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Twilio Inc. TWLO NYSE

NYSE • Communication Services • Internet Content & Information • US • USD

SharesGrow Score
58/100
3/7 Pass
SharesGrow Intrinsic Value
$21.75
-82.5%
Analyst Price Target
$141.75
+14.3%
SharesGrow 7-Criteria Score All 7 criteria scored · valuation-related highlighted on this page

Twilio Inc. (TWLO) trades at a trailing P/E of 557.1, forward P/E of 22.9. Trailing earnings yield is 0.18%, forward earnings yield 4.37%. PEG 0.01 (Peter Lynch undervalued ≤1.0). Graham Number is $16.02.

Criteria proven by this page:

  • VALUE (27/100, Fail) — trailing P/E is well above the S&P 500 average of ~25, suggesting a premium valuation (P/E 557.1); trailing earnings yield is below the 10-year Treasury yield (~4.3%), meaning bonds offer a better return (EY 0.18%).
  • Forward P/E 22.9 (down from trailing 557.1) — analysts expect earnings to grow, which would improve the valuation.
  • PEG Ratio 0.01 — below 1.0 suggests the stock is undervalued relative to its earnings growth rate (Peter Lynch criterion).
  • Trailing Earnings Yield 0.18% — below bond yields — investors are paying a premium for expected growth rather than current earnings. Forward yield improves to 4.37% as earnings recover.
  • Analyst consensus target $141.75 (+14.3% upside) — modest upside expected.

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

SharesGrow 7-Criteria Score
58/100
SG Score
View full scorecard →
VALUE
27/100
Price-to-Earnings & upside
Proven by this page
FUTURE
73/100
Analyst consensus
→ Forecast
PAST
25/100
→ Income
HEALTH
100/100
Debt-to-Equity & liquidity
→ Health
~
MOAT
69/100
→ Income
GROWTH
83/100
→ Income
INCOME
30/100
→ Income

Valuation Snapshot — TWLO

Valuation Multiples
P/E (TTM)557.1
Forward P/E22.9
PEG Ratio0.01
Forward PEG0.01
P/B Ratio2.41
P/S Ratio3.70
EV/EBITDA71.4
Per Share Data
EPS (TTM)$0.22
Forward EPS (Est.)$5.42
Book Value / Share$51.34
Revenue / Share$33.26
FCF / Share$6.78
Yields & Fair Value
Earnings Yield0.18%
Forward Earnings Yield4.37%
Dividend Yield0.00%
Graham Number$16.02
SharesGrow IV$21.75 (-82.5%)
Analyst Target$141.75 (+14.3%)

Historical Valuation

Year P/E (TTM) PEG Ratio P/B Ratio P/S Ratio Dividend Yield
2016 -61.4 -28.24 7.70 9.15 -
2017 -33.8 -0.69 5.98 5.40 -
2018 -71.1 -0.89 19.79 13.34 -
2019 -41.6 -0.48 2.99 11.27 -
2020 -101.1 -2.41 5.88 28.19 -
2021 -48.3 -0.77 4.16 16.14 -
2022 -7.1 -0.28 0.85 2.34 -
2023 -13.7 0.71 1.43 3.35 -
2024 -163.9 1.86 2.25 4.02 -
2025 643.2 -4.82 2.78 4.29 -

EPS: Actual vs Estimates

P/E Ratio & Earnings Yield

Earnings Per Share (EPS) History

Year EPS (Diluted) Revenue Net Income Net Margin
2016 $-0.78 $277.34M $-41.32M -14.9%
2017 $-0.70 $399.02M $-63.71M -16%
2018 $-1.26 $650.07M $-121.95M -18.8%
2019 $-2.36 $1.13B $-307.06M -27.1%
2020 $-3.35 $1.76B $-490.98M -27.9%
2021 $-5.45 $2.84B $-949.9M -33.4%
2022 $-6.86 $3.83B $-1.26B -32.8%
2023 $-5.54 $4.15B $-1.02B -24.4%
2024 $-0.66 $4.46B $-109.4M -2.5%
2025 $0.21 $5.07B $33.83M 0.7%

Analyst Estimates

Year EPS (Avg) EPS Range Revenue (Avg) Revenue Range Analysts
2026 $5.42 $5.08 – $5.52 $5.69B $5.67B – $5.71B 17
2027 $6.38 $5.72 – $6.66 $6.17B $5.91B – $6.51B 16
2028 $7.23 $5.13 – $10.55 $6.65B $6.64B – $6.66B 5
2029 $6.88 $6.64 – $7.13 $7.1B $6.91B – $7.3B 1
2030 $7.51 $7.24 – $7.78 $7.55B $7.34B – $7.75B 1
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