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.
29.77%
Revenue growth above 1.5x TWLO's 15.99%. David Dodd would confirm if the firm has a unique advantage driving sales higher.
32.69%
Gross profit growth above 1.5x TWLO's 17.02%. David Dodd would confirm if the company's business model is superior in terms of production costs or pricing.
75.46%
EBIT growth above 1.5x TWLO's 8.37%. David Dodd would confirm if core operations or niche positioning yield superior profitability.
75.46%
Operating income growth above 1.5x TWLO's 8.37%. David Dodd would confirm if consistent cost or pricing advantages drive this outperformance.
74.41%
Net income growth above 1.5x TWLO's 8.30%. David Dodd would check if a unique moat or cost structure secures superior bottom-line gains.
71.88%
EPS growth above 1.5x TWLO's 15.38%. David Dodd would review if superior product economics or effective buybacks drive the outperformance.
74.19%
Diluted EPS growth above 1.5x TWLO's 15.38%. David Dodd would see if there's a robust moat protecting these shareholder gains.
0.63%
Share change of 0.63% while TWLO is at zero. Bruce Berkowitz would see if slight buybacks (or dilution) matter in the bigger picture.
0.52%
Diluted share change of 0.52% 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.
28.97%
Positive OCF growth while TWLO is negative. John Neff would see this as a clear operational advantage vs. the competitor.
51.20%
Positive FCF growth while TWLO is negative. John Neff would see a strong competitive edge in net cash generation.
342.70%
Positive 10Y revenue/share CAGR while TWLO is negative. John Neff might see a distinct advantage in product or market expansion over the competitor.
342.70%
Positive 5Y CAGR while TWLO is negative. John Neff might see an underappreciated edge for the firm vs. the competitor.
242.23%
Positive 3Y CAGR while TWLO is negative. John Neff might view this as a sharp short-term edge or successful pivot strategy.
375.17%
10Y OCF/share CAGR above 1.5x TWLO's 81.83%. David Dodd would check if a superior product mix or cost edge drives this outperformance.
375.17%
5Y OCF/share CAGR above 1.5x TWLO's 81.83%. David Dodd would confirm if the firm has better cost structures or brand premium boosting mid-term cash flow.
285.51%
3Y OCF/share CAGR above 1.5x TWLO's 81.83%. David Dodd would confirm if the firm is quickly gaining an operational edge over the competitor.
341.10%
Net income/share CAGR above 1.5x TWLO's 76.61% over 10 years. David Dodd would confirm if brand, IP, or scale secure this persistent advantage.
341.10%
5Y net income/share CAGR above 1.5x TWLO's 76.61%. David Dodd would confirm if the firm’s strategy is more effective in generating mid-term profits.
3256.17%
3Y net income/share CAGR above 1.5x TWLO's 76.61%. David Dodd would confirm the company’s short-term strategies outmatch the competitor significantly.
673.71%
Positive growth while TWLO is negative. John Neff might see a strong advantage in steadily compounding net worth over a decade.
673.71%
Positive 5Y equity/share CAGR while TWLO is negative. John Neff might see a clear edge in retaining earnings or managing capital better.
249.33%
Positive short-term equity growth while TWLO is negative. John Neff sees a strong advantage in near-term net worth buildup.
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.
27.31%
AR growth well above TWLO's 10.07%. Michael Burry fears inflated revenue or higher default risk in the near future.
No Data
No Data available this quarter, please select a different quarter.
6.32%
Positive asset growth while TWLO is shrinking. John Neff sees potential for us to outgrow the competitor if returns are solid.
6.08%
Positive BV/share change while TWLO is negative. John Neff sees a clear edge over a competitor losing equity.
-9.52%
We’re deleveraging while TWLO stands at 0.00%. Joel Greenblatt considers if we gain a balance-sheet advantage for potential downturns.
3.38%
R&D dropping or stable vs. TWLO's 12.82%. David Dodd sees near-term margin benefits if the product pipeline is already strong.
8.75%
SG&A growth well above TWLO's 8.92%. Michael Burry sees potential margin erosion unless it translates into higher sales or brand equity.