Communication Services
Live Price
Offline$186.17
-1.03% today
1Y Change
+59.74%
Window
Jun 23, 2025 → Jun 17, 2026
Coverage: 248 bars · Jun 23, 2025 → Jun 17, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
Twilio Inc. (TWLO) is a Communication Services stock with a market cap of $27.78B and listed on NYSE. The stock last traded around $186.17 and up 59.7% across the available one-year price window (Jun 23, 2025 → Jun 17, 2026). Baseline metrics include revenue growth of +13.7%, EPS growth of +133.3%, a dividend yield of 0.0%. What stands out right now is revenue +13.7%, EPS +133.3%, free cash flow +57.1% with operating margin 4.7% and ROIC 2.2%. Valuation already assumes a fairly strong business story at P/E 268.8 and price/sales 5.2. Stock Foundry combines TWLO price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Communication Services peers on this page.
Benchmark Comparison
Compare this ticker against a broad index, growth benchmark, or sector ETF using a shared 1Y normalization window.
TWLO
—
Normalized return
SPY
—
S&P 500
Excess Return
—
Relative to SPY
TWLO Max Drawdown
-30.34%
Trailing 1Y
SPY Max Drawdown
—
Trailing 1Y
Uses the longest available daily history for TWLO and SPY.
Financial profile
Profitability, balance sheet stamina, and cash efficiency drawn from the latest filings.
FY Revenue
$2.8B
-25.7% YoY
FY Net Income
-$949.9M
+24.4% YoY
Free Cash Flow
-$148.2M
+55.7% YoY
Revenue Growth
+13.7%
EPS Growth
+133.3%
Gross Margin
48.6%
Net Margin
2.0%
Income statement
USD
| Metric | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Revenue | 5.1B | 4.5B | 4.2B | 3.8B | 2.8B |
| Gross Profit | 2.4B | 2.2B | 2.0B | 1.8B | 1.3B |
| Operating Income | 175M | -40M | -387M | -993M | -901M |
| EBITDA | 273M | 136M | -685M | -917M | -654M |
| Net Income | 34M | -109M | -1.0B | -1.3B | -950M |
| EPS (Diluted) | — | — | — | — | — |
Balance sheet
USD
| Metric | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Cash & Equivalents | 682M | 421M | 656M | 652M | 1.5B |
| Total Assets | 9.8B | 9.9B | 11.6B | 12.6B | 13.0B |
| Total Liabilities | 1.9B | 1.9B | 1.9B | 2.0B | 2.0B |
| Shareholder Equity | 7.8B | 8.0B | 9.7B | 10.6B | 11.0B |
| Total Debt | 1.1B | 1.1B | 1.2B | 1.2B | 1.3B |
| Net Debt | 453M | 689M | 504M | 588M | -192M |
Cash flow positioning
Latest Full Year
Operating Cash Flow
58M
+77.1% YoY
Capital Expenditures
90M
-12.3% YoY
Free Cash Flow
148M
+55.7% YoY
Key ratios
Gross Margin
48.6%
Operating Margin
4.7%
Net Margin
2.0%
ROE
1.3%
Debt / Equity
0.14x
Next Step
Use the numbers to decide whether this is a growth candidate, a quality compounder, or just an interesting outlier.