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.
11.20%
Revenue growth above 1.5x TWLO's 4.77%. David Dodd would confirm if the firm has a unique advantage driving sales higher.
11.94%
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.
25.85%
EBIT growth 50-75% of TWLO's 45.53%. Martin Whitman would suspect suboptimal resource allocation.
25.85%
Operating income growth under 50% of TWLO's 60.25%. Michael Burry would be concerned about deeper cost or sales issues.
27.49%
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.
21.43%
EPS growth 1.25-1.5x TWLO's 15.38%. Bruce Berkowitz would check if strategic initiatives like cost cutting or better capital management explain the difference.
30.77%
Diluted EPS growth above 1.5x TWLO's 16.67%. David Dodd would see if there's a robust moat protecting these shareholder gains.
0.93%
Slight or no buybacks while TWLO is reducing shares. John Neff might see a missed opportunity if the company’s stock is cheap.
1.04%
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.
-28.14%
Negative OCF growth while TWLO is at 45.04%. Joel Greenblatt would demand a turnaround plan focusing on real cash generation.
-36.81%
Negative FCF growth while TWLO is at 47.77%. Joel Greenblatt would demand improved cost control or more strategic capex discipline.
106.76%
10Y revenue/share CAGR under 50% of TWLO's 1420.66%. Michael Burry would suspect a lasting competitive disadvantage.
106.76%
5Y revenue/share CAGR at 50-75% of TWLO's 183.24%. Martin Whitman would worry about a lagging mid-term growth trajectory.
106.76%
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.
64.51%
10Y OCF/share CAGR under 50% of TWLO's 1625.64%. Michael Burry would worry about a persistent underperformance in cash creation.
64.51%
Below 50% of TWLO's 15869.04%. Michael Burry would be alarmed about sustained underperformance in generating free operational cash.
64.51%
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.
81.89%
Below 50% of TWLO's 210.01%. Michael Burry would worry about a sizable gap in long-term profitability gains vs. the competitor.
81.89%
5Y net income/share CAGR at 50-75% of TWLO's 120.74%. Martin Whitman might see a shortfall in operational efficiency or brand power.
81.89%
3Y net income/share CAGR 75-90% of TWLO's 108.27%. Bill Ackman might push for an operational plan to match or beat the competitor’s short-term growth.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
11.51%
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.
-5.03%
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.
4.68%
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.
-73.47%
Both reduce debt yoy. Martin Whitman sees a broader sector shift to safer balance sheets or less growth impetus.
7.27%
We increase R&D while TWLO cuts. John Neff sees a short-term profit drag but a potential lead in future innovations.
-8.60%
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.