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.
-6.45%
Negative revenue growth while TWLO stands at 4.77%. Joel Greenblatt would look for strategic missteps or cyclical reasons.
-11.65%
Negative gross profit growth while TWLO is at 3.64%. Joel Greenblatt would examine cost competitiveness or demand decline.
-30.35%
Negative EBIT growth while TWLO is at 45.53%. Joel Greenblatt would demand a turnaround plan focusing on core profitability.
-30.35%
Negative operating income growth while TWLO is at 60.25%. Joel Greenblatt would press for urgent turnaround measures.
-32.12%
Negative net income growth while TWLO stands at 12.02%. Joel Greenblatt would push for a reevaluation of cost or revenue strategies.
-23.23%
Negative EPS growth while TWLO is at 15.38%. Joel Greenblatt would expect urgent managerial action on costs or revenue drivers.
-23.23%
Negative diluted EPS growth while TWLO is at 16.67%. Joel Greenblatt would require immediate efforts to restrain share issuance or boost net income.
-12.94%
Both firms reduce share counts. Martin Whitman would compare buyback intensity relative to free cash flow generation.
-16.35%
Both reduce diluted shares. Martin Whitman would review each firm’s ability to continue repurchases and manage option issuance.
No Data
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-13.53%
Negative OCF growth while TWLO is at 45.04%. Joel Greenblatt would demand a turnaround plan focusing on real cash generation.
-103.69%
Negative FCF growth while TWLO is at 47.77%. Joel Greenblatt would demand improved cost control or more strategic capex discipline.
66.25%
10Y revenue/share CAGR under 50% of TWLO's 1420.66%. Michael Burry would suspect a lasting competitive disadvantage.
66.25%
5Y revenue/share CAGR under 50% of TWLO's 183.24%. Michael Burry would suspect a significant competitive gap or product weakness.
66.25%
3Y revenue/share CAGR 1.25-1.5x TWLO's 54.97%. Bruce Berkowitz might see better product or regional expansions than the competitor.
46.83%
10Y OCF/share CAGR under 50% of TWLO's 1625.64%. Michael Burry would worry about a persistent underperformance in cash creation.
46.83%
Below 50% of TWLO's 15869.04%. Michael Burry would be alarmed about sustained underperformance in generating free operational cash.
46.83%
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.
1.07%
Below 50% of TWLO's 210.01%. Michael Burry would worry about a sizable gap in long-term profitability gains vs. the competitor.
1.07%
Below 50% of TWLO's 120.74%. Michael Burry would worry about a substantial lag vs. the competitor’s profit ramp-up.
1.07%
Below 50% of TWLO's 108.27%. Michael Burry suspects a steep short-term disadvantage in bottom-line expansion.
No Data
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-11.88%
Firm’s AR is declining while TWLO shows 1.79%. Joel Greenblatt sees stronger working capital efficiency if sales hold up.
No Data
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13.47%
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.
31.24%
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.
4.28%
We have some new debt while TWLO reduces theirs. John Neff sees the competitor as more cautious unless our expansions pay off strongly.
23.39%
We increase R&D while TWLO cuts. John Neff sees a short-term profit drag but a potential lead in future innovations.
15.96%
SG&A growth well above TWLO's 5.94%. Michael Burry sees potential margin erosion unless it translates into higher sales or brand equity.