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TWLOTwilio Inc.
$211.97$32.1B
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  4. Financial Ratios

Twilio Inc. (TWLO) Financial Ratios

Latest Ratios: P/E Ratio 1009.4x · EV/EBITDA 82.9x · ROE 0.4%. (2013–2025 historical series)

Income StatementBalance SheetCash FlowRatios
AnnualQuarterly

TWLO Valuation Multiples

Price-based multiples — how expensive the stock is relative to earnings, sales, book value, and cash flow

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Market Cap$32.1B$22.7B$17.9B$13.9B$9.0B$45.9B$49.7B$12.8B$8.7B$2.2B$2.6B
Enterprise Value$32.5B$23.1B$18.6B$14.4B$9.5B$45.7B$49.3B$13.2B$8.6B$2.0B$2.3B
P/E Ratio →1009.38677.33—————————
P/S Ratio6.344.494.023.352.3416.1428.1911.2713.345.409.22
P/B Ratio4.332.912.251.430.854.165.882.9919.795.987.76
P/FCF31.0922.0027.2838.26———————
P/OCF30.9221.8825.0433.54——1520.82910.061086.53—253.34

P/E links to full P/E history page with 30-year chart

TWLO EV Ratios

Enterprise-value multiples — capital-structure-neutral measures of total business value

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
EV / Revenue—4.564.183.472.5016.0728.0011.6113.275.118.12
EV / EBITDA82.9258.98100.85————————
EV / EBIT186.14419.78—————————
EV / FCF—22.3928.3239.65———————

TWLO Profitability

Margins and return-on-capital ratios measuring operating efficiency

Margins

Full margin charts and quarterly trend are on the Earnings History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Gross Margin48.0%48.0%50.0%47.3%46.1%46.3%49.8%50.6%53.5%53.0%55.7%
Operating Margin3.4%3.4%-0.9%-9.3%-26.0%-31.7%-26.7%-31.2%-17.5%-16.5%-14.9%
Net Profit Margin0.7%0.7%-2.5%-24.4%-32.8%-33.4%-27.9%-27.1%-18.8%-16.0%-14.9%

Return on Capital

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
ROE0.4%0.4%-1.2%-10.0%-11.6%-9.8%-7.7%-13.0%-30.6%-18.5%-18.5%
ROA0.3%0.3%-1.0%-8.4%-9.8%-8.4%-6.7%-9.9%-16.5%-14.8%-14.5%
ROIC1.6%1.6%-0.3%-2.7%-6.8%-7.1%-5.5%-10.5%-27.0%-36.8%-195.8%
ROCE1.9%1.9%-0.4%-3.4%-8.3%-8.4%-6.8%-12.2%-18.0%-18.5%-18.1%

TWLO Leverage & Debt

Solvency and debt-coverage ratios — lower is generally safer

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Debt / Equity0.140.140.140.120.120.120.070.151.00——
Debt / EBITDA2.762.766.01————————
Net Debt / Equity—0.050.090.050.06-0.02-0.040.09-0.12-0.32-0.93
Net Debt / EBITDA1.021.023.73————————
Debt / FCF—0.391.051.39———————
Interest Coverage——————-19.19-13.45-7.13——

TWLO Liquidity & Efficiency

Short-term solvency ratios and asset-utilisation metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Current Ratio4.034.034.206.646.178.437.528.346.334.504.79
Quick Ratio4.034.034.206.646.178.437.528.346.334.504.79
Cash Ratio2.792.792.915.435.147.626.787.495.433.704.15
Asset Turnover—0.520.450.360.300.220.190.220.630.890.67
Inventory Turnover———————————
Days Sales Outstanding—45.8748.1949.4552.2349.8652.0449.5754.8639.4434.49

TWLO Shareholder Yields

Earnings, FCF, buyback, and dividend yields — total returns to shareholders

Dividends

Full dividend history and growth charts are on the Dividend History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Dividend Yield———————————
Payout Ratio———————————

Total Shareholder Return Metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Earnings Yield0.1%0.1%—————————
FCF Yield3.2%4.5%3.7%2.6%———————
Buyback Yield2.7%3.8%13.0%4.8%0.0%0.0%0.0%0.0%0.0%0.0%0.0%
Total Shareholder Yield2.7%3.8%13.0%4.8%0.0%0.0%0.0%0.0%0.0%0.0%0.0%
Shares Outstanding—$160M$166M$183M$183M$174M$147M$130M$97M$91M$89M

Key Metrics

Growth RegimeAccelerating
ProfitabilityModerate
Balance SheetHealthy
Cash FlowImproving
Top Statement Risk

Carrier fee margin compression

Verified Source

Metrics are mathematically derived from official filings.

SEC 10-K (2026Q1)

Valuation Reflects Shift to Utility

According to recent market data, Twilio trades at a forward P/E of 33.52, suggesting that investors are increasingly pricing the company as a maturing communications utility rather than a high-growth SaaS entity, despite the persistent volatility in its trailing twelve-month earnings multiples and overall market sentiment.

The disconnect between the elevated TTM P/E of 912.24 and the more compressed forward multiple indicates that the market is banking on a rapid stabilization of GAAP profitability. This valuation shift implies that the premium previously afforded to the company's hyper-growth narrative has been replaced by a focus on bottom-line durability and free cash flow yield.

Capital Efficiency Remains Under Pressure

Based on reported financial figures, Twilio's ROIC has struggled to gain meaningful traction, hovering at a modest 1.0% as of 2026Q1, which highlights the ongoing challenge of generating superior returns on invested capital given the heavy reliance on low-margin, pass-through communications infrastructure and historical acquisition costs.

The low ROIC trend suggests that the company has yet to fully leverage its platform scale to drive significant economic profit. Investors should monitor whether the pivot toward higher-margin Data & Applications can eventually lift these returns above the company's weighted average cost of capital, which currently appears to be a significant hurdle.

Working Capital Dynamics Show Stability

As reported in financial statements, Twilio's DSO has remained relatively stable, fluctuating between 42 and 48 days over the last ten quarters, which suggests that the company maintains consistent control over its receivables despite the inherent complexity of managing usage-based billing across a diverse global customer base.

The lack of significant deterioration in DSO indicates that the company's credit and collection processes are functioning effectively even as it scales. However, the absence of clear DIO and CCC data in the provided figures warrants further investigation into how inventory-like components of the business model might be impacting overall cash conversion efficiency.

Liquidity Buffer Supports Operational Flexibility

Based on the current ratio of 4.66 observed in 2026Q1, Twilio maintains a robust liquidity position that provides a substantial cushion against short-term operational shocks, ensuring the company can meet its obligations even if transactional messaging volumes experience seasonal or cyclical volatility in the broader communications market.

This strong liquidity profile is a critical defensive feature, particularly given the company's sensitivity to carrier fee fluctuations and regulatory changes. The high current ratio suggests that management has successfully prioritized balance sheet health, providing the necessary flexibility to navigate potential headwinds without the immediate need for external financing.

Revenue Multiples Obscure True Profitability

As indicated by the structural nature of the CPaaS business model, the P/S ratio is a frequently misapplied metric for Twilio because it fails to account for the significant pass-through carrier fees that inflate top-line revenue without contributing to the company's underlying gross profit or cash generation.

Investors should instead focus on gross profit multiples or free cash flow yield to better assess the company's true earning power. Relying on revenue-based valuation metrics risks overestimating the company's growth quality by conflating low-margin transactional volume with high-margin software subscription revenue, which is the core driver of long-term value.

Download Financial Ratios Data

Includes 30+ ratios · 13 years · Updated daily

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TWLO — Frequently Asked Questions

Quick answers to the most common questions about buying TWLO stock.

What is Twilio Inc.'s P/E ratio?

Twilio Inc.'s current P/E ratio is 1009.4x. This places it at the 50th percentile of its historical range.

What is Twilio Inc.'s EV/EBITDA?

Twilio Inc.'s current EV/EBITDA is 82.9x. This enterprise value multiple compares the company's total value (equity + debt - cash) to its EBITDA. The historical average is 59.0x.

What is Twilio Inc.'s ROE?

Twilio Inc.'s return on equity (ROE) is 0.4%. The historical average is -21.8%.

Is TWLO stock overvalued?

Based on historical data, Twilio Inc. is trading at a P/E of 1009.4x. This is at the 50th percentile of its historical P/E range. Compare with industry peers and growth rates for a complete picture.

What are Twilio Inc.'s profit margins?

Twilio Inc. has 48.0% gross margin and 3.4% operating margin.

How much debt does Twilio Inc. have?

Twilio Inc.'s Debt/EBITDA ratio is 2.8x, indicating moderate leverage. A ratio between 2-4x is manageable but warrants monitoring.