Twilio (MEX:TWLO) Cyclically Adjusted Book per Share: MXN763.16 (As of Mar. 2026)


MEX:TWLO Twilio Inc MEX:TWLO
53 GF Score
Price MXN3,631.00
GF Value MXN2,054.81
Valuation Significantly Overvalued
! 5 Warning Signs
View Full Analysis

What is Twilio Cyclically Adjusted Book per Share?

Twilio MEX:TWLO 53 Cyclically Adjusted Book per Share is MXN763.16 as of Mar. 2026. GuruFocus rates MEX:TWLO with a GF Score™ of 53/100 and a GF Value™ of MXN2,054.81 (Significantly Overvalued). The stock has 5 warning signs investors should review.

E10 is a concept invented by Prof. Robert Shiller, who uses E10 for his Shiller PE Ratio calculation. E10 is the average of the inflation adjusted earnings of a company over the past 10 years. The similar calculation is applied by GuruFocus to calculate the Cyclically Adjusted Book per Share and the Cyclically Adjusted PB Ratio. The Cyclically Adjusted Book per Share is the average of the inflation adjusted Book Value per Share of a company over the past 10 years.

Twilio's adjusted book value per share for the three months ended in Mar. 2026 was MXN922.830. Add all the adjusted book value per share for the past 10 years together and divide the count will get our Cyclically Adjusted Book per Share, which is MXN763.16 for the trailing ten years ended in Mar. 2026.

During the past 12 months, Twilio's average Cyclically Adjusted Book Growth Rate was 12.10% per year. Please click Growth Rate Calculation Example (GuruFocus) to see how GuruFocus calculates Wal-Mart Stores Inc (WMT)'s revenue growth rate. You can apply the same method to get the Cyclically Adjusted Book Growth Rate using Cyclically Adjusted Book per Share data.

As of today (2026-07-05), Twilio's current stock price is MXN3631.00. Twilio's Cyclically Adjusted Book per Share for the quarter that ended in Mar. 2026 was MXN763.16. Twilio's Cyclically Adjusted PB Ratio of today is 4.76.

During the past 13 years, the highest Cyclically Adjusted PB Ratio of Twilio was 5.36. The lowest was 1.91. And the median was 3.09.


Twilio  (MEX:TWLO) Cyclically Adjusted Book per Share Explanation

If a company grows much fast than inflation, Cyclically Adjusted Book per Share may underestimate the company's equity. Cyclically Adjusted PB Ratio can seem to be too high even the actual PB Ratio is low.

For the Cyclically Adjusted PB Ratio, the book value of the past 10 years are inflation-adjusted and averaged. The result is used for P/B calculation. Since it looks at the average over the last 10 years, the Cyclically Adjusted PB Ratio is also called CAPB Ratio.

The Shiller PE Ratio was first used by professor Robert Shiller. He uses E10 for his Shiller PE Ratio calculation. E10 is the average of the inflation adjusted earnings per share of a company over the past 10 years. The similar calculation is applied by GuruFocus to calculate the Cyclically Adjusted PB Ratio. The Cyclically Adjusted Book per Share is the average of the inflation adjusted book value per share of a company over the past 10 years.

Twilio's Cyclically Adjusted PB Ratio of today is calculated as

Cyclically Adjusted PB Ratio=Share Price/Cyclically Adjusted Book per Share
=3631.00/763.16
=4.76

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

During the past 13 years, the highest Cyclically Adjusted PB Ratio of Twilio was 5.36. The lowest was 1.91. And the median was 3.09.


Be Aware

Cyclically Adjusted PB Ratio works better for cyclical companies. It gives you a better idea on the company's real book value.


Twilio Cyclically Adjusted Book per Share Related Terms


Twilio Cyclically Adjusted Book per Share Historical Data

* Premium members only.

