TWILIO INC TWLO

Latest FY: 2025 Technology Software - Infrastructure
Market Price $238.22
Market Cap $37.86B
P/E Ratio 1,134.38
Quick Peer Compare (Technology):
Revenue (FY 2025) ↑13.7% YoY
$5.07B
3-Yr CAGR: 9.8%
Net Income ↑130.9% YoY
$33.83M
Net Margin: 0.7%
Free Cash Flow ↑43.8% YoY
$945.43M
FCF Yield: 2.50%
EPS (Diluted) ↑131.8% YoY
$0.21
Basic: $0.22
Return on Equity Efficiency
0.4%
ROA: 7.2%

📊 Multi-Year Historical Performance & Trends

Financial Performance History Revenue, Net Income & Free Cash Flow
Margins Trend (%) Gross, Operating & Net Margins
Balance Sheet Strength Cash, Debt & Equity
Cash Flow Generation Operating Cash Flow vs CapEx vs FCF

📈 Year-over-Year (YoY) Growth History (TWLO)

All monetary values in millions ($M)
Fiscal Year Revenue Revenue YoY Gross Profit Net Income Net Inc YoY Diluted EPS EPS YoY Op. Cash Flow Free Cash Flow FCF YoY
FY 2016 $277.3M $156.8M $-41.3M $10.1M $-4.1M
FY 2017 $399.0M +43.9% $216.1M $-63.7M -54.2% $-3.3M $-12.5M -206.3%
FY 2018 $650.1M +62.9% $349.2M $-121.9M -91.4% $8.0M $3.3M +126.5%
FY 2019 $1,134.5M +74.5% $608.9M $-307.1M -151.8% $14.0M $-31.3M -1,044.8%
FY 2020 $1,761.8M +55.3% $915.7M $-491.0M -59.9% $32.7M $6.8M +121.9%
FY 2021 $2,841.8M +61.3% $1,390.7M $-949.9M -93.5% $-5.45 $-58.2M $-104.2M -1,622.0%
FY 2022 $3,826.3M +34.6% $1,813.6M $-1,256.1M -32.2% $-6.86 -25.9% $-254.4M $-334.6M -220.9%
FY 2023 $4,153.9M +8.6% $2,043.9M $-1,015.4M +19.2% $-5.54 +19.2% $414.8M $363.5M +208.7%
FY 2024 $4,458.0M +7.3% $2,278.2M $-109.4M +89.2% $-0.66 +88.1% $716.2M $657.5M +80.9%
FY 2025 $5,067.2M +13.7% $2,478.7M $33.8M +130.9% $0.21 +131.8% $1,003.2M $945.4M +43.8%
$

Valuation

Market Price $238.22
Market Cap $37.86B
Enterprise Value $38.17B
P/E Ratio 1,134.38
P/B Ratio 4.62
FCF Yield 2.50%
Dividend Yield N/A
Shares Outstanding 151,773,900
%

Profitability & Margins

Gross Margin 48.92%
Operating Margin 3.11%
Net Margin 0.67%
Return on Equity (ROE) 0.43%
Return on Assets (ROA) 7.20%
Asset Turnover 10.79x
Revenue 3-Yr CAGR 9.82%
🛡️

Financial Health & Liquidity

Current Ratio 0.53
Cash Ratio 0.77
Debt / Equity 0.127
Debt / Assets 2.113
Cash & Equivalents $682.34M
Total Debt $992.29M
Book Value / Share $51.53
💧

Cash Flow Efficiency

Operating Cash Flow $1.00B
Capital Expenditures (CapEx) $57.82M
Free Cash Flow $945.43M
OCF / Revenue 19.80%
FCF / Revenue 18.66%
FCF 3-Yr CAGR N/A
🏷️

Per Share Metrics

EPS (Diluted) $0.21
EPS (Basic) $0.22
Dividends / Share N/A
Book Value / Share $51.53
EPS YoY Growth 131.82%
🏛️

Balance Sheet (FY 2025)

Total Assets $469.65M
Total Liabilities $887.01M
Stockholders' Equity $7.82B
Current Assets $469.65M
Current Liabilities $887.01M