Twilio Inc. (TWLO) on Decifer

Decifer ranks TWLO number 58 of 265 tracked names on durable business quality.

Why it ranks here

• Its returns on invested money are modest, around 1% and those returns have been improving and it turns most of its profit into real cash.
• Revenue is growing about 14% a year, profits grew 133% over the past year, and growth is speeding up, not slowing down.
• It keeps a high share of every sale as profit, and that has stayed steady over the years, a sign of real pricing power, with profitability widening as it grows.
• It is riding an active market tailwind.
• It is not watering down its owners with new shares and it returns cash to shareholders.
• Our durability check found pressure on this name, which costs it a few points.
• Profits up 133% and momentum of 27 out of 35 are encouraging but returns near 1%, durability pressure, and no funded role keep it a contained trade.

The current read

The evidence on TWLO lines up on the supportive side: a live market force supports this name through its theme connection. The independent signals we track are telling the same story.

Themes

• Digital Commerce & SMB Enablement: The behavioral shift of commerce and small-business operations to online and mobile channels continues to pull SMBs onto integrated software platforms.

Read the full TWLO research brief · See all quality rankings

Intelligence data powered by Decifer. Not financial advice. For informational purposes only.