Twilio Inc (TWLO) — the peer cohort

As of 2026-11-10 — scores re-bake nightly. Cohort = shared Closelooknet index membership first, then sector. Diary readings, not advice.

Twilio Inc ranks 10 of 16 in its cohort on the Closelooknet composite (59/100) — the cohort is led by Joint Stock Company Kaspi.kz at 67/100.

Name	Composite	Momentum	Quality	Valuation	Signal	Off 52w high
TWLO Twilio Inc	59	51	45	38	bear	33%
WDAY Workday Inc	66	79	63	46	bear	23.1%
INTU Intuit Inc	64	32	84	56	neutral	50.7%
PLTR Palantir Technologies Inc.	63	70	90	13	bull	20.5%
RDDT Reddit, Inc.	62	12	85	54	bull	61.7%
SAP SAP SE ADR	60	86	76	31	info	15.6%
VEEV Veeva Systems Inc Class A	60	94	75	27	bull	6%
MNDY Monday.Com Ltd	59	45	50	50	bear	62%
AAPL Apple Inc.	57	87	83	21	bull	1.3%
MSFT Microsoft Corporation	57	86	82	26	bull	2.5%
SHOP Shopify Inc	57	76	58	14	watch	16.5%
OKTA Okta Inc	55	84	49	23	bull	24.4%
DUOL Duolingo Inc	54	79	74	46	bull	56.3%
KSPI Joint Stock Company Kaspi.kz	67	55	86	97	info	20%
TMICY Trend Micro Inc ADR	67	72	79	73	bull	16.1%
NTAP NetApp Inc	64	65	85	40	bull	26.9%

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

FAQ · from the current data · as of 2026-11-10

Quick answers

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

The cohort is drawn from shared Closelooknet index membership first, then sector: Workday Inc (WDAY), Intuit Inc (INTU), Palantir Technologies Inc. (PLTR), Reddit, Inc. (RDDT), SAP SE ADR (SAP), Veeva Systems Inc Class A (VEEV), Monday.Com Ltd (MNDY), Apple Inc. (AAPL) and others, as of 2026-11-10.

How does TWLO score against its peers?

Twilio Inc's composite reads 59/100, ranking 10 of 16 in its cohort as of 2026-11-10; the cohort's highest composite is Joint Stock Company Kaspi.kz at 67/100. Closelooknet scores are research diary readings, not ratings or advice.

Mentioned on Closelooknet

Where TWLO appears in the diary — 7 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

AI Trade — Chips Bounce 3% Before AMD; Apple, Palantir and Shopify Slip After Their ReportsMidday 10 · 3 Nov 2026Today's close grades Amazon, Twilio and Intel; AMD reports after the bell, and the midterm results come overnight.
Sell-Off — Nasdaq −3%, Chips −8%, Bitcoin −4%, Gold −3%; Only Bonds, Oil and Defensives HoldMidday 10 · 30 Oct 2026The windows — Amazon recovers, Twilio −17%, Microsoft near its sold line
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 Closelooknet universe

same Closelooknet index seat first, then Software - Infrastructure. Scored names rank on their Closelooknet 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.