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.
-7.76%
Negative revenue growth while TWLO stands at 12.04%. Joel Greenblatt would look for strategic missteps or cyclical reasons.
-11.64%
Negative gross profit growth while TWLO is at 15.48%. Joel Greenblatt would examine cost competitiveness or demand decline.
-25.88%
Both companies show negative EBIT growth. Martin Whitman would consider macro or sector-specific headwinds.
-25.88%
Both companies face negative operating income growth. Martin Whitman would suspect broader market or cost hurdles.
16.85%
Positive net income growth while TWLO is negative. John Neff might see a big relative performance advantage.
17.01%
Positive EPS growth while TWLO is negative. John Neff might see a significant comparative advantage in per-share earnings dynamics.
17.36%
Positive diluted EPS growth while TWLO is negative. John Neff might view this as a strong relative advantage in controlling dilution.
-0.30%
Share reduction while TWLO is at 1.53%. Joel Greenblatt would see if the company has a better buyback policy than the competitor.
-0.30%
Reduced diluted shares while TWLO is at 1.53%. 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.
2.48%
OCF growth under 50% of TWLO's 346.39%. Michael Burry might suspect questionable revenue recognition or rising costs.
-6.66%
Negative FCF growth while TWLO is at 676.35%. Joel Greenblatt would demand improved cost control or more strategic capex discipline.
1265.41%
10Y revenue/share CAGR above 1.5x TWLO's 21.59%. David Dodd would confirm if management’s strategic vision consistently outperforms the competitor.
590.20%
5Y revenue/share CAGR above 1.5x TWLO's 21.59%. David Dodd would look for consistent product or market expansions fueling outperformance.
223.40%
3Y revenue/share CAGR 1.25-1.5x TWLO's 149.87%. Bruce Berkowitz might see better product or regional expansions than the competitor.
1800.35%
10Y OCF/share CAGR above 1.5x TWLO's 159.50%. David Dodd would check if a superior product mix or cost edge drives this outperformance.
819.34%
5Y OCF/share CAGR above 1.5x TWLO's 159.50%. David Dodd would confirm if the firm has better cost structures or brand premium boosting mid-term cash flow.
342.72%
3Y OCF/share CAGR at 75-90% of TWLO's 410.40%. Bill Ackman would press for improvements in margin or overhead to catch up.
1685.31%
Net income/share CAGR above 1.5x TWLO's 31.99% over 10 years. David Dodd would confirm if brand, IP, or scale secure this persistent advantage.
1832.70%
5Y net income/share CAGR above 1.5x TWLO's 31.99%. David Dodd would confirm if the firm’s strategy is more effective in generating mid-term profits.
838.17%
Positive short-term CAGR while TWLO is negative. John Neff would see a clear advantage in near-term profit trajectory.
No Data
No Data available this quarter, please select a different quarter.
452.07%
Equity/share CAGR of 452.07% while TWLO is zero. Bruce Berkowitz might see a minor advantage that could compound if the firm maintains positive net worth growth.
98.19%
Below 50% of TWLO's 650.43%. Michael Burry suspects a serious short-term disadvantage in building book value.
No Data
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No Data
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No Data
No Data available this quarter, please select a different quarter.
-12.29%
Firm’s AR is declining while TWLO shows 32.93%. Joel Greenblatt sees stronger working capital efficiency if sales hold up.
No Data
No Data available this quarter, please select a different quarter.
5.23%
Asset growth at 50-75% of TWLO's 7.34%. Martin Whitman questions if the firm is lagging expansions or if the competitor invests more aggressively.
4.72%
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.
14.83%
R&D growth drastically higher vs. TWLO's 14.46%. Michael Burry fears near-term margin erosion unless breakthroughs are imminent.
14.17%
SG&A growth well above TWLO's 21.07%. Michael Burry sees potential margin erosion unless it translates into higher sales or brand equity.