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Why Twilio (TWLO) Dipped More Than Broader Market Today

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In the latest close session, Twilio (TWLO - Free Report) was down 1.96% at $107.55. The stock trailed the S&P 500, which registered a daily loss of 0.38%. On the other hand, the Dow registered a loss of 0.2%, and the technology-centric Nasdaq decreased by 0.67%.

Shares of the company have appreciated by 0.57% over the course of the past month, underperforming the Computer and Technology sector's gain of 7.44%, and the S&P 500's gain of 4.06%.

Investors will be eagerly watching for the performance of Twilio in its upcoming earnings disclosure. On that day, Twilio is projected to report earnings of $1.05 per share, which would represent year-over-year growth of 2.94%. Meanwhile, our latest consensus estimate is calling for revenue of $1.25 billion, up 10.4% from the prior-year quarter.

Looking at the full year, the Zacks Consensus Estimates suggest analysts are expecting earnings of $4.5 per share and revenue of $4.91 billion. These totals would mark changes of +22.62% and +10.14%, respectively, from last year.

Investors should also take note of any recent adjustments to analyst estimates for Twilio. Recent revisions tend to reflect the latest near-term business trends. As a result, we can interpret positive estimate revisions as a good sign for the business outlook.

Empirical research indicates that these revisions in estimates have a direct correlation with impending stock price performance. To exploit this, we've formed the Zacks Rank, a quantitative model that includes these estimate changes and presents a viable rating system.

Ranging from #1 (Strong Buy) to #5 (Strong Sell), the Zacks Rank system has a proven, outside-audited track record of outperformance, with #1 stocks returning an average of +25% annually since 1988. The Zacks Consensus EPS estimate has moved 2.01% higher within the past month. Right now, Twilio possesses a Zacks Rank of #3 (Hold).

With respect to valuation, Twilio is currently being traded at a Forward P/E ratio of 24.39. This denotes a discount relative to the industry average Forward P/E of 30.

We can additionally observe that TWLO currently boasts a PEG ratio of 1.28. The PEG ratio is similar to the widely-used P/E ratio, but this metric also takes the company's expected earnings growth rate into account. The Internet - Software industry had an average PEG ratio of 2.35 as trading concluded yesterday.

The Internet - Software industry is part of the Computer and Technology sector. This industry currently has a Zacks Industry Rank of 81, which puts it in the top 33% of all 250+ industries.

The Zacks Industry Rank gauges the strength of our individual industry groups by measuring the average Zacks Rank of the individual stocks within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

Be sure to use Zacks.com to monitor all these stock-influencing metrics, and more, throughout the forthcoming trading sessions.


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