Compare price, profitability, solvency, and SEC-reported financials side by side—before deciding which assumptions deserve a closer look.
Decision snapshot: TWLO stock price vs MSFT: inconclusive Relative valuation is incomplete for this pair. Review the available filing metrics before drawing a conclusion.
Quick read
Each company valued on the other's multiple, then compared with the market price.
Implied fair value · at MSFT's multiple
Needs Annual EPS, MSFT P/E.
Implied fair value · at TWLO's multiple
Needs Annual EPS, TWLO P/E.
Close Dec 31, 2025
Metric by metric
Where each company leads, and how wide the gap is.
Higher is better
Reported gross margin
Operating income + D&A
Lower is better
Not comparable
Lower leverage
Statements
Annual statements in reported currencies, with calculations and source evidence.
Values retain reported currencies and share bases. Select a figure to inspect its period, calculation and filing inputs. Differences require compatible units and periods.
Explore enterprise value and market valuation multiples in the valuation sections.
Price framework
USD market cap plus reported borrowing debt, less cash and equivalents. This EV proxy excludes investments, preferred stock and noncontrolling-interest adjustments.
Complete market value, debt and cash evidence is required for enterprise value.
Complete market value, debt and cash evidence is required for enterprise value.
Price framework
The same filing-backed model used on each company's valuation page, with company-specific inputs and calculated scenarios.
TWILIO INC · implied price per share
Reporting currency could not be verified.
MICROSOFT CORP · implied price per share
Reporting currency could not be verified.
Balance sheet health
Inspect reported liquidity and leverage alongside historical financial-health checks.
Financial strength on a 0–9 scale.
TWLO · not enough data.
MSFT · not enough data.
Bankruptcy-risk signal from balance sheet and earnings power.
Not enough data to score either balance sheet.
Cash excludes investments. EBITDA is an operating-income-plus-D&A proxy. Missing borrowing categories remain unavailable; select a value to inspect its inputs.
Comparable set
Where the pair sits against the wider comparable set.
Keep comparing
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Edwyn research
LLM-powered synthesis
An explanation of the financial evidence. Check its snapshot date against the figures above.
This explanation uses an earlier data snapshot or evidence version. Review its generation date and the current figures, or refresh after signing in.
If you believe TWLO can materially expand margins and sustain growth long enough to justify a much higher earnings multiple, then hold or add only selectively; otherwise, reduce exposure because the current price is far above both the DCF range and the P/E-implied value.
TWLO’s current price of $196.59 is far above the P/E-implied price of $5.66, implying -97.1% downside on this framework. The gap is driven by TWLO’s extremely high P/E of 936.1x versus MSFT’s 26.9x, even though TWLO’s revenue, margins, and returns are materially weaker.
Supporting Metrics
