Twilio Inc. (TWLO) — Stock Score Summary

Twilio Inc. (TWLO) has a MoatMap StockRank of 86/100 based on Quality (58/100), Value (25/100), and Momentum (87/100) factor scores. The current signal is STRONG BUY. Twilio is a communications platform-as-a-service provider facing commoditization of SMS API rates and intense competition. It lacks a durable economic moat and does not fit any of our high-conviction macro themes.

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.

Key Financial Metrics

Price$227.26
Market Cap$28.0B
P/E (TTM)358.55
P/E (Forward)35.85
Price/Book4.62
Return on Equity1.3%
Return on Invested Capital2.0%
Debt/Equity13.72
Gross Margin48.7%
Operating Margin7.7%
Revenue Growth20.0%
Free Cash Flow$880M

Twilio Inc. operates in the Software - Infrastructure industry, part of the Technology sector (United States).

Frequently Asked Questions

What is Twilio Inc.’s (TWLO) StockRank?
MoatMap’s StockRank for Twilio Inc. (TWLO) is 86/100, with a Strong Buy signal. It is a composite of Quality (58), Value (25), and Momentum (87) factor ranks across MoatMap’s 19,000+ stock universe.
Does Twilio Inc. have an economic moat?
Twilio Inc. (TWLO) has a Quality factor score of 58/100. The Quality factor combines ROIC, Piotroski F-Score, and leverage — the financial fingerprints of a durable competitive advantage. A Quality score above 70 typically indicates a company with the characteristics of a moated business.
Is Twilio Inc. a buy, hold, or sell?
MoatMap’s current signal for Twilio Inc. (TWLO) is Strong Buy, based on a StockRank of 86/100. Signals are derived mechanically from the StockRank composite and should be one input among many — combine with your own thesis on management, competitive position, and valuation.
What sector is Twilio Inc. in?
Twilio Inc. (TWLO) operates in the Technology sector, specifically the Software - Infrastructure industry (United States).
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