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.
19.43%
Revenue growth above 1.5x TWLO's 12.25%. David Dodd would confirm if the firm has a unique advantage driving sales higher.
21.34%
Gross profit growth above 1.5x TWLO's 10.45%. David Dodd would confirm if the company's business model is superior in terms of production costs or pricing.
23.28%
EBIT growth above 1.5x TWLO's 0.92%. David Dodd would confirm if core operations or niche positioning yield superior profitability.
23.28%
Operating income growth above 1.5x TWLO's 0.92%. David Dodd would confirm if consistent cost or pricing advantages drive this outperformance.
20.65%
Positive net income growth while TWLO is negative. John Neff might see a big relative performance advantage.
21.13%
Positive EPS growth while TWLO is negative. John Neff might see a significant comparative advantage in per-share earnings dynamics.
20.75%
Positive diluted EPS growth while TWLO is negative. John Neff might view this as a strong relative advantage in controlling dilution.
-0.31%
Share reduction while TWLO is at 0.97%. Joel Greenblatt would see if the company has a better buyback policy than the competitor.
-0.10%
Reduced diluted shares while TWLO is at 0.97%. Joel Greenblatt would see a relative advantage if the competitor is diluting more.
No Data
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-2.41%
Both companies show negative OCF growth. Martin Whitman would analyze broader economic or industry conditions limiting cash flow.
-13.71%
Both companies show negative FCF growth. Martin Whitman would consider an industry-wide capital spending surge or margin compression.
1498.35%
10Y revenue/share CAGR above 1.5x TWLO's 48.22%. David Dodd would confirm if management’s strategic vision consistently outperforms the competitor.
434.39%
5Y revenue/share CAGR above 1.5x TWLO's 48.22%. David Dodd would look for consistent product or market expansions fueling outperformance.
144.87%
3Y revenue/share CAGR similar to TWLO's 156.03%. Walter Schloss would assume both companies experience comparable short-term cycles.
1427.15%
10Y OCF/share CAGR above 1.5x TWLO's 125.94%. David Dodd would check if a superior product mix or cost edge drives this outperformance.
460.10%
5Y OCF/share CAGR above 1.5x TWLO's 125.94%. David Dodd would confirm if the firm has better cost structures or brand premium boosting mid-term cash flow.
88.51%
3Y OCF/share CAGR above 1.5x TWLO's 34.29%. David Dodd would confirm if the firm is quickly gaining an operational edge over the competitor.
1986.63%
Positive 10Y CAGR while TWLO is negative. John Neff might see a substantial advantage in bottom-line trajectory.
930.72%
Positive 5Y CAGR while TWLO is negative. John Neff might view this as a strong mid-term relative advantage.
111.22%
Positive short-term CAGR while TWLO is negative. John Neff would see a clear advantage in near-term profit trajectory.
1668.76%
10Y equity/share CAGR in line with TWLO's 1599.54%. Walter Schloss might see both benefiting from stable profitability and moderate payout ratios over the decade.
173.28%
Below 50% of TWLO's 1599.54%. Michael Burry sees a substantially weaker mid-term book value expansion strategy in place.
74.67%
Below 50% of TWLO's 722.87%. 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.
24.05%
AR growth well above TWLO's 17.44%. 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.
7.20%
Asset growth above 1.5x TWLO's 0.79%. David Dodd checks if M&A or new capacity expansions are value-accretive vs. competitor's approach.
7.84%
Positive BV/share change while TWLO is negative. John Neff sees a clear edge over a competitor losing equity.
13.05%
Debt growth far above TWLO's 2.63%. Michael Burry fears the firm is taking on undue leverage vs. the competitor.
9.27%
R&D growth drastically higher vs. TWLO's 5.51%. Michael Burry fears near-term margin erosion unless breakthroughs are imminent.
28.99%
SG&A growth well above TWLO's 6.68%. Michael Burry sees potential margin erosion unless it translates into higher sales or brand equity.