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.
-15.87%
Negative revenue growth while TWLO stands at 10.16%. Joel Greenblatt would look for strategic missteps or cyclical reasons.
-18.83%
Negative gross profit growth while TWLO is at 10.79%. Joel Greenblatt would examine cost competitiveness or demand decline.
-33.47%
Negative EBIT growth while TWLO is at 1.18%. Joel Greenblatt would demand a turnaround plan focusing on core profitability.
-33.47%
Negative operating income growth while TWLO is at 1.18%. Joel Greenblatt would press for urgent turnaround measures.
-33.30%
Both companies face declining net income. Martin Whitman would suspect external pressures or flawed business models in the space.
-33.33%
Both companies exhibit negative EPS growth. Martin Whitman would consider sector-wide issues or an unsustainable business environment.
-33.20%
Both face negative diluted EPS growth. Martin Whitman would suspect an industry or cyclical slump with heightened share issuance across the board.
0.09%
Share reduction more than 1.5x TWLO's 1.09%. David Dodd would see if the company is taking advantage of undervaluation to retire shares.
-0.10%
Reduced diluted shares while TWLO is at 1.09%. 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.
21.12%
OCF growth at 50-75% of TWLO's 29.20%. Martin Whitman would question if the firm lags in monetizing sales effectively.
49.37%
FCF growth under 50% of TWLO's 103.03%. Michael Burry would suspect weaker operating efficiencies or heavier capex burdens.
1978.81%
10Y revenue/share CAGR above 1.5x TWLO's 133.65%. David Dodd would confirm if management’s strategic vision consistently outperforms the competitor.
392.37%
5Y revenue/share CAGR similar to TWLO's 380.13%. Walter Schloss might see both companies benefiting from the same mid-term trends.
126.42%
3Y revenue/share CAGR at 75-90% of TWLO's 165.78%. Bill Ackman would expect new product strategies to close the gap.
2631.90%
10Y OCF/share CAGR above 1.5x TWLO's 137.11%. David Dodd would check if a superior product mix or cost edge drives this outperformance.
536.45%
5Y OCF/share CAGR above 1.5x TWLO's 293.60%. David Dodd would confirm if the firm has better cost structures or brand premium boosting mid-term cash flow.
123.00%
3Y OCF/share CAGR under 50% of TWLO's 305.21%. Michael Burry would worry about a significant short-term disadvantage in generating operational cash.
1702.47%
Positive 10Y CAGR while TWLO is negative. John Neff might see a substantial advantage in bottom-line trajectory.
847.18%
Positive 5Y CAGR while TWLO is negative. John Neff might view this as a strong mid-term relative advantage.
64.30%
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.
176.17%
Below 50% of TWLO's 5890.98%. Michael Burry sees a substantially weaker mid-term book value expansion strategy in place.
73.62%
Below 50% of TWLO's 701.82%. Michael Burry suspects a serious short-term disadvantage in building book value.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
-23.42%
Firm’s AR is declining while TWLO shows 12.20%. Joel Greenblatt sees stronger working capital efficiency if sales hold up.
No Data
No Data available this quarter, please select a different quarter.
3.75%
Asset growth above 1.5x TWLO's 0.31%. David Dodd checks if M&A or new capacity expansions are value-accretive vs. competitor's approach.
4.12%
Positive BV/share change while TWLO is negative. John Neff sees a clear edge over a competitor losing equity.
0.19%
Debt shrinking faster vs. TWLO's 1.25%. David Dodd sees a safer balance sheet if it doesn't impair future growth.
3.56%
R&D growth drastically higher vs. TWLO's 3.72%. Michael Burry fears near-term margin erosion unless breakthroughs are imminent.
-9.99%
We cut SG&A while TWLO invests at 8.62%. Joel Greenblatt sees a short-term margin benefit but wonders if the competitor invests for future gains.