Twilio Inc. (TWLO) Stock Analysis
Last updated Sep 8, 2026
Health Check
Last analyzed Sep 7, 2026
- Financial Health 70
- Profitability 65
- Business Quality 60
- Balance Sheet 65
- Cash Flow 70
Why this rating?
Health 66/100 — Good Quality
Worth tracking, but timing is mixed — not a clear setup yet.
Company overview
Twilio Inc. (TWLO) is a Software - Infrastructure company in the Technology sector. Compound Radar rates Twilio Inc. 66/100 (Good Quality) due to solid business quality, strong revenue growth, and manageable leverage.
Investment profile
- Quality Moderate
- Growth Strong
- Balance Sheet Adequate
- Valuation Fair
Financial highlights
Valuation
- P/E 31.16
- Forward P/E 33.28
- PEG 0.36
- EV/Revenue 6.14
Profitability
- Revenue Growth 22.0%
- Gross Margin 48.6%
- Operating Margin 7.8%
- Net Margin 20.6%
- ROE 13.5%
Financial strength
- Cash $2.66B
- Debt $1.07B
- Net Cash $1.59B
- Free Cash Flow $945.43M
- Current Ratio 4.62
Similar companies
Peers in Software - Infrastructure, ranked by Financial Health.
Latest quoted price for the name. Helps anchor the setup in today’s market level.
Health Entry- Palantir Technologies Inc. Software - Infrastructure PLTR$170.30 91 Health 91 / 100
Strong business quality across profitability, growth, balance sheet, and cash flow.
Watch WatchWorth tracking, but timing is mixed — not a clear setup yet.
- Fortinet, Inc. Software - Infrastructure FTNT$157.47 86 Health 86 / 100
Strong business quality across profitability, growth, balance sheet, and cash flow.
Watch WatchWorth tracking, but timing is mixed — not a clear setup yet.
- Microsoft Corporation Software - Infrastructure MSFT$493.95 84 Health 84 / 100
Strong business quality across profitability, growth, balance sheet, and cash flow.
Watch WatchWorth tracking, but timing is mixed — not a clear setup yet.
- Zeta Global Holdings Corp. Software - Infrastructure ZETA$30.79 83 Health 83 / 100
Strong business quality across profitability, growth, balance sheet, and cash flow.
Wait WaitEntry timing is weak right now. Quality may be fine; the setup is not.
- Remitly Global, Inc. Software - Infrastructure RELY$24.83 81 Health 81 / 100
Strong business quality across profitability, growth, balance sheet, and cash flow.
Watch WatchWorth tracking, but timing is mixed — not a clear setup yet.
- NetApp, Inc. Software - Infrastructure NTAP$189.13 80 Health 80 / 100
Strong business quality across profitability, growth, balance sheet, and cash flow.
Watch WatchWorth tracking, but timing is mixed — not a clear setup yet.
- Nutanix, Inc. Software - Infrastructure NTNX$67.49 78 Health 78 / 100
Strong business quality across profitability, growth, balance sheet, and cash flow.
Watch WatchWorth tracking, but timing is mixed — not a clear setup yet.
- Qualys, Inc. Software - Infrastructure QLYS$170.32 78 Health 78 / 100
Strong business quality across profitability, growth, balance sheet, and cash flow.
Watch WatchWorth tracking, but timing is mixed — not a clear setup yet.
FAQ
How Compound Radar scores and tracks Twilio Inc. (TWLO).