Twilio (MEX:TWLO) Cyclically Adjusted FCF per Share: MXN14.84 (As of Mar. 2026)

Author: Vera Yuan Vera Yuan
Vera Yuan
Vera Yuan
Director of Data and Quant Analytics at GuruFocus
Focused on building reliable datasets, financial models, and research tools for value-minded investors. Committed to turning complex data into practical guidance for value-investing and long-term wealth.
Reviewed by: Charlie Tian Charlie Tian
Charlie Tian
Charlie Tian
Founder & CEO of GuruFocus
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.

MEX:TWLO Twilio Inc MEX:TWLO
53 GF Score
Price MXN3,814.00
GF Value MXN2,145.17
Valuation Significantly Overvalued
! 5 Warning Signs
View Full Analysis

What is Twilio Cyclically Adjusted FCF per Share?

Twilio MEX:TWLO 53 Cyclically Adjusted FCF per Share is MXN14.84 as of Mar. 2026. GuruFocus rates MEX:TWLO with a GF Score™ of 53/100 and a GF Value™ of MXN2,145.17 (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 FCF per Share and the Cyclically Adjusted Price-to-FCF. The Cyclically Adjusted FCF per Share is the average of the inflation adjusted Free Cash Flow per Share of a company over the past 10 years.

Twilio's adjusted free cash flow per share for the three months ended in Mar. 2026 was MXN15.128. Add all the adjusted free cash flow per share for the past 10 years together and divide the count will get our Cyclically Adjusted FCF per Share, which is MXN14.84 for the trailing ten years ended in Mar. 2026.

During the past 12 months, Twilio's average Cyclically Adjusted FCF Growth Rate was 310.00% 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 FCF Growth Rate using Cyclically Adjusted FCF per Share data.

As of today (2026-07-16), Twilio's current stock price is MXN3814.00. Twilio's Cyclically Adjusted FCF per Share for the quarter that ended in Mar. 2026 was MXN14.84. Twilio's Cyclically Adjusted Price-to-FCF of today is 257.01.

During the past 13 years, the highest Cyclically Adjusted Price-to-FCF of Twilio was 11342.00. The lowest was 143.48. And the median was 279.02.


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

If a company grows much fast than inflation, Cyclically Adjusted FCF per Share may underestimate the company's free cash flow. Cyclically Adjusted Price-to-FCF can seem to be too high even the actual Price-to-Free-Cash-Flow is low.

For the Cyclically Adjusted Price-to-FCF, the free cash flow per share of the past 10 years are inflation-adjusted and averaged. The result is used for P/FCF calculation. Since it looks at the average over the last 10 years, the Cyclically Adjusted Price-to-FCF is also called CAPFCF 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 Price-to-FCF. The Cyclically Adjusted FCF per Share is the average of the inflation adjusted free cash flow per share of a company over the past 10 years.

Twilio's Cyclically Adjusted Price-to-FCF of today is calculated as

Cyclically Adjusted Price-to-FCF=Share Price/Cyclically Adjusted FCF per Share
=3814.00/14.84
=257.01

* 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 Price-to-FCF of Twilio was 11342.00. The lowest was 143.48. And the median was 279.02.


Be Aware

Cyclically Adjusted Price-to-FCF works better for cyclical companies. It gives you a better idea on the company's real free cash flow value.


Twilio Cyclically Adjusted FCF per Share Related Terms


Twilio Cyclically Adjusted FCF per Share Historical Data

* Premium members only.

The historical data trend for Twilio's Cyclically Adjusted FCF 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 FCF per Share Chart

Twilio Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
Cyclically Adjusted FCF per Share
Get a 7-Day Free Trial Premium Member Only Premium Member Only 0.00 0.00 0.00 1.44 12.90

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 FCF 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 4.02 7.11 10.15 12.90 14.84

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

For the Software - Infrastructure subindustry, Twilio's Cyclically Adjusted Price-to-FCF, along with its competitors' market caps and Cyclically Adjusted Price-to-FCF 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 Price-to-FCF vs Software Industry

For the Software industry and Technology sector, Twilio's Cyclically Adjusted Price-to-FCF distribution charts can be found below:

* The bar in red indicates where Twilio's Cyclically Adjusted Price-to-FCF falls into.


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

Twilio Cyclically Adjusted FCF 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 FCF per Share and the Cyclically Adjusted Price-to-FCF. The Cyclically Adjusted FCF per Share is the average of the inflation adjusted Free Cash Flow per Share of a company over the past 10 years.

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

Cyclically Adjusted FCF per Share is the average of the inflation adjusted Free Cash Flow 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 FCF per Share of Wal-Mart (WMT) for Dec. 31, 2010, we need to have the inflation data and the free cash flow per share from 2001 through 2010.

