US · TWLO
Twilio Inc.
- Sector
- Communication Services · Internet Content & Information
- Headquarters
- San Francisco, CA 94105
- Website
- twilio.com
Price · as of 2025-12-31
$183.34
Market cap 18.56B
Valuation summary
Four models, one snapshot. Upside is target ÷ current − 1.
| Valuation method | Value, $ | Upside, % |
|---|---|---|
| Artificial Intelligence(AI) | $103.91 | -43.32% |
| Intrinsic Value(DCF) | $55.37 | -69.8% |
| Graham-Dodd Method(GD) | $17.64 | -90.38% |
| Graham Formula(GF) | $4.68 | -97.45% |
Valuation history
Annual price (USD per share) overlaid with each model's fair value. Y-axis is log scale.
| Year | Price | AI | DCF | Graham-Dodd | Graham Formula |
|---|---|---|---|---|---|
| 2011 | |||||
| 2012 | |||||
| 2013 | |||||
| 2014 | $0.00 | $0.00 | |||
| 2015 | $0.00 | $0.00 | |||
| 2016 | $31.23 | $57.40 | $6,274.43 | $1.36 | $0.00 |
| 2017 | $39.51 | $50.78 | $1,768.32 | $0.26 | $0.00 |
| 2018 | $116.80 | $110.58 | $3,425.80 | $0.00 | $0.00 |
| 2019 | $101.77 | $66.75 | $975.20 | $3.44 | $0.00 |
| 2020 | $369.03 | $175.72 | $113.12 | $9.56 | $0.00 |
| 2021 | $132.48 | $81.64 | $187.20 | $5.85 | $0.00 |
| 2022 | $64.36 | $38.29 | $93.08 | $0.00 | $0.00 |
| 2023 | $61.86 | $48.23 | $66.79 | $0.00 | $0.00 |
| 2024 | $106.08 | $71.94 | $2.49 | $13.03 | $0.00 |
| 2025 | $123.81 | $103.91 | $11.35 | $17.64 | $4.67 |
AI valuation
Our deep-learning model estimates Twilio Inc.'s (TWLO) per-share fair value from quarterly fundamentals, sector trend, and historical valuation patterns.
- AI fair value
- $103.91
- Current price
- $183.34
- AI upside
- -43.32%
Methodology and confidence bands appear in the dedicated valuation theory section. The AI score is an estimate, not a recommendation.
Intrinsic value (DCF)
Open DCF calculatorThree textbook valuation models, recomputed daily from the latest financial statements. The DCF uses our Chepakovich model. Graham-Dodd and Graham Formula are conservative reference points.
DCF
$55.37
-69.8% upside
Graham-Dodd
$17.64
-90.38% upside
Graham Formula
$4.68
-97.45% upside
Peer comparison
Same-industry comparables, ranked by market cap.
| Basic Info | Model Valuation | Core Valuation | Profitability | Leverage & Liquidity | Growth | Cash Flow | Dividends | Enterprise Value | Risk | ||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Ticker | Company Name | Price | Market Cap | AI Upside | DCF Upside | GD Upside | GF Upside | P/E | P/B | P/S | EV/EBITDA | PEG | P/TBV | Gross Margin | Operating Margin | Net Margin | ROE | ROIC | ROA | Debt/Equity | Interest Coverage | Current Ratio | Quick Ratio | Net Debt/EBITDA | EPS Growth | Sales Growth | FCF Growth | FCF Yield | Op Cash Flow Ratio | Cash ROIC | Dividend Yield | Dividend Payout | Shareholder Yield | EV/EBIT | EV/FCF | EV/Sales | Altman Z-Score |
| TWLO | Twilio Inc. | $183.34 | 18.56B | -43% | -70% | -90% | -97% | 559.83 | 2.42 | 3.74 | 64.60 | — | 7.93 | 48.02% | 3.45% | 0.67% | 0.43% | 1.63% | 0.34% | 0.15 | — | 4.03 | 3.50 | 1.66 | -13182.00% | 1366.00% | 5712.00% | 5.45% | 1.17 | 15.69% | 0.00% | 0.00% | 5.83% | 100.79 | 17.04 | 3.47 | 5.54 |
| BCE | BCE Inc. | $26.31 | 24.53B | +46% | +12% | -75% | +54% | 5.27 | 1.48 | 1.39 | 4.68 | 0.14 | -4.63 | 43.93% | 43.93% | 25.77% | 32.31% | 15.51% | 8.41% | 1.79 | 6.06 | 0.58 | 0.42 | 2.55 | 366667.00% | 16.00% | 2863.00% | 9.68% | 0.54 | 5.63% | 6.40% | 33.70% | 7.03% | 6.96 | 22.71 | 3.06 | 0.96 |
