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.
5.36%
Revenue growth at 50-75% of TWLO's 9.86%. Martin Whitman would worry about competitiveness or product relevance.
4.06%
Gross profit growth at 50-75% of TWLO's 8.06%. Martin Whitman would question if cost structure or brand is lagging.
1.19%
Positive EBIT growth while TWLO is negative. John Neff might see a substantial edge in operational management.
1.19%
Positive operating income growth while TWLO is negative. John Neff might view this as a competitive edge in operations.
5.63%
Positive net income growth while TWLO is negative. John Neff might see a big relative performance advantage.
5.81%
Positive EPS growth while TWLO is negative. John Neff might see a significant comparative advantage in per-share earnings dynamics.
5.26%
Positive diluted EPS growth while TWLO is negative. John Neff might view this as a strong relative advantage in controlling dilution.
0.35%
Share reduction more than 1.5x TWLO's 1.71%. David Dodd would see if the company is taking advantage of undervaluation to retire shares.
0.38%
Diluted share reduction more than 1.5x TWLO's 1.71%. David Dodd would validate if the company is aggressively retiring shares or limiting option exercises.
No Data
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-64.75%
Both companies show negative OCF growth. Martin Whitman would analyze broader economic or industry conditions limiting cash flow.
-91.63%
Both companies show negative FCF growth. Martin Whitman would consider an industry-wide capital spending surge or margin compression.
1682.61%
10Y revenue/share CAGR above 1.5x TWLO's 136.50%. David Dodd would confirm if management’s strategic vision consistently outperforms the competitor.
355.49%
5Y revenue/share CAGR at 75-90% of TWLO's 436.89%. Bill Ackman would encourage strategies to match competitor’s pace.
105.45%
3Y revenue/share CAGR at 50-75% of TWLO's 168.30%. Martin Whitman would question if the firm lags behind competitor innovations.
2466.59%
10Y OCF/share CAGR above 1.5x TWLO's 96.19%. David Dodd would check if a superior product mix or cost edge drives this outperformance.
103.23%
5Y OCF/share CAGR 1.25-1.5x TWLO's 90.33%. Bruce Berkowitz would see if capital spending or working-capital efficiencies explain the difference.
-25.86%
Negative 3Y OCF/share CAGR while TWLO stands at 83.94%. Joel Greenblatt would demand an urgent turnaround in the firm’s cost or revenue drivers.
1742.00%
Positive 10Y CAGR while TWLO is negative. John Neff might see a substantial advantage in bottom-line trajectory.
613.49%
Positive 5Y CAGR while TWLO is negative. John Neff might view this as a strong mid-term relative advantage.
36.41%
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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175.82%
Below 50% of TWLO's 1626.59%. Michael Burry sees a substantially weaker mid-term book value expansion strategy in place.
70.25%
Below 50% of TWLO's 674.37%. Michael Burry suspects a serious short-term disadvantage in building book value.
No Data
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No Data
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2.66%
AR growth is negative/stable vs. TWLO's 12.55%, 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.
0.95%
Asset growth well under 50% of TWLO's 2.41%. Michael Burry sees the competitor as far more aggressive in building resources or capacity.
4.52%
Positive BV/share change while TWLO is negative. John Neff sees a clear edge over a competitor losing equity.
1.82%
Debt shrinking faster vs. TWLO's 7.29%. David Dodd sees a safer balance sheet if it doesn't impair future growth.
11.13%
R&D growth drastically higher vs. TWLO's 5.56%. Michael Burry fears near-term margin erosion unless breakthroughs are imminent.
1.44%
SG&A declining or stable vs. TWLO's 11.16%. David Dodd sees better overhead efficiency if it doesn't hamper revenue.