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.
10.57%
Revenue growth at 50-75% of TWLO's 14.44%. Martin Whitman would worry about competitiveness or product relevance.
9.74%
Gross profit growth at 50-75% of TWLO's 14.78%. Martin Whitman would question if cost structure or brand is lagging.
7.60%
EBIT growth 75-90% of TWLO's 9.48%. Bill Ackman would push for cost reforms or better product mix to narrow the gap.
7.60%
Operating income growth at 75-90% of TWLO's 9.48%. Bill Ackman would demand a plan to enhance operating leverage.
2.39%
Positive net income growth while TWLO is negative. John Neff might see a big relative performance advantage.
2.33%
EPS growth of 2.33% while TWLO is zero. Bruce Berkowitz would see if minimal gains can accelerate over time.
2.96%
Diluted EPS growth of 2.96% while TWLO is zero. Bruce Berkowitz would see if minimal gains can be scaled further for a bigger lead.
-0.49%
Share reduction while TWLO is at 1.77%. Joel Greenblatt would see if the company has a better buyback policy than the competitor.
-0.36%
Reduced diluted shares while TWLO is at 1.77%. 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.
-19.86%
Both companies show negative OCF growth. Martin Whitman would analyze broader economic or industry conditions limiting cash flow.
-43.74%
Both companies show negative FCF growth. Martin Whitman would consider an industry-wide capital spending surge or margin compression.
1139.17%
10Y revenue/share CAGR above 1.5x TWLO's 28.13%. David Dodd would confirm if management’s strategic vision consistently outperforms the competitor.
519.44%
5Y revenue/share CAGR above 1.5x TWLO's 28.13%. David Dodd would look for consistent product or market expansions fueling outperformance.
216.63%
3Y revenue/share CAGR 1.25-1.5x TWLO's 190.88%. Bruce Berkowitz might see better product or regional expansions than the competitor.
3993.01%
10Y OCF/share CAGR above 1.5x TWLO's 107.90%. David Dodd would check if a superior product mix or cost edge drives this outperformance.
304.43%
5Y OCF/share CAGR above 1.5x TWLO's 107.90%. David Dodd would confirm if the firm has better cost structures or brand premium boosting mid-term cash flow.
224.09%
3Y OCF/share CAGR above 1.5x TWLO's 120.04%. David Dodd would confirm if the firm is quickly gaining an operational edge over the competitor.
1683.32%
Net income/share CAGR above 1.5x TWLO's 33.74% over 10 years. David Dodd would confirm if brand, IP, or scale secure this persistent advantage.
1209.36%
5Y net income/share CAGR above 1.5x TWLO's 33.74%. David Dodd would confirm if the firm’s strategy is more effective in generating mid-term profits.
590.77%
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.
445.63%
Equity/share CAGR of 445.63% while TWLO is zero. Bruce Berkowitz might see a minor advantage that could compound if the firm maintains positive net worth growth.
94.63%
3Y equity/share CAGR at 50-75% of TWLO's 152.32%. Martin Whitman sees a short-term lag in net worth creation vs. the competitor.
No Data
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No Data
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No Data
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9.29%
AR growth well above TWLO's 17.91%. 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.
1.51%
Asset growth well under 50% of TWLO's 104.20%. Michael Burry sees the competitor as far more aggressive in building resources or capacity.
2.77%
Under 50% of TWLO's 16.46%. Michael Burry raises concerns about the firm’s ability to build intrinsic value relative to its rival.
23.47%
Debt growth of 23.47% while TWLO is zero. Bruce Berkowitz sees additional leverage that must yield profitable expansions to be worthwhile.
12.73%
R&D growth drastically higher vs. TWLO's 5.95%. Michael Burry fears near-term margin erosion unless breakthroughs are imminent.
11.86%
SG&A growth well above TWLO's 10.22%. Michael Burry sees potential margin erosion unless it translates into higher sales or brand equity.