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.
-10.86%
Negative revenue growth while TWLO stands at 14.11%. Joel Greenblatt would look for strategic missteps or cyclical reasons.
-13.15%
Negative gross profit growth while TWLO is at 16.70%. Joel Greenblatt would examine cost competitiveness or demand decline.
-19.22%
Both companies show negative EBIT growth. Martin Whitman would consider macro or sector-specific headwinds.
-19.22%
Both companies face negative operating income growth. Martin Whitman would suspect broader market or cost hurdles.
-64.71%
Negative net income growth while TWLO stands at 22.59%. Joel Greenblatt would push for a reevaluation of cost or revenue strategies.
-64.58%
Negative EPS growth while TWLO is at 34.04%. Joel Greenblatt would expect urgent managerial action on costs or revenue drivers.
-64.29%
Negative diluted EPS growth while TWLO is at 34.04%. Joel Greenblatt would require immediate efforts to restrain share issuance or boost net income.
-0.98%
Share reduction while TWLO is at 17.27%. Joel Greenblatt would see if the company has a better buyback policy than the competitor.
-0.59%
Reduced diluted shares while TWLO is at 17.27%. Joel Greenblatt would see a relative advantage if the competitor is diluting more.
No Data
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21.13%
Positive OCF growth while TWLO is negative. John Neff would see this as a clear operational advantage vs. the competitor.
64.89%
Positive FCF growth while TWLO is negative. John Neff would see a strong competitive edge in net cash generation.
1672.63%
10Y revenue/share CAGR above 1.5x TWLO's 78.28%. David Dodd would confirm if management’s strategic vision consistently outperforms the competitor.
447.59%
5Y revenue/share CAGR above 1.5x TWLO's 78.28%. David Dodd would look for consistent product or market expansions fueling outperformance.
183.80%
3Y revenue/share CAGR similar to TWLO's 177.00%. Walter Schloss would assume both companies experience comparable short-term cycles.
2218.77%
10Y OCF/share CAGR above 1.5x TWLO's 74.00%. David Dodd would check if a superior product mix or cost edge drives this outperformance.
558.24%
5Y OCF/share CAGR above 1.5x TWLO's 74.00%. David Dodd would confirm if the firm has better cost structures or brand premium boosting mid-term cash flow.
216.11%
Positive 3Y OCF/share CAGR while TWLO is negative. John Neff might see a big short-term edge in operational efficiency.
795.97%
Net income/share CAGR above 1.5x TWLO's 15.05% over 10 years. David Dodd would confirm if brand, IP, or scale secure this persistent advantage.
245.43%
5Y net income/share CAGR above 1.5x TWLO's 15.05%. David Dodd would confirm if the firm’s strategy is more effective in generating mid-term profits.
42.07%
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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369.73%
Equity/share CAGR of 369.73% while TWLO is zero. Bruce Berkowitz might see a minor advantage that could compound if the firm maintains positive net worth growth.
85.89%
Below 50% of TWLO's 1951.60%. Michael Burry suspects a serious short-term disadvantage in building book value.
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-14.66%
Firm’s AR is declining while TWLO shows 7.61%. Joel Greenblatt sees stronger working capital efficiency if sales hold up.
No Data
No Data available this quarter, please select a different quarter.
12.48%
Asset growth well under 50% of TWLO's 300.51%. Michael Burry sees the competitor as far more aggressive in building resources or capacity.
3.86%
Under 50% of TWLO's 547.46%. Michael Burry raises concerns about the firm’s ability to build intrinsic value relative to its rival.
1342.00%
Debt growth far above TWLO's 43.95%. Michael Burry fears the firm is taking on undue leverage vs. the competitor.
0.18%
R&D dropping or stable vs. TWLO's 50.79%. David Dodd sees near-term margin benefits if the product pipeline is already strong.
76.71%
SG&A growth well above TWLO's 45.34%. Michael Burry sees potential margin erosion unless it translates into higher sales or brand equity.