Twilio Inc (TWLO) — the peer cohort

As of 2026-09-18 — scores re-bake nightly. Cohort = shared Closelook index membership first, then sector. Diary readings, not advice.

Twilio Inc ranks 3 of 16 in its cohort on the Closelook composite (62/100) — the cohort is led by Intuit Inc at 64/100.

Name	Composite	Momentum	Quality	Valuation	Signal	Off 52w high
TWLO Twilio Inc	62	92	41	34	bull	4.7%
AAPL Apple Inc.	55	82	83	23	bull	2.2%
CRM Salesforce.com Inc	63	68	73	57	bull	9.5%
CRWD Crowdstrike Holdings Inc	49	98	39	5	bull	1.8%
CSGP CoStar Group Inc	47	11	26	39	bear	68.1%
DDOG Datadog Inc	54	74	42	17	watch	19.4%
DOCN DigitalOcean Holdings Inc	43	55	65	15	bull	29.1%
INTU Intuit Inc	64	22	82	62	bear	56.3%
IOT Samsara Inc	47	73	37	10	neutral	15.7%
MDB MongoDB	49	72	38	18	bull	16.8%
MNDY Monday.Com Ltd	59	43	48	53	bear	59.1%
MSFT Microsoft Corporation	56	74	83	30	bull	9.7%
NET Cloudflare Inc	46	94	31	8	bull	0.9%
NOW ServiceNow Inc	56	67	64	30	neutral	12.2%
OKTA Okta Inc	59	98	48	24	bull	1.3%
PLTR Palantir Technologies Inc.	62	62	89	12	bull	15.1%

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 2026-09-18

Quick answers

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

The cohort is drawn from shared Closelook index membership first, then sector: Apple Inc. (AAPL), Salesforce.com Inc (CRM), Crowdstrike Holdings Inc (CRWD), CoStar Group Inc (CSGP), Datadog Inc (DDOG), DigitalOcean Holdings Inc (DOCN), Intuit Inc (INTU), Samsara Inc (IOT) and others.

How does TWLO score against its peers?

Twilio Inc's composite reads 62/100, ranking 3 of 16 in its cohort as of 2026-09-18; the cohort's highest composite is Intuit Inc at 64/100. 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)…