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.
19.58%
Revenue growth above 1.5x TWLO's 8.71%. David Dodd would confirm if the firm has a unique advantage driving sales higher.
21.48%
Gross profit growth above 1.5x TWLO's 11.67%. David Dodd would confirm if the company's business model is superior in terms of production costs or pricing.
36.02%
Positive EBIT growth while TWLO is negative. John Neff might see a substantial edge in operational management.
36.02%
Positive operating income growth while TWLO is negative. John Neff might view this as a competitive edge in operations.
31.41%
Positive net income growth while TWLO is negative. John Neff might see a big relative performance advantage.
35.85%
Positive EPS growth while TWLO is negative. John Neff might see a significant comparative advantage in per-share earnings dynamics.
36.54%
Positive diluted EPS growth while TWLO is negative. John Neff might view this as a strong relative advantage in controlling dilution.
0.59%
Slight or no buybacks while TWLO is reducing shares. John Neff might see a missed opportunity if the company’s stock is cheap.
0.55%
Slight or no buyback while TWLO is reducing diluted shares. John Neff might consider the competitor’s approach more shareholder-friendly.
No Data
No Data available this quarter, please select a different quarter.
7.21%
Positive OCF growth while TWLO is negative. John Neff would see this as a clear operational advantage vs. the competitor.
19.02%
Positive FCF growth while TWLO is negative. John Neff would see a strong competitive edge in net cash generation.
506.49%
10Y revenue/share CAGR above 1.5x TWLO's 122.16%. David Dodd would confirm if management’s strategic vision consistently outperforms the competitor.
506.49%
5Y revenue/share CAGR above 1.5x TWLO's 122.16%. David Dodd would look for consistent product or market expansions fueling outperformance.
203.17%
3Y revenue/share CAGR above 1.5x TWLO's 122.16%. David Dodd would confirm if there's an emerging competitive moat driving recent gains.
1990.83%
10Y OCF/share CAGR above 1.5x TWLO's 87.54%. David Dodd would check if a superior product mix or cost edge drives this outperformance.
1990.83%
5Y OCF/share CAGR above 1.5x TWLO's 87.54%. David Dodd would confirm if the firm has better cost structures or brand premium boosting mid-term cash flow.
106.60%
3Y OCF/share CAGR 1.25-1.5x TWLO's 87.54%. Bruce Berkowitz might see if strategic cost controls or product mix drove recent gains.
699.82%
Positive 10Y CAGR while TWLO is negative. John Neff might see a substantial advantage in bottom-line trajectory.
699.82%
Positive 5Y CAGR while TWLO is negative. John Neff might view this as a strong mid-term relative advantage.
487.24%
Positive short-term CAGR while TWLO is negative. John Neff would see a clear advantage in near-term profit trajectory.
No Data
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No Data
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248.44%
Equity/share CAGR of 248.44% 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
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19.29%
AR growth well above TWLO's 8.42%. 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.
7.04%
Asset growth well under 50% of TWLO's 101.22%. Michael Burry sees the competitor as far more aggressive in building resources or capacity.
6.23%
Under 50% of TWLO's 691.77%. Michael Burry raises concerns about the firm’s ability to build intrinsic value relative to its rival.
No Data
No Data available this quarter, please select a different quarter.
8.94%
R&D growth drastically higher vs. TWLO's 16.85%. Michael Burry fears near-term margin erosion unless breakthroughs are imminent.
9.98%
SG&A declining or stable vs. TWLO's 24.05%. David Dodd sees better overhead efficiency if it doesn't hamper revenue.