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.
-8.01%
Negative revenue growth while TWLO stands at 4.77%. Joel Greenblatt would look for strategic missteps or cyclical reasons.
-11.96%
Negative gross profit growth while TWLO is at 3.64%. Joel Greenblatt would examine cost competitiveness or demand decline.
-28.68%
Negative EBIT growth while TWLO is at 45.53%. Joel Greenblatt would demand a turnaround plan focusing on core profitability.
-28.68%
Negative operating income growth while TWLO is at 60.25%. Joel Greenblatt would press for urgent turnaround measures.
404.65%
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.
200.00%
EPS growth above 1.5x TWLO's 15.38%. David Dodd would review if superior product economics or effective buybacks drive the outperformance.
200.00%
Diluted EPS growth above 1.5x TWLO's 16.67%. David Dodd would see if there's a robust moat protecting these shareholder gains.
-6.94%
Both firms reduce share counts. Martin Whitman would compare buyback intensity relative to free cash flow generation.
-0.28%
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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5.58%
OCF growth under 50% of TWLO's 45.04%. Michael Burry might suspect questionable revenue recognition or rising costs.
-18.84%
Negative FCF growth while TWLO is at 47.77%. Joel Greenblatt would demand improved cost control or more strategic capex discipline.
97.83%
10Y revenue/share CAGR under 50% of TWLO's 1420.66%. Michael Burry would suspect a lasting competitive disadvantage.
97.83%
5Y revenue/share CAGR at 50-75% of TWLO's 183.24%. Martin Whitman would worry about a lagging mid-term growth trajectory.
97.83%
3Y revenue/share CAGR above 1.5x TWLO's 54.97%. David Dodd would confirm if there's an emerging competitive moat driving recent gains.
106.71%
10Y OCF/share CAGR under 50% of TWLO's 1625.64%. Michael Burry would worry about a persistent underperformance in cash creation.
106.71%
Below 50% of TWLO's 15869.04%. Michael Burry would be alarmed about sustained underperformance in generating free operational cash.
106.71%
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.
-7.63%
Negative 10Y net income/share CAGR while TWLO is at 210.01%. Joel Greenblatt sees a major red flag in long-term profit erosion.
-7.63%
Negative 5Y net income/share CAGR while TWLO is 120.74%. Joel Greenblatt would see fundamental missteps limiting profitability vs. the competitor.
-7.63%
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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-8.34%
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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0.40%
Asset growth 1.25-1.5x TWLO's 0.34%. Bruce Berkowitz sees if the firm's investments effectively outpace the competitor in future returns.
8.08%
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.
-4.16%
Both reduce debt yoy. Martin Whitman sees a broader sector shift to safer balance sheets or less growth impetus.
-1.35%
Both reduce R&D yoy. Martin Whitman sees an industry shifting to cost reduction or limited breakthroughs in the near term.
3.27%
SG&A growth well above TWLO's 5.94%. Michael Burry sees potential margin erosion unless it translates into higher sales or brand equity.