On the stock market since 2016, it operates in the world of technology. It has 5,587 employees. Now — the numbers.
This is an established company with proven profits.
That much dependence is a risk in itself: if this one line weakens, the whole company feels it directly.
Average growth of 16% a year over the last 4 years. Red columns mark years that ended in a loss.
We compared this company with its own sector across five subjects.
A score of 50 means class average.
Profit indicators sit around the sector average.
Clearly above the class average — a step short of the very top.
The price isn’t cheap next to earnings — that’s why this grade sits in the middle.
Sales are growing strongly for its sector.
The stock has been running stronger than the market lately.
No real weak spot in any of the five subjects — a balanced report card.
angles, checked one by one.
The 2 that stand out are on screen; the rest came back neutral.
The council scores out of 10; report-card grades are out of 100.
Executive Buying: The trades send no strong signal of confidence.
The stock trades 40% below its peak. The market has trimmed its expectations for the company.
Over the last 3 years, sales grew about 10% a year on average.
There is $2.5B in the vault; even if every debt were paid off, $1.4B would remain.
It met or beat analyst expectations in 8 of the last 8 quarters — consistency is a promise kept.
The company’s market value is 1069 times its annual profit. Even a small disappointment could hit the price hard.
No clear buy-side message is coming from the executive floor. Council score: 3/10.
Costs swallow the gains that sales growth brings in. Council score: 4/10.
On our five-subject report card, TWLO sits near the top of the class. A high grade doesn’t mean “guaranteed win” — it means “the evidence looks strong for now.”
The takeaway: TWLO is an established business that has proven its profits for years. The real debate isn’t the quality of the business — it’s what that quality should cost.
The total grade weighs these five subjects against the sector — it isn’t a simple average of the five.
Analysts’ average target sits above today’s price, yet the valuation grade (55/100) says the stock isn’t cheap.