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.
10.07%
Revenue growth at 50-75% of TWLO's 17.14%. Martin Whitman would worry about competitiveness or product relevance.
8.25%
Gross profit growth at 50-75% of TWLO's 13.50%. Martin Whitman would question if cost structure or brand is lagging.
0.50%
EBIT growth below 50% of TWLO's 4.48%. Michael Burry would suspect deeper competitive or cost structure issues.
0.50%
Operating income growth under 50% of TWLO's 4.48%. Michael Burry would be concerned about deeper cost or sales issues.
1.78%
Net income growth under 50% of TWLO's 4.58%. Michael Burry would suspect the firm is falling well behind a key competitor.
No Data
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0.99%
Share count expansion well above TWLO's 0.40%. Michael Burry would question if management is raising capital unnecessarily or is over-incentivizing employees with stock.
1.11%
Diluted share count expanding well above TWLO's 0.40%. Michael Burry would fear significant dilution to existing owners' stakes.
No Data
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-6.94%
Negative OCF growth while TWLO is at 69.69%. Joel Greenblatt would demand a turnaround plan focusing on real cash generation.
-12.16%
Negative FCF growth while TWLO is at 68.76%. Joel Greenblatt would demand improved cost control or more strategic capex discipline.
213.43%
10Y CAGR of 213.43% while TWLO is zero. Bruce Berkowitz would see if incremental growth can widen into a significant edge.
213.43%
5Y CAGR of 213.43% while TWLO is zero. Bruce Berkowitz would see if small improvements can scale into a larger advantage.
213.43%
3Y CAGR of 213.43% while TWLO is zero. Bruce Berkowitz would see if small gains can accelerate to a more decisive lead.
106.20%
OCF/share CAGR of 106.20% while TWLO is zero. Bruce Berkowitz might see a slight advantage that could compound over time.
106.20%
OCF/share CAGR of 106.20% while TWLO is zero. Bruce Berkowitz would see if modest momentum can translate into a bigger competitive lead.
106.20%
3Y OCF/share CAGR of 106.20% while TWLO is zero. Bruce Berkowitz might see if small gains can expand into a broader advantage.
229.82%
10Y net income/share CAGR of 229.82% while TWLO is zero. Bruce Berkowitz would see if minor gains can compound into a bigger lead over time.
229.82%
Net income/share CAGR of 229.82% while TWLO is zero. Bruce Berkowitz would see if small mid-term gains can develop into a bigger lead.
229.82%
3Y net income/share CAGR of 229.82% while TWLO is zero. Bruce Berkowitz sees if minor improvements can widen to a bigger advantage.
No Data
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14.54%
AR growth of 14.54% while TWLO is zero. Bruce Berkowitz wonders if the firm’s additional AR is warranted by strong revenue or potential risk.
No Data
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16.46%
Asset growth of 16.46% while TWLO is zero. Bruce Berkowitz checks if modest expansions can create a longer-term lead.
14.63%
BV/share growth of 14.63% while TWLO is zero. Bruce Berkowitz sees if small growth can compound into a strong advantage.
-14.72%
We’re deleveraging while TWLO stands at 0.00%. Joel Greenblatt considers if we gain a balance-sheet advantage for potential downturns.
23.58%
R&D growth drastically higher vs. TWLO's 30.54%. Michael Burry fears near-term margin erosion unless breakthroughs are imminent.
14.05%
We expand SG&A while TWLO cuts. John Neff might see the competitor as more cost-optimized unless we expect big payoffs from the overhead growth.