Twilio Inc (TWLO) — Quality & forensics

As of 2026-09-21 — refreshed nightly. Closelook readings from an investment research diary, not ratings or advice.

The Closelook module scores

63 /100 composite · 7 modules · software-infra weight set

Valuation 33
Quality 42
Growth 73
Balance sheet 76
Cash quality 80
Capital allocation 57
Momentum 97

Scores are computed nightly across the coverage universe and read relative to it — the methodology lives in the company-scoring explainer.

Financial forensics — the academic screens

11.16 Altman Z-Score

Sits in the safe zone (above 2.99). The Z-Score estimates financial-distress risk from five balance-sheet and earnings ratios.

6/9 Piotroski F-Score

Nine binary fundamental-strength checks across profitability, leverage and operating efficiency.

-2.84 Beneish M-Score

Screens reported earnings for statistical manipulation patterns — below the −1.78 manipulation-risk threshold. A screen, not an accusation.

Continue: the TWLO chart & overview · the earnings record

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

Quick answers

What is Twilio Inc's Closelook quality reading?

The composite reads 63/100 across 7 modules, as of 2026-09-21: valuation 33, quality 42, growth 73, balance sheet 76, cash quality 80, capital allocation 57, momentum 97. Closelook scores are research diary readings, not ratings or investment advice.

What is Twilio Inc's Altman Z-Score?

11.16, which sits in the safe zone (above 2.99) as of 2026-09-21. The Altman Z-Score estimates financial distress risk from five balance-sheet and earnings ratios.

What is Twilio Inc's Piotroski F-Score?

6 of 9, as of 2026-09-21. The F-Score counts nine binary fundamental-strength signals across profitability, leverage and operating efficiency.

What does Twilio Inc's Beneish M-Score indicate?

-2.84 — below the −1.78 manipulation-risk threshold, as of 2026-09-21. The M-Score screens reported earnings for statistical manipulation patterns; it is a screen, not an accusation.

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.