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.
6.59%
Revenue growth 1.25-1.5x TWLO's 4.77%. Bruce Berkowitz would check if differentiation or pricing power justifies outperformance.
4.82%
Gross profit growth 1.25-1.5x TWLO's 3.64%. Bruce Berkowitz would see if strategic sourcing or brand premium explains outperformance.
1.72%
EBIT growth below 50% of TWLO's 45.53%. Michael Burry would suspect deeper competitive or cost structure issues.
1.72%
Operating income growth under 50% of TWLO's 60.25%. Michael Burry would be concerned about deeper cost or sales issues.
-5.42%
Negative net income growth while TWLO stands at 12.02%. Joel Greenblatt would push for a reevaluation of cost or revenue strategies.
-5.56%
Negative EPS growth while TWLO is at 15.38%. Joel Greenblatt would expect urgent managerial action on costs or revenue drivers.
-5.63%
Negative diluted EPS growth while TWLO is at 16.67%. Joel Greenblatt would require immediate efforts to restrain share issuance or boost net income.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
337.98%
OCF growth above 1.5x TWLO's 45.04%. David Dodd would confirm a clear edge in underlying cash generation.
14400.00%
FCF growth above 1.5x TWLO's 47.77%. David Dodd would verify if the firm’s strategic investments yield superior returns.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
9.09%
We increase R&D while TWLO cuts. John Neff sees a short-term profit drag but a potential lead in future innovations.
9.50%
SG&A growth well above TWLO's 5.94%. Michael Burry sees potential margin erosion unless it translates into higher sales or brand equity.