NYSE · Technology · Software - Infrastructure · USA
Twilio Inc is a large cap company (market value between $10 billion and $200 billion) in the Software - Infrastructure industry.
Twilio provides communications infrastructure combining customizable APIs for messaging, voice, email, and video with customer data and artificial intelligence. The company serves organizations across various industries through its platform, enabling developers to embed communications and engagement solutions into applications. Revenue comes from usage-based fees for messaging, voice, and authentication services, and subscription-based fees for email and data platforms.
From its FY2025 annual report (Form 10-K)
Intrinsic value, DCF valuation, financial health and value investing analysis for the Twilio Inc stock.
Overvalued: intrinsic value $81.66 per share, market price $257.29, margin of safety -215.1% (as of 2026-10-19).
Discounting its cash flows at 11.4% (average of 3 methods) values the shares at $81.66; the price of $257.29 is 215% above that value, and 69% of that value comes from beyond year five.
Leak Score: 52/100 on 12 of 12 signals (Weak Signal).
17 more funds hold it; the full list is part of the paid plan.
All 181 Software - Infrastructure stocks
58 more in this industry show a wider margin of safety.
TWLO is overvalued (as of the 2026-10-19 close). Discounting its cash flows at 11.4% (average of 3 methods) values the shares at $81.66; the price of $257.29 is 215% above that value, and 69% of that value comes from beyond year five.
$81.66 per share (as of the 2026-10-19 close), against a market price of $257.29. That is a margin of safety of -215.1%. The value is the average of the valuation methods that apply to this company, recomputed every night after the US close.
52 out of 100, which we rate "Weak Signal", on 12 of 12 value investing signals.