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Twilio (MEX:TWLO) Cyclically Adjusted PB Ratio : 2.47 (As of May. 01, 2025)


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What is Twilio Cyclically Adjusted PB Ratio?

As of today (2025-05-01), Twilio's current share price is MXN1865.00. Twilio's Cyclically Adjusted Book per Share for the quarter that ended in Dec. 2024 was MXN753.73. Twilio's Cyclically Adjusted PB Ratio for today is 2.47.

The historical rank and industry rank for Twilio's Cyclically Adjusted PB Ratio or its related term are showing as below:

MEX:TWLO' s Cyclically Adjusted PB Ratio Range Over the Past 10 Years
Min: 1.91   Med: 2.89   Max: 3.99
Current: 2.68

During the past years, Twilio's highest Cyclically Adjusted PB Ratio was 3.99. The lowest was 1.91. And the median was 2.89.

MEX:TWLO's Cyclically Adjusted PB Ratio is ranked better than
50.22% of 1392 companies
in the Software industry
Industry Median: 2.6 vs MEX:TWLO: 2.68

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 adjusted book value per share data for the three months ended in Dec. 2024 was MXN1,086.846. 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 MXN753.73 for the trailing ten years ended in Dec. 2024.

Shiller PE for Stocks: The True Measure of Stock Valuation


Twilio Cyclically Adjusted PB Ratio Historical Data

The historical data trend for Twilio's Cyclically Adjusted PB Ratio 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.

* Premium members only.

Twilio Cyclically Adjusted PB Ratio Chart

Twilio Annual Data
Trend Dec15 Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24
Cyclically Adjusted PB Ratio
Get a 7-Day Free Trial Premium Member Only Premium Member Only - - - - 2.94

Twilio Quarterly Data
Mar20 Jun20 Sep20 Dec20 Mar21 Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24
Cyclically Adjusted PB Ratio 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 - - - 1.85 2.94

Competitive Comparison of Twilio's Cyclically Adjusted PB Ratio

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's Cyclically Adjusted PB Ratio Distribution in the 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.


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Twilio Cyclically Adjusted PB Ratio Calculation

Like the Shiller PE Ratio, the Cyclically Adjusted PB Ratio takes the Book Value per Share from the past 10 years, adjusts it for inflation, and then calculates the average. This average is then used for the P/B calculation. Because it considers this 10-year average, it's often referred to as the CAPB Ratio.

The Shiller PE Ratio was first used by professor Robert Shiller to measure the valuation of the overall market. The similar calculation is applied by GuruFocus to calculate the Cyclically Adjusted PB Ratio.

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

Cyclically Adjusted PB Ratio=Share Price/ Cyclically Adjusted Book per Share
=1865.00/753.73
=2.47

* 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's Cyclically Adjusted Book per Share for the quarter that ended in Dec. 2024 is calculated as:

For example, Twilio's adjusted Book Value per Share data for the three months ended in Dec. 2024 was:

Adj_Book=Book Value per Share/CPI of Dec. 2024 (Change)*Current CPI (Dec. 2024)
=1086.846/133.1571*133.1571
=1,086.846

Current CPI (Dec. 2024) = 133.1571.

Twilio Quarterly Data

Book Value per Share CPI Adj_Book
201503 0.000 99.621 0.000
201506 0.000 100.684 0.000
201509 0.000 100.392 0.000
201512 -25.789 99.792 -34.411
201603 23.947 100.470 31.738
201606 58.468 101.688 76.562
201609 60.459 101.861 79.035
201612 77.849 101.863 101.766
201703 70.521 102.862 91.291
201706 70.488 103.349 90.818
201709 69.334 104.136 88.657
201712 75.207 104.011 96.282
201803 68.830 105.290 87.048
201806 86.736 106.317 108.633
201809 82.293 106.507 102.885
201812 85.979 105.998 108.009
201903 511.962 107.251 635.628
201906 607.961 108.070 749.095
201909 617.075 108.329 758.501
201912 583.108 108.420 716.149
202003 713.096 108.902 871.924
202006 697.411 108.767 853.797
202009 843.550 109.815 1,022.855
202012 1,024.946 109.897 1,241.882
202103 1,225.417 111.754 1,460.103
202106 1,209.982 114.631 1,405.528
202109 1,277.531 115.734 1,469.852
202112 1,253.959 117.630 1,419.487
202203 1,197.115 121.301 1,314.122
202206 1,191.323 125.017 1,268.894
202209 1,214.037 125.227 1,290.922
202212 1,106.912 125.222 1,177.057
202303 1,001.387 127.348 1,047.068
202306 944.044 128.729 976.520
202309 954.763 129.860 979.008
202312 907.977 129.419 934.200
202403 883.502 131.776 892.760
202406 968.680 132.554 973.089
202409 1,042.751 133.029 1,043.756
202412 1,086.846 133.157 1,086.846

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


Twilio  (MEX:TWLO) Cyclically Adjusted PB Ratio Explanation

Compared with the regular PB Ratio, which works poorly for cyclical businesses, the Cyclically Adjusted PB Ratio smoothed out the fluctuations of book value during business cycles. Therefore it is more accurate in reflecting the valuation of the company.

If a company has consistent business performance, the Cyclically Adjusted PB Ratio should give similar results to regular PB Ratio.


Twilio Cyclically Adjusted PB Ratio Related Terms

Thank you for viewing the detailed overview of Twilio's Cyclically Adjusted PB Ratio provided by GuruFocus.com. Please click on the following links to see related term pages.


Twilio Business Description

Industry
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.