{ "schema": "theclaudetrader.research_packet.v1", "generated_at": "2026-10-31T18:13:02+00:00", "snapshot_date": "2026-10-31", "about": { "site": "The Claude Trader", "what_this_is": "Evidence-first research record built from SEC XBRL, SEC Form 4 and exchange prices. Deterministic rule scores with every input linked to its source. No recommendations. fair_value_model is a labelled model estimate from SEC filings, not a price target or recommendation (method: /fair-value).", "publishes": "Facts and their provenance only; no holdings, targets, estimates or recommendations.", "how_to_answer": [ "State the snapshot date and each score's data_as_of.", "Quote scores with their status: ok = complete; partial / insufficient = a test was excluded because an input was absent or older than 550 days. Repeat each warning beside the number it affects; a 'stale' warning means the input was used but is older than 120 days (price: 7 days).", "Cite the source URL for any number you repeat.", "Say what is missing; never present holdings or targets as this site's (it has none).", "If asked for a shortlist or portfolio: build it from the user's horizon, risk, benchmark, exclusions and limits; cite inputs, explain inclusion and thesis risks; label weights as your synthesis, distinct from these deterministic scores; no promised outperformance or invented expected returns." ] }, "company": { "ticker": "TWLO", "name": "Twilio Inc", "legal_name": "TWILIO INC", "cik": "0001447669", "exchange": "NYSE", "industry": "Services-Prepackaged Software", "sic": "7372", "fiscal_year_end": "1231", "is_financial": false, "is_utility": false }, "price": { "value": 205.03, "as_of": "2026-10-30", "source": "Alpaca Market Data (consolidated SIP daily bar)", "url": "https://docs.alpaca.markets/docs/historical-stock-data-1" }, "market_cap": { "value": 31725118580.96, "as_of": "2026-10-30", "unit": "USD", "meaning": "price on the price date x latest reported point-in-time shares (see inputs.share_count_as_of)", "warning": null, "unavailable_reason": null, "inputs": { "traded_price": { "value": 205.03, "as_of": "2026-10-30", "unit": "USD per traded unit (share or ADS)", "source": "Alpaca Market Data (consolidated SIP daily bar)", "url": "https://docs.alpaca.markets/docs/historical-stock-data-1" }, "sec_shares_outstanding": { "value": 154734032.0, "unit": "underlying shares", "concept": "SEC cover page 10-Q 0001447669-26-000110 (154,734,032 shares (single class on cover)); filing document https://www.sec.gov/Archives/edgar/data/1447669/000144766926000110/twlo-20260930.htm", "period_end": "2026-10-16", "accession": "0001447669-26-000110", "url": "https://www.sec.gov/Archives/edgar/data/1447669/000144766926000110/R1.htm" }, "depositary_ratio": { "value": 1.0, "unit": "underlying shares per traded unit", "status": "domestic", "source": "10-K filer; SEC shares are the traded units", "evidence_url": null, "evidence_form": null, "evidence_filed": null, "body_snippet": null }, "formula": "market_value = traded_price (price date) / depositary_ratio x latest point-in-time SEC shares outstanding (share-count date shown; from the filing cover page, summed across share classes only where the issuer filing verifies the classes are economically equivalent (rule + evidence URL in the source text), else withheld; priced at the primary listed class, so where other classes trade at a different price the value is an approximation; restated only for issuer-verified splits after the count date); weighted-average share counts are never used", "split_adjustment": null, "share_count_as_of": "2026-10-16", "share_count_age_days_at_price_date": 14, "warning": null, "computed": "205.03 (price 2026-10-30) / 1 x 154,734,032 (shares at 2026-10-16) = 