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.
16.05%
Revenue growth above 1.5x TWLO's 9.73%. David Dodd would confirm if the firm has a unique advantage driving sales higher.
17.62%
Gross profit growth above 1.5x TWLO's 6.89%. David Dodd would confirm if the company's business model is superior in terms of production costs or pricing.
32.28%
EBIT growth 50-75% of TWLO's 52.08%. Martin Whitman would suspect suboptimal resource allocation.
32.28%
Operating income growth at 50-75% of TWLO's 52.08%. Martin Whitman would doubt the firm’s ability to compete efficiently.
27.17%
Net income growth at 50-75% of TWLO's 50.03%. Martin Whitman would question fundamental disadvantages in expenses or demand.
26.42%
EPS growth at 50-75% of TWLO's 51.13%. Martin Whitman would suspect a lag in operational efficiency or a higher share count.
26.92%
Diluted EPS growth at 50-75% of TWLO's 51.13%. Martin Whitman would question if share issuance or modest net income gains hamper progress.
0.30%
Share reduction more than 1.5x TWLO's 2.55%. 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 2.55%. David Dodd would validate if the company is aggressively retiring shares or limiting option exercises.
No Data
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5.97%
Positive OCF growth while TWLO is negative. John Neff would see this as a clear operational advantage vs. the competitor.
3.41%
Positive FCF growth while TWLO is negative. John Neff would see a strong competitive edge in net cash generation.
767.65%
Positive 10Y revenue/share CAGR while TWLO is negative. John Neff might see a distinct advantage in product or market expansion over the competitor.
401.78%
Positive 5Y CAGR while TWLO is negative. John Neff might see an underappreciated edge for the firm vs. the competitor.
183.05%
Positive 3Y CAGR while TWLO is negative. John Neff might view this as a sharp short-term edge or successful pivot strategy.
3361.63%
10Y OCF/share CAGR above 1.5x TWLO's 76.25%. David Dodd would check if a superior product mix or cost edge drives this outperformance.
1311.73%
5Y OCF/share CAGR above 1.5x TWLO's 76.25%. David Dodd would confirm if the firm has better cost structures or brand premium boosting mid-term cash flow.
253.21%
3Y OCF/share CAGR above 1.5x TWLO's 76.25%. David Dodd would confirm if the firm is quickly gaining an operational edge over the competitor.
1250.34%
Net income/share CAGR above 1.5x TWLO's 79.20% over 10 years. David Dodd would confirm if brand, IP, or scale secure this persistent advantage.
1679.26%
5Y net income/share CAGR above 1.5x TWLO's 79.20%. David Dodd would confirm if the firm’s strategy is more effective in generating mid-term profits.
336.24%
3Y net income/share CAGR above 1.5x TWLO's 79.20%. David Dodd would confirm the company’s short-term strategies outmatch the competitor significantly.
No Data
No Data available this quarter, please select a different quarter.
218.39%
Equity/share CAGR of 218.39% while TWLO is zero. Bruce Berkowitz might see a minor advantage that could compound if the firm maintains positive net worth growth.
220.23%
Equity/share CAGR of 220.23% 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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14.11%
AR growth well above TWLO's 24.57%. 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.
7.46%
Asset growth above 1.5x TWLO's 1.90%. David Dodd checks if M&A or new capacity expansions are value-accretive vs. competitor's approach.
6.59%
BV/share growth above 1.5x TWLO's 3.36%. David Dodd confirms if consistent profit retention or fewer write-downs yield faster equity creation.
No Data
No Data available this quarter, please select a different quarter.
4.63%
R&D dropping or stable vs. TWLO's 12.04%. David Dodd sees near-term margin benefits if the product pipeline is already strong.
3.04%
We expand SG&A while TWLO cuts. John Neff might see the competitor as more cost-optimized unless we expect big payoffs from the overhead growth.