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.
10.80%
Revenue growth above 1.5x TWLO's 4.87%. David Dodd would confirm if the firm has a unique advantage driving sales higher.
9.85%
Positive gross profit growth while TWLO is negative. John Neff would see a clear operational edge over the competitor.
16.38%
Positive EBIT growth while TWLO is negative. John Neff might see a substantial edge in operational management.
16.38%
Positive operating income growth while TWLO is negative. John Neff might view this as a competitive edge in operations.
20.93%
Positive net income growth while TWLO is negative. John Neff might see a big relative performance advantage.
20.90%
Positive EPS growth while TWLO is negative. John Neff might see a significant comparative advantage in per-share earnings dynamics.
20.45%
Positive diluted EPS growth while TWLO is negative. John Neff might view this as a strong relative advantage in controlling dilution.
0.21%
Share reduction more than 1.5x TWLO's 1.41%. David Dodd would see if the company is taking advantage of undervaluation to retire shares.
0.17%
Diluted share reduction more than 1.5x TWLO's 1.41%. 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.
14.33%
OCF growth under 50% of TWLO's 53.69%. Michael Burry might suspect questionable revenue recognition or rising costs.
11.67%
FCF growth under 50% of TWLO's 28.22%. Michael Burry would suspect weaker operating efficiencies or heavier capex burdens.
800.05%
Positive 10Y revenue/share CAGR while TWLO is negative. John Neff might see a distinct advantage in product or market expansion over the competitor.
570.42%
Positive 5Y CAGR while TWLO is negative. John Neff might see an underappreciated edge for the firm vs. the competitor.
187.17%
Positive 3Y CAGR while TWLO is negative. John Neff might view this as a sharp short-term edge or successful pivot strategy.
801.72%
10Y OCF/share CAGR above 1.5x TWLO's 64.07%. David Dodd would check if a superior product mix or cost edge drives this outperformance.
1908.01%
5Y OCF/share CAGR above 1.5x TWLO's 64.07%. David Dodd would confirm if the firm has better cost structures or brand premium boosting mid-term cash flow.
337.30%
3Y OCF/share CAGR above 1.5x TWLO's 64.07%. David Dodd would confirm if the firm is quickly gaining an operational edge over the competitor.
1622.83%
Net income/share CAGR above 1.5x TWLO's 28.79% over 10 years. David Dodd would confirm if brand, IP, or scale secure this persistent advantage.
6631.35%
5Y net income/share CAGR above 1.5x TWLO's 28.79%. David Dodd would confirm if the firm’s strategy is more effective in generating mid-term profits.
422.36%
3Y net income/share CAGR above 1.5x TWLO's 28.79%. 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.
311.55%
Equity/share CAGR of 311.55% while TWLO is zero. Bruce Berkowitz might see a minor advantage that could compound if the firm maintains positive net worth growth.
198.60%
Equity/share CAGR of 198.60% while TWLO is zero. Bruce Berkowitz sees if minor gains can snowball into a bigger lead soon.
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.
13.52%
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.
6.98%
Asset growth above 1.5x TWLO's 1.28%. David Dodd checks if M&A or new capacity expansions are value-accretive vs. competitor's approach.
6.89%
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.
6.93%
R&D growth drastically higher vs. TWLO's 6.60%. Michael Burry fears near-term margin erosion unless breakthroughs are imminent.
-3.29%
We cut SG&A while TWLO invests at 44.51%. Joel Greenblatt sees a short-term margin benefit but wonders if the competitor invests for future gains.