31,725,118,581" } }, "scores": { "graham": { "score": 36.5, "status": "partial: 5", "complete": false, "passes_all": false, "summary": "Graham Defensive: 36 of 100 (partial: 5). Adequate size: 5.07 revenue $B \u2192 5.0/5; Current ratio: 4.62 \u2192 15.0/15; Long-term debt vs working capital: 0.34 LTD / WC \u2192 15.0/15; Positive earnings each of 10 years: 1 of 10 \u2192 1.5/15; Dividends every year for 20 years: 0 of 20 \u2192 0.0/15; EPS growth, 3-yr avg now vs 10 yrs ago: insufficient (missing input); P/E on 3-year average EPS: None \u2192 0.0/15; P/B <= 1.5, or P/E x P/B <= 22.5: P/B 3.53 \u2192 0.0/10", "data_as_of": "2025-12-31", "history": [ "2016", "2025" ], "price_as_of": "2026-10-30", "coverage": null, "verification": { "verified": 0, "mismatch": 0, "unverified": 19, "not_cross_checked": 2 }, "warnings": [ "partial score: tests 5 could not be computed; not comparable with complete scores", "stale (warning, input still used): current-period inputs older than 120 days: Revenue, debt_incl_current, current_assets, current_liabilities, equity; inputs older than 550 days are excluded and make the test insufficient" ], "components": [ { "test": "1", "name": "Adequate size", "value": 5.07, "unit": "revenue $B", "threshold": ">= 1", "points": 5.0, "max": 5 }, { "test": "2a", "name": "Current ratio", "value": 4.62, "threshold": ">= 2.0", "points": 15.0, "max": 15 }, { "test": "2b", "name": "Long-term debt vs working capital", "value": 0.34, "unit": "LTD / WC", "threshold": "<= 1.0", "points": 15.0, "max": 15, "note": "LongTermDebt including current maturities (upper bound for the noncurrent portion)" }, { "test": "3", "name": "Positive earnings each of 10 years", "value": "1 of 10", "threshold": "10 of 10", "points": 1.5, "max": 15 }, { "test": "4", "name": "Dividends every year for 20 years", "value": "0 of 20", "threshold": "20 of 20", "points": 0.0, "max": 15, "missing_years": [ 2006, 2007, 2008, 2009, 2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025 ], "cross_check": { "verified_years": [], "mismatch_years": [], "unverified_years": [ 2006, 2007, 2008, 2009, 2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025 ] }, "note": null }, { "test": "5", "name": "EPS growth, 3-yr avg now vs 10 yrs ago", "value": null, "threshold": ">= +33%", "points": null, "max": 10, "missing_years": [ 2014, 2015, 2016 ] }, { "test": "6", "name": "P/E on 3-year average EPS", "value": null, "threshold": "<= 15", "points": 0.0, "max": 15, "note": "average EPS not positive" }, { "test": "7", "name": "P/B <= 1.5, or P/E x P/B <= 22.5", "value": "P/B 3.53", "threshold": "<= 1.5 or <= 22.5", "points": 0.0, "max": 10 } ], "rules_url": "https://theclaudetrader.com/p/graham" }, "magic_formula": { "score": null, "status": "insufficient data (no fresh property, plant and equipment (PropertyPlantAndEquipmentNet) reported)", "summary": "Not scored: insufficient data (no fresh property, plant and equipment (PropertyPlantAndEquipmentNet) reported).", "warnings": [], "components": [] }, "momentum": { "score": 77.7, "status": "ok", "complete": true, "passes_all": null, "summary": "Momentum: 78 of 100 (ok). 12-1 month return: 159.1 % \u2192 48.9/50; 6 month return: 38.5 % \u2192 18.4/20; Price / 52-week high: 0.681 \u2192 10.2/15; Volatility penalty (60d annualised): 82.3 % \u2192 0.2/15", "data_as_of": "2026-10-30", "history": [ null, null ], "price_as_of": "2026-10-30", "coverage": null, "verification": null, "warnings": [], "components": [ { "name": "12-1 month return", "value": 159.1, "unit": "%", "percentile": 97.8, "points": 48.9, "max": 50 }, { "name": "6 month return", "value": 38.5, "unit": "%", "percentile": 92.0, "points": 18.4, "max": 20 }, { "name": "Price / 52-week high", "value": 0.681, "points": 