The historical data trend for Twilio's Cyclically Adjusted Book per Share can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Twilio Cyclically Adjusted Book per Share Chart

Twilio Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
Cyclically Adjusted Book per Share
Get a 7-Day Free Trial Premium Member Only Premium Member Only 0.00 0.00 0.00 754.86 709.70

Twilio Quarterly Data
Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
Cyclically Adjusted Book per Share Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 756.51 717.53 718.32 709.70 763.16

MEX:TWLO vs NTAP, MDB, VRSN: Cyclically Adjusted Book per Share Comparison

For the Software - Infrastructure subindustry, Twilio's Cyclically Adjusted PB Ratio, along with its competitors' market caps and Cyclically Adjusted PB Ratio data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Twilio Cyclically Adjusted PB Ratio vs Software Industry

For the Software industry and Technology sector, Twilio's Cyclically Adjusted PB Ratio distribution charts can be found below:

* The bar in red indicates where Twilio's Cyclically Adjusted PB Ratio falls into.


MEX:TWLO
53GF Score
Twilio Inc MEX:TWLO
Cyclically Adjusted Book per Share is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Twilio Cyclically Adjusted Book per Share Calculation

E10 is a concept invented by Prof. Robert Shiller, who uses E10 for his Shiller PE Ratio calculation. E10 is the average of the inflation adjusted earnings of a company over the past 10 years. The similar calculation is applied by GuruFocus to calculate the Cyclically Adjusted Book per Share and the Cyclically Adjusted PB Ratio. The Cyclically Adjusted Book per Share is the average of the inflation adjusted Book Value per Share of a company over the past 10 years.

What is Cyclically Adjusted Book per Share? How do we calculate Cyclically Adjusted Book per Share?

Cyclically Adjusted Book per Share is the average of the inflation adjusted Book Value per Share of a company over the past 10 years. Let's use an example to explain.

If we want to calculate the Cyclically Adjusted Book per Share of Wal-Mart (WMT) for Dec. 31, 2010, we need to have the inflation data and the book value per share from 2001 through 2010.

We adjusted the 2001 book value per share data with the total inflation from 2001 through 2010 to the equivalent book value in 2010. If the total inflation from 2001 to 2010 is 40%, and Wal-Mart's book value is $1 a share in 2001, then the 2001's equivalent book value in 2010 is $1.4 a share. If Wal-Mart's book value is $1 again in 2002, and the total inflation from 2002 through 2010 is 35%, then the equivalent 2002 book value in 2010 is $1.35. So on and so forth, you get the equivalent book value per share of past 10 years. Then you add them together and divided the sum by the count to get Cyclically Adjusted Book per Share.

Please note that we use the CPI data of the country/region where the company is headquartered. If the CPI data for that country/region is not available, then we will use the CPI data of the United States as default.

For example, Twilio's adjusted Book Value per Share data for the three months ended in Mar. 2026 was:

Adj_Book= Book Value per Share /CPI of Mar. 2026 (Change)*Current CPI (Mar. 2026)
=922.83/330.2130*330.2130
=922.830

Current CPI (Mar. 2026) = 330.2130.

Twilio Quarterly Data

Book Value per Share CPI Adj_Book
201606 58.468 241.018 80.106
201609 60.459 241.428 82.693
201612 77.849 241.432 106.476
201703 70.521 243.801 95.516
201706 70.488 244.955 95.022
201709 69.334 246.819 92.760
201712 75.207 246.524 100.738
201803 68.830 249.554 91.077
201806 86.736 251.989 113.661
201809 82.293 252.439 107.647
201812 85.979 251.233 113.008
201903 511.962 254.202 665.048
201906 607.961 256.143 783.768
201909 617.075 256.759 793.609
201912 583.108 256.974 749.297
202003 713.096 258.115 912.282
202006 697.411 257.797 893.316
202009 843.550 260.280 1,070.198
202012 1,024.946 260.474 1,299.364
202103 1,225.417 264.877 1,527.685
202106 1,209.982 271.696 1,470.584
202109 1,277.531 274.310 1,537.885
202112 1,253.959 278.802 1,485.189
202203 1,197.115 287.504 1,374.948
202206 1,191.323 296.311 1,327.627
202209 1,214.037 296.808 1,350.674
202212 1,106.912 296.797 1,231.538
202303 1,001.387 301.836 1,095.532
202306 944.044 305.109 1,021.719
202309 954.763 307.789 1,024.322
202312 907.977 306.746 977.440
202403 883.502 312.332 934.082
202406 968.680 314.175 1,018.129
202409 1,042.751 315.301 1,092.067
202412 1,086.846 315.605 1,137.151
202503 1,068.510 319.799 1,103.305
202506 986.226 322.561 1,009.622
202509 952.421 324.800 968.294
202512 924.030 324.054 941.592
202603 922.830 330.213 922.830

