$130.78
▲ +$6.78
(+5.47%)
Vol 369K
Mkt Cap
$17.8B
P/E
526.9
ROE
0.4%
Margin
0.7%
Beta
1.24
52W
$78–$146
Wall Street Consensus
36 analysts · Apr 20269
Strong Buy
18
Buy
7
Hold
2
Sell
0
Strong Sell
75.0%
Buy Rating
Price Chart
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Earnings
Beat rate: 100.0%| Quarter | EPS Est | EPS Act | Surprise |
|---|---|---|---|
| Dec 2025 | $1.26 | $1.33 | +$0.07 |
| Sep 2025 | $1.11 | $1.25 | +$0.14 |
| Jun 2025 | $1.07 | $1.19 | +$0.12 |
| Mar 2025 | $0.96 | $1.14 | +$0.18 |
Quarterly Revenue & Earnings
| Quarter | 2024-0… | 2024-1… | 2025-0… | 2025-0… | 2025-0… | 2025-1… |
|---|---|---|---|---|---|---|
| Revenue | — | $1.2B | $1.2B | $1.2B | $1.3B | $1.4B |
| Net Income | — | -$12.5M | $20.0M | $22.4M | $37.2M | -$45.9M |
Key Ratios
ROA (TTM)
0.4%
P/S (TTM)
3.52
P/B
2.8
EPS (TTM)
$0.20
CF/Share
$-3.20
Rev Growth 3Y
+9.8%
52W High
$145.90
52W Low
$78.40
$78.40
52-Week Range
$145.90
Financial Health
Free Cash Flow
$256.1M
Net Debt
$399.2M
Cash
$682.3M
Total Debt
$1.1B
As of Dec 31, 2025
How does TWLO compare to Technology peers?
Peer group: Peers · Technology (Peers) · 10 companies
TWLO valuation vs Technology peers
P/E ratio
526.9
▲
1830%
above
peers
(27.3)
vs Peers
vs Industry
Pricier
P/S ratio
3.5
▼
58%
below
peers
(8.3)
vs Peers
vs Industry
Undervalued
P/B ratio
2.8
▼
65%
below
peers
(7.8)
vs Peers
vs Industry
Undervalued
Div yield
—
▼
0%
below
peers
(1.3%)
vs Peers
vs Industry
Low yield
TWLO profitability vs Technology peers
ROE
0.4%
▲
143%
above
peers
(-1.0%)
vs Peers
vs Industry
Below avg
Net margin
0.7%
▼
82%
below
peers
(3.8%)
vs Peers
vs Industry
Below avg
Gross margin
48.9%
▼
25%
below
peers
(65.4%)
vs Peers
vs Industry
Weak
ROA
0.4%
▼
71%
below
peers
(1.2%)
vs Peers
vs Industry
Below avg
TWLO financial health vs Technology peers
D/E ratio
—
▼
0%
below
peers
(63.1)
vs Peers
vs Industry
In line
Current ratio
4.0
▲
192%
above
peers
(1.4)
vs Peers
vs Industry
Strong liquidity
Beta
1.2
▲
2%
above
peers
(1.2)
vs Peers
vs Industry
Less volatile
TWLO fundamentals radar
TWLO
Peer median
Industry
TWLO profitability vs leverage
Bubble size = market cap · X = net margin · Y = D/E ratio
TWLO vs peers: key metrics
Insider Activity
BearishBuys
11
Sells
6
$6068354
SHIPCHANDLER KHOZEMA
Chief Executive Officer · Apr 06
sale
15715 shs
VIGGIANO AIDAN
Chief Financial Officer · Apr 02
sale
9389 shs
SHIPCHANDLER KHOZEMA
Chief Executive Officer · Mar 31
sale
12624 shs
VIGGIANO AIDAN
Chief Financial Officer · Mar 31
sale
8231 shs
ROBINSON DOUGLAS A
Director · Mar 24
award
3526 shs
EPSTEIN JEFFREY EMANUEL
Director · Mar 13
award
951 shs
PATRICK DEVAL L
Director · Mar 13
award
673 shs
ROTTENBERG ERIKA
Director · Mar 13
award
686 shs
ROTTENBERG ERIKA
Director · Mar 13
gift
686 shs
IMMELT JEFFREY R
Director · Mar 13
award
703 shs
Last 90 days
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6.04%
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State Street Corporation
3.82%
$680.9M
As of Dec 31, 2025
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