TWLO - NYSE

Twilio Inc.

Twilio Inc.

TWLOยทNYSE

$227.26

-0.89%
TechnologySoftware - Infrastructure

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.

StatementsValue Model

At a Glance

Live Snapshot
Market Cap$34.49B
EPS0.2200
P/E Ratio1033.00
Earnings Date08/06/2026
Twilio Inc.

Twilio Inc. Fair Value Envelope

TWLO ยท NYSE

Our analysis suggests that TWLO has a fair value of HIDDEN per share in the Base Case projection. With shares currently trading at $227.26, this represents a potential HIDDEN relative to our calculated worth for Twilio Inc..

HIDDEN
Intrinsic Value
Current Price: $227.26

Owner Earnings Valuation Tool

Warren Buffett's Owner Earnings DCF analysis for intrinsic value calculation

Historical Financial Data

Base year metrics used for projections

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Projection Settings

Forecast period and terminal assumptions

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DCF Valuation Summary

Calculation flow from present value to intrinsic value per share

Present Value$886.8B
+ Cash & Equivalents$682.3M
Firm Value$887.5B
- Debt$1.1B
Equity Value$886.4B
/ Shares Outstanding153,286,526B
DCF Value$5.8K
UNDERVALUED BY 2444%

Owner Earnings Projections

Operating Cash Flow - Maintenance CapEx = Owner Earnings

Metric
Year 1
Year 2
Year 3
Year 4
Year 5
Year 6
Year 7
Year 8
Year 9
Year 10
Operating Cash Flow
$1.6B
$2.6B
$4.0B
$6.3B
$9.9B
$15.6B
$24.6B
$38.6B
$60.6B
$95.2B
Maintenance CapEx
-$1.8M
-$2.9M
-$4.5M
-$7.1M
-$11.2M
-$17.6M
-$27.6M
-$43.4M
-$68.2M
-$107.2M
Owner Earnings
$1.6B
$2.6B
$4.0B
$6.3B
$9.9B
$15.6B
$24.5B
$38.5B
$60.6B
$95.1B
Discount Factor
0.926
0.857
0.794
0.735
0.681
0.630
0.583
0.540
0.500
0.463
Present Value
$1.5B
$2.2B
$3.2B
$4.6B
$6.8B
$9.8B
$14.3B
$20.8B
$30.3B
$44.1B
Terminal Value represents 84.5% of Enterprise Value

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