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.
-8.82%
Negative revenue growth while TWLO stands at 6.61%. Joel Greenblatt would look for strategic missteps or cyclical reasons.
-11.45%
Negative gross profit growth while TWLO is at 4.90%. Joel Greenblatt would examine cost competitiveness or demand decline.
-27.15%
Both companies show negative EBIT growth. Martin Whitman would consider macro or sector-specific headwinds.
-27.15%
Both companies face negative operating income growth. Martin Whitman would suspect broader market or cost hurdles.
-14.07%
Both companies face declining net income. Martin Whitman would suspect external pressures or flawed business models in the space.
-14.52%
Both companies exhibit negative EPS growth. Martin Whitman would consider sector-wide issues or an unsustainable business environment.
-14.05%
Both face negative diluted EPS growth. Martin Whitman would suspect an industry or cyclical slump with heightened share issuance across the board.
0.29%
Share reduction more than 1.5x TWLO's 1.56%. David Dodd would see if the company is taking advantage of undervaluation to retire shares.
0.20%
Diluted share change of 0.20% 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.
2.60%
Positive OCF growth while TWLO is negative. John Neff would see this as a clear operational advantage vs. the competitor.
3.44%
FCF growth 75-90% of TWLO's 3.90%. Bill Ackman might push for improved capital allocation or operational changes to match the competitor.
818.13%
Positive 10Y revenue/share CAGR while TWLO is negative. John Neff might see a distinct advantage in product or market expansion over the competitor.
452.25%
Positive 5Y CAGR while TWLO is negative. John Neff might see an underappreciated edge for the firm vs. the competitor.
183.63%
Positive 3Y CAGR while TWLO is negative. John Neff might view this as a sharp short-term edge or successful pivot strategy.
1125.07%
10Y OCF/share CAGR above 1.5x TWLO's 109.16%. David Dodd would check if a superior product mix or cost edge drives this outperformance.
734.33%
5Y OCF/share CAGR above 1.5x TWLO's 109.16%. David Dodd would confirm if the firm has better cost structures or brand premium boosting mid-term cash flow.
247.77%
3Y OCF/share CAGR above 1.5x TWLO's 109.16%. David Dodd would confirm if the firm is quickly gaining an operational edge over the competitor.
997.04%
Net income/share CAGR above 1.5x TWLO's 56.43% over 10 years. David Dodd would confirm if brand, IP, or scale secure this persistent advantage.
985.48%
5Y net income/share CAGR above 1.5x TWLO's 56.43%. David Dodd would confirm if the firm’s strategy is more effective in generating mid-term profits.
322.95%
3Y net income/share CAGR above 1.5x TWLO's 56.43%. David Dodd would confirm the company’s short-term strategies outmatch the competitor significantly.
No Data
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708.25%
Equity/share CAGR of 708.25% while TWLO is zero. Bruce Berkowitz might see a minor advantage that could compound if the firm maintains positive net worth growth.
228.28%
Equity/share CAGR of 228.28% 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
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-14.48%
Firm’s AR is declining while TWLO shows 14.33%. Joel Greenblatt sees stronger working capital efficiency if sales hold up.
No Data
No Data available this quarter, please select a different quarter.
5.78%
Asset growth 1.25-1.5x TWLO's 4.14%. Bruce Berkowitz sees if the firm's investments effectively outpace the competitor in future returns.
4.75%
BV/share growth above 1.5x TWLO's 0.97%. David Dodd confirms if consistent profit retention or fewer write-downs yield faster equity creation.
No Data
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17.34%
R&D growth drastically higher vs. TWLO's 7.87%. Michael Burry fears near-term margin erosion unless breakthroughs are imminent.
4.84%
SG&A declining or stable vs. TWLO's 19.30%. David Dodd sees better overhead efficiency if it doesn't hamper revenue.