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.
25.59%
Revenue growth above 1.5x TWLO's 4.77%. David Dodd would confirm if the firm has a unique advantage driving sales higher.
26.28%
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.
38.73%
EBIT growth 75-90% of TWLO's 45.53%. Bill Ackman would push for cost reforms or better product mix to narrow the gap.
38.73%
Operating income growth at 50-75% of TWLO's 60.25%. Martin Whitman would doubt the firm’s ability to compete efficiently.
172.88%
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.
222.95%
EPS growth above 1.5x TWLO's 15.38%. David Dodd would review if superior product economics or effective buybacks drive the outperformance.
222.95%
Diluted EPS growth above 1.5x TWLO's 16.67%. David Dodd would see if there's a robust moat protecting these shareholder gains.
9.95%
Slight or no buybacks while TWLO is reducing shares. John Neff might see a missed opportunity if the company’s stock is cheap.
3.55%
Slight or no buyback while TWLO is reducing diluted shares. John Neff might consider the competitor’s approach more shareholder-friendly.
No Data
No Data available this quarter, please select a different quarter.
172.40%
OCF growth above 1.5x TWLO's 45.04%. David Dodd would confirm a clear edge in underlying cash generation.
511.39%
FCF growth above 1.5x TWLO's 47.77%. David Dodd would verify if the firm’s strategic investments yield superior returns.
29.36%
10Y revenue/share CAGR under 50% of TWLO's 1420.66%. Michael Burry would suspect a lasting competitive disadvantage.
29.36%
5Y revenue/share CAGR under 50% of TWLO's 183.24%. Michael Burry would suspect a significant competitive gap or product weakness.
29.36%
3Y revenue/share CAGR at 50-75% of TWLO's 54.97%. Martin Whitman would question if the firm lags behind competitor innovations.
23.26%
10Y OCF/share CAGR under 50% of TWLO's 1625.64%. Michael Burry would worry about a persistent underperformance in cash creation.
23.26%
Below 50% of TWLO's 15869.04%. Michael Burry would be alarmed about sustained underperformance in generating free operational cash.
23.26%
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.
-86.86%
Negative 10Y net income/share CAGR while TWLO is at 210.01%. Joel Greenblatt sees a major red flag in long-term profit erosion.
-86.86%
Negative 5Y net income/share CAGR while TWLO is 120.74%. Joel Greenblatt would see fundamental missteps limiting profitability vs. the competitor.
-86.86%
Negative 3Y CAGR while TWLO is 108.27%. Joel Greenblatt might call for a short-term turnaround strategy or cost realignment.
121.48%
Below 50% of TWLO's 2870.25%. Michael Burry would suspect poor capital allocation or persistent net losses eroding long-term equity build-up.
121.48%
5Y equity/share CAGR above 1.5x TWLO's 72.03%. David Dodd might see stronger earnings retention or fewer asset impairments fueling growth.
121.48%
Positive short-term equity growth while TWLO is negative. John Neff sees a strong advantage in near-term net worth buildup.
No Data
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No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
-40.18%
Firm’s AR is declining while TWLO shows 1.79%. Joel Greenblatt sees stronger working capital efficiency if sales hold up.
No Data
No Data available this quarter, please select a different quarter.
-5.83%
Negative asset growth while TWLO invests at 0.34%. Joel Greenblatt checks if the competitor might capture more market share unless our returns remain higher.
-24.57%
We have a declining book value while TWLO shows 0.57%. Joel Greenblatt sees a fundamental disadvantage in net worth creation vs. the competitor.
161.20%
We have some new debt while TWLO reduces theirs. John Neff sees the competitor as more cautious unless our expansions pay off strongly.
21.72%
We increase R&D while TWLO cuts. John Neff sees a short-term profit drag but a potential lead in future innovations.
15.05%
SG&A growth well above TWLO's 5.94%. Michael Burry sees potential margin erosion unless it translates into higher sales or brand equity.