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TW

Twilio Inc.

TWLOTechnologyNASDAQ

Software - Infrastructure

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Financials · Annual
Revenue
$5.07B
+13.7% YoY
Net Income
$33.8M
+130.9% YoY
EBITDA
$370.1M
+123.6% YoY
Free Cash Flow
$879.9M

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About Twilio Inc.

Part of the technology sector, Twilio Inc. (TWLO) is listed under Software - Infrastructure. With a market capitalization of $28.93B, it sits in large-cap territory. The company provides various application programming interfaces and software solutions for communications between customers and end users, including messaging, voice, email, video interactions, digital engagement centers, marketing campaigns, and user authentication and identity solutions.

Key stats
Market Cap$28.93B
P/E (TTM)284.54
Fwd P/E28.88
EPS$0.67
Beta1.32
52W Change+59.4%
ROE1.3%
Analysis

With $2.35B in cash and $1.07B in debt, TWLO maintains more liquidity than leverage. This favorable balance sheet position can be an asset when capital markets become less accommodating. Free cash flow comes in at $879.9M, providing flexibility for reinvestment, buybacks, or dividends. Consistent free cash flow generation is often considered a sign of operational health. Return on equity stands at 1.3%, which is modest for the sector. ROE measures how effectively a company uses shareholder capital to generate profits. ROA of 1.7% is on the lower side, which is common in asset-heavy industries. Revenue has grown from $2.84B (2021) to $5.07B (2025), reflecting a 78% increase over the period.

The strong cash position relative to debt provides a financial cushion that reduces balance sheet risk. The elevated P/E ratio means the stock is priced for significant future growth. If earnings disappoint, the price correction could be sharp. No single metric tells the full story. Reviewing TWLO's risk profile alongside its fundamentals and technical indicators provides a more complete picture.

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