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.
11.91%
Revenue growth above 1.5x TWLO's 4.77%. David Dodd would confirm if the firm has a unique advantage driving sales higher.
4.61%
Gross profit growth 1.25-1.5x TWLO's 3.64%. Bruce Berkowitz would see if strategic sourcing or brand premium explains outperformance.
-295.01%
Negative EBIT growth while TWLO is at 45.53%. Joel Greenblatt would demand a turnaround plan focusing on core profitability.
-295.01%
Negative operating income growth while TWLO is at 60.25%. Joel Greenblatt would press for urgent turnaround measures.
-176.59%
Negative net income growth while TWLO stands at 12.02%. Joel Greenblatt would push for a reevaluation of cost or revenue strategies.
-230.42%
Negative EPS growth while TWLO is at 15.38%. Joel Greenblatt would expect urgent managerial action on costs or revenue drivers.
-230.42%
Negative diluted EPS growth while TWLO is at 16.67%. Joel Greenblatt would require immediate efforts to restrain share issuance or boost net income.
-12.12%
Both firms reduce share counts. Martin Whitman would compare buyback intensity relative to free cash flow generation.
-12.12%
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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-45.12%
Negative OCF growth while TWLO is at 45.04%. Joel Greenblatt would demand a turnaround plan focusing on real cash generation.
-1325.00%
Negative FCF growth while TWLO is at 47.77%. Joel Greenblatt would demand improved cost control or more strategic capex discipline.
72.91%
10Y revenue/share CAGR under 50% of TWLO's 1420.66%. Michael Burry would suspect a lasting competitive disadvantage.
72.91%
5Y revenue/share CAGR under 50% of TWLO's 183.24%. Michael Burry would suspect a significant competitive gap or product weakness.
72.91%
3Y revenue/share CAGR 1.25-1.5x TWLO's 54.97%. Bruce Berkowitz might see better product or regional expansions than the competitor.
145.20%
10Y OCF/share CAGR under 50% of TWLO's 1625.64%. Michael Burry would worry about a persistent underperformance in cash creation.
145.20%
Below 50% of TWLO's 15869.04%. Michael Burry would be alarmed about sustained underperformance in generating free operational cash.
145.20%
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.
-185.50%
Negative 10Y net income/share CAGR while TWLO is at 210.01%. Joel Greenblatt sees a major red flag in long-term profit erosion.
-185.50%
Negative 5Y net income/share CAGR while TWLO is 120.74%. Joel Greenblatt would see fundamental missteps limiting profitability vs. the competitor.
-185.50%
Negative 3Y CAGR while TWLO is 108.27%. Joel Greenblatt might call for a short-term turnaround strategy or cost realignment.
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137.55%
AR growth well above TWLO's 1.79%. Michael Burry fears inflated revenue or higher default risk in the near future.
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107.80%
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.
170.58%
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.
No Data
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360.78%
We increase R&D while TWLO cuts. John Neff sees a short-term profit drag but a potential lead in future innovations.
246.15%
SG&A growth well above TWLO's 5.94%. Michael Burry sees potential margin erosion unless it translates into higher sales or brand equity.