NYSE TWLO Compare: Stock Performance and Competitor Analysis

Twilio's stock performance is closely tied to its growth prospects, with the company's revenue increasing by 53% in 2020.

Twilio's main competitors in the cloud communications market include Vonage and Bandwidth.

The NYSE TWLO stock has shown significant volatility over the past year, with a high of $445.99 and a low of $175.21.

Twilio's strong brand recognition and customer loyalty have helped the company maintain a market share of around 20% in the cloud communications market.

TWLO is trading below its estimated fair value, with a market price of $107.12 compared to a fair value estimate of $132.33.

The company's Price-to-Sales Ratio is a key metric for relative valuation analysis, especially since TWLO is barely profitable. This ratio is calculated by dividing the company's market cap by its current revenue, resulting in a PS Ratio of 3.5x.

In comparison to its peers, TWLO's PS Ratio of 3.5x is a good value, as it's lower than the peer average of 6.8x. The company's estimated growth rate is also relatively high, at 7.23%.

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However, when compared to the US IT industry average, TWLO's PS Ratio of 3.5x is actually considered expensive, as the industry average is 2.3x.

Here's a comparison of TWLO's key valuation metrics with its peers:

This comparison highlights the differences in valuation metrics between TWLO and its peers.

Twilio's financial performance is a mixed bag. In 2023, the company's revenue was $4.15 billion, a 8.56% increase from the previous year. Losses were -$1.02 billion, a decrease of 19.16% compared to 2022.

Twilio's revenue growth is still impressive, with a 5.1% sequential growth in Q2 on top of double-digit annual expansion. However, the market is no longer impressed by top-line growth alone.

Here are Twilio's revenue growth trajectories compared to its competitor MongoDB:

Twilio's revenue has been steadily increasing, reaching $4.15 billion in 2023, a growth of 8.56% compared to the previous year. This upward trend is a promising sign for the company's financial performance.

In 2022, Twilio's revenue was $3.83 billion, and the company reported losses of -$1.02 billion. However, in 2023, the company managed to reduce its losses by 19.16% compared to the previous year.

Here's a brief overview of Twilio's revenue growth:

As you can see from the table, Twilio's revenue has been consistently increasing over the years, with a notable growth of 8.56% in 2023.

Twilio's revenue growth is still happening, but the market is no longer impressed by top-line growth alone.

The company's Q2 revenue showed 5.1% sequential growth on top of double-digit annual expansion, but cost pressures may persist through H1 2026.

Twilio's management raised FY2025 organic revenue guidance to $4.88 billion, up 9.5% YoY, alongside adjusted operating income of $862.5 million.

In contrast, MongoDB's surprise acceleration suggests a company still capable of delivering growth in excess of 20% at scale.

MongoDB ended Q2 with 59,900 customers, a gain of 2,800 sequentially, and enterprise accounts ($100K+ ARR) up 17% YoY to 2,564.

This enterprise pivot ensures that Atlas adoption is broadening across industries, while Twilio still leans heavily on its messaging business for growth.

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Twilio stock is one of the best-performing stocks Friday after the tech company revealed its three-year profit forecast at an investor event.

Twilio's revenue was $4.15 billion in 2023, an increase of 8.56% compared to the previous year's $3.83 billion.

The company's adjusted EBIT margin compressed to 14.2% in the second quarter, impacted by Verizon's 33% A2P fee increase and a heavier international mix.

However, Twilio shares have more than doubled in six months due to improved revenue trends, reduced losses, and a major seller finally gone.

Analysts are optimistic about the company's future, with an average rating of "Buy" and a 12-month stock price forecast of $119.58, a decrease of -18.64% from the latest price.

Twilio's turnaround story is underway, with Goldman Sachs analyst Kash Rangan upgrading the shares from Neutral to Buy and raising the price target from $77 to $185 ahead of its fourth-quarter earnings results.

The company's strong outlook amid growing demand for its AI tools has contributed to its stock soaring, with shares skyrocketing Friday on the cloud communications software maker's strong outlook.

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Analysts are generally bullish on TWLO, with an average rating of "Buy" from 24 analysts.

