Bringing the fundamentals into focus…
Back to Twilio Inc.
How Twilio Inc. stacks up
TWLO · against 119 other Technology companies of similar size
Valuation
41/ 100
Below the middle of the pack.
Ranked #86 of 120 · scores higher than 28% of peers
Bars: peers in each 10-point band of the valuation score14 peers with a valuation score of 40–49, including TWLO · Click a bar to see the companies
Why valuation scores 41?
Weighted metrics compared with all Technology companies.A mix: stronger earnings yield, but weaker EBITDA yield than most Technology peers.
- less operating profit (EBITDA) for the company's total value: weaker than 72% of peers. EBITDA yield: 1.4% vs peer median 4.2%
- Free cash flow yield is close to the peer norm. Free cash flow yield: 3.0% vs peer median 2.7%
- higher earnings for the price paid: stronger than 62% of peers. Earnings yield: 3.5% vs peer median 2.2%
Metric by metric
Position: dot = TWLO, ranked from the worst peer (left) to the best (right); tick = middle, shaded = middle half of peers.| Metric | TWLO | Peer median | Better than | Position among peers | Weight |
|---|---|---|---|---|---|
| Earnings yieldHigher is better · 120 reported | 3.4% | 3.2% | 54% | 30% | |
| EBITDA yieldHigher is better · 117 reported | 1.6% | 5.0% | 16% | 50% | |
| Free cash flow yieldHigher is better · 85 reported | 3.0% | 3.1% | 48% | 20% | |
| Book yieldHigher is better · 114 reported | 27.3% | 17.0% | 70% | Context only |
Ranking by valuation score
Top 5 and the companies ranked around TWLO| Rank | Company | Market cap | Valuation | Overall |
|---|---|---|---|---|
| 1 | 25.5B USD | 97 | 56 | |
| 2 | 1.42T TWD (≈$44.0B) | 95 | 75 | |
| 3 | 3.89T JPY (≈$26.5B) | 94 | 73 | |
| 3 | 20.1B USD | 94 | 68 | |
| 5 | 17.5B USD | 93 | 93 | |
| 82 | 51.9B USD | 43 | 63 | |
| 84 | 137.6B CNY (≈$19.3B) | 42 | 68 | |
| 84 | 19.4B USD | 42 | 63 | |
| 86 | 538.8B TWD (≈$16.7B) | 41 | 63 | |
| 86 | 32.8B USD | 41 | 70 | |
| 88 | 3.65T JPY (≈$24.8B) | 38 | 58 | |
| 89 | 4.52T JPY (≈$30.8B) | 37 | 52 | |
| 89 | 42.3B USD | 37 | 46 | |
| 89 | 43.3B USD | 37 | 34 |
Scores are sector-relative percentiles from the latest snapshot, always calculated against the whole sector: narrowing the comparison group changes who you compare with, not the scores. Missing metrics are left out and the remaining weights rescaled. How we score