Twilio Inc. ranks below the peer group median, with a split structural profile: strong growth, but weak valuation and stability.
Peer-relative scores, weakest to strongest
Twilio Inc. provides cloud communication platforms and Voice-AI technology solutions.
TWLO is priced on Voice-AI potential, not on fundamentals. Revenue growth stands at 14% year-over-year (Q1 2026; above peer median), but with an operating margin of just 2.6% (well below sector average), the market continues to reward the stock for every Voice-AI headline, pushing valuation higher despite weak profitability. TWLO focuses narrowly on Voice-AI solutions, while many peers are more diversified, so the market reacts more sharply to shifts in the AI trend, amplifying price moves on Voice-AI news. The market values TWLO as an AI leader rather than on operating quality, so a setback in the Voice-AI narrative or a regulatory hurdle could trigger abrupt repricing.
Break down TWLO's position across all dimensions with the full interactive tool.
This analysis is rule-based and descriptive. Peer-relative scores are derived from functional peer group comparisons using publicly available financial data. Scores reflect structural positioning only and do not constitute investment advice, a buy or sell recommendation, or a forecast of future performance. AssetNext peer scores are recalculated periodically as new data becomes available.
AssetNext scores reflect each company's structural position within its functional peer group — not a ranking against all stocks simultaneously. Peers are identified by similarity across eight financial dimensions, including revenue growth trajectory, margin structure, capital intensity, and earnings stability. A score of 75 means the company ranks in the top quartile within its own peer group, not the entire market.
Four dimension scores drive the overall peer score: Growth (revenue trajectory and expansion dynamics), Quality (margin structure and capital efficiency), Valuation (peer-relative pricing on standard multiples), and Stability (earnings consistency and financial predictability). Each dimension is scored 0–100 relative to the peer group, then combined into an overall peer score using equal weighting.
Because scores are peer-relative, the same company can have slightly different scores in different index universes. On comparison pages, both companies are shown within their shared peer universe wherever possible — so the scores are directly comparable. The peer basis is stated on each score card.
Scores are recalculated periodically as underlying financial data is updated. All analysis is descriptive and rule-based — AssetNext describes structural realities and never issues buy, sell or hold recommendations.