profit from every $100 of sales.

Twilio
Trading in the middle of its range for the past year.
The essentials
Four questions every investor asks, answered in one line each.
more sales each year, on average, 2020 to 2025.
You pay $1,003.75 for every $1 of profit it makes in a year.
of earnings would pay off all its debt.
Money in, money out
What Twilio sold, what it kept, and what it did with the cash.
Sales went from $3.83 billion in 2022 to $5.07 billion in 2025, with $33.8 million of profit last year.
Twilio handed back 92% of the cash it generated last year.
Twilio vs. similar companies
Twilio grows in the middle of these 5 and is the most expensive for its profits.
| Company | Profit from $100 of sales | Sales growth a year | Price per $1 of profit |
|---|---|---|---|
Twilio | 1,003.8× · Very expensive | ||
Microsoft | 28.9× · Fair price | ||
Palantir Technologies | 255.6× · Very expensive | ||
Oracle | 23.4× · Fair price | ||
Palo Alto Networks | 241.4× · Very expensive |
AI analysis
An AI analyst reads Twilio's last five years, its segments, earnings, insiders and peers, and writes the bull case, the bear case and what the price expects.
Run the AI analysisFull statementsIncome, balance sheet and cash flow, year by year
Income statement
| In millions of USD | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|
| 1,762 | 2,842 | 3,826 | 4,154 | 4,458 | 5,067 | |
| 916 | 1,391 | 1,814 | 2,044 | 2,278 | 2,479 | |
| – | – | -1,031 | -390 | -40 | 175 | |
| – | – | -752 | -106 | 166 | 370 | |
| -491 | -950 | -1,256 | -1,015 | -109 | 34 | |
| -3.35 | -5.45 | -6.86 | -5.54 | -0.66 | 0.21 | |
| 52.0% | 48.9% | 47.4% | 49.2% | 51.1% | 48.9% | |
| – | – | -26.9% | -9.4% | -0.9% | 3.4% | |
| -27.9% | -33.4% | -32.8% | -24.4% | -2.5% | 0.7% |
Balance sheet
| In millions of USD | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|
| Total assets | 9,487 | 12,999 | 12,564 | 11,610 | 9,865 | 9,771 |
| Cash | 934 | 1,479 | 652 | 656 | 421 | 682 |
| Total debt | 580 | 1,249 | 1,239 | 1,160 | 1,110 | 1,082 |
| Total liabilities | 1,035 | 1,967 | 2,005 | 1,877 | 1,913 | 1,949 |
| 8,453 | 11,031 | 10,559 | 9,733 | 7,953 | 7,822 | |
| 147 | 174 | 183 | 183 | 166 | 160 | |
| – | – | -6.9% | -2.8% | -0.4% | 1.5% | |
| -5.8% | -8.6% | -11.9% | -10.4% | -1.4% | 0.4% |
Cash flow
| In millions of USD | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|
| 33 | -58 | -254 | 415 | 716 | 1,003 | |
| – | – | 80 | 51 | 59 | 58 | |
| – | – | -335 | 364 | 657 | 945 | |
| Dividends paid | – | – | – | – | – | – |
| – | 0 | 0 | 669 | 2,334 | 869 | |
| 361 | 632 | 799 | 676 | 617 | 600 |
Valuation
- 1,003.8×
- 38.6×
- –
- 4.0×
- 6.7×
- 35.9×
- 92.8×
- 2.8%
- 0.1%
- 0.0%
Profitability
- 48.9%
- 3.4%
- 0.7%
- 6.5%
- 1.6%
- -2.2%
- 1.3%
- 1.1%
- 2.8%
- 19.6%
Growth
- +23.5%
- –
- +57.1%
- –
- −4.4%
Financial health
- 1.1×
- 0.14
- 11.2%
- –
- 4.03
- 4.66
- 0.55
How it ranks in Technology
Each dot is where the company stands among every company over $300M in the sector. Further right is better.
What analysts expect
- Average price target
- $185.17
- Range
- $100.00 – $215.00
- 16 analysts
These targets were collected on May 20, 2026 and our analyst feed has not updated since, so we no longer compare them with today's price.
Recent earnings
Our results feed has not updated since May 21, 2026. Results reported after that are not in this table yet.
| Date | EPS | Expected | Surprise |
|---|---|---|---|
| Apr 30, 2026 | 1.50 | 1.27 | +18.1% |
| Feb 12, 2026 | 1.33 | 1.23 | +8.1% |
| Oct 30, 2025 | 1.25 | 1.07 | +16.8% |
| Aug 7, 2025 | 1.19 | 1.05 | +13.3% |
| May 1, 2025 | 1.14 | 0.96 | +19.0% |
| Feb 13, 2025 | 1.00 | 0.99 | +1.0% |
| Oct 30, 2024 | 1.02 | 0.86 | +18.9% |
| Aug 1, 2024 | 0.87 | 0.73 | +18.9% |
News
Why Is Twilio Stock Falling?Yahoo Finance · Nov 2, 2026Twilio stock falls; analysts say earnings beat smaller-than-expectedSeeking Alpha · Oct 30, 2026Earnings Upgrades Put Twilio Stock In FocusYahoo Finance · Oct 17, 2026Twilio (TWLO) Stock Trades Up, Here Is WhyYahoo Finance · Oct 10, 2026Vylor Takes Corteva’s S&P 500 Seat, Twilio Set To Replace Warner Bros. Discovery — Both Stocks Rise After-HoursYahoo Finance · Oct 1, 2026Insider trades
Our insider feed has not updated since May 26, 2026. Trades filed after that are not listed yet.
No insider trades on file.
The seven classic investing rulebooks
1/7Passes 1 of 7. Each bar is how well the company fits that investor's published rules, from 0 to 100; 60 or more counts as a pass.
Questions about Twilio
Is Twilio a good stock to buy?
A business with weak numbers, priced as if everything goes right. 1 of the 7 famous investors' published rulebooks we apply pass it. Whether it suits you depends on your goals and the price you pay; invest-like never tells anyone to buy or sell. The AI analysis lays out the case for and against. Read the Twilio AI analysis
What does Twilio do?
Twilio Inc., together with its subsidiaries, provides customer engagement platform solutions in the United States and internationally. It is in Software - Infrastructure, based in San Francisco, CA, United States, with 5,558 employees.
Does Twilio pay a dividend?
No. Twilio does not pay a dividend at the moment; in 2025 it returned $869 million to shareholders by buying back its own shares.
Is Twilio stock halal?
Yes. Twilio passes our halal screen: its business is permitted and its debt is 3% of its market value, under the 30% limit. How we check
How has Twilio stock done over the past year?
Up 68.0% over the past twelve months, to $219.48. It traded between $108.49 and $301.27 and is 27.1% below its high.
Who are Twilio's competitors?
The largest listed companies in the same industry are Microsoft, Palantir Technologies, Oracle and Palo Alto Networks. The peers table on this page compares their profit, growth and price with Twilio's.
Prices: daily closes to Nov 11, 2026. Fundamentals: company reports via invest-like data.



