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.
30.75%
Revenue growth 1.25-1.5x TWLO's 22.35%. Bruce Berkowitz would check if differentiation or pricing power justifies outperformance.
32.33%
Gross profit growth 1.25-1.5x TWLO's 22.20%. Bruce Berkowitz would see if strategic sourcing or brand premium explains outperformance.
58.89%
Positive EBIT growth while TWLO is negative. John Neff might see a substantial edge in operational management.
58.89%
Positive operating income growth while TWLO is negative. John Neff might view this as a competitive edge in operations.
42.99%
Positive net income growth while TWLO is negative. John Neff might see a big relative performance advantage.
43.27%
Positive EPS growth while TWLO is negative. John Neff might see a significant comparative advantage in per-share earnings dynamics.
43.17%
Positive diluted EPS growth while TWLO is negative. John Neff might view this as a strong relative advantage in controlling dilution.
-0.03%
Share reduction while TWLO is at 7.38%. Joel Greenblatt would see if the company has a better buyback policy than the competitor.
-0.08%
Reduced diluted shares while TWLO is at 7.38%. Joel Greenblatt would see a relative advantage if the competitor is diluting more.
No Data
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42.86%
OCF growth under 50% of TWLO's 287.84%. Michael Burry might suspect questionable revenue recognition or rising costs.
53.56%
FCF growth under 50% of TWLO's 110.24%. Michael Burry would suspect weaker operating efficiencies or heavier capex burdens.
2009.31%
10Y revenue/share CAGR above 1.5x TWLO's 113.28%. David Dodd would confirm if management’s strategic vision consistently outperforms the competitor.
376.46%
5Y revenue/share CAGR similar to TWLO's 385.27%. Walter Schloss might see both companies benefiting from the same mid-term trends.
121.15%
3Y revenue/share CAGR at 50-75% of TWLO's 180.02%. Martin Whitman would question if the firm lags behind competitor innovations.
2239.52%
10Y OCF/share CAGR above 1.5x TWLO's 127.96%. David Dodd would check if a superior product mix or cost edge drives this outperformance.
392.36%
5Y OCF/share CAGR above 1.5x TWLO's 253.86%. David Dodd would confirm if the firm has better cost structures or brand premium boosting mid-term cash flow.
87.06%
3Y OCF/share CAGR at 50-75% of TWLO's 131.23%. Martin Whitman would suspect weaker recent execution or product competitiveness.
3057.02%
Positive 10Y CAGR while TWLO is negative. John Neff might see a substantial advantage in bottom-line trajectory.
615.72%
Positive 5Y CAGR while TWLO is negative. John Neff might view this as a strong mid-term relative advantage.
168.62%
Positive short-term CAGR while TWLO is negative. John Neff would see a clear advantage in near-term profit trajectory.
2125.44%
10Y equity/share CAGR at 75-90% of TWLO's 2819.16%. Bill Ackman would push for either higher ROE or more earnings retention to catch the competitor.
187.63%
Below 50% of TWLO's 3194.40%. Michael Burry sees a substantially weaker mid-term book value expansion strategy in place.
76.34%
Below 50% of TWLO's 1282.94%. Michael Burry suspects a serious short-term disadvantage in building book value.
No Data
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No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
41.26%
AR growth well above TWLO's 23.22%. 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.
8.79%
Asset growth well under 50% of TWLO's 41.10%. Michael Burry sees the competitor as far more aggressive in building resources or capacity.
9.01%
Under 50% of TWLO's 36.61%. Michael Burry raises concerns about the firm’s ability to build intrinsic value relative to its rival.
0.36%
We have some new debt while TWLO reduces theirs. John Neff sees the competitor as more cautious unless our expansions pay off strongly.
9.34%
R&D growth drastically higher vs. TWLO's 16.25%. Michael Burry fears near-term margin erosion unless breakthroughs are imminent.
9.08%
SG&A declining or stable vs. TWLO's 49.43%. David Dodd sees better overhead efficiency if it doesn't hamper revenue.