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Twilio Inc (TWLO)

Services-Prepackaged Software

Latest Price
$253.77
TTM P/E
35.25
Normalized P/E
--
TTM Div Yield
--
Fwd Div Yield
--
Book Value
59.15
P/B Ratio
4.29

Valuation metrics

adjust assumptions →
EPS: $0.21
Book value / share: $51.32
Formula: √(22.5 × EPS × BVPS)
Graham Number
$15.57
94% downside
Base FCF: $709M (median of recent 5yr)
Growth: 25%/yr (median YOY, capped at 25%)
Discount rate: 10%
Terminal growth: 3%
Projection horizon: 10 years
DCF Fair Value
$344.30
+42% upside
EPS: $0.21
Target P/E: 34×
Formula: EPS × P/E
P/E Fair Value
$7.14
97% downside

Institutional Ownership

91.1% held by institutions
InstitutionSharesValueOwnership %ChangeFiling Date
BlackRock, Inc.16.63M$3.43B10.88%+23.9K2026-06-30
JPMorgan Chase & Co12.22M$2.43B8.00%+3.07M2026-06-30
FMR LLC11.27M$2.33B7.38%-267.8K2026-06-30
Vanguard Portfolio Management LLC7.64M$1.58B5.00%-438.3K2026-06-30
Vanguard Capital Management LLC6.85M$1.41B4.48%+60.6K2026-06-30
State Street Corp6.00M$1.24B3.93%+143.1K2026-06-30
Geode Capital Management, LLC2.88M$591.0M1.88%+43.5K2026-06-30
Alkeon Capital Management LLC2.34M$481.0M1.53%+495.7K2026-06-30
Pictet Asset Management Holding SA2.25M$463.0M1.47%-83.8K2026-06-30
Jericho Capital Asset Management L.P.2.19M$452.0M1.43%+1.49M2026-06-30
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