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.
23.22%
Revenue growth 1.25-1.5x TWLO's 20.96%. Bruce Berkowitz would check if differentiation or pricing power justifies outperformance.
24.84%
Gross profit growth 1.25-1.5x TWLO's 17.58%. Bruce Berkowitz would see if strategic sourcing or brand premium explains outperformance.
35.27%
Positive EBIT growth while TWLO is negative. John Neff might see a substantial edge in operational management.
35.27%
Positive operating income growth while TWLO is negative. John Neff might view this as a competitive edge in operations.
33.97%
Positive net income growth while TWLO is negative. John Neff might see a big relative performance advantage.
34.83%
Positive EPS growth while TWLO is negative. John Neff might see a significant comparative advantage in per-share earnings dynamics.
35.23%
Positive diluted EPS growth while TWLO is negative. John Neff might view this as a strong relative advantage in controlling dilution.
-0.93%
Share reduction while TWLO is at 1.43%. Joel Greenblatt would see if the company has a better buyback policy than the competitor.
-1.12%
Reduced diluted shares while TWLO is at 1.43%. 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.
2.51%
OCF growth under 50% of TWLO's 24.12%. Michael Burry might suspect questionable revenue recognition or rising costs.
-20.11%
Negative FCF growth while TWLO is at 15.77%. Joel Greenblatt would demand improved cost control or more strategic capex discipline.
1172.67%
10Y revenue/share CAGR above 1.5x TWLO's 26.65%. David Dodd would confirm if management’s strategic vision consistently outperforms the competitor.
476.62%
5Y revenue/share CAGR above 1.5x TWLO's 26.65%. David Dodd would look for consistent product or market expansions fueling outperformance.
187.48%
3Y revenue/share CAGR similar to TWLO's 188.17%. Walter Schloss would assume both companies experience comparable short-term cycles.
1182.18%
10Y OCF/share CAGR above 1.5x TWLO's 85.50%. David Dodd would check if a superior product mix or cost edge drives this outperformance.
450.09%
5Y OCF/share CAGR above 1.5x TWLO's 85.50%. David Dodd would confirm if the firm has better cost structures or brand premium boosting mid-term cash flow.
169.84%
3Y OCF/share CAGR above 1.5x TWLO's 20.22%. David Dodd would confirm if the firm is quickly gaining an operational edge over the competitor.
1839.28%
Net income/share CAGR above 1.5x TWLO's 3.32% over 10 years. David Dodd would confirm if brand, IP, or scale secure this persistent advantage.
1066.32%
5Y net income/share CAGR above 1.5x TWLO's 3.32%. David Dodd would confirm if the firm’s strategy is more effective in generating mid-term profits.
339.65%
Positive short-term CAGR while TWLO is negative. John Neff would see a clear advantage in near-term profit trajectory.
1361.37%
10Y equity/share CAGR above 1.5x TWLO's 141.11%. David Dodd would confirm if consistent earnings retention or fewer write-downs drive this advantage.
379.24%
5Y equity/share CAGR above 1.5x TWLO's 141.11%. David Dodd might see stronger earnings retention or fewer asset impairments fueling growth.
88.88%
3Y equity/share CAGR at 50-75% of TWLO's 172.10%. 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.
25.24%
AR growth well above TWLO's 21.90%. 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.
5.28%
Asset growth above 1.5x TWLO's 2.48%. David Dodd checks if M&A or new capacity expansions are value-accretive vs. competitor's approach.
5.69%
Positive BV/share change while TWLO is negative. John Neff sees a clear edge over a competitor losing equity.
614.29%
Debt growth far above TWLO's 1.33%. Michael Burry fears the firm is taking on undue leverage vs. the competitor.
7.45%
R&D dropping or stable vs. TWLO's 21.94%. David Dodd sees near-term margin benefits if the product pipeline is already strong.
19.92%
SG&A growth well above TWLO's 25.31%. Michael Burry sees potential margin erosion unless it translates into higher sales or brand equity.