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.
-6.77%
Negative revenue growth while TWLO stands at 7.64%. Joel Greenblatt would look for strategic missteps or cyclical reasons.
-7.97%
Negative gross profit growth while TWLO is at 5.74%. Joel Greenblatt would examine cost competitiveness or demand decline.
-10.94%
Both companies show negative EBIT growth. Martin Whitman would consider macro or sector-specific headwinds.
-10.94%
Both companies face negative operating income growth. Martin Whitman would suspect broader market or cost hurdles.
-15.35%
Both companies face declining net income. Martin Whitman would suspect external pressures or flawed business models in the space.
-15.23%
Both companies exhibit negative EPS growth. Martin Whitman would consider sector-wide issues or an unsustainable business environment.
-14.95%
Both face negative diluted EPS growth. Martin Whitman would suspect an industry or cyclical slump with heightened share issuance across the board.
-0.42%
Share reduction while TWLO is at 5.54%. Joel Greenblatt would see if the company has a better buyback policy than the competitor.
-0.38%
Reduced diluted shares while TWLO is at 5.54%. 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.
-12.81%
Both companies show negative OCF growth. Martin Whitman would analyze broader economic or industry conditions limiting cash flow.
-15.46%
Both companies show negative FCF growth. Martin Whitman would consider an industry-wide capital spending surge or margin compression.
2955.33%
10Y revenue/share CAGR above 1.5x TWLO's 214.68%. David Dodd would confirm if management’s strategic vision consistently outperforms the competitor.
389.16%
5Y revenue/share CAGR similar to TWLO's 388.92%. Walter Schloss might see both companies benefiting from the same mid-term trends.
123.77%
3Y revenue/share CAGR at 75-90% of TWLO's 158.80%. Bill Ackman would expect new product strategies to close the gap.
2928.23%
10Y OCF/share CAGR above 1.5x TWLO's 108.96%. David Dodd would check if a superior product mix or cost edge drives this outperformance.
312.83%
Positive OCF/share growth while TWLO is negative. John Neff might see a comparative advantage in operational cash viability.
59.35%
Positive 3Y OCF/share CAGR while TWLO is negative. John Neff might see a big short-term edge in operational efficiency.
3378.45%
Positive 10Y CAGR while TWLO is negative. John Neff might see a substantial advantage in bottom-line trajectory.
451.58%
Positive 5Y CAGR while TWLO is negative. John Neff might view this as a strong mid-term relative advantage.
94.84%
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.
185.16%
Below 50% of TWLO's 4306.64%. Michael Burry sees a substantially weaker mid-term book value expansion strategy in place.
76.17%
Below 50% of TWLO's 1500.83%. 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.
-9.34%
Firm’s AR is declining while TWLO shows 2.66%. Joel Greenblatt sees stronger working capital efficiency if sales hold up.
No Data
No Data available this quarter, please select a different quarter.
2.64%
Asset growth well under 50% of TWLO's 29.04%. Michael Burry sees the competitor as far more aggressive in building resources or capacity.
4.62%
Under 50% of TWLO's 14.86%. Michael Burry raises concerns about the firm’s ability to build intrinsic value relative to its rival.
9.01%
Debt shrinking faster vs. TWLO's 146.81%. David Dodd sees a safer balance sheet if it doesn't impair future growth.
-0.21%
Our R&D shrinks while TWLO invests at 10.04%. Joel Greenblatt checks if we risk falling behind a competitor’s new product pipeline.
-8.49%
We cut SG&A while TWLO invests at 3.98%. Joel Greenblatt sees a short-term margin benefit but wonders if the competitor invests for future gains.