Added to YB: 2025-03-18
Pitch date: 2025-03-16
TWLO [bullish]
Twilio Inc.
+87.02%
current return
Author Info
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Company Info
Twilio Inc., together with its subsidiaries, provides customer engagement platform solutions in the United States and internationally.
Market Cap
$17.8B
Pitch Price
$98.01
Price Target
N/A
Dividend
N/A
EV/EBITDA
55.46
P/E
560.24
EV/Sales
3.24
Sector
IT Services
Category
growth
Show full summary:
Twilio Stock: The Cash Flow Monster Grows and Thrives
TWLO: CPaaS leader, Q4 2024 GAAP profitable. 2024: Rev $4.46B (+7% YoY), FCF $657M (+81%). 2025 guide: Rev +7-8%, FCF $825-850M (+30%). 2027 targets: 21-22% op margin, $3B+ FCF. AI beneficiary: 90% of top 50 AI startups use Twilio. EV/FCF 15-20x, $20-30B EV potential by 2027.
Read full article (4 min)