PerformanceRiskValuationProfitabilityCashflowLiquidityESGRevenue & Geographic ExposureForecastFinancial GrowthIncome GrowthCashflow GrowthBalance Sheet Growth
743.76 - 757.57
479.80 - 796.25
8.25M / 11.73M (Avg.)
27.40 | 27.58
Steady, sustainable growth is a hallmark of high-quality businesses. Value investors watch these metrics to confirm that the company's fundamental performance aligns with—or outpaces—its current market valuation.
12.29%
Revenue growth above 1.5x TWLO's 4.77%. David Dodd would confirm if the firm has a unique advantage driving sales higher.
12.33%
Gross profit growth above 1.5x TWLO's 3.64%. David Dodd would confirm if the company's business model is superior in terms of production costs or pricing.
10.27%
EBIT growth below 50% of TWLO's 45.53%. Michael Burry would suspect deeper competitive or cost structure issues.
16.44%
Operating income growth under 50% of TWLO's 60.25%. Michael Burry would be concerned about deeper cost or sales issues.
10.17%
Net income growth at 75-90% of TWLO's 12.02%. Bill Ackman would press for improvements to catch or surpass competitor performance.
10.47%
EPS growth at 50-75% of TWLO's 15.38%. Martin Whitman would suspect a lag in operational efficiency or a higher share count.
11.04%
Diluted EPS growth at 50-75% of TWLO's 16.67%. Martin Whitman would question if share issuance or modest net income gains hamper progress.
-0.36%
Both firms reduce share counts. Martin Whitman would compare buyback intensity relative to free cash flow generation.
-0.77%
Both reduce diluted shares. Martin Whitman would review each firm’s ability to continue repurchases and manage option issuance.
0.21%
Dividend growth of 0.21% while TWLO is flat. Bruce Berkowitz would see if this can become a bigger advantage long term.
6.39%
OCF growth under 50% of TWLO's 45.04%. Michael Burry might suspect questionable revenue recognition or rising costs.
-18.60%
Negative FCF growth while TWLO is at 47.77%. Joel Greenblatt would demand improved cost control or more strategic capex discipline.
1223.16%
10Y revenue/share CAGR at 75-90% of TWLO's 1420.66%. Bill Ackman would press for new markets or product lines to narrow the gap.
190.49%
5Y revenue/share CAGR similar to TWLO's 183.24%. Walter Schloss might see both companies benefiting from the same mid-term trends.
77.04%
3Y revenue/share CAGR 1.25-1.5x TWLO's 54.97%. Bruce Berkowitz might see better product or regional expansions than the competitor.
1430.34%
10Y OCF/share CAGR at 75-90% of TWLO's 1625.64%. Bill Ackman would demand strategic changes to close the gap in long-term cash generation.
653.02%
Below 50% of TWLO's 15869.04%. Michael Burry would be alarmed about sustained underperformance in generating free operational cash.
125.05%
3Y OCF/share CAGR under 50% of TWLO's 627.03%. Michael Burry would worry about a significant short-term disadvantage in generating operational cash.
2770.56%
Net income/share CAGR above 1.5x TWLO's 210.01% over 10 years. David Dodd would confirm if brand, IP, or scale secure this persistent advantage.
304.58%
5Y net income/share CAGR above 1.5x TWLO's 120.74%. David Dodd would confirm if the firm’s strategy is more effective in generating mid-term profits.
194.47%
3Y net income/share CAGR above 1.5x TWLO's 108.27%. David Dodd would confirm the company’s short-term strategies outmatch the competitor significantly.
456.53%
Below 50% of TWLO's 2870.25%. Michael Burry would suspect poor capital allocation or persistent net losses eroding long-term equity build-up.
101.78%
5Y equity/share CAGR 1.25-1.5x TWLO's 72.03%. Bruce Berkowitz confirms if reinvested profits or buybacks explain the superior buildup.
66.56%
Positive short-term equity growth while TWLO is negative. John Neff sees a strong advantage in near-term net worth buildup.
No Data
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14.10%
AR growth well above TWLO's 1.79%. Michael Burry fears inflated revenue or higher default risk in the near future.
No Data
No Data available this quarter, please select a different quarter.
5.19%
Asset growth above 1.5x TWLO's 0.34%. David Dodd checks if M&A or new capacity expansions are value-accretive vs. competitor's approach.
5.80%
BV/share growth above 1.5x TWLO's 0.57%. David Dodd confirms if consistent profit retention or fewer write-downs yield faster equity creation.
0.08%
We have some new debt while TWLO reduces theirs. John Neff sees the competitor as more cautious unless our expansions pay off strongly.
6.52%
We increase R&D while TWLO cuts. John Neff sees a short-term profit drag but a potential lead in future innovations.
12.01%
SG&A growth well above TWLO's 5.94%. Michael Burry sees potential margin erosion unless it translates into higher sales or brand equity.