Each factor with its sector median and, where it's reported per quarter, its last 12 quarters.
TWLOSector12 quartersMarket cap$38.98B$9.71BEnterprise value$39.15B$13.46BAvg daily $ volume$842.93M$182.65MDaily turnover2.2%1.5%
TWLOSector12 quartersRevenue CAGR 3y11.2%8.2%Revenue CAGR 5y19.8%10.2%Revenue growth YoY22.0%14.1%Revenue acceleration+2.0 pp+0.6 ppFCF growth YoY—17.2%FCF conversion—137.7%Forward growth (HoM est.)16.6%11.4% TWLOSector12 quartersP/E (trailing)33.9×35.1×P/E (forward, HoM est.)29.1×31.5×P/E vs. sector1.0×1.0×PEG (HoM est.)1.752.92EV/EBITDA87.1×19.7×EV/Sales7.0×4.9×FCF yield—3.6%Dividend yield0.0%0.0%Shareholder yield2.2%2.1%
TWLOSector12 quartersQuality checks passed44ROIC3.2%11.8%Gross profitability25.0%31.6%Gross margin48.5%57.6%Gross margin Δ 3y+0.7 pp+1.2 ppOperating margin5.2%12.8%Operating margin Δ 3y+31.9 pp+3.6 ppDebt/equity0.1×0.5×Net debt/EBITDA0.4×0.7×Interest coverage—10.1×Share count Δ 3y-16.3%-2.3%Stock compensation / revenue10.6%4.2%Accruals ratio0.9%-5.6% TWLOSector12 quartersDays to next report813
TWLOSector12 quartersInsider buys (90d)00Insiders buying (90d)00Insider net value (90d)-$123.87M-$68.35KInstitutional ownership90.3%93.5%Institutional Δ QoQ−0.4 pp+1.3 ppConviction funds net buying−0.1 pp+0.0 ppActive managers net buying+1.1 pp+0.1 ppActive funds net buying+1.1 pp+0.0 ppDays to cover1.914.04Short % of shares out4.1%5.5%Short interest Δ+0.6 pp+0.1 pp