 185.47%
Investing Cash Flow
307.3M
↑ 51.79%
Financing Cash Flow
-347.8M
↑ 186.18%
Q3 FY23Q/Q Change
Operating Cash Flow
206.4M
↑ 146.79%
Investing Cash Flow
-144.0M
↓ 146.87%
Financing Cash Flow
-66.9M
↓ 80.78%

Technicals Summary

Sell

Neutral

Buy

Twilio is currently not in a favorable trading position ( SELL ) according to technical analysis indicators.

Peers

Company Name1 Month6 Month1 Year3 Years5 Years
Twilio
Twilio
-3.24%
4.86%
-2.31%
-84.01%
-51.9%
Atlassian Corporation Plc
Atlassian Corporation Plc
-0.98%
0.55%
20.18%
-14.52%
91.36%
Salesforce Inc
Salesforce Inc
-8.05%
34.9%
39.2%
19.88%
77.14%
Company NameP/E RatioP/B RatioPEG RatioEPSROEROADiv YieldBVPS
Twilio
Twilio
NA
NA
44.96
2.71
-0.1
-0.02
NA
53.49
Atlassian Corporation Plc
Atlassian Corporation Plc
NA
NA
2.67
2.58
-0.52
-0.03
NA
3.49
Salesforce Inc
Salesforce Inc
66.21
66.21
1.58
8.2
0.07
0.04
0.01
61.43
Company NameAnalyst ViewMarket Cap5 Years Return %PE RatioProfit Margin
Twilio
Twilio
Buy
$10.8B
-51.9%
NA
-24.45%
Atlassian Corporation Plc
Atlassian Corporation Plc
Buy
$50.5B
91.36%
NA
-9.87%
Salesforce Inc
Salesforce Inc
Buy
$269.1B
77.14%
66.21
11.87%

Institutional Holdings

  • Vanguard Group Inc

    9.78%
  • BlackRock Inc

    5.77%
  • Generation Investment Management LLP

    4.67%
  • ING Investment Management LLC

    4.61%
  • ARK Investment Management LLC

    3.92%
  • FMR Inc

    3.75%

Corporate Announcements

  • Twilio Earnings

    Twilio’s price-to-earnings ratio stands at None

    Read More

Company Information

Founded in 2008 by the three co-founders, Twilio Inc is based in Seattle and San Francisco. The company provides cloud-based communication services that allow users to develop voice, VoIP, and SMS apps via a web API using standard web languages. Twilio Voice, an API that allows users to make and receive phone calls from the cloud, launched a few days later on November 20, 2008. Twilio released text messaging API and SMS short codes in February 2010 and July 2011. Twilio's infrastructure supports communications worldwide through 26 offices in 17 countries and counting. Twilio received its initial funding in March 2009. Since then, it has raised additional rounds as needed. In June 2016, the firm was listed on NYSE. The company serves clients across multiple sectors, including financial services, retail, health care, and education. Its business operations are located in the United States, the United Kingdom, Estonia, Ireland, Colombia, Germany, Hong Kong, Singapore, Spain, Sweden, Australia, and the Czech Republic. Major competitors include Microsoft, Cisco, Oracle, and Bandwidth Inc. Twilio' reported revenue of $2.84 b in the fiscal year 2021. It was a 61.3% increase from 2020's revenue, which was $1.76 b. In December 2021, the company announced the launch of Twilio Ventures, a US$50 million fund. The company and Teleperformance announced a partnership in January 2022 to provide companies worldwide with the next generation of cloud-based contact center solutions. Currently Twilio has a market cap of $10.77 Billion. It has a P.E ratio of -10.61. The shares of Twilio are trading at $58.74. .

Organization
Twilio
Employees
5867
CEO
Mr. Khozema Z. Shipchandler
Industry
Technology Services

FAQs