Twilio Inc


SKU: TWLO-1 Category:


Twilio has taken a beating like many of the other high-growth stocks after the rate hike by the Fed. The company had a fairly strong quarter with a 48% top-line growth and 268,000 active customer accounts. Twilio is sticking to its long-term plan to build the world’s leading customer engagement platform to help clients build direct, personalized relationships with their customers across the globe. The management is confident in its ability to deliver more than 30% annual organic revenue growth through 2024 and is looking to reach operating profitability beginning in 2023. However, despite the fall, the company’s valuation multiples continue to be very premium. Twilio is in a fantastic position to benefit from their ongoing digital transformation initiatives. Overall, we give its stock an ‘Outperform’ rating with a revised target price.

Our Report Structure:

⦁ Company Overview
⦁ Investment Thesis
⦁ Key Drivers
⦁ Historical Quarterly Statement Analysis – Income Statement & Cash Flows
⦁ Historical Quarterly Balance Sheet Analysis
⦁ Historical Annual Financial Statement Analysis
⦁ Analysis Of Key Financial Ratios
⦁ Financial Forecasts For 3 Years
⦁ Forecasting The Capital Structure & Net Debt
⦁ Discounted Cash Flow Valuation
⦁ Trading Multiples
⦁ Key Risks
⦁ Disclosures

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