---
title: Twilio (TWLO) — software card
canonical: https://sweetvaluelab.com/tools/software-stocks/twlo
ticker: TWLO
tier: Large
as_of: 2026-10-26
---
# Twilio (TWLO) — software card

Twilio, Large, grows revenue 17.8% on a 48.5% gross margin and a 19.9% free-cash-flow margin (9.3% after stock-based compensation), and trades at 7.3× trailing revenue. Prices as of Oct 26, 2026; trailing-twelve-month figures through Sep 30, 2026.

## The card

| Figure | TWLO | Large average (14) |
| --- | ---: | ---: |
| Price | $263.65 |  |
| Revenue (TTM) | $5.6B |  |
| Revenue growth | 17.8% | 27.0% |
| Revenue growth, prior year | 11.6% |  |
| Gross margin | 48.5% | 77.4% |
| Operating margin | 5.5% |  |
| Free cash flow (TTM) | $1.1B |  |
| FCF margin | 19.9% | 33.7% |
| FCF margin after SBC | 9.3% |  |
| Stock-based compensation (TTM) | $590.3M |  |
| SBC / revenue | 10.6% | 14.8% |
| Rule of 40 | 3774 | 6074 |
| Diluted shares, YoY | 0.0% |
| Buybacks (TTM) | $868.7M |  |
| Market value | $42.1B |  |
| Net cash | $1.6B |  |
| Enterprise value | $40.5B |  |
| EV / revenue | 7.3× | 21.4× |
| EV / gross profit | 15.0× |  |
| EV / FCF | 36.5× |  |
| P/E | 36.7 |  |

## Lights

No light is on.

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Source: https://sweetvaluelab.com/tools/software-stocks/twlo (SweetValueLab, free, no account). Quarterly statements from Financial Modeling Prep, closes from the daily price cache; the engine's rules are on the board page. Research and educational data, not investment advice; nothing here is a recommendation to buy, sell or hold any security.