Twilio Inc Class A
Research Twilio Inc Class A (TWLO) on Bullrun: valuation model: 10.8% undervalued, market cap USD 34.40B, P/E 31.2. Explore financials, valuation history, model signals, and stock context.
Key Metrics
- TickerTWLO
- ExchangeNYSE
- CountryUnited States
- SectorTechnology
- IndustrySoftware-Infrastructure
- CurrencyUSD
- Valuation signal10.8% undervalued
- Market capUSD 34.40B
- P/E31.2
- Financial periodQ2 2026
- RevenueUSD 1.50B
- Net incomeUSD 1.07B
- Free cash flowUSD 352.65M
- Gross margin48.4%
Valuation Snapshot
Bullrun's latest valuation model marks Twilio Inc Class A as 10.8% undervalued; latest market cap is USD 34.40B; P/E is 31.2.
Peer valuation comparison
Latest P/E is 31.16x versus a Technology sector median of 28.57x (9.1% above).
Latest P/E is 31.16x versus a United States median of 24.87x (25.3% above).
Five-year financial history
| Year | Revenue | Net income | Free cash flow | Gross margin | Diluted EPS | Cash | Total debt | Equity |
|---|---|---|---|---|---|---|---|---|
| FY2025 | USD 5.07B | USD 34.00M | USD 945.43M | 48.9% | 0.21 | USD 682.34M | USD 992.29M | USD 7.82B |
| FY2024 | USD 4.46B | -USD 109.00M | USD 657.46M | 51.1% | -0.66 | USD 421.30M | USD 990.59M | USD 7.95B |
| FY2023 | USD 4.15B | -USD 1.02B | n/a | 49.2% | -5.54 | USD 655.93M | USD 988.95M | USD 9.73B |
| FY2022 | USD 3.83B | -USD 1.26B | n/a | 47.4% | -6.86 | USD 651.75M | USD 987.38M | USD 10.56B |
Valuation history
| Year | Snapshot date | Market cap | P/E | Dividend yield | Annual dividend/share |
|---|---|---|---|---|---|
| 2026 | 2026-08-25 | USD 34.40B | 31.2 | n/a | n/a |
| 2025 | 2025-12-31 | USD 21.68B | 711.2 | n/a | n/a |
| 2024 | 2024-12-31 | USD 16.49B | n/a | n/a | n/a |
| 2023 | 2023-12-29 | USD 13.74B | n/a | n/a | n/a |
| 2022 | 2022-12-30 | USD 9.03B | n/a | n/a | n/a |
| 2021 | 2021-12-31 | USD 47.52B | n/a | n/a | n/a |
About Twilio Inc Class A
Twilio Inc., together with its subsidiaries, provides customer engagement platform solutions in the United States and internationally. The company provides various application programming interfaces and software solutions for communications between customers and end users, including messaging, voice, email, video interactions, digital engagement centers, marketing campaigns, and user authentication and identity solutions.
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Frequently asked questions
Is Twilio Inc Class A overvalued or undervalued?
Bullrun's valuation model currently marks Twilio Inc Class A as 10.8% undervalued.
What is Twilio Inc Class A's market cap?
Twilio Inc Class A's market capitalization is USD 34.40B.
What is Twilio Inc Class A's P/E ratio?
Twilio Inc Class A's price-to-earnings (P/E) ratio is 31.2.
What does Twilio Inc Class A do?
Twilio Inc., together with its subsidiaries, provides customer engagement platform solutions in the United States and internationally. The company provides various application programming interfaces and software solutions for communications between customers and end users, including messaging, voice, email, video interactions, digital engagement centers, marketing campaigns, and user authentication and identity solutions.