The 12-month stock price forecast is $119.58, a decrease of -18.64% from the latest price.

Analysts are not within a statistically confident range of agreement, suggesting a wide range of predictions.

The average 1Y price target is $131.36, with a dispersion of 16.55%, indicating a significant variation in predictions.

The high and low price targets are $170.00 and $75.00 respectively, highlighting the wide range of possible outcomes.

The dispersion of 16.55% suggests that analysts are not in agreement on the stock's future price.

The 12-month stock price forecast is more than 20% higher than the current share price.

The current share price is $107.12, while the 12-month forecast is $131.36.

Analysts are predicting a significant increase in the stock price over the next 12 months.

Goldman Sachs analyst Kash Rangan has upgraded the shares of Twilio Inc TWLO from Neutral to Buy and raised the price target from $77 to $185.

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This upgrade suggests that the analyst believes the stock has significant growth potential.

The price target has been raised by 139.9% from the previous target.

The upgrade comes ahead of Twilio's fourth-quarter earnings results.

The company has shown improved revenue trends, reduced losses, and a major seller finally gone.

This has led to improved customer metrics, with potential benefits for the stock.

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In comparison to its peers, Twilio's (TWLO) Price-To-Sales Ratio (PS) is a good value at 3.5x, outperforming the peer average of 6.8x. This suggests that TWLO is a relatively affordable option within its industry.

Let's take a look at some of TWLO's peers: Okta (OKTA) has a PS ratio of 5.7x, GoDaddy (GDDY) has a PS ratio of 3.8x, Akamai Technologies (AKAM) has a PS ratio of 2.6x, and VeriSign (VRSN) has a PS ratio of 15.2x. Here's a brief summary of their estimated growth and market caps:

However, in comparison to the US IT industry average, TWLO's PS ratio of 3.5x is actually on the higher side, outpacing the industry average of 2.3x. This suggests that TWLO may be more expensive than its peers in the industry.

Twilio's Price-to-Sales Ratio is lower than its peers, coming in at 3.5x compared to the peer average of 6.8x. This suggests that Twilio is a good value compared to its competitors.

Looking at the forward price-to-sales ratio for Twilio's peers, we see that Okta's ratio is 5.7x, while GoDaddy's is 3.8x. This puts Twilio's ratio in a relatively good position compared to its peers.

Here's a comparison of Twilio's price-to-sales ratio with its peers:

Twilio's estimated growth rate of 7.23% is also higher than the peer average, which suggests that the company has a strong future outlook.

However, when looking at the price-to-sales ratio compared to the US IT industry average, Twilio's ratio of 3.5x is actually higher than the industry average of 2.3x. This suggests that Twilio is relatively expensive compared to other companies in the US IT industry.

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Twilio shares collapsed nearly 19% after Q2 results highlighted softening margins and a 13.8% year-over-year revenue growth. Investors fixated on gross margins slipping to 50.7% and adjusted EBIT margin compressing to 14.2%.

MongoDB, on the other hand, surged more than 34% to $289, after delivering Q2 revenue of $591.4 million, up 24% YoY, with Atlas revenue expanding 29% YoY and now representing 74% of total revenue.

Twilio's Q2 revenue showed 5.1% sequential growth on top of double-digit annual expansion, but the market is no longer impressed by top-line alone. Twilio's management raised FY2025 organic revenue guidance to $4.88 billion, up 9.5% YoY, alongside adjusted operating income of $862.5 million.

MongoDB's surprise acceleration suggests a company still capable of delivering growth in excess of 20% at scale, with customer additions fueling its trajectory. MDB ended Q2 with 59,900 customers, a gain of 2,800 sequentially, and enterprise accounts ($100K+ ARR) up 17% YoY to 2,564.

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Twilio's stock has been on a roll, with shares more than doubling in six months due to improved revenue trends, reduced losses, and a major seller finally gone.

Analysts are bullish on the company's AI growth potential, with Goldman Sachs upgrading Twilio's shares from Neutral to Buy and raising the price target from $77 to $185.

Twilio's strong outlook has led to a significant price increase, with shares skyrocketing on the cloud communications software maker's strong outlook amid growing demand for its AI tools.

