Back to Research Home
TWLOTwilio Inc
Information Technology · Computer Software: Prepackaged Software · Large
$261.79+3.22%
As of 23 Oct 2026Mkt cap $34.8B
Stage 13
AVOID
Fundamentals
29.6/75
Technical
7.4/15
Independent
37.1/90
GCAE viewFundamental /75 is below the Stage 13 acceptable-business floor
Price
- 1M
- −12.6%
- 3M
- +34.6%
- 6M
- +82.1%
- 1Y
- +139.3%
Financials & valuation
Cached filing evidence · as of 2026-10-02
Valuation
- P/E
- 36.4xHist median 449.1x
- Forward P/E
- —No validated forward-estimate source
- Price / FCF
- 39.8x
- FCF yield
- 2.5%
Quality
- ROIC
- 1.1%
- Operating margin
- -1.2%
- FCF margin
- 19.7%
- Current ratio
- 4.0x
Growth
- Revenue growth
- +13.7%Latest FY YoY
- Revenue CAGR
- +15.6%
- EPS CAGR
- —
- FCF CAGR
- +57.2%
Capital
- Share-count trend
- −6.6%3Y annualised
- Net debt
- $399M0.4x OCF
Annual trend
- CAGR 2021–2025
- +15.6%
- Latest · 2025
- $5B
- YoY
- +13.7%
GCAE Research
- Quality Research
- NOT FLAGGED
- Acceleration Radar
- NOT FLAGGED
- THE ONE
- WATCH
- Final / Opportunity
- NOT FLAGGED
Key takeaway
Fundamental /75 is below the Stage 13 acceptable-business floor
Unresolved question
No reliable unresolved question is available from the current committed evidence.
Watch next
- Next earnings · 2026-10-29
More details & evidence
Production decision
- Stage 13
- AVOID
- Technical state
- extended
- Rotation
- headwind
- Evidence
- fresh
Presentation freshness
- Stage 11 market
- 2026-10-23 · Massive
- Financial cache
- 2026-10-02
- Quality Research
- NOT FLAGGED
- THE ONE
- STALE
Authority
- Company page
- Presentation only
- Scores
- Frozen GCAE production outputs
- Research
- Research-only lanes; no score override
- Private portfolio
- Not loaded