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.
20.23%
Revenue growth 1.25-1.5x TWLO's 17.69%. Bruce Berkowitz would check if differentiation or pricing power justifies outperformance.
21.23%
Gross profit growth above 1.5x TWLO's 9.89%. David Dodd would confirm if the company's business model is superior in terms of production costs or pricing.
-21.33%
Both companies show negative EBIT growth. Martin Whitman would consider macro or sector-specific headwinds.
-21.33%
Both companies face negative operating income growth. Martin Whitman would suspect broader market or cost hurdles.
-13.22%
Both companies face declining net income. Martin Whitman would suspect external pressures or flawed business models in the space.
-19.35%
Both companies exhibit negative EPS growth. Martin Whitman would consider sector-wide issues or an unsustainable business environment.
-16.67%
Both face negative diluted EPS growth. Martin Whitman would suspect an industry or cyclical slump with heightened share issuance across the board.
6.27%
Share count expansion well above TWLO's 1.29%. Michael Burry would question if management is raising capital unnecessarily or is over-incentivizing employees with stock.
6.51%
Diluted share count expanding well above TWLO's 1.29%. Michael Burry would fear significant dilution to existing owners' stakes.
No Data
No Data available this quarter, please select a different quarter.
26.84%
Positive OCF growth while TWLO is negative. John Neff would see this as a clear operational advantage vs. the competitor.
39.16%
Positive FCF growth while TWLO is negative. John Neff would see a strong competitive edge in net cash generation.
199.10%
10Y CAGR of 199.10% while TWLO is zero. Bruce Berkowitz would see if incremental growth can widen into a significant edge.
199.10%
5Y CAGR of 199.10% while TWLO is zero. Bruce Berkowitz would see if small improvements can scale into a larger advantage.
199.10%
3Y CAGR of 199.10% while TWLO is zero. Bruce Berkowitz would see if small gains can accelerate to a more decisive lead.
172.66%
OCF/share CAGR of 172.66% while TWLO is zero. Bruce Berkowitz might see a slight advantage that could compound over time.
172.66%
OCF/share CAGR of 172.66% while TWLO is zero. Bruce Berkowitz would see if modest momentum can translate into a bigger competitive lead.
172.66%
3Y OCF/share CAGR of 172.66% while TWLO is zero. Bruce Berkowitz might see if small gains can expand into a broader advantage.
102.44%
10Y net income/share CAGR of 102.44% while TWLO is zero. Bruce Berkowitz would see if minor gains can compound into a bigger lead over time.
102.44%
Net income/share CAGR of 102.44% while TWLO is zero. Bruce Berkowitz would see if small mid-term gains can develop into a bigger lead.
102.44%
3Y net income/share CAGR of 102.44% while TWLO is zero. Bruce Berkowitz sees if minor improvements can widen to a bigger advantage.
547.22%
Equity/share CAGR of 547.22% while TWLO is zero. Bruce Berkowitz might see a slight advantage that can compound significantly over 10 years.
547.22%
Equity/share CAGR of 547.22% while TWLO is zero. Bruce Berkowitz might see a minor advantage that could compound if the firm maintains positive net worth growth.
547.22%
Equity/share CAGR of 547.22% while TWLO is zero. Bruce Berkowitz sees if minor gains can snowball into a bigger lead soon.
No Data
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No Data
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No Data
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23.11%
AR growth of 23.11% while TWLO is zero. Bruce Berkowitz wonders if the firm’s additional AR is warranted by strong revenue or potential risk.
No Data
No Data available this quarter, please select a different quarter.
66.13%
Asset growth of 66.13% while TWLO is zero. Bruce Berkowitz checks if modest expansions can create a longer-term lead.
59.93%
BV/share growth of 59.93% while TWLO is zero. Bruce Berkowitz sees if small growth can compound into a strong advantage.
-16.19%
We’re deleveraging while TWLO stands at 0.00%. Joel Greenblatt considers if we gain a balance-sheet advantage for potential downturns.
82.73%
R&D growth drastically higher vs. TWLO's 18.03%. Michael Burry fears near-term margin erosion unless breakthroughs are imminent.
50.71%
SG&A growth well above TWLO's 19.53%. Michael Burry sees potential margin erosion unless it translates into higher sales or brand equity.