Twilio (MEX:TWLO) EBITDA Margin %: 10.08% (As of Mar. 2026)


MEX:TWLO Twilio Inc MEX:TWLO
59 GF Score
Price MXN3,209.95
GF Value MXN1,986.04
Valuation Significantly Overvalued
! 2 Warning Signs
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What is Twilio EBITDA Margin %?

Twilio MEX:TWLO 59 EBITDA Margin % is 10.08% as of Mar. 2026. GuruFocus rates MEX:TWLO with a GF Score™ of 59/100 and a GF Value™ of MXN1,986.04 (Significantly Overvalued). The stock has 2 warning signs investors should review. Among 2,820 Software companies, Twilio ranks better than 50.89% on this metric.

EBITDA Margin % is calculated as EBITDA divided by its Revenue. Twilio's EBITDA for the three months ended in Mar. 2026 was MXN2,558 Mil. Twilio's Revenue for the three months ended in Mar. 2026 was MXN25,370 Mil. Therefore, Twilio's EBITDA margin for the quarter that ended in Mar. 2026 was 10.08%.


Twilio  (MEX:TWLO) EBITDA Margin % Explanation

EBITDA Margin % is the ratio of EBITDA divided by net sales or Revenue. It is an performance metric measuring company's operating profitability. EBITDA Margin takes depreciation and amortization, interest expense and tax into account, which makes it easy to compare the relative profitability of companies of different sizes in the same industry.


Twilio EBITDA Margin % Related Terms


Twilio EBITDA Margin % Historical Data

* Premium members only.

The historical data trend for Twilio's EBITDA Margin % 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 EBITDA Margin % Chart

Twilio Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
EBITDA Margin %
Get a 7-Day Free Trial Premium Member Only Premium Member Only -23.13 -19.65 -2.55 3.71 7.30

Twilio Quarterly Data
Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
EBITDA Margin % 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 6.20 7.07 6.88 8.87 10.08

MEX:TWLO vs MDB, VRSN, CPAY: EBITDA Margin % Comparison

For the Software - Infrastructure subindustry, Twilio's EBITDA Margin %, along with its competitors' market caps and EBITDA Margin % 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 EBITDA Margin % vs Software Industry

For the Software industry and Technology sector, Twilio's EBITDA Margin % distribution charts can be found below:

* The bar in red indicates where Twilio's EBITDA Margin % falls into.


MEX:TWLO
59GF Score
Twilio Inc MEX:TWLO
EBITDA Margin % is just one metric. See GF Score™, valuation, warning signs, and more.
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Twilio EBITDA Margin % Calculation

EBITDA margin is the ratio of EBITDA divided by net sales or Revenue, usually presented in percent.

Twilio's EBITDA Margin % for the fiscal year that ended in Dec. 2025 is calculated as

EBITDA Margin %=EBITDA (A: Dec. 2025 )/Revenue (A: Dec. 2025 )
=6664.36/91238.843
=7.30 %

Twilio's EBITDA Margin % for the quarter that ended in Mar. 2026 is calculated as

EBITDA Margin %=EBITDA (Q: Mar. 2026 )/Revenue (Q: Mar. 2026 )
=2557.632/25370.332
=10.08 %

* 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.

Frequently Asked Questions Learn more about EBITDA Margin % →
What does a EBITDA Margin % of 10.08% mean?
Twilio (MEX:TWLO) has a EBITDA Margin % of 10.08% as of Mar. 2026. EBITDA Margin is the ratio of EBITDA divided by net sales or Revenue, usually presented in percent. View historical data on Twilio and its competitors. According to the industry distribution chart, Twilio ranks #1385 out of 2820 companies in the Software industry, placing it in the top 49.1%.
Is Twilio's EBITDA Margin % too high?
Twilio's current EBITDA Margin % is 10.08%. The Software industry median EBITDA Margin % is 8.07. Twilio's value of 10.08% is 24.9% above this industry median. Based on the distribution chart, Twilio ranks #1385 out of 2820 companies in the Software industry, which is above the industry midpoint. Overall, Twilio has a GF Score™ of 59/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Twilio's EBITDA Margin % compare to MDB and VRSN?
According to the Software industry distribution chart, Twilio ranks #1385 out of 2820 companies for EBITDA Margin %. This puts Twilio in the upper half of its industry. The industry median EBITDA Margin % is 8.07. Twilio's value of 10.08% is 24.9% above this benchmark. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good EBITDA Margin % for a Software company?
The median EBITDA Margin % among Software companies is 8.07, based on 2,820 companies in the industry. Companies in the top quartile (top 25%) have a EBITDA Margin % significantly above this median, while those in the bottom quartile fall well below. However, EBITDA Margin % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Twilio's current EBITDA Margin % of 10.08% is 24.9% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high EBITDA Margin % mean?
A high EBITDA Margin % can signal that a stock is expensive relative to its fundamentals. EBITDA Margin is the ratio of EBITDA divided by net sales or Revenue, usually presented in percent. View historical data on Twilio and its competitors. For the Software industry, the median EBITDA Margin % is 8.07 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Twilio's current EBITDA Margin % is 10.08%. 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 MXN1,986.04, compared to a current price of MXN3,209.95 — trading 61.6% above its estimated fair value. The current EBITDA Margin % is 10.08% and 24.9% above the Software industry median of 8.07. Twilio's overall GF Score™ is 59/100 with 2 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is EBITDA Margin % calculated?
EBITDA Margin % is calculated from a company's financial statements. For Twilio (MEX:TWLO), the current EBITDA Margin % is 10.08% 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 MXN3,209.95 is trading 61.6% above its estimated GF Value™ of MXN1,986.04. GuruFocus considers Twilio to be Significantly Overvalued.

Key valuation signals for MEX:TWLO:

  • EBITDA Margin %: 10.08%
  • GF Value™: MXN1,986.04 vs. price of MXN3,209.95 (61.6% above fair value)
  • GF Score™: 59/100 with 2 warning signs
  • Industry Position: 24.9% above the Software median (#1385 of 2820)

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.
59GF Score

Get the complete analysis for MEX:TWLO

EBITDA Margin % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

MXN3,209.95
Price
MXN1,986.04
GF Value