10.2, "max": 15 }, { "name": "Volatility penalty (60d annualised)", "value": 82.3, "unit": "%", "points": 0.2, "max": 15 } ], "rules_url": "https://theclaudetrader.com/p/momentum" }, "insider": { "score": 0.0, "status": "ok", "complete": true, "passes_all": null, "summary": "Insider: 0 of 100 (ok). Open-market buy value / market cap (percentile among buyers): 0.0 bp \u2192 0.0/35; Distinct buyers: 0 \u2192 0.0/25; Buyer seniority: 0.0 \u2192 0.0/20; Recency (half-life 30d): 0.0 \u2192 0.0/10; Sales penalty (excludes 10b5-1 plan sales): 41.18 bp \u2192 -9.8/0", "data_as_of": "2026-10-30", "history": [ null, null ], "price_as_of": null, "coverage": { "window_start": "2026-08-02", "through": "2026-10-30", "missing_days": 1, "note": "Form 4 data loaded through 2026-10-30" }, "verification": null, "warnings": [], "components": [ { "name": "Open-market buy value / market cap (percentile among buyers)", "value": 0.0, "unit": "bp", "points": 0.0, "max": 35 }, { "name": "Distinct buyers", "value": 0, "points": 0.0, "max": 25 }, { "name": "Buyer seniority", "value": 0.0, "points": 0.0, "max": 20 }, { "name": "Recency (half-life 30d)", "value": 0.0, "points": 0.0, "max": 10 }, { "name": "Sales penalty (excludes 10b5-1 plan sales)", "value": 41.18, "unit": "bp", "points": -9.8, "max": 0 } ], "rules_url": "https://theclaudetrader.com/p/insider" }, "buffett": { "score": 1.5, "status": "ok", "complete": true, "passes_all": false, "summary": "Buffett Quality: 2 of 100 (ok). Average return on equity (net income / year-end equity): -9.1% over 8 yrs \u2192 0.0/25; Profitable every year: 1 of 10 \u2192 1.5/15; Net income growth, 3-yr average now vs start of window: base or latest average not positive \u2192 0.0/10; Borrowings / 3-yr average earnings (years to repay): None \u2192 0.0/15; Operating margin, 5-yr average: -16.6% \u2192 0.0/10; Free cash flow / net income, 5-yr (operating cash flow minus capex): None \u2192 0.0/10; Owner-earnings yield (3-yr avg free cash flow / market cap): 2.1% \u2192 0.0/15", "data_as_of": "2026-10-16", "history": [ "2016", "2025" ], "price_as_of": "2026-10-30", "coverage": null, "verification": { "verified": 0, "mismatch": 0, "unverified": 46, "not_cross_checked": 2 }, "warnings": [], "components": [ { "test": "1", "name": "Average return on equity (net income / year-end equity)", "value": "-9.1% over 8 yrs", "threshold": ">= 15%", "points": 0.0, "max": 25 }, { "test": "2", "name": "Profitable every year", "value": "1 of 10", "threshold": "all years", "points": 1.5, "max": 15 }, { "test": "3", "name": "Net income growth, 3-yr average now vs start of window", "value": "base or latest average not positive", "threshold": ">= +10%", "points": 0.0, "max": 10, "note": "growth rate undefined" }, { "test": "4", "name": "Borrowings / 3-yr average earnings (years to repay)", "value": null, "threshold": "<= 4", "points": 0.0, "max": 15, "note": "average earnings not positive" }, { "test": "5", "name": "Operating margin, 5-yr average", "value": "-16.6%", "threshold": ">= 20%", "points": 0.0, "max": 10 }, { "test": "6", "name": "Free cash flow / net income, 5-yr (operating cash flow minus capex)", "value": null, "threshold": ">= 1.0", "points": 0.0, "max": 10, "note": "cumulative net income not positive" }, { "test": "7", "name": "Owner-earnings yield (3-yr avg free cash flow / market cap)", "value": "2.1%", "threshold": ">= 7%", "points": 0.0, "max": 15 } ], "rules_url": "https://theclaudetrader.com/p/buffett" }, "lynch": { "score": 31.0, "status": "ok", "complete": true, "passes_all": false, "summary": "Lynch GARP: 31 of 100 (ok). PEG: P/E divided by 5-yr EPS growth (in % points): None \u2192 0.0/30; EPS growth, 5-yr compound rate: None \u2192 0.0/20; P/E on latest annual EPS: 