Twilio Inc. TWLO NYSE

Twilio Inc. (TWLO) has shown moderate revenue growth over the past 3 years, expanding from $3.8B to $5.1B (average +9.8%/yr). Net income reached $34M, reflecting exceptional earnings expansion at +79.8%/yr on average. The net profit margin is 0.7%, which is thin. the company was profitable in 1 out of the last 4 years tracked. The gross margin is 48% (moderate), with a +0.6pp trend over the period. With a $19B market cap and MOAT composite score of 69/100, the company has a moderate competitive position.

Criteria proven by this page:

• GROWTH (83/100, Pass) — proving strong growth momentum
• PAST (25/100, Fail) — the company has frequently reported losses. Looking at the full 13-year history, the company was profitable in 1 of 13 years — a mixed long-term record
• INCOME (30/100, Partial) — the company is profitable but margin is below 15%
• MOAT (69/100, Partial) — some competitive advantages are present but not dominant

Overall SharesGrow Score: 58/100 with 3/7 criteria passed.