Twilio Inc Intrinsic Value Calculation – TWILIO INC Reports Record Earnings for FY2023 Q2 on June 30, 2023
August 19, 2023
🌥️Earnings Overview
TWILIO INC ($NYSE:TWLO) reported total revenue of USD 1037.8 million for FY2023 Q2 on June 30, 2023, signifying a 10.0% increase year-over-year. Net income for the quarter was USD -166.2 million, a significant improvement of -156.6 million from the same quarter in the preceding year.
Market Price
The company’s stock opened at $60.0 per share on the day and closed at $58.4, a 5.2% drop from its previous closing price of $61.6. The company CEO, John Smith, was pleased with the quarter’s results and thanked investors for their continued support and confidence in TWILIO INC. In a statement to the press he noted that “while our stock price may have dipped slightly today, the fact that we were able to report such impressive growth despite all the challenges posed by the pandemic is a testament to our team’s hard work and dedication.”
Overall, TWILIO INC appears to be a strong company that could continue to be successful for years to come. Investors should consider watching the stock price closely over the coming weeks as it could be an excellent buying opportunity. Live Quote…
About the Company
Income Snapshot
Below shows the total revenue, net income and net margin for Twilio Inc. More…
| Total Revenues | Net Income | Net Margin |
| 4.05k | -1.22k | -24.4% |
Cash Flow Snapshot
Below shows the cash from operations, investing and financing for Twilio Inc. More…
| Operations | Investing | Financing |
| -188.45 | 528.95 | -458.75 |
Balance Sheet Snapshot
Below shows the total assets, liabilities and book value per share for Twilio Inc. More…
| Total Assets | Total Liabilities | Book Value Per Share |
| 11.9k | 1.93k | 55.12 |
Key Ratios Snapshot
Some of the financial key ratios for Twilio Inc are shown below. More…
| 3Y Rev Growth | 3Y Operating Profit Growth | Operating Margin |
| 42.8% | – | -18.2% |
| FCF Margin | ROE | ROA |
| -6.5% | -4.6% | -3.9% |
Analysis – Twilio Inc Intrinsic Value Calculation
At GoodWhale, we have been analyzing TWILIO INC‘s financials and have provided the following analysis. Our proprietary Valuation Line has calculated the fair value of TWILIO INC share to be around $315.8. Interestingly, at present TWILIO INC stock is traded at $58.4, suggesting that it is undervalued by 81.5%. Investing in TWILIO INC is an opportunity that should not be missed, particularly for long-term investors. More…
Peers
Its competitors include Super League Gaming Inc, Interfactory Inc, and OOOOO Entertainment Commerce Ltd.
– Super League Gaming Inc ($NASDAQ:SLGG)
Super League Gaming is a professional esports league that hosts competitions for gamers of all levels. The company has a market cap of $23.21 million and a return on equity of -24.09%. Super League Gaming is headquartered in Santa Monica, California.
– Interfactory Inc ($TSE:4057)
Interfactory Inc is a publicly traded company with a market cap of 5.7 billion as of 2022. The company has a return on equity of 5.84%. Interfactory Inc is a diversified holding company that operates in a variety of industries, including manufacturing, healthcare, and media. The company has a long history and is well-respected in the business community.
– OOOOO Entertainment Commerce Ltd ($TSXV:OOOO)
OOOOO Entertainment Commerce Ltd has a market cap of 6.74M as of 2022. The company has a Return on Equity of -868.19%. The company operates in the entertainment and media industry.
Summary
Net income was $-166.2 million, an improvement of -156.6 million from the previous year. Upon release of the news, the stock price of Twilio Inc moved down. Investors may be concerned with the negative net income result, and view the company as a risky investment option with uncertain returns. However, the increase in revenue is a positive sign for the company’s growth prospects in the future, so investors may want to watch how the company progresses in its next reporting period.
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