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Twilio

TWLO
52
Software - Infrastructure · Technology
Also trades as: 0LHL.L GBP 2.63 (+3.86%)
Price
$261.79
+8.16 (+3.22%)
Market Cap
$40.20B
Winston Score
52
Winston is curious
Mixed quality — meaningful strengths and weaknesses.
Data as of Oct 25, 2026 · filings through Jun 30, 2026

§How the score breaks down

Quality
Mixed
9/30
Growth
Exceptional
18/20
Cash Flow
Strong
8/10
Stability
Exceptional
10/10
Valuation
Weak
2/10
Ownership
Weak
2/15
Dividends
Not counted
n/a

49 of 95 counted points = Winston Score 52. Pillars marked n/a do not apply to this company and are left out of the total.

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Share count falling — buybacks

−8.3% over 4y

The company has reduced its share count over this period, returning value to shareholders through buybacks.

Diluted shares outstanding: 174.2M (2021) → 159.8M (2025)

§Winston Score History

The full picture

Twilio is a software company that helps other businesses communicate with their customers through text messages, phone calls, emails, and other digital channels. Its tools are used by companies like Uber, Airbnb, and thousands of other apps to send ride confirmations, delivery alerts, two-factor authentication codes, and marketing messages. Twilio sits in the background of these interactions — most people never see the Twilio name, but they use its technology every day.

Twilio makes money by charging businesses based on how many messages or calls they send, plus subscription fees for some of its software products. It operates globally, with a large portion of revenue coming from the United States, and serves over 300,000 active customer accounts. Its main competitive advantage is how deeply its tools are embedded into customers' existing software, making it costly to switch providers — but the company faces pressure from large cloud rivals like Amazon and Google offering similar communication services at lower prices.

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1 Congressional buy and 0 sells on TWLO in the last 12 months.

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Growth Profile

When traditional metrics don't capture the full picture, these are the signals growth stock investors use instead.

Revenue Growth

+22.0% YoY

YoY Growth Rate

Steady revenue growth

Reported EPS Growth

>+1,000% YoY

Quarterly reporting periods ended:

30 Jun 2025: $0.15

30 Jun 2026: $6.99

Reported/statutory EPS, not adjusted or underlying earnings. One-off items can affect this figure. Provider rounding can affect the growth rate.

YoY Growth Rate

Reported EPS increased year over year

R&D Spend

$1.0B/ year

→ Flat (+1% vs prior year)

20.1% of revenue

In line with sector average (15%)

Steady R&D investment year-over-year

Insider Activity

0.4%ownership

→ Flat

Insider ownership roughly steady over the past year

Cash Position

Cash flow positive

$2.9B cash & investments

Quarterly Free Cash Flow

↑ Burn rate improving

Company generates more cash than it spends — no dilution risk from fundraising

Growth + cash flow

Twilio is a rare growth stock that's already generating positive cash flow while growing at 22%. The Winston Score doesn't fully credit this transition from "burner" to "earner."

The Winston Score above measures business quality today. Growth stocks often score lower because they invest in the future rather than maximising current profits. These metrics show what matters most for evaluating that future.

Score breakdown

Every number that matters to educated investors.

Each metric is explained in plain language so you know exactly what you're looking at. Start your free trial now.

Quality

Profit per sale
Gross Margin
48.4%
Healthy — 48.4% gross margin
Profit after running costs
Operating Margin
5.6%
Thin — 5.6% operating margin
Return on the money invested
ROCE
3.1%
Weak — 3.1% return on capital

ROIC between 0% and 5%. They earn a few cents back per dollar invested in the business.

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Growth

Sales growth
Sales YoY
+17.8%
Fast-growing sales (+17.8% YoY)
Profit growth
EPS YoY
>+1,000%
Earnings growing fast (>+1,000% YoY)

Earnings growing 25%+ a year. The compounder zone.

How steady the profit is
EPS Consistency
7/8 quarters
Every recent quarter grew earnings vs last year

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Cash Flow

Profit that turns into cash
Cash Conversion
95%
Turns 95% of profit into real cash
Spare cash per sale
FCF Margin
18.1%
Converts sales into free cash efficiently (18.1%)

FCF margin between 10% and 20%. Every $100 in sales becomes $10 to $20 in real cash.

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Stability

What it owes vs what it owns
Debt / Equity
0.12
Conservative — low debt load (0.12)
Covers its interest
Interest Cover
100.00x
—
Comfortably covers interest (100.0x)

Interest coverage above 8. Profits cover interest many times over.

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Valuation

Price vs profit
P/E Ratio (TTM)
34.8x
Pricey — P/E 34.8

P/E above the market average. People are paying up for expected growth.

Cheaper or dearer next year
P/E vs Forward
-2.4
SLOWING
Earnings expected to fall — forward P/E higher than today

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Dividends

Not applicable for this business.
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