| NBIS | Nebius Group N.V. | $91.19 | 21.89B | +98% | -38% | -78% | +51% | 226.45 | 4.99 | 43.47 | -126.12 | — | 5.01 | 68.63% | -112.53% | 19.20% | 2.59% | -15.69% | 1.27% | 1.06 | -10.31 | 3.08 | 2.88 | -6.30 | -10482.00% | 35089.00% | 55490.00% | -15.98% | 0.25 | -110.26% | 0.00% | 0.00% | 0.00% | -40.66 | -6.58 | 45.75 | 2.33 |
| PINS | Pinterest, Inc. | $17.13 | 11.57B | +151% | +4% | -42% | -16% | 28.29 | 2.49 | 2.79 | 27.79 | — | 2.54 | 80.07% | 7.58% | 9.87% | 8.78% | 12.05% | 7.68% | 0.06 | — | 7.64 | 7.44 | -2.05 | -7715.00% | 1579.00% | 3318.00% | 10.61% | 2.76 | 50.44% | 0.00% | 0.00% | 7.86% | 29.98 | 7.66 | 2.27 | 10.90 |
| RCI | Rogers Communications Inc… | $39.93 | 21.57B | +50% | -5% | -23% | +201% | 4.47 | 1.27 | 1.42 | 5.16 | 1.50 | -1.25 | 23.11% | 23.11% | 31.75% | 39.74% | 7.17% | 8.54% | 1.92 | 2.24 | 0.61 | 0.49 | 3.07 | 29781.00% | 529.00% | 5584.00% | 7.63% | 0.39 | 3.71% | 3.39% | 15.20% | 8.30% | 15.16 | 32.35 | 3.50 | 0.62 |
| SNAP | Snap Inc. | $5.21 | 8.8B | +433% | -56% | — | — | -19.54 | 3.94 | 1.52 | -63.54 | — | 18.21 | 54.97% | -8.97% | -7.76% | -19.46% | -14.46% | -5.90% | 2.06 | -5.98 | 3.56 | 3.35 | -21.68 | -3571.00% | 1063.00% | 9995.00% | 4.86% | 0.51 | 11.88% | 0.00% | 0.00% | 30.51% | -20.21 | 24.61 | 1.81 | -0.48 |
| TLK | Perusahaan Perseroan (Per… | $21.27 | 21.07B | +49% | -53% | — | -42% | 9.89 | 1.65 | 1.56 | 3.58 | — | 1.88 | 67.94% | 28.68% | 15.74% | 17.02% | 18.89% | 8.07% | 0.54 | 8.26 | 0.82 | 0.66 | 0.56 | -371.00% | 50.00% | 1839.00% | 13.65% | 0.80 | 17.88% | 7.56% | 74.80% | 7.56% | 6.41 | 8.63 | 1.84 | 2.50 |
| TU | TELUS Corporation | $13.74 | 21.45B | +30% | -52% | — | -63% | 26.10 | 1.84 | 1.42 | 8.36 | 349.75 | -1.94 | 33.76% | 11.52% | 5.43% | 7.09% | 3.43% | 1.89% | 1.99 | 1.55 | 0.86 | 0.71 | 4.17 | 746.00% | 182.00% | 6103.00% | 8.09% | 0.50 | 5.27% | 5.60% | 146.30% | 5.98% | 24.50 | 24.62 | 2.82 | 0.85 |
| VIV | Telefônica Brasil S.A. | $16.91 | 27.02B | +10% | -60% | -73% | -48% | 23.29 | 2.05 | 2.41 | 6.78 | 196.77 | 6.79 | 40.43% | 15.23% | 10.35% | 8.74% | 8.58% | 4.78% | 0.45 | 3.62 | 1.00 | 0.83 | 0.98 | 1183.00% | 462.00% | 461.00% | 7.84% | 0.80 | 12.54% | 1.52% | 35.50% | 4.18% | 18.49 | 14.90 | 2.81 | 2.16 |
| Z | Zillow Group, Inc. Class … | $44.62 | 10.81B | +32% | -56% | -80% | -95% | 457.98 | 2.16 | 4.08 | 37.45 | — | 5.91 | 74.14% | -1.24% | 0.89% | 0.47% | -0.75% | 0.40% | 0.11 | -1.78 | 3.13 | 2.17 | -0.91 | -11885.00% | 1552.00% | -1754.00% | 2.23% | 0.54 | 5.98% | 0.00% | 0.00% | 6.36% | -305.46 | 41.59 | 3.78 | 8.17 |
About Twilio Inc.
Twilio Inc., together with its subsidiaries, provides a cloud communications platform that enables developers to build, scale, and operate customer engagement within software applications in the United States and internationally. Its customer engagement platform provides a set of application programming interfaces that handle the higher-level communication logic needed for nearly every type of customer engagement, as well as enable developers to embed voice, messaging, video, and email capabilities into their applications. The company was incorporated in 2008 and is headquartered in San Francisco, California.
- CEO
- Khozema Z. Shipchandler
- Employees
- 5.5K
- Beta
- 1.31
Disclaimer: Information on this page is provided for educational purposes only and does not constitute investment advice. Upside computed as ($55.37 ÷ $183.34) − 1 = -69.8% (DCF, example).