Twilio Inc (TWLO) — the peer cohort

As of 2026-09-21 — scores re-bake nightly. Cohort = shared Closelook index membership first, then sector. Diary readings, not advice.

Twilio Inc ranks 7 of 16 in its cohort on the Closelook composite (63/100) — the cohort is led by Joint Stock Company Kaspi.kz at 68/100.

Name	Composite	Momentum	Quality	Valuation	Signal	Off 52w high
TWLO Twilio Inc	63	97	42	33	neutral	5.6%
WDAY Workday Inc	65	70	63	46	neutral	22.4%
INTU Intuit Inc	64	22	83	61	bear	57.7%
CRM Salesforce.com Inc	64	66	74	55	bull	11.4%
PLTR Palantir Technologies Inc.	63	67	90	12	bull	14.4%
RDDT Reddit, Inc.	61	29	84	34	bear	46.7%
MNDY Monday.Com Ltd	59	42	49	52	bear	61.4%
OKTA Okta Inc	59	98	48	23	bear	5.3%
VEEV Veeva Systems Inc Class A	59	79	74	30	neutral	16.2%
MSFT Microsoft Corporation	57	75	83	29	neutral	10.5%
QCOM Qualcomm Incorporated	56	45	76	52	bear	31.4%
SAP SAP SE ADR	56	53	75	36	bull	25.6%
NOW ServiceNow Inc	56	66	66	29	neutral	14.1%
KSPI Joint Stock Company Kaspi.kz	68	76	86	97	ok	12.3%
NTAP NetApp Inc	66	92	85	38	bull	5.4%
TMICY Trend Micro Inc ADR	66	57	79	75	watch	24.4%

Scores are relative readings across the Closelook coverage universe — methodology in the company-scoring explainer. Signal lights come from the nightly signal board.

FAQ · from the current data · as of 2026-09-21

Quick answers

Who are Twilio Inc's peers in the Closelook universe?

The cohort is drawn from shared Closelook index membership first, then sector: Workday Inc (WDAY), Intuit Inc (INTU), Salesforce.com Inc (CRM), Palantir Technologies Inc. (PLTR), Reddit, Inc. (RDDT), Monday.Com Ltd (MNDY), Okta Inc (OKTA), Veeva Systems Inc Class A (VEEV) and others.

How does TWLO score against its peers?

Twilio Inc's composite reads 63/100, ranking 7 of 16 in its cohort as of 2026-09-21; the cohort's highest composite is Joint Stock Company Kaspi.kz at 68/100. Closelook scores are research diary readings, not ratings or advice.

Mentioned on Closelook

Where TWLO appears in the diary — 5 pieces, newest first. Every link is our own writing.

Go deeper

The Agentic Winners 25A Leading Indicator for the Agentic Software RotationDossier · $49 one-time, or included in C+

Long reads

The Agentic Winners 25Dossier · $49 · 31 Mar 2026Twilio provides the communication APIs through which agents interact with customers via voice, SMS, and messaging.

Dailies

Payrolls went negative, the bond veto died on appeal, and software went verticalMidday 10 · 7 Aug 2026Twilio +30.9% — through its 52-week high
The AI-opex trade got paid overnight — and the bond veto quietly broke at the closeMorning 10 · 7 Aug 2026Cloudflare and Twilio reported after the bell and trade up 16.2% and 17.0% pre-market — strong revenue growth, bought hard, twenty-four hours after Datadog lost 19.0% on a beat-and-raise in the same business neighbourhood.
The Opex Handover — Why the AI Trade Is Rotating, Not Rolling OverDaily Pulse · 30 Jun 2026Axis 1 — Consumption infrastructure The metered layer that scales with agent activity rather than human headcount: Cloudflare (NET) — edge requests and Workers; Datadog (DDOG) — observability, usage-billed; Twilio (TWLO)…
Introducing the Agentic Winners 25Daily Pulse · 31 Mar 202625 names across 7 sectors: MAG7 Gateway (MSFT, GOOGL, AAPL), Platform (SAP, NOW, CRM, WDAY), Toll Booth (NET, DDOG, CRWD, TWLO, OKTA), Neocloud/Edge (DOCN, FSLY, QCOM), Data/Search (SNOW, MDB, ESTC), Vertical (VEEV, INTU, PTC, CSGP, IOT)…

Related in the Closelook universe

same Closelook index seat first, then Software - Infrastructure. Scored names rank on their Closelook score; names without one rank on trend state — above or below their 50- and 200-day averages — never on a score they do not carry.