976.3 \u2192 0.0/10; Borrowings / equity: 0.11 \u2192 15.0/15; Years of the last 5 in which EPS rose: 3 of 5 \u2192 9.0/15; Net cash (cash minus borrowings) / market cap: -0.5% \u2192 7.0/10", "data_as_of": "2026-06-30", "history": [ "2020", "2025" ], "price_as_of": "2026-10-30", "coverage": null, "verification": { "verified": 0, "mismatch": 0, "unverified": 5, "not_cross_checked": 1 }, "warnings": [ "stale (warning, input still used): current-period inputs older than 120 days: debt_incl_current, equity, cash; inputs older than 550 days are excluded and make the test insufficient" ], "components": [ { "test": "1", "name": "PEG: P/E divided by 5-yr EPS growth (in % points)", "value": null, "threshold": "<= 1.0", "points": 0.0, "max": 30, "note": "earnings not positive in both years, or growth not positive: PEG undefined" }, { "test": "2", "name": "EPS growth, 5-yr compound rate", "value": null, "threshold": "12% to 35% a year", "points": 0.0, "max": 20, "note": "earnings not positive in both years" }, { "test": "3", "name": "P/E on latest annual EPS", "value": 976.3, "threshold": "<= 25", "points": 0.0, "max": 10 }, { "test": "4", "name": "Borrowings / equity", "value": 0.11, "threshold": "<= 0.5", "points": 15.0, "max": 15, "note": "LongTermDebt (incl. current maturities)" }, { "test": "5", "name": "Years of the last 5 in which EPS rose", "value": "3 of 5", "threshold": "5 of 5", "points": 9.0, "max": 15 }, { "test": "6", "name": "Net cash (cash minus borrowings) / market cap", "value": "-0.5%", "threshold": ">= +10%", "points": 7.0, "max": 10 } ], "rules_url": "https://theclaudetrader.com/p/lynch" }, "graham_enterprising": { "score": 43.0, "status": "ok", "complete": true, "passes_all": false, "summary": "Graham Enterprising: 43 of 100 (ok). Current ratio: 4.62 \u2192 15.0/15; Borrowings vs working capital: 0.34 x \u2192 15.0/15; No earnings deficit in the last 5 years: 1 of 5 profitable \u2192 3.0/15; Pays a current dividend: no \u2192 0.0/10; EPS higher than five years earlier: -3.35 -> 0.21 \u2192 10.0/10; Price / book value per share: 3.53 \u2192 0.0/20; Price / net current asset value per share (current assets minus all liabilities): 16.82 \u2192 0.0/15", "data_as_of": "2026-06-30", "history": [ "2020", "2025" ], "price_as_of": "2026-10-30", "coverage": null, "verification": { "verified": 0, "mismatch": 0, "unverified": 12, "not_cross_checked": 3 }, "warnings": [ "stale (warning, input still used): current-period inputs older than 120 days: current_assets, current_liabilities, debt_incl_current, equity, liabilities; inputs older than 550 days are excluded and make the test insufficient" ], "components": [ { "test": "1", "name": "Current ratio", "value": 4.62, "threshold": ">= 1.5", "points": 15.0, "max": 15 }, { "test": "2", "name": "Borrowings vs working capital", "value": 0.34, "threshold": "<= 1.1x", "points": 15.0, "max": 15, "unit": "x", "note": "LongTermDebt (incl. current maturities)" }, { "test": "3", "name": "No earnings deficit in the last 5 years", "value": "1 of 5 profitable", "threshold": "5 of 5", "points": 3.0, "max": 15 }, { "test": "4", "name": "Pays a current dividend", "value": "no", "threshold": "yes", "points": 0.0, "max": 10 }, { "test": "5", "name": "EPS higher than five years earlier", "value": "-3.35 -> 0.21", "threshold": "higher", "points": 10.0, "max": 10 }, { "test": "6", "name": "Price / book value per share", "value": 3.53, "threshold": "<= 1.2", "points": 0.0, "max": 20, "note": "book value used because intangibles are not separated in the dataset (Graham uses net tangible assets)" }, { "test": "7", "name": "Price / net current asset value per share (current assets minus all liabilities)", "value": 16.82, "threshold": "<= 0.67", "points": 