Análisis Argos
TWLO
TWLOCara
Twilio Inc. · Technology
US$ 209.31
precio al 2026-07-04
Valor justo Argos*
Sin estimar
vs. su valor justo
Sin estimar
Score Argos
48/100
LA RESPUESTA
El mercado le pide crezca 60% al año — más de lo que ha demostrado (2.9%). Estás pagando un futuro que todavía no probó: el margen de error es mínimo.
Recompensas
Sin recompensas destacadas.
Riesgos
!El precio pide más crecimiento del que la empresa ha demostrado.
!Venta significativa de insiders en el último trimestre.
VALOR1/6FUTURO5/6PASADO2/6SALUD4/6DIVIDENDO3/6
El Iris de calidad
VALOR1/6FUTURO5/6PASADO2/6SALUD4/6DIVIDENDO3/6
ValorCotiza por encima de su valor justo
FuturoIngresos creciendo con fuerza
PasadoHistorial aceptable
SaludBalance fuerte, deuda controlada
DividendoRetorno al accionista moderado
Score Argos48de 100Cara
Ingresos14%
US$ 5.1 B
Margen operativo478%
3.4%
Flujo de caja libre56%
US$ 1 B
Deuda neta
US$ 0.4 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 31.8B
P/E938.9x
EV/EBITDA86.9x
FCF yield3.3%
ROIC1.3%
Margen operativo3.4%
Crecim. ingresos+13.7%/año
Piotroski F6/9
Competidores

Los rivales, con el mismo ojo

El Iris de calidad de cada competidor, lado a lado. Tocá uno para ver su análisis.

Novedades

Noticias recientes

zacks.com · 1 jul
Twilio (TWLO) Gains As Market Dips: What You Should Know
Twilio (TWLO) closed the most recent trading day at $209.28, moving +1.43% from the previous trading session.
fool.com · 30 jun
Should You Buy the Twilio Dip?
The Twilio dip looks compelling if you look at year-to-date gains, but the valuation is excessive.
fool.com · 29 jun
Meet the Artificial Intelligence (AI) Software Stock That's Quietly Outperforming Palantir Technologies in 2026 (Hint: It's Significantly Cheaper)
The adoption of Twilio's AI cloud communications tools is now driving stronger growth for the company.
zacks.com · 25 jun
Twilio Inc. (TWLO) is Attracting Investor Attention: Here is What You Should Know
Recently, Zacks.com users have been paying close attention to Twilio (TWLO). This makes it worthwhile to examine what the stock has in store.
zacks.com · 24 jun
Why the Market Dipped But Twilio (TWLO) Gained Today
The latest trading day saw Twilio (TWLO) settling at $188.34, representing a +2.34% change from its previous close.
zacks.com · 24 jun
Why Twilio (TWLO) is a Top Growth Stock for the Long-Term
Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.
247wallst.com · 24 jun
Live Nasdaq Composite: Tech Stages a Comeback as Memory Chip Stocks Lead the Rebound
Live Updates Don't wait: the analyst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now. Wall Street Calls 14 minutes ago Live Goldman Sachs initiated Twilio (NYSE: TWLO) at Buy with a $300 price target, pointing to margin upside as the core of its constructive thesis on... Live Nasdaq Composite: Tech Stages a Comeback as Memory Chip Stocks Lead the Rebound
247wallst.com · 24 jun
Here Are Wednesday’s Best Wall Street Analyst Research Calls: Devon Energy, Flowserve, Klaviyo, Macerich, Merck, Nucor, Take-Two Interactive Software, Twilio, and More
Pre-Market Stock Futures: Futures are trading higher this morning, but if you've ever heard the old saying, "when the chips are down", that was the poster child phrase for Tuesday's session, as technology stocks, and specifically the semiconductor stocks, followed a worldwide sell-off that initially began in Korea and carried around the globe. When... Here Are Wednesday's Best Wall Street Analyst Research Calls: Devon Energy, Flowserve, Klaviyo, Macerich, Merck, Nucor, Take-Two Interactive Software, Twilio, and More

* Valor justo Argos: estimación educativa del valor intrínseco según el propio flujo de caja de la empresa y su capacidad de crecimiento — no un precio objetivo ni una recomendación. Esto es información y educación, no asesoría de inversión. Rendimiento pasado no garantiza resultados futuros.