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.
14.89%
Revenue growth 1.25-1.5x TWLO's 11.76%. Bruce Berkowitz would check if differentiation or pricing power justifies outperformance.
16.27%
Gross profit growth above 1.5x TWLO's 10.40%. David Dodd would confirm if the company's business model is superior in terms of production costs or pricing.
34.83%
Positive EBIT growth while TWLO is negative. John Neff might see a substantial edge in operational management.
34.83%
Positive operating income growth while TWLO is negative. John Neff might view this as a competitive edge in operations.
51.53%
Positive net income growth while TWLO is negative. John Neff might see a big relative performance advantage.
51.10%
Positive EPS growth while TWLO is negative. John Neff might see a significant comparative advantage in per-share earnings dynamics.
50.56%
Positive diluted EPS growth while TWLO is negative. John Neff might view this as a strong relative advantage in controlling dilution.
0.50%
Share reduction more than 1.5x TWLO's 4.15%. David Dodd would see if the company is taking advantage of undervaluation to retire shares.
0.56%
Diluted share reduction more than 1.5x TWLO's 4.15%. David Dodd would validate if the company is aggressively retiring shares or limiting option exercises.
No Data
No Data available this quarter, please select a different quarter.
153.43%
OCF growth under 50% of TWLO's 336.58%. Michael Burry might suspect questionable revenue recognition or rising costs.
885.39%
FCF growth above 1.5x TWLO's 35.33%. David Dodd would verify if the firm’s strategic investments yield superior returns.
1811.89%
10Y revenue/share CAGR above 1.5x TWLO's 117.50%. David Dodd would confirm if management’s strategic vision consistently outperforms the competitor.
369.75%
5Y revenue/share CAGR similar to TWLO's 393.97%. Walter Schloss might see both companies benefiting from the same mid-term trends.
112.42%
3Y revenue/share CAGR at 50-75% of TWLO's 178.38%. Martin Whitman would question if the firm lags behind competitor innovations.
1377.74%
10Y OCF/share CAGR above 1.5x TWLO's 128.70%. David Dodd would check if a superior product mix or cost edge drives this outperformance.
341.54%
5Y OCF/share CAGR above 1.5x TWLO's 181.39%. David Dodd would confirm if the firm has better cost structures or brand premium boosting mid-term cash flow.
63.88%
3Y OCF/share CAGR under 50% of TWLO's 179.88%. Michael Burry would worry about a significant short-term disadvantage in generating operational cash.
2836.32%
Positive 10Y CAGR while TWLO is negative. John Neff might see a substantial advantage in bottom-line trajectory.
767.19%
Positive 5Y CAGR while TWLO is negative. John Neff might view this as a strong mid-term relative advantage.
70.44%
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.
179.91%
Below 50% of TWLO's 2237.74%. Michael Burry sees a substantially weaker mid-term book value expansion strategy in place.
68.94%
Below 50% of TWLO's 914.14%. 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
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7.23%
AR growth well above TWLO's 4.77%. 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.
4.83%
Asset growth well under 50% of TWLO's 27.09%. Michael Burry sees the competitor as far more aggressive in building resources or capacity.
6.07%
Under 50% of TWLO's 28.02%. Michael Burry raises concerns about the firm’s ability to build intrinsic value relative to its rival.
0.80%
We have some new debt while TWLO reduces theirs. John Neff sees the competitor as more cautious unless our expansions pay off strongly.
6.75%
R&D growth drastically higher vs. TWLO's 13.22%. Michael Burry fears near-term margin erosion unless breakthroughs are imminent.
0.90%
SG&A declining or stable vs. TWLO's 8.07%. David Dodd sees better overhead efficiency if it doesn't hamper revenue.