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.
15.06%
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.
150.74%
EBIT growth above 1.5x TWLO's 45.53%. David Dodd would confirm if core operations or niche positioning yield superior profitability.
150.74%
Operating income growth above 1.5x TWLO's 60.25%. David Dodd would confirm if consistent cost or pricing advantages drive this outperformance.
62.42%
Net income growth above 1.5x TWLO's 12.02%. David Dodd would check if a unique moat or cost structure secures superior bottom-line gains.
70.81%
EPS growth above 1.5x TWLO's 15.38%. David Dodd would review if superior product economics or effective buybacks drive the outperformance.
70.81%
Diluted EPS growth above 1.5x TWLO's 16.67%. David Dodd would see if there's a robust moat protecting these shareholder gains.
28.79%
Slight or no buybacks while TWLO is reducing shares. John Neff might see a missed opportunity if the company’s stock is cheap.
28.79%
Slight or no buyback while TWLO is reducing diluted shares. John Neff might consider the competitor’s approach more shareholder-friendly.
No Data
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3.31%
OCF growth under 50% of TWLO's 45.04%. Michael Burry might suspect questionable revenue recognition or rising costs.
146.20%
FCF growth above 1.5x TWLO's 47.77%. David Dodd would verify if the firm’s strategic investments yield superior returns.
34.25%
10Y revenue/share CAGR under 50% of TWLO's 1420.66%. Michael Burry would suspect a lasting competitive disadvantage.
34.25%
5Y revenue/share CAGR under 50% of TWLO's 183.24%. Michael Burry would suspect a significant competitive gap or product weakness.
34.25%
3Y revenue/share CAGR at 50-75% of TWLO's 54.97%. Martin Whitman would question if the firm lags behind competitor innovations.
-55.09%
Negative 10Y OCF/share CAGR while TWLO stands at 1625.64%. Joel Greenblatt would scrutinize managerial effectiveness and product competitiveness.
-55.09%
Negative 5Y OCF/share CAGR while TWLO is at 15869.04%. Joel Greenblatt would question the firm’s operational model or cost structure.
-55.09%
Negative 3Y OCF/share CAGR while TWLO stands at 627.03%. Joel Greenblatt would demand an urgent turnaround in the firm’s cost or revenue drivers.
-126.38%
Negative 10Y net income/share CAGR while TWLO is at 210.01%. Joel Greenblatt sees a major red flag in long-term profit erosion.
-126.38%
Negative 5Y net income/share CAGR while TWLO is 120.74%. Joel Greenblatt would see fundamental missteps limiting profitability vs. the competitor.
-126.38%
Negative 3Y CAGR while TWLO is 108.27%. Joel Greenblatt might call for a short-term turnaround strategy or cost realignment.
No Data
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No Data
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No Data
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No Data
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4.98%
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.
7.44%
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.
-17.31%
We have a declining book value while TWLO shows 0.57%. Joel Greenblatt sees a fundamental disadvantage in net worth creation vs. the competitor.
27.76%
We have some new debt while TWLO reduces theirs. John Neff sees the competitor as more cautious unless our expansions pay off strongly.
-65.39%
Both reduce R&D yoy. Martin Whitman sees an industry shifting to cost reduction or limited breakthroughs in the near term.
-62.69%
We cut SG&A while TWLO invests at 5.94%. Joel Greenblatt sees a short-term margin benefit but wonders if the competitor invests for future gains.