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.
22.44%
Revenue growth above 1.5x TWLO's 4.77%. David Dodd would confirm if the firm has a unique advantage driving sales higher.
21.45%
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.
4.90%
EBIT growth below 50% of TWLO's 45.53%. Michael Burry would suspect deeper competitive or cost structure issues.
4.90%
Operating income growth under 50% of TWLO's 60.25%. Michael Burry would be concerned about deeper cost or sales issues.
3.00%
Net income growth under 50% of TWLO's 12.02%. Michael Burry would suspect the firm is falling well behind a key competitor.
3.85%
EPS growth under 50% of TWLO's 15.38%. Michael Burry would suspect deeper structural issues or share dilution limiting per-share gains.
3.84%
Diluted EPS growth under 50% of TWLO's 16.67%. Michael Burry would worry about an eroding competitive position or excessive dilution.
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-62.61%
Negative OCF growth while TWLO is at 45.04%. Joel Greenblatt would demand a turnaround plan focusing on real cash generation.
-101.56%
Negative FCF growth while TWLO is at 47.77%. Joel Greenblatt would demand improved cost control or more strategic capex discipline.
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73.68%
We increase R&D while TWLO cuts. John Neff sees a short-term profit drag but a potential lead in future innovations.
50.42%
SG&A growth well above TWLO's 5.94%. Michael Burry sees potential margin erosion unless it translates into higher sales or brand equity.