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.
25.60%
Revenue growth above 1.5x TWLO's 14.61%. David Dodd would confirm if the firm has a unique advantage driving sales higher.
27.94%
Gross profit growth above 1.5x TWLO's 15.16%. David Dodd would confirm if the company's business model is superior in terms of production costs or pricing.
43.54%
EBIT growth above 1.5x TWLO's 15.87%. David Dodd would confirm if core operations or niche positioning yield superior profitability.
43.54%
Operating income growth above 1.5x TWLO's 15.87%. David Dodd would confirm if consistent cost or pricing advantages drive this outperformance.
-9.27%
Negative net income growth while TWLO stands at 19.33%. Joel Greenblatt would push for a reevaluation of cost or revenue strategies.
-9.26%
Negative EPS growth while TWLO is at 20.00%. Joel Greenblatt would expect urgent managerial action on costs or revenue drivers.
-9.43%
Negative diluted EPS growth while TWLO is at 20.00%. Joel Greenblatt would require immediate efforts to restrain share issuance or boost net income.
-0.03%
Share reduction while TWLO is at 1.18%. Joel Greenblatt would see if the company has a better buyback policy than the competitor.
-0.07%
Reduced diluted shares while TWLO is at 1.18%. Joel Greenblatt would see a relative advantage if the competitor is diluting more.
No Data
No Data available this quarter, please select a different quarter.
25.16%
OCF growth under 50% of TWLO's 226.26%. Michael Burry might suspect questionable revenue recognition or rising costs.
23.67%
FCF growth under 50% of TWLO's 79.04%. Michael Burry would suspect weaker operating efficiencies or heavier capex burdens.
853.81%
Positive 10Y revenue/share CAGR while TWLO is negative. John Neff might see a distinct advantage in product or market expansion over the competitor.
637.34%
Positive 5Y CAGR while TWLO is negative. John Neff might see an underappreciated edge for the firm vs. the competitor.
218.90%
Positive 3Y CAGR while TWLO is negative. John Neff might view this as a sharp short-term edge or successful pivot strategy.
1150.68%
10Y OCF/share CAGR above 1.5x TWLO's 112.09%. David Dodd would check if a superior product mix or cost edge drives this outperformance.
914.70%
5Y OCF/share CAGR above 1.5x TWLO's 112.09%. David Dodd would confirm if the firm has better cost structures or brand premium boosting mid-term cash flow.
358.70%
3Y OCF/share CAGR above 1.5x TWLO's 112.09%. David Dodd would confirm if the firm is quickly gaining an operational edge over the competitor.
1075.27%
Net income/share CAGR above 1.5x TWLO's 58.64% over 10 years. David Dodd would confirm if brand, IP, or scale secure this persistent advantage.
8842.26%
5Y net income/share CAGR above 1.5x TWLO's 58.64%. David Dodd would confirm if the firm’s strategy is more effective in generating mid-term profits.
480.54%
3Y net income/share CAGR above 1.5x TWLO's 58.64%. David Dodd would confirm the company’s short-term strategies outmatch the competitor significantly.
1162.05%
10Y equity/share CAGR above 1.5x TWLO's 111.08%. David Dodd would confirm if consistent earnings retention or fewer write-downs drive this advantage.
469.81%
5Y equity/share CAGR above 1.5x TWLO's 111.08%. David Dodd might see stronger earnings retention or fewer asset impairments fueling growth.
94.99%
3Y equity/share CAGR at 75-90% of TWLO's 111.08%. Bill Ackman pushes for margin or operational changes to match the competitor’s pace.
No Data
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No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
31.83%
AR growth well above TWLO's 15.71%. 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.
7.00%
Asset growth above 1.5x TWLO's 1.41%. David Dodd checks if M&A or new capacity expansions are value-accretive vs. competitor's approach.
4.44%
BV/share growth above 1.5x TWLO's 0.18%. 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.
-5.02%
Our R&D shrinks while TWLO invests at 3.65%. Joel Greenblatt checks if we risk falling behind a competitor’s new product pipeline.
20.75%
SG&A growth well above TWLO's 4.00%. Michael Burry sees potential margin erosion unless it translates into higher sales or brand equity.