Twilio Inc Dossier
Valuation
How Intrinsic Value compares with model outputs
Intrinsic Value $172.69median of 6 methods · middle span $131-$291based on filings through 30 Jun 2026
Market Price $292.46Price as of 30 Sep 2026
Valuation methods vs. Market Price
$0$100$200$300$400$500
DCF
$290.93
DNI
$371.58
P/S
$130.68◇ $422.77
P/E
$164.19no ◇ · bar = peer
P/B
$94.46◇ $395.77
PEG
$181.19
$0$100$200$300$400$500
Market Price ($292.46) Intrinsic Value ($172.69) peer-implied value
Company vs. peer median Members
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Assumptions
| Parameter | Value |
|---|---|
| Years 1–5: analyst growth pathFive-year total matches analyst consensus exactly. Year 1: 18.0% (near-term consensus, capped) · years 2–5: 16.2%/yr (balance of the path). | 16.6% per year |
Years 6–10: glide to demonstrated growthPer-year ratesYr 616.3%Yr 716.4%Yr 816.5%Yr 916.5%Yr 1016.6% | 16.2% → 16.6% |
Years 11–20: glide to long-run ratePer-year ratesYr 1115.2%Yr 1213.9%Yr 1312.5%Yr 1411.2%Yr 159.8%Yr 168.4%Yr 177.1%Yr 185.7%Yr 194.4%Yr 203.0% | 16.6% → 3.0% |
| Beyond year 20: terminal growthPerpetual long-run rate | 3.0% |
| Discount rate (cost of equity) | 10.6% |
| Volatility vs market (adjusted beta) | 1.25 |
Valuation Detail Members
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Assumptions Sandbox Members
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Best value in each row is highlighted. Figures are periodic snapshots from the same filings used across each dossier; a dash means the figure is not available.