The company's attractive valuation and AI growth potential make it a stock to watch, with analysts expecting the rally to continue.

Goldman Sachs analyst Kash Rangan's upgrade from Neutral to Buy and price target increase to $185 shows the confidence analysts have in Twilio's turnaround story.

Twilio's shares have climbed 19% in recent times, and analysts are optimistic about the company's future prospects.

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In recent news, TWLO, also known as Twilio, has been making waves in the tech industry.

The company's stock price has been on the rise, with a 52-week high of $434.99 and a market capitalization of over $20 billion.

TWLO's growth is largely due to its innovative approach to cloud communication.

The company's revenue has been steadily increasing, with a 51% year-over-year growth rate in the second quarter of 2020.

This growth is a testament to the company's ability to adapt to changing market trends.

TWLO's customer base has also been expanding, with notable clients such as Uber and Airbnb.

The company's stock price has been influenced by its quarterly earnings reports, with a significant increase in 2020.

TWLO's stock price has been highly volatile, with a 52-week range of $193.55 to $434.99.

The company's market capitalization has been steadily increasing, reaching over $20 billion in 2020.

TWLO's growth has been driven by its innovative approach to cloud communication, which has enabled it to expand its customer base and increase revenue.

Twilio's stock performance is a story of ups and downs. Twilio shares skyrocketed Friday on the cloud communications software maker's strong outlook amid growing demand for its AI tools.

The company's revenue growth has accelerated after post-pandemic sluggishness, with a 13.8% year-over-year increase to $1.23 billion in Q2. This growth, however, was impacted by Verizon's 33% A2P fee increase and a heavier international mix.

Twilio's stock has seen significant gains, with a 6-month increase of over 100% due to improved revenue trends, reduced losses, and a major seller finally gone. The company has shown improved customer metrics, with potential benefits from this trend.

The recent earnings cycle has drawn a stark line between Twilio and MongoDB, two companies often discussed in the same breath as cloud leaders. Twilio shares collapsed nearly 19% post-earnings, closing around $103 per share, after Q2 results highlighted softening margins.

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NET, the parent company of Twilio, has seen significant changes in its stock performance, particularly when compared to its benchmark index and competitors.

Twilio's revenue has been on the rise, increasing by 8.56% in 2023 to $4.15 billion, outpacing the previous year's revenue of $3.83 billion.

The company has managed to reduce its losses, with a decrease of 19.16% in 2023 compared to the previous year.

Twilio's improved revenue trends and reduced losses have led to a significant increase in its stock price, more than doubling in six months.

As Twilio continues to show improved customer metrics, its stock performance is likely to remain strong, with potential benefits for investors.

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The Investment Committee has been debating the latest Calls of the Day, and D R Horton is one of the companies they're talking about. They're likely discussing its potential for future growth.

Twilio is another company that's been making waves, with its stock price more than doubling in six months. This is due to improved revenue trends, reduced losses, and a major seller finally gone.

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The company has shown improved customer metrics, with potential benefits for investors. This is a positive sign for Twilio's future performance.

S&P 500 futures have been steady after record highs, with Twilio and Novo Nordisk leading the charge. These companies are surging, while Boeing posts a significant loss.

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Twilio's attractive valuation and AI growth potential are making the stock one to watch, analysts say. This is a significant factor in the company's recent surge.

Twilio shares have more than doubled in six months due to improved revenue trends, reduced losses, and a major seller finally gone. This trend is expected to continue.

The company has seen revenue growth accelerate after post-pandemic sluggishness, and it's unveiling new multi-year targets at its 2025 Investor Day. This is a major catalyst for the stock's growth.

Twilio stock is one of the best-performing stocks, surging 19% after the tech company revealed its three-year profit forecast at an investor event. This is a testament to the company's strong outlook.

Analysts are bullish on Twilio's AI potential, citing the company's attractive valuation and growth prospects. This is a major reason for the stock's recent upward trend.

Twilio's AI tools are in high demand, driving the company's revenue growth and stock price surge. This is a significant factor in the company's success.

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