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.
8.93%
Revenue growth at 75-90% of TWLO's 10.89%. Bill Ackman would push for innovation or market expansion to catch up.
9.13%
Gross profit growth at 75-90% of TWLO's 10.85%. Bill Ackman would demand operational improvements to match competitor gains.
14.01%
Positive EBIT growth while TWLO is negative. John Neff might see a substantial edge in operational management.
14.01%
Positive operating income growth while TWLO is negative. John Neff might view this as a competitive edge in operations.
15.11%
Positive net income growth while TWLO is negative. John Neff might see a big relative performance advantage.
15.28%
EPS growth under 50% of TWLO's 71.11%. Michael Burry would suspect deeper structural issues or share dilution limiting per-share gains.
15.49%
Diluted EPS growth under 50% of TWLO's 71.11%. Michael Burry would worry about an eroding competitive position or excessive dilution.
0.38%
Share reduction more than 1.5x TWLO's 245.76%. David Dodd would see if the company is taking advantage of undervaluation to retire shares.
0.34%
Diluted share reduction more than 1.5x TWLO's 245.76%. 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.
11.85%
OCF growth at 50-75% of TWLO's 23.65%. Martin Whitman would question if the firm lags in monetizing sales effectively.
12.66%
Positive FCF growth while TWLO is negative. John Neff would see a strong competitive edge in net cash generation.
517.45%
Positive 10Y revenue/share CAGR while TWLO is negative. John Neff might see a distinct advantage in product or market expansion over the competitor.
517.45%
Positive 5Y CAGR while TWLO is negative. John Neff might see an underappreciated edge for the firm vs. the competitor.
198.63%
Positive 3Y CAGR while TWLO is negative. John Neff might view this as a sharp short-term edge or successful pivot strategy.
431.91%
10Y OCF/share CAGR above 1.5x TWLO's 90.89%. David Dodd would check if a superior product mix or cost edge drives this outperformance.
431.91%
5Y OCF/share CAGR above 1.5x TWLO's 90.89%. David Dodd would confirm if the firm has better cost structures or brand premium boosting mid-term cash flow.
223.32%
3Y OCF/share CAGR above 1.5x TWLO's 90.89%. David Dodd would confirm if the firm is quickly gaining an operational edge over the competitor.
869.72%
Net income/share CAGR above 1.5x TWLO's 62.46% over 10 years. David Dodd would confirm if brand, IP, or scale secure this persistent advantage.
869.72%
5Y net income/share CAGR above 1.5x TWLO's 62.46%. David Dodd would confirm if the firm’s strategy is more effective in generating mid-term profits.
433.13%
3Y net income/share CAGR above 1.5x TWLO's 62.46%. 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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256.14%
Equity/share CAGR of 256.14% 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.
9.60%
AR growth is negative/stable vs. TWLO's 27.72%, 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.
7.06%
Asset growth above 1.5x TWLO's 1.19%. David Dodd checks if M&A or new capacity expansions are value-accretive vs. competitor's approach.
7.00%
Positive BV/share change while TWLO is negative. John Neff sees a clear edge over a competitor losing equity.
No Data
No Data available this quarter, please select a different quarter.
5.19%
R&D dropping or stable vs. TWLO's 21.52%. David Dodd sees near-term margin benefits if the product pipeline is already strong.
3.97%
SG&A growth well above TWLO's 2.10%. Michael Burry sees potential margin erosion unless it translates into higher sales or brand equity.