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.
11.10%
Revenue growth at 75-90% of TWLO's 13.38%. Bill Ackman would push for innovation or market expansion to catch up.
12.54%
Gross profit growth 1.25-1.5x TWLO's 11.04%. Bruce Berkowitz would see if strategic sourcing or brand premium explains outperformance.
8.69%
Positive EBIT growth while TWLO is negative. John Neff might see a substantial edge in operational management.
8.69%
Positive operating income growth while TWLO is negative. John Neff might view this as a competitive edge in operations.
9.45%
Positive net income growth while TWLO is negative. John Neff might see a big relative performance advantage.
9.88%
Positive EPS growth while TWLO is negative. John Neff might see a significant comparative advantage in per-share earnings dynamics.
9.39%
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 3.74%. Joel Greenblatt would see if the company has a better buyback policy than the competitor.
-0.10%
Reduced diluted shares while TWLO is at 3.74%. 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.
8.20%
OCF growth under 50% of TWLO's 382.06%. Michael Burry might suspect questionable revenue recognition or rising costs.
8.33%
FCF growth under 50% of TWLO's 128.93%. Michael Burry would suspect weaker operating efficiencies or heavier capex burdens.
2673.42%
10Y revenue/share CAGR above 1.5x TWLO's 222.32%. David Dodd would confirm if management’s strategic vision consistently outperforms the competitor.
357.29%
5Y revenue/share CAGR above 1.5x TWLO's 45.08%. David Dodd would look for consistent product or market expansions fueling outperformance.
123.81%
3Y revenue/share CAGR at 75-90% of TWLO's 151.55%. Bill Ackman would expect new product strategies to close the gap.
8665.64%
10Y OCF/share CAGR above 1.5x TWLO's 141.66%. David Dodd would check if a superior product mix or cost edge drives this outperformance.
319.24%
5Y OCF/share CAGR at 50-75% of TWLO's 434.27%. Martin Whitman would question if the firm lags in monetizing revenue effectively.
114.16%
3Y OCF/share CAGR under 50% of TWLO's 427.15%. Michael Burry would worry about a significant short-term disadvantage in generating operational cash.
3597.09%
Positive 10Y CAGR while TWLO is negative. John Neff might see a substantial advantage in bottom-line trajectory.
362.24%
Positive 5Y CAGR while TWLO is negative. John Neff might view this as a strong mid-term relative advantage.
107.31%
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.
177.69%
Below 50% of TWLO's 459.90%. Michael Burry sees a substantially weaker mid-term book value expansion strategy in place.
77.34%
Below 50% of TWLO's 1282.88%. 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
No Data available this quarter, please select a different quarter.
13.84%
AR growth well above TWLO's 16.95%. 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.
4.33%
Asset growth above 1.5x TWLO's 2.38%. David Dodd checks if M&A or new capacity expansions are value-accretive vs. competitor's approach.
3.45%
BV/share growth above 1.5x TWLO's 0.60%. David Dodd confirms if consistent profit retention or fewer write-downs yield faster equity creation.
3.38%
We have some new debt while TWLO reduces theirs. John Neff sees the competitor as more cautious unless our expansions pay off strongly.
17.30%
R&D growth drastically higher vs. TWLO's 3.71%. Michael Burry fears near-term margin erosion unless breakthroughs are imminent.
16.80%
SG&A growth well above TWLO's 9.79%. Michael Burry sees potential margin erosion unless it translates into higher sales or brand equity.