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.
28.22%
Revenue growth above 1.5x TWLO's 4.77%. David Dodd would confirm if the firm has a unique advantage driving sales higher.
38.77%
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.
46.47%
EBIT growth similar to TWLO's 45.53%. Walter Schloss might infer both firms share similar operational efficiencies.
46.47%
Operating income growth at 75-90% of TWLO's 60.25%. Bill Ackman would demand a plan to enhance operating leverage.
23.22%
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.
23.53%
EPS growth above 1.5x TWLO's 15.38%. David Dodd would review if superior product economics or effective buybacks drive the outperformance.
17.65%
Similar diluted EPS growth to TWLO's 16.67%. Walter Schloss might see standard sector or cyclical influences on both firms.
1.32%
Slight or no buybacks while TWLO is reducing shares. John Neff might see a missed opportunity if the company’s stock is cheap.
1.19%
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.
29.58%
OCF growth at 50-75% of TWLO's 45.04%. Martin Whitman would question if the firm lags in monetizing sales effectively.
12.31%
FCF growth under 50% of TWLO's 47.77%. Michael Burry would suspect weaker operating efficiencies or heavier capex burdens.
120.71%
10Y revenue/share CAGR under 50% of TWLO's 1420.66%. Michael Burry would suspect a lasting competitive disadvantage.
120.71%
5Y revenue/share CAGR at 50-75% of TWLO's 183.24%. Martin Whitman would worry about a lagging mid-term growth trajectory.
120.71%
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.
133.08%
10Y OCF/share CAGR under 50% of TWLO's 1625.64%. Michael Burry would worry about a persistent underperformance in cash creation.
133.08%
Below 50% of TWLO's 15869.04%. Michael Burry would be alarmed about sustained underperformance in generating free operational cash.
133.08%
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.
66.27%
Below 50% of TWLO's 210.01%. Michael Burry would worry about a sizable gap in long-term profitability gains vs. the competitor.
66.27%
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.
66.27%
3Y net income/share CAGR 50-75% of TWLO's 108.27%. Martin Whitman might see a lagging edge in short-term profitability vs. the competitor.
204.94%
Below 50% of TWLO's 2870.25%. Michael Burry would suspect poor capital allocation or persistent net losses eroding long-term equity build-up.
204.94%
5Y equity/share CAGR above 1.5x TWLO's 72.03%. David Dodd might see stronger earnings retention or fewer asset impairments fueling growth.
204.94%
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.
27.18%
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.
19.84%
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.
17.02%
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.
-17.22%
Both reduce debt yoy. Martin Whitman sees a broader sector shift to safer balance sheets or less growth impetus.
10.57%
We increase R&D while TWLO cuts. John Neff sees a short-term profit drag but a potential lead in future innovations.
36.88%
SG&A growth well above TWLO's 5.94%. Michael Burry sees potential margin erosion unless it translates into higher sales or brand equity.