Add all the adjusted book value per share together and divide the count will get our Cyclically Adjusted Book per Share.

What does a Cyclically Adjusted Book per Share of MXN763.16 mean?
Twilio (MEX:TWLO) has a Cyclically Adjusted Book per Share of MXN763.16 as of Mar. 2026. Cyclically adjusted book value per share represents the company's inflation-adjusted book value per share over a 10-year period. View historical data on Twilio and its competitors.
Is Twilio's Cyclically Adjusted Book per Share too high?
Twilio's current Cyclically Adjusted Book per Share is MXN763.16. Overall, Twilio has a GF Score™ of 53/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Twilio's Cyclically Adjusted Book per Share compare to NTAP and MDB?
Twilio's Cyclically Adjusted Book per Share of MXN763.16 can be compared against companies in the Software industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Cyclically Adjusted Book per Share for a Software company?
A good Cyclically Adjusted Book per Share depends on the Software industry context. However, Cyclically Adjusted Book per Share should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Cyclically Adjusted Book per Share mean?
A high Cyclically Adjusted Book per Share can signal that a stock is expensive relative to its fundamentals. Cyclically adjusted book value per share represents the company's inflation-adjusted book value per share over a 10-year period. View historical data on Twilio and its competitors. Twilio's current Cyclically Adjusted Book per Share is MXN763.16. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Twilio stock overvalued right now?
Based on GuruFocus' analysis, Twilio (MEX:TWLO) is currently considered Significantly Overvalued. The stock's GF Value™ is MXN2,054.81, compared to a current price of MXN3,631.00 — trading 76.7% above its estimated fair value. The current Cyclically Adjusted Book per Share is MXN763.16. Twilio's overall GF Score™ is 53/100 with 5 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Cyclically Adjusted Book per Share calculated?
Cyclically Adjusted Book per Share is calculated from a company's financial statements. For Twilio (MEX:TWLO), the current Cyclically Adjusted Book per Share is MXN763.16 as of Mar. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Twilio (MEX:TWLO) Overvalued in 2026?

Based on GuruFocus' analysis, Twilio stock appears to be overvalued. The current stock price of MXN3,631.00 is trading 76.7% above its estimated GF Value™ of MXN2,054.81. GuruFocus considers Twilio to be Significantly Overvalued.

Key valuation signals for MEX:TWLO:

  • Cyclically Adjusted Book per Share: MXN763.16
  • GF Value™: MXN2,054.81 vs. price of MXN3,631.00 (76.7% above fair value)
  • GF Score™: 53/100 with 5 warning signs

No single metric tells the full story. See the MEX:TWLO stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Twilio Business Description

Address 101 Spear Street, Fifth Floor, San Francisco, CA, USA, 94105
Twilio is a cloud-based communications platform-as-a-service company offering communication building blocks that allow for a fully customized customer engagement experience spanning voice, video, chat, and SMS messaging. It does this through various application programming interfaces and prebuilt solution applications aimed at improving customer engagement. The company leverages its Super Network, a global network of carrier relationships, to facilitate high-speed, cost-effective communication.
53GF Score

Get the complete analysis for MEX:TWLO

Cyclically Adjusted Book per Share is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

MXN3,631.00
Price
MXN2,054.81
GF Value