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.
11.36%
Revenue growth at 50-75% of TWLO's 16.62%. Martin Whitman would worry about competitiveness or product relevance.
12.06%
Gross profit growth at 50-75% of TWLO's 16.72%. Martin Whitman would question if cost structure or brand is lagging.
14.61%
EBIT growth above 1.5x TWLO's 5.45%. David Dodd would confirm if core operations or niche positioning yield superior profitability.
14.61%
Operating income growth above 1.5x TWLO's 5.45%. David Dodd would confirm if consistent cost or pricing advantages drive this outperformance.
24.62%
Net income growth above 1.5x TWLO's 5.93%. David Dodd would check if a unique moat or cost structure secures superior bottom-line gains.
23.08%
EPS growth of 23.08% while TWLO is zero. Bruce Berkowitz would see if minimal gains can accelerate over time.
24.00%
Diluted EPS growth of 24.00% while TWLO is zero. Bruce Berkowitz would see if minimal gains can be scaled further for a bigger lead.
0.45%
Share change of 0.45% while TWLO is at zero. Bruce Berkowitz would see if slight buybacks (or dilution) matter in the bigger picture.
0.46%
Diluted share change of 0.46% while TWLO is zero. Bruce Berkowitz might see a minor difference that could widen over time.
No Data
No Data available this quarter, please select a different quarter.
16.60%
OCF growth under 50% of TWLO's 73.00%. Michael Burry might suspect questionable revenue recognition or rising costs.
6.09%
FCF growth under 50% of TWLO's 50.94%. Michael Burry would suspect weaker operating efficiencies or heavier capex burdens.
307.00%
Positive 10Y revenue/share CAGR while TWLO is negative. John Neff might see a distinct advantage in product or market expansion over the competitor.
307.00%
Positive 5Y CAGR while TWLO is negative. John Neff might see an underappreciated edge for the firm vs. the competitor.
203.16%
Positive 3Y CAGR while TWLO is negative. John Neff might view this as a sharp short-term edge or successful pivot strategy.
234.68%
10Y OCF/share CAGR above 1.5x TWLO's 64.74%. David Dodd would check if a superior product mix or cost edge drives this outperformance.
234.68%
5Y OCF/share CAGR above 1.5x TWLO's 64.74%. David Dodd would confirm if the firm has better cost structures or brand premium boosting mid-term cash flow.
645.29%
3Y OCF/share CAGR above 1.5x TWLO's 64.74%. David Dodd would confirm if the firm is quickly gaining an operational edge over the competitor.
238.60%
Net income/share CAGR above 1.5x TWLO's 64.99% over 10 years. David Dodd would confirm if brand, IP, or scale secure this persistent advantage.
238.60%
5Y net income/share CAGR above 1.5x TWLO's 64.99%. David Dodd would confirm if the firm’s strategy is more effective in generating mid-term profits.
1383.66%
3Y net income/share CAGR above 1.5x TWLO's 64.99%. David Dodd would confirm the company’s short-term strategies outmatch the competitor significantly.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
148.39%
Equity/share CAGR of 148.39% 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
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
10.74%
AR growth is negative/stable vs. TWLO's 24.36%, indicating tighter credit discipline. David Dodd confirms it doesn't hamper actual sales.
No Data
No Data available this quarter, please select a different quarter.
5.30%
Positive asset growth while TWLO is shrinking. John Neff sees potential for us to outgrow the competitor if returns are solid.
4.51%
Positive BV/share change while TWLO is negative. John Neff sees a clear edge over a competitor losing equity.
-15.44%
We’re deleveraging while TWLO stands at 0.00%. Joel Greenblatt considers if we gain a balance-sheet advantage for potential downturns.
8.63%
R&D dropping or stable vs. TWLO's 23.58%. David Dodd sees near-term margin benefits if the product pipeline is already strong.
12.89%
SG&A growth well above TWLO's 3.79%. Michael Burry sees potential margin erosion unless it translates into higher sales or brand equity.