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.
3.75%
Revenue growth under 50% of TWLO's 14.31%. Michael Burry would suspect a deteriorating sales pipeline or weaker brand.
2.65%
Gross profit growth under 50% of TWLO's 15.10%. Michael Burry would be concerned about a severe competitive disadvantage.
-1.40%
Both companies show negative EBIT growth. Martin Whitman would consider macro or sector-specific headwinds.
-1.40%
Both companies face negative operating income growth. Martin Whitman would suspect broader market or cost hurdles.
0.61%
Positive net income growth while TWLO is negative. John Neff might see a big relative performance advantage.
1.14%
Positive EPS growth while TWLO is negative. John Neff might see a significant comparative advantage in per-share earnings dynamics.
1.15%
Positive diluted EPS growth while TWLO is negative. John Neff might view this as a strong relative advantage in controlling dilution.
-0.58%
Share reduction while TWLO is at 1.73%. Joel Greenblatt would see if the company has a better buyback policy than the competitor.
-0.54%
Reduced diluted shares while TWLO is at 1.73%. 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.
19.00%
Positive OCF growth while TWLO is negative. John Neff would see this as a clear operational advantage vs. the competitor.
46.23%
Positive FCF growth while TWLO is negative. John Neff would see a strong competitive edge in net cash generation.
1113.15%
10Y revenue/share CAGR above 1.5x TWLO's 23.40%. David Dodd would confirm if management’s strategic vision consistently outperforms the competitor.
486.74%
5Y revenue/share CAGR above 1.5x TWLO's 23.40%. David Dodd would look for consistent product or market expansions fueling outperformance.
198.07%
3Y revenue/share CAGR similar to TWLO's 180.26%. Walter Schloss would assume both companies experience comparable short-term cycles.
1018.59%
10Y OCF/share CAGR above 1.5x TWLO's 28.15%. David Dodd would check if a superior product mix or cost edge drives this outperformance.
579.93%
5Y OCF/share CAGR above 1.5x TWLO's 28.15%. David Dodd would confirm if the firm has better cost structures or brand premium boosting mid-term cash flow.
234.23%
Positive 3Y OCF/share CAGR while TWLO is negative. John Neff might see a big short-term edge in operational efficiency.
1807.97%
Net income/share CAGR above 1.5x TWLO's 22.76% over 10 years. David Dodd would confirm if brand, IP, or scale secure this persistent advantage.
948.96%
5Y net income/share CAGR above 1.5x TWLO's 22.76%. David Dodd would confirm if the firm’s strategy is more effective in generating mid-term profits.
463.49%
Positive short-term CAGR while TWLO is negative. John Neff would see a clear advantage in near-term profit trajectory.
No Data
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430.59%
Equity/share CAGR of 430.59% while TWLO is zero. Bruce Berkowitz might see a minor advantage that could compound if the firm maintains positive net worth growth.
89.58%
3Y equity/share CAGR at 50-75% of TWLO's 165.17%. Martin Whitman sees a short-term lag in net worth creation vs. the competitor.
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.
8.37%
AR growth is negative/stable vs. TWLO's 18.63%, indicating tighter credit discipline. David Dodd confirms it doesn't hamper actual sales.
No Data
No Data available this quarter, please select a different quarter.
2.39%
Asset growth 1.25-1.5x TWLO's 1.82%. Bruce Berkowitz sees if the firm's investments effectively outpace the competitor in future returns.
1.80%
Positive BV/share change while TWLO is negative. John Neff sees a clear edge over a competitor losing equity.
-42.15%
We’re deleveraging while TWLO stands at 1.34%. Joel Greenblatt considers if we gain a balance-sheet advantage for potential downturns.
5.31%
R&D growth drastically higher vs. TWLO's 6.35%. Michael Burry fears near-term margin erosion unless breakthroughs are imminent.
9.12%
SG&A declining or stable vs. TWLO's 20.33%. David Dodd sees better overhead efficiency if it doesn't hamper revenue.