Also trades as T1WL34.SA.
TWLO
BuyPremium GrowerAI neutralTwilio Inc. · Technology · United States · $44.6B cap · $985.2M/day traded
$258.69 +0.5% · close 20 Oct · scored 21 Oct
Premium Grower: Strong business with the market behind it, priced at a premium.
Read our full research report on TWLO (Jun 2026), freeReport expected 29 Oct: the next-year EPS estimate has risen 2.3% over the last 13 weeks.
As of 21 Oct 2026, MoatMap's StockRank for Twilio Inc. (TWLO) is 75/100, ranked against 24,000+ stocks in 35 markets (Quality 63, Value 30, Momentum 77, each scored against its sector).
Does StockRank work? Each month we publish how every decile did, whichever way it went. See the record →
Twilio supplies messaging, voice and email APIs that businesses use to talk to customers, and it has turned profitable with growing free cash flow and buybacks. Investors have bid the shares up on hopes that AI agents will drive more message volume, but HSBC has just downgraded the stock, saying the rally tied to Meta's Muse AI has gone too far, and insiders have been selling. After the run-up, the valuation already assumes a lot of AI-driven growth.
ABOUT TWILIO INC.
Read
Twilio Inc. offers a leading cloud communications platform that empowers developers to seamlessly embed voice, video, messaging, and authentication functionalities into their applications through intuitive APIs. The company's strong competitive moat is driven by its developer-centric approach, robust network effects from its extensive community, and the inherent high switching costs once communication capabilities are integrated into client systems. Twilio is a dominant force in the Communications Platform-as-a-Service (CPaaS) market, enabling customer engagement for businesses worldwide.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 3.8B | 4.2B | 4.5B | 5.1B | 9.8% | 5.6B | 6.0B | 6.7B | 14.9% |
| EPS | -6.86 | -5.54 | -0.66 | 0.22 | — | 7.23 | 0.27 | 0.31 | 17.9% |
| Shares | 186.0M | 181.9M | 152.6M | 152.4M | -18.0% | 153.6M | — | — | — |
| Debt | 1.2B | 1.2B | 1.1B | 1.1B | -4.4% | 1.1B | — | — | — |
| Equity | 10.6B | 9.7B | 8.0B | 7.8B | -9.5% | — | — | — | — |
| Op CF | -254.4M | 414.8M | 716.2M | 1.0B | 55.5% | 1.1B | — | — | — |
| Inv CF | -616.5M | 228.6M | 1.4B | 80.9M | — | — | — | — | — |
| Fin CF | 45.0M | -643.6M | -2.3B | -833.1M | — | — | — | — | — |
Above its 200-day average and 17% below its 52-week high.
Swung more than 79% of stocks we rank over the past year (64% a year).
How this is worked out
StockRank judges the business. The price check reads only the chart: it is the price side of the Momentum score, in words.
The rules: Still falling is a new 52-week low in the last two weeks, at least 25% below the high. Finding a floor is no new low since. Turning up is 20 or more trading days without a new low, at least 10% off it, and back above a rising 50-day average. In an uptrend is above the 200-day average and within 15% of the high.
In 2,112 US drawdowns since 2001, buying while the price was still falling was followed by a further 20% drop 42% of the time. Waiting for a turn like this one cut that to 33%, at about 7% higher prices and with no better returns. Part of that cut is simply not buying: 13% of falls never turned, and waiting kept those out. Among turns that were bought, 38% still fell another 20%, and 33% of turns were followed by a new low within six months. The benefit was largest in crashes such as 2008 and 2020.
What it measures: day-to-day price moves over the past year, as a yearly figure, ranked against every stock we cover. Very calm under 20% a year, Calm 20 to 30%, Average 30 to 40%, Bumpy 40 to 55%, Very bumpy above that.
What we found: across about 13,500 stocks in 34 markets (2002 to 2025), past swings were a good guide to the next year's, and bumpier stocks fell further. How much further changed too much between eras to put a number on it.
Calm is not safe: a calm stock can still slide steadily.
Rules fixed before any data was fetched. Describes the chart, not a recommendation.
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of TWLO are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| TWLO | Twilio Inc.(you) | $44.6B | 75 | Buy |
| XYZ | Block, Inc. | $44.9B | 75 | Buy |
| O1KT34.SA | Okta, Inc. | $40.1B | 77 | Buy |
| CPAY | Corpay, Inc. | $25.9B | 77 | Buy |
| NTAP | NetApp, Inc. | $38.6B | 92 | Strong Buy |
| FFIV | F5, Inc. | $25.8B | 85 | Strong Buy |
| VRSN | VeriSign, Inc. | $26.5B | 86 | Strong Buy |
| MDB | MongoDB, Inc. | $34.5B | 54 | Hold |
| FTNT | Fortinet, Inc. | $131.1B | 80 | Strong Buy |
| NTNX | Nutanix, Inc. | $18.9B | 89 | Strong Buy |
Peer medians: ROE 7.5% · P/E 32.3x · Gross margin 53.4%
Company Deep Dive
Read the full research report: business segments breakdown, earnings transcripts review, management credibility analysis, competitive landscape, and scenarios.