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Stocks/Information Technology/Systems Software

TwilioTWLO

Systems Software · San Francisco, California · In the S&P 500
Pricier than peers
$205.03−15.24%After hours: $206.18 (+0.56%)At the close, 30 Oct · Prices from CNBC, may be delayed
▲ 83.7% over 1 year
Twilio over 1 yearDaily close, $, to 30 Oct 2026
$300Nov2026MarMayJulSep$205.03$300NovMarJul$205.03
Source: Nasdaq daily closes
Market value$31.49B
Price to earnings25.8x
Forward P/E33.2x
Dividend yield–
Year to date+44.1%
One year+83.7%
Next earningsNot scheduled
SectorInformation Technology
52-week range (closes)
$108.49$301.27

Quality and valuation

How Twilio compares with other information technology stocks. A description, not a recommendation.

Twilio and 7 systems software peers. Across: valuation (P/E) against the sector. Up: business quality against the sector. Hover or tap a logo for its numbers.

Business quality: weaker than mostValuation: pricier than most

A weaker business than most information technology companies, priced above most of them.

Twilio trades at 33.2 times the next 12 months of expected earnings, against a median of 22.2x for the 99 information technology stocks we cover. The quality score blends where it ranks on revenue growth, gross margin, operating margin and free-cash-flow margin (net margin for banks and insurers) over the last 12 months, from SEC filings.

  • Revenue grew slower than the sector median: +17.8% vs +20.6%
  • Keeps less of each sale (gross margin): 48.5% vs 61.5%
  • Less profitable (operating margin): 5.2% vs 17.0%
TWLO trades at 33.2x forward earnings, above the sector medianForward p/e, Systems Software peers
NOW23.9xMSFT26.5xTWLO33.2xFTNT38.0xZS48.7xPANW87.5xCRWD177.1xRBRK253.4xSector median 22.2xNOW23.9xMSFT26.5xTWLO33.2xFTNT38.0xZS48.7xPANW87.5xCRWD177.1xRBRK253.4xSector median 22.2x
Source: CNBC quotes; Mostly Markets

Financials

From Twilio's SEC filings, through the quarter ending 30 Jun 2026. Hover or tap a bar for its value.

Revenue grew 22.0% from a year earlierQuarterly revenue, $bn, latest Q2 ’26
$0.0bn$0.5bn$1.0bn$1.5bnQ3 ’24Q1 ’25Q3 ’25$1.5bnQ2 ’26$0.0bn$0.5bn$1.0bn$1.5bnQ3 ’24Q1 ’25Q3 ’25$1.5bnQ2 ’26
Source: SEC filings
Growth sped up to +22.0% last quarterRevenue growth, year on year, %
0%10%20%Q3 ’24Q1 ’25Q3 ’2522.0%Q2 ’260%10%20%Q3 ’24Q1 ’25Q3 ’2522.0%Q2 ’26
Source: SEC filings
Operating margin was 5.6% last quarterOperating income as a share of revenue, %
0%2%5%8%Q3 ’24Q1 ’25Q3 ’255.6%Q2 ’260%5%Q3 ’24Q1 ’25Q3 ’255.6%Q2 ’26
Source: SEC filings
Diluted EPS was $6.68 last quarterQuarterly diluted earnings per share, $
$0$2$4$6Q3 ’24Q1 ’25Q3 ’25$6.68Q2 ’26$0$2$5Q3 ’24Q1 ’25Q3 ’25$6.68Q2 ’26
Source: SEC filings
Last 12 monthsTWLOSector median
Revenue growth+17.8%+20.6%
Gross margin48.5%61.5%
Operating margin5.2%17.0%
Price to earnings25.8x33.1x

Stories on Twilio

Thursday, 29 October
Big movers

Stocks Making the Biggest Moves After Hours: Intel, Reddit, Stryker, Pinterest and Amazon

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INTC▼ 19.6%AH
Screens of market charts

Similar companies

Systems Software, by market value.

CompanyPriceTodayYTDValue
MSFTMicrosoft$521.91−1.55%+7.9%$3.88T
PANWPalo Alto Networks$365.87−3.86%+98.6%$299B
CRWDCrowdStrike$250.43−4.10%+113.7%$256B
NOWServiceNow$105.12−4.15%−31.4%$109B
FTNTFortinet$136.08−2.17%+71.4%$99.84B
ZSZscaler$237.83−4.03%+5.7%$38.78B
RBRKRubrik$124.15−7.09%+62.3%$25.74B
GENGen Digital$29.13+3.30%+7.1%$17.44B