0.0, "max": 15 } ], "rules_url": "https://theclaudetrader.com/p/graham_enterprising" }, "piotroski": { "score": 66.7, "status": "partial: 5", "complete": false, "passes_all": false, "summary": "Piotroski F-Score: 67 of 100 (partial: 5). Return on assets is positive: 0.3% \u2192 11.11111111111111/11.11111111111111; Operating cash flow is positive: 1,003M \u2192 11.11111111111111/11.11111111111111; Return on assets improved on the prior year: -1.1% -> 0.3% \u2192 11.11111111111111/11.11111111111111; Operating cash flow exceeds net income (accruals): 1,003M vs 34M \u2192 11.11111111111111/11.11111111111111; Long-term debt / assets fell: insufficient (an input is not reported for one of the two years); Current ratio improved: 4.20 -> 4.03 \u2192 0.0/11.11111111111111; No new shares issued (share count did not rise): 152M -> 155M \u2192 0.0/11.11111111111111; Operating margin improved (stand-in for gross margin, which the dataset does not carry): -1.2% -> 3.1% \u2192 11.11111111111111/11.11111111111111; Asset turnover (revenue / assets) improved: 0.45 -> 0.52 \u2192 11.11111111111111/11.11111111111111", "data_as_of": null, "history": [ "2024", "2026" ], "price_as_of": null, "coverage": null, "verification": { "verified": 0, "mismatch": 0, "unverified": 23, "not_cross_checked": 0 }, "warnings": [ "partial score: tests 5 could not be computed; not comparable with complete scores" ], "components": [ { "test": "1", "name": "Return on assets is positive", "value": "0.3%", "threshold": "pass = 1", "points": 11.11111111111111, "max": 11.11111111111111 }, { "test": "2", "name": "Operating cash flow is positive", "value": "1,003M", "threshold": "pass = 1", "points": 11.11111111111111, "max": 11.11111111111111 }, { "test": "3", "name": "Return on assets improved on the prior year", "value": "-1.1% -> 0.3%", "threshold": "pass = 1", "points": 11.11111111111111, "max": 11.11111111111111 }, { "test": "4", "name": "Operating cash flow exceeds net income (accruals)", "value": "1,003M vs 34M", "threshold": "pass = 1", "points": 11.11111111111111, "max": 11.11111111111111 }, { "test": "5", "name": "Long-term debt / assets fell", "value": null, "threshold": "pass = 1", "points": null, "max": 11.11111111111111, "note": "an input is not reported for one of the two years" }, { "test": "6", "name": "Current ratio improved", "value": "4.20 -> 4.03", "threshold": "pass = 1", "points": 0.0, "max": 11.11111111111111 }, { "test": "7", "name": "No new shares issued (share count did not rise)", "value": "152M -> 155M", "threshold": "pass = 1", "points": 0.0, "max": 11.11111111111111 }, { "test": "8", "name": "Operating margin improved (stand-in for gross margin, which the dataset does not carry)", "value": "-1.2% -> 3.1%", "threshold": "pass = 1", "points": 11.11111111111111, "max": 11.11111111111111 }, { "test": "9", "name": "Asset turnover (revenue / assets) improved", "value": "0.45 -> 0.52", "threshold": "pass = 1", "points": 11.11111111111111, "max": 11.11111111111111 } ], "rules_url": "https://theclaudetrader.com/p/piotroski" } }, "inputs_by_philosophy": { "graham": [ { "name": "Price (close, per traded unit)", "value": 205.03, "kind": "price", "source": "Alpaca Market Data (consolidated SIP daily bar)", "url": "https://docs.alpaca.markets/docs/historical-stock-data-1", "period": "2026-10-30", "age_days": 1, "stale": false }, { "name": "Revenue", "value": 5067220000.0, "kind": "current", "source": "SEC XBRL RevenueFromContractWithCustomerExcludingAssessedTax", "url": "https://www.sec.gov/Archives/edgar/data/1447669/000144766926000021/", "period": "2025-12-31", "accession": "0001447669-26-000021", "fact_id": 25858794, "verified": "unverified", "age_days": 304, "stale": true }, { "name": "debt_incl_current", "value": 