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.
-0.23%
Negative revenue growth while TWLO stands at 10.65%. Joel Greenblatt would look for strategic missteps or cyclical reasons.
-1.85%