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.
24.35%
Revenue growth above 1.5x TWLO's 4.77%. David Dodd would confirm if the firm has a unique advantage driving sales higher.
29.00%
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.
65.95%
EBIT growth 1.25-1.5x TWLO's 45.53%. Bruce Berkowitz would verify if strategic initiatives are driving this edge.
65.95%
Operating income growth similar to TWLO's 60.25%. Walter Schloss would assume both share comparable operational structures.
52.53%
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.
55.56%
EPS growth above 1.5x TWLO's 15.38%. David Dodd would review if superior product economics or effective buybacks drive the outperformance.
44.44%
Diluted EPS growth above 1.5x TWLO's 16.67%. David Dodd would see if there's a robust moat protecting these shareholder gains.
0.44%
Slight or no buybacks while TWLO is reducing shares. John Neff might see a missed opportunity if the company’s stock is cheap.
0.12%
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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83.87%
OCF growth above 1.5x TWLO's 45.04%. David Dodd would confirm a clear edge in underlying cash generation.
168.88%
FCF growth above 1.5x TWLO's 47.77%. David Dodd would verify if the firm’s strategic investments yield superior returns.
100.05%
10Y revenue/share CAGR under 50% of TWLO's 1420.66%. Michael Burry would suspect a lasting competitive disadvantage.
100.05%
5Y revenue/share CAGR at 50-75% of TWLO's 183.24%. Martin Whitman would worry about a lagging mid-term growth trajectory.
100.05%
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.
912.04%
10Y OCF/share CAGR at 50-75% of TWLO's 1625.64%. Martin Whitman might fear a structural deficiency in operational efficiency.
912.04%
Below 50% of TWLO's 15869.04%. Michael Burry would be alarmed about sustained underperformance in generating free operational cash.
912.04%
3Y OCF/share CAGR 1.25-1.5x TWLO's 627.03%. Bruce Berkowitz might see if strategic cost controls or product mix drove recent gains.
36.20%
Below 50% of TWLO's 210.01%. Michael Burry would worry about a sizable gap in long-term profitability gains vs. the competitor.
36.20%
Below 50% of TWLO's 120.74%. Michael Burry would worry about a substantial lag vs. the competitor’s profit ramp-up.
36.20%
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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No Data
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18.66%
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.
3.70%
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.
3.99%
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.
-4.03%
Both reduce debt yoy. Martin Whitman sees a broader sector shift to safer balance sheets or less growth impetus.
17.41%
We increase R&D while TWLO cuts. John Neff sees a short-term profit drag but a potential lead in future innovations.
16.62%
SG&A growth well above TWLO's 5.94%. Michael Burry sees potential margin erosion unless it translates into higher sales or brand equity.