993162000.0, "kind": "current", "source": "SEC XBRL LongTermDebt", "url": "https://www.sec.gov/Archives/edgar/data/1447669/000144766926000092/", "period": "2026-06-30", "accession": "0001447669-26-000092", "fact_id": 25998745, "verified": "unverified", "age_days": 123, "stale": true }, { "name": "current_assets", "value": 3746415000.0, "kind": "current", "source": "SEC XBRL AssetsCurrent", "url": "https://www.sec.gov/Archives/edgar/data/1447669/000144766926000092/", "period": "2026-06-30", "accession": "0001447669-26-000092", "fact_id": 25909687, "verified": "unverified", "age_days": 123, "stale": true }, { "name": "current_liabilities", "value": 810686000.0, "kind": "current", "source": "SEC XBRL LiabilitiesCurrent", "url": "https://www.sec.gov/Archives/edgar/data/1447669/000144766926000092/", "period": "2026-06-30", "accession": "0001447669-26-000092", "fact_id": 25936898, "verified": "unverified", "age_days": 123, "stale": true }, { "name": "equity", "value": 8977808000.0, "kind": "current", "source": "SEC XBRL StockholdersEquity", "url": "https://www.sec.gov/Archives/edgar/data/1447669/000144766926000092/", "period": "2026-06-30", "accession": "0001447669-26-000092", "fact_id": 26071732, "verified": "unverified", "age_days": 123, "stale": true }, { "name": "Net income FY2016", "value": -41324000.0, "kind": "history", "source": "SEC XBRL NetIncomeLoss", "url": "https://www.sec.gov/Archives/edgar/data/1447669/000104746919000807/", "period": 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"median": 52.1, "top_peers": [ { "ticker": "INTU", "score": 86.3 }, { "ticker": "PTC", "score": 80.7 }, { "ticker": "XYZ", "score": 79.7 }, { "ticker": "MSFT", "score": 74.2 }, { "ticker": "ADBE", "score": 69.4 } ] }, "graham_enterprising": { "industry": "Services-Prepackaged Software", "scored_peers": 15, "rank": 5, "median": 35.0, "top_peers": [ { "ticker": "INTU", "score": 59.7 }, { "ticker": "XYZ", "score": 57.4 }, { "ticker": "MSFT", "score": 56.7 }, { "ticker": "TYL", "score": 45.3 }, { "ticker": "TWLO", "score": 43.0 } ] }, "piotroski": { "industry": "Services-Prepackaged Software", "scored_peers": 6, "rank": null, "median": 77.8 } }, "dossier": { "url": "https://theclaudetrader.com/d/TWLO.md", "written": "2026-10-31", "note": "librarian agent dossier: cited facts only, no opinions" }, "external_views_link_only": { "morningstar": "https://www.morningstar.com/search?query=TWLO", "finviz": "https://finviz.com/quote.ashx?t=TWLO", "stockanalysis": "https://stockanalysis.com/stocks/twlo/", "seeking_alpha": "https://seekingalpha.com/symbol/TWLO", "openinsider": "http://openinsider.com/search?q=TWLO", "google_news": "https://news.google.com/rss/search?q=TWLO+stock" }, "limits": [ "Graham Defensive: partial, missing tests 5", "Magic Formula: insufficient data (no fresh property, plant and equipment (PropertyPlantAndEquipmentNet) reported)", "Piotroski F-Score: partial, missing tests 5", "News is not collected for this ticker; use the SEC 8-K and press-release links below" ], "machine_readable": { "stock_json": "https://theclaudetrader.com/s/TWLO.json", "stock_md": "https://theclaudetrader.com/s/TWLO.md", "packet": "https://theclaudetrader.com/r/TWLO.json", "grid": "https://theclaudetrader.com/grid.json", "openapi": "https://theclaudetrader.com/openapi.json", "index": "https://theclaudetrader.com/llms.txt" }, "cite_as": "The Claude Trader snapshot 2026-10-31, https://theclaudetrader.com/s/TWLO; data from SEC EDGAR XBRL and market prices (Alpaca Market Data, Yahoo Finance) to 2026-10-30.", "disclaimer": "Scores are deterministic rule outputs from public filings. fair_value_model is a labelled model estimate from the same filings (method at /fair-value), not an opinion or recommendation." }