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.
14.08%
Revenue growth similar to TWLO's 13.75%. Walter Schloss would see if both companies share industry tailwinds.
16.79%
Gross profit growth similar to TWLO's 18.56%. Walter Schloss would assume both firms track common industry trends.
36.44%
Positive EBIT growth while TWLO is negative. John Neff might see a substantial edge in operational management.
36.44%
Positive operating income growth while TWLO is negative. John Neff might view this as a competitive edge in operations.
40.47%
Positive net income growth while TWLO is negative. John Neff might see a big relative performance advantage.
44.44%
EPS growth above 1.5x TWLO's 7.14%. David Dodd would review if superior product economics or effective buybacks drive the outperformance.
38.89%
Diluted EPS growth above 1.5x TWLO's 7.14%. David Dodd would see if there's a robust moat protecting these shareholder gains.
0.52%
Share reduction more than 1.5x TWLO's 17.77%. David Dodd would see if the company is taking advantage of undervaluation to retire shares.
0.49%
Diluted share reduction more than 1.5x TWLO's 17.77%. 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.
10.59%
Positive OCF growth while TWLO is negative. John Neff would see this as a clear operational advantage vs. the competitor.
11.10%
Positive FCF growth while TWLO is negative. John Neff would see a strong competitive edge in net cash generation.
291.36%
Positive 10Y revenue/share CAGR while TWLO is negative. John Neff might see a distinct advantage in product or market expansion over the competitor.
291.36%
Positive 5Y CAGR while TWLO is negative. John Neff might see an underappreciated edge for the firm vs. the competitor.
126.33%
Positive 3Y CAGR while TWLO is negative. John Neff might view this as a sharp short-term edge or successful pivot strategy.
1162.91%
10Y OCF/share CAGR above 1.5x TWLO's 60.58%. David Dodd would check if a superior product mix or cost edge drives this outperformance.
1162.91%
5Y OCF/share CAGR above 1.5x TWLO's 60.58%. David Dodd would confirm if the firm has better cost structures or brand premium boosting mid-term cash flow.
415.05%
3Y OCF/share CAGR above 1.5x TWLO's 60.58%. David Dodd would confirm if the firm is quickly gaining an operational edge over the competitor.
158.17%
Net income/share CAGR above 1.5x TWLO's 64.62% over 10 years. David Dodd would confirm if brand, IP, or scale secure this persistent advantage.
158.17%
5Y net income/share CAGR above 1.5x TWLO's 64.62%. David Dodd would confirm if the firm’s strategy is more effective in generating mid-term profits.
401.93%
3Y net income/share CAGR above 1.5x TWLO's 64.62%. David Dodd would confirm the company’s short-term strategies outmatch the competitor significantly.
No Data
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No Data
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96.53%
Equity/share CAGR of 96.53% 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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20.36%
AR growth of 20.36% 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.
5.05%
Asset growth of 5.05% while TWLO is zero. Bruce Berkowitz checks if modest expansions can create a longer-term lead.
4.65%
BV/share growth of 4.65% while TWLO is zero. Bruce Berkowitz sees if small growth can compound into a strong advantage.
-19.89%
We’re deleveraging while TWLO stands at 0.00%. Joel Greenblatt considers if we gain a balance-sheet advantage for potential downturns.
10.17%
R&D growth drastically higher vs. TWLO's 10.71%. Michael Burry fears near-term margin erosion unless breakthroughs are imminent.
4.14%
SG&A declining or stable vs. TWLO's 16.90%. David Dodd sees better overhead efficiency if it doesn't hamper revenue.