Twilio Inc. (0LHL.L)
ValueMarkers Composite Index
32% below intrinsic value ($174)
Twilio Inc. (0LHL.L) — VMCI valuation read
Twilio Inc. (0LHL.L) carries a VMCI composite of 55/100, 5 points above the Technology sector median of 50. Among mid-cap names, that gap places 0LHL.L in the top third on the five-pillar weighting (Value 35%, Quality 30%, Integrity 15%, Growth 12%, Risk 8%).
The 0LHL.L insider tape has been silent for the past 30 days on Form 4. Where executives neither buy nor sell, the bull and bear cases lean harder on filings cadence and the next earnings line.
**Investor frame.** Value reads 0LHL.L trades at 18.0x earnings, 0% above the Technology median of 18.0x, which compresses or extends through the 11.0x EV/EBITDA versus a Technology 12.0x. Quality: ROIC of 14.0% sits 4.0pp above the Technology median (10.0%). Risk: net debt to EBITDA of 0.4x leaves covenant headroom, the line to track on Twilio Inc.'s next 10-Q.
0LHL.L fell 3.2% over the trailing 7 days, with a -12.2% read on a 30-day basis.
Twilio Inc., together with its subsidiaries, provides a cloud communications platform that enables developers to build, scale, and operate customer engagement within software applications in the United States and internationally. Its customer engagement platform provides a set of application programming interfaces that handle the higher-level communication logic needed for nearly every type of customer engagement, as well as enable developers to embed voice, messaging, video, and email capabilities into their applications. The company was incorporated in 2008 and is headquartered in San Francisco, California.
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