We adjusted the 2001 free cash flow per share data with the total inflation from 2001 through 2010 to the equivalent free cash flow in 2010. If the total inflation from 2001 to 2010 is 40%, and Wal-Mart's free cash flow is $1 a share in 2001, then the 2001's equivalent free cash flow in 2010 is $1.4 a share. If Wal-Mart's free cash flow is $1 again in 2002, and the total inflation from 2002 through 2010 is 35%, then the equivalent 2002 free cash flow in 2010 is $1.35. So on and so forth, you get the equivalent free cash flow per share of past 10 years. Then you add them together and divided the sum by the count to get Cyclically Adjusted FCF 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 Free Cash Flow per Share data for the three months ended in Mar. 2026 was:

Adj_FreeCashFlowPerShare= Free Cash Flow per Share /CPI of Mar. 2026 (Change)*Current CPI (Mar. 2026)
=15.128/330.2130*330.2130
=15.128

Current CPI (Mar. 2026) = 330.2130.

Twilio Quarterly Data

Free Cash Flow per Share CPI Adj_FreeCashFlowPerShare
201606 -3.914 241.018 -5.362
201609 -1.711 241.428 -2.340
201612 -1.520 241.432 -2.079
201703 -1.315 243.801 -1.781
201706 -2.544 244.955 -3.429
201709 -1.808 246.819 -2.419
201712 -0.404 246.524 -0.541
201803 2.128 249.554 2.816
201806 -0.844 251.989 -1.106
201809 -2.447 252.439 -3.201
201812 -2.133 251.233 -2.804
201903 -2.848 254.202 -3.700
201906 -2.244 256.143 -2.893
201909 -0.225 256.759 -0.289
201912 -2.664 256.974 -3.423
202003 0.099 258.115 0.127
202006 -2.791 257.797 -3.575
202009 -1.659 260.280 -2.105
202012 0.142 260.474 0.180
202103 -1.335 264.877 -1.664
202106 0.363 271.696 0.441
202109 -9.478 274.310 -11.410
202112 -6.738 278.802 -7.980
202203 -3.831 287.504 -4.400
202206 -8.658 296.311 -9.649
202209 -16.116 296.808 -17.930
202212 -7.808 296.797 -8.687
202303 -11.070 301.836 -12.111
202306 6.720 305.109 7.273
202309 18.709 307.789 20.072
202312 19.693 306.746 21.200
202403 16.255 312.332 17.186
202406 21.264 314.175 22.349
202409 23.406 315.301 24.513
202412 12.698 315.605 13.286
202503 22.547 319.799 23.281
202506 31.068 322.561 31.805
202509 28.519 324.800 28.994
202512 29.090 324.054 29.643
202603 15.128 330.213 15.128

Add all the adjusted free cash flow per share together and divide 10 will get our Cyclically Adjusted FCF per Share.

What does a Cyclically Adjusted FCF per Share of MXN14.84 mean?
Twilio (MEX:TWLO) has a Cyclically Adjusted FCF per Share of MXN14.84 as of Mar. 2026. Cyclically Adjusted FCF per Share represents the company's inflation-adjusted FCF per share over a 10-year period. View historical data on Twilio and its competitors.
Is Twilio's Cyclically Adjusted FCF per Share too high?
Twilio's current Cyclically Adjusted FCF per Share is MXN14.84. 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 FCF per Share compare to NTAP and MDB?
Twilio's Cyclically Adjusted FCF per Share of MXN14.84 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 FCF per Share for a Software company?
A good Cyclically Adjusted FCF per Share depends on the Software industry context. However, Cyclically Adjusted FCF 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 FCF per Share mean?
A high Cyclically Adjusted FCF per Share can signal that a stock is expensive relative to its fundamentals. Cyclically Adjusted FCF per Share represents the company's inflation-adjusted FCF per share over a 10-year period. View historical data on Twilio and its competitors. Twilio's current Cyclically Adjusted FCF per Share is MXN14.84. 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 MXN2,145.17, compared to a current price of MXN3,814.00 — trading 77.8% above its estimated fair value. The current Cyclically Adjusted FCF per Share is MXN14.84. 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 FCF per Share calculated?
Cyclically Adjusted FCF per Share is calculated from a company's financial statements. For Twilio (MEX:TWLO), the current Cyclically Adjusted FCF per Share is MXN14.84 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 MXN3,814.00 is trading 77.8% above its estimated GF Value™ of MXN2,145.17. GuruFocus considers Twilio to be Significantly Overvalued.

Key valuation signals for MEX:TWLO:

  • Cyclically Adjusted FCF per Share: MXN14.84
  • GF Value™: MXN2,145.17 vs. price of MXN3,814.00 (77.8% 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 FCF per Share is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

MXN3,814.00
Price
MXN2,145.17
GF Value