Added to YB: 2024-08-27
Pitch date: 2024-08-25
TWLO [bullish]
Twilio Inc.
+118.76%
current return
Author Info
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Company Info
Twilio Inc., together with its subsidiaries, offers customer engagement platform solutions in the United States and internationally.
Market Cap
$19.8B
Pitch Price
$60.76
Price Target
120.00 (-10%)
Dividend
N/A
EV/EBITDA
82.39
P/E
306.69
EV/Sales
3.77
Sector
IT Services
Category
turnaround
Show full summary:
Twilio Stock: An Old Acquaintance New to my Portfolio
TWLO: CPaaS leader, 4B revenue, 316K customers. New CEO focus on profitability. Q2: 7% organic growth, FCF margin 20%. 2024 guide: 5% rev growth, 650-675M FCF. Aggressive buybacks. EV/S <2, EV/FCF <10. Risks: goodwill writedowns, competition. Potential for 100%+ upside in 3 years.
Read full article (6 min)