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.
-8.00%
Negative revenue growth while TWLO stands at 20.52%. Joel Greenblatt would look for strategic missteps or cyclical reasons.
-9.66%
Negative gross profit growth while TWLO is at 26.34%. Joel Greenblatt would examine cost competitiveness or demand decline.
-15.10%
Both companies show negative EBIT growth. Martin Whitman would consider macro or sector-specific headwinds.
-15.10%
Both companies face negative operating income growth. Martin Whitman would suspect broader market or cost hurdles.
-26.87%
Both companies face declining net income. Martin Whitman would suspect external pressures or flawed business models in the space.
-28.00%
Negative EPS growth while TWLO is at 71.43%. Joel Greenblatt would expect urgent managerial action on costs or revenue drivers.
-28.00%
Negative diluted EPS growth while TWLO is at 71.43%. Joel Greenblatt would require immediate efforts to restrain share issuance or boost net income.
0.84%
Share reduction more than 1.5x TWLO's 258.27%. David Dodd would see if the company is taking advantage of undervaluation to retire shares.
0.71%
Diluted share reduction more than 1.5x TWLO's 258.27%. David Dodd would validate if the company is aggressively retiring shares or limiting option exercises.
No Data
No Data available this quarter, please select a different quarter.
7.39%
OCF growth under 50% of TWLO's 38.65%. Michael Burry might suspect questionable revenue recognition or rising costs.
12.38%
FCF growth 1.25-1.5x TWLO's 9.85%. Bruce Berkowitz would see if capex decisions or cost controls create a cash flow advantage.
322.21%
Positive 10Y revenue/share CAGR while TWLO is negative. John Neff might see a distinct advantage in product or market expansion over the competitor.
322.21%
Positive 5Y CAGR while TWLO is negative. John Neff might see an underappreciated edge for the firm vs. the competitor.
153.95%
Positive 3Y CAGR while TWLO is negative. John Neff might view this as a sharp short-term edge or successful pivot strategy.
329.24%
10Y OCF/share CAGR above 1.5x TWLO's 80.83%. David Dodd would check if a superior product mix or cost edge drives this outperformance.
329.24%
5Y OCF/share CAGR above 1.5x TWLO's 80.83%. David Dodd would confirm if the firm has better cost structures or brand premium boosting mid-term cash flow.
192.33%
3Y OCF/share CAGR above 1.5x TWLO's 80.83%. David Dodd would confirm if the firm is quickly gaining an operational edge over the competitor.
90.30%
Net income/share CAGR 1.25-1.5x TWLO's 61.56%. Bruce Berkowitz might see more effective use of capital or consistently better margins over time.
90.30%
5Y net income/share CAGR 1.25-1.5x TWLO's 61.56%. Bruce Berkowitz would check if a better product mix or cost discipline explains the gap.
88.29%
3Y net income/share CAGR 1.25-1.5x TWLO's 61.56%. Bruce Berkowitz might see new markets, M&A, or better cost discipline driving the difference.
No Data
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No Data
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408.11%
Equity/share CAGR of 408.11% 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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-10.13%
Both reduce receivables yoy. Martin Whitman suspects a shift in the entire niche’s credit approach or softer demand.
No Data
No Data available this quarter, please select a different quarter.
4.54%
Positive asset growth while TWLO is shrinking. John Neff sees potential for us to outgrow the competitor if returns are solid.
3.03%
Positive BV/share change while TWLO is negative. John Neff sees a clear edge over a competitor losing equity.
-20.17%
We’re deleveraging while TWLO stands at 0.00%. Joel Greenblatt considers if we gain a balance-sheet advantage for potential downturns.
-4.41%
Our R&D shrinks while TWLO invests at 19.81%. Joel Greenblatt checks if we risk falling behind a competitor’s new product pipeline.
-6.29%
We cut SG&A while TWLO invests at 18.12%. Joel Greenblatt sees a short-term margin benefit but wonders if the competitor invests for future gains.