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.
25.65%
Revenue growth above 1.5x TWLO's 14.57%. David Dodd would confirm if the firm has a unique advantage driving sales higher.
28.85%
Gross profit growth above 1.5x TWLO's 18.63%. David Dodd would confirm if the company's business model is superior in terms of production costs or pricing.
46.52%
Positive EBIT growth while TWLO is negative. John Neff might see a substantial edge in operational management.
46.52%
Positive operating income growth while TWLO is negative. John Neff might view this as a competitive edge in operations.
35.88%
Positive net income growth while TWLO is negative. John Neff might see a big relative performance advantage.
49.40%
Positive EPS growth while TWLO is negative. John Neff might see a significant comparative advantage in per-share earnings dynamics.
47.56%
Positive diluted EPS growth while TWLO is negative. John Neff might view this as a strong relative advantage in controlling dilution.
0.25%
Share reduction more than 1.5x TWLO's 4.01%. David Dodd would see if the company is taking advantage of undervaluation to retire shares.
0.24%
Diluted share reduction more than 1.5x TWLO's 5.63%. 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.
37.82%
OCF growth under 50% of TWLO's 917.29%. Michael Burry might suspect questionable revenue recognition or rising costs.
47.50%
FCF growth above 1.5x TWLO's 13.27%. David Dodd would verify if the firm’s strategic investments yield superior returns.
552.73%
Positive 10Y revenue/share CAGR while TWLO is negative. John Neff might see a distinct advantage in product or market expansion over the competitor.
552.73%
Positive 5Y CAGR while TWLO is negative. John Neff might see an underappreciated edge for the firm vs. the competitor.
195.74%
Positive 3Y CAGR while TWLO is negative. John Neff might view this as a sharp short-term edge or successful pivot strategy.
710.12%
10Y OCF/share CAGR above 1.5x TWLO's 119.32%. David Dodd would check if a superior product mix or cost edge drives this outperformance.
710.12%
5Y OCF/share CAGR above 1.5x TWLO's 119.32%. David Dodd would confirm if the firm has better cost structures or brand premium boosting mid-term cash flow.
247.57%
3Y OCF/share CAGR above 1.5x TWLO's 119.32%. David Dodd would confirm if the firm is quickly gaining an operational edge over the competitor.
887.91%
Net income/share CAGR above 1.5x TWLO's 70.55% over 10 years. David Dodd would confirm if brand, IP, or scale secure this persistent advantage.
887.91%
5Y net income/share CAGR above 1.5x TWLO's 70.55%. David Dodd would confirm if the firm’s strategy is more effective in generating mid-term profits.
494.15%
3Y net income/share CAGR above 1.5x TWLO's 70.55%. David Dodd would confirm the company’s short-term strategies outmatch the competitor significantly.
912.61%
10Y equity/share CAGR above 1.5x TWLO's 106.54%. David Dodd would confirm if consistent earnings retention or fewer write-downs drive this advantage.
912.61%
5Y equity/share CAGR above 1.5x TWLO's 106.54%. David Dodd might see stronger earnings retention or fewer asset impairments fueling growth.
232.07%
3Y equity/share CAGR above 1.5x TWLO's 106.54%. David Dodd verifies the company’s short-term capital management far exceeds the competitor’s pace.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
30.07%
Our AR growth while TWLO is cutting. John Neff questions if the competitor outperforms in collections or if we’re pushing credit to maintain sales.
No Data
No Data available this quarter, please select a different quarter.
8.86%
Asset growth well under 50% of TWLO's 21.18%. Michael Burry sees the competitor as far more aggressive in building resources or capacity.
9.11%
Under 50% of TWLO's 19.86%. 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.
1.56%
R&D dropping or stable vs. TWLO's 16.49%. David Dodd sees near-term margin benefits if the product pipeline is already strong.
19.81%
SG&A growth well above TWLO's 5.60%. Michael Burry sees potential margin erosion unless it translates into higher sales or brand equity.