Professional
Added to YB: 2024-05-23
Pitch date: 2024-05-22
TWLO [neutral]
Twilio Inc.
+121.38%
current return
Author Info
Pernas Research is a former CIO of a $3.5B fund that now share actionable stock research. Sign up for the newsletter.
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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
$60.51
Price Target
N/A
Dividend
N/A
EV/EBITDA
82.39
P/E
306.69
EV/Sales
3.77
Sector
IT Services
Category
value
Show full summary:
Pernas Research Passes On: Twilio Inc.
TWLO: Cloud comm APIs replacing on-premise hardware. Slowed from >50% to LSD growth, -90% from high. Top dev tools but high SBC & valuation concerning. Potential activist target to reduce costs. Waiting for better entry with growth slowdown. Pass
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