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Twilio Inc.
TWLOTechnologyNYSEUS
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Estimates, scoring, valuation assumptions, and peer comparison in one research surface.
Change the assumptions to see how revenue growth, margins, and exit multiples can move fair value.
| Year | Revenue | Margin | Profit | Free cash flow | Present value |
|---|---|---|---|---|---|
| 2026 | $5.07B | 1.0% | $50.67M | $1.03B | N/A |
| 2027 | $5.38B | 1.0% | $53.81M | $1.10B | $998.00M |
| 2028 | $5.72B | 1.0% | $57.15M | $1.17B | $963.53M |
| 2029 | $6.07B | 1.0% | $60.69M | $1.24B | $930.24M |
| 2030 | $6.45B | 1.0% | $64.46M | $1.31B | $898.11M |
| 2031 | $6.85B | 1.0% | $68.45M | $1.40B | $867.08M |
Projects EPS forward, applies an exit P/E, then discounts the result back to today.
| Base EPS | $0.21 | 2025-12-31 |
| EPS growth | +60.0% | Forecast years: 5 |
| Future EPS | $2.202 | EPS × (1 + G)^5 |
| Base P/E | 643.2 | P/E |
| Future price | $1,416.33 | Future EPS × P/E |
| Fair value today | $879.43 | PV @ 10.0% |
| 30% safety price | $615.60 | Margin of safety |
| 50% safety price | $439.72 | Margin of safety |
| Discount rate \\ Terminal growth | 1.5% | 2.5% | 3.5% |
|---|---|---|---|
| 9.0% | $191.66 | $212.73 | $241.47 |
| 10.0% | $170.31 | $185.85 | $206.17 |
| 11.0% | $153.48 | $165.31 | $180.29 |