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.
-7.86%
Negative revenue growth while TWLO stands at 15.59%. Joel Greenblatt would look for strategic missteps or cyclical reasons.
-9.43%
Negative gross profit growth while TWLO is at 12.67%. Joel Greenblatt would examine cost competitiveness or demand decline.
-21.48%
Negative EBIT growth while TWLO is at 22.32%. Joel Greenblatt would demand a turnaround plan focusing on core profitability.
-21.48%
Negative operating income growth while TWLO is at 22.32%. Joel Greenblatt would press for urgent turnaround measures.
11.45%
Net income growth at 50-75% of TWLO's 21.69%. Martin Whitman would question fundamental disadvantages in expenses or demand.
-3.64%
Negative EPS growth while TWLO is at 28.45%. Joel Greenblatt would expect urgent managerial action on costs or revenue drivers.
-3.70%
Negative diluted EPS growth while TWLO is at 28.45%. Joel Greenblatt would require immediate efforts to restrain share issuance or boost net income.
1.04%
Share reduction more than 1.5x TWLO's 14.18%. David Dodd would see if the company is taking advantage of undervaluation to retire shares.
0.94%
Diluted share reduction more than 1.5x TWLO's 14.18%. 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.
5.52%
OCF growth under 50% of TWLO's 236.80%. Michael Burry might suspect questionable revenue recognition or rising costs.
-13.30%
Negative FCF growth while TWLO is at 135.44%. Joel Greenblatt would demand improved cost control or more strategic capex discipline.
524.61%
Positive 10Y revenue/share CAGR while TWLO is negative. John Neff might see a distinct advantage in product or market expansion over the competitor.
524.61%
Positive 5Y CAGR while TWLO is negative. John Neff might see an underappreciated edge for the firm vs. the competitor.
215.74%
Positive 3Y CAGR while TWLO is negative. John Neff might view this as a sharp short-term edge or successful pivot strategy.
633.53%
10Y OCF/share CAGR above 1.5x TWLO's 124.37%. David Dodd would check if a superior product mix or cost edge drives this outperformance.
633.53%
5Y OCF/share CAGR above 1.5x TWLO's 124.37%. David Dodd would confirm if the firm has better cost structures or brand premium boosting mid-term cash flow.
254.86%
3Y OCF/share CAGR above 1.5x TWLO's 124.37%. David Dodd would confirm if the firm is quickly gaining an operational edge over the competitor.
530.63%
Net income/share CAGR above 1.5x TWLO's 78.65% over 10 years. David Dodd would confirm if brand, IP, or scale secure this persistent advantage.
530.63%
5Y net income/share CAGR above 1.5x TWLO's 78.65%. David Dodd would confirm if the firm’s strategy is more effective in generating mid-term profits.
582.69%
3Y net income/share CAGR above 1.5x TWLO's 78.65%. 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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241.08%
Equity/share CAGR of 241.08% 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
No Data available this quarter, please select a different quarter.
-8.25%
Firm’s AR is declining while TWLO shows 11.01%. Joel Greenblatt sees stronger working capital efficiency if sales hold up.
No Data
No Data available this quarter, please select a different quarter.
5.40%
Asset growth at 75-90% of TWLO's 6.18%. Bill Ackman suggests reviewing opportunities to match or surpass the competitor's asset expansion if profitable.
5.53%
Positive BV/share change while TWLO is negative. John Neff sees a clear edge over a competitor losing equity.
-100.00%
We’re deleveraging while TWLO stands at 0.00%. Joel Greenblatt considers if we gain a balance-sheet advantage for potential downturns.
2.21%
R&D dropping or stable vs. TWLO's 13.56%. David Dodd sees near-term margin benefits if the product pipeline is already strong.
4.29%
SG&A growth well above TWLO's 0.21%. Michael Burry sees potential margin erosion unless it translates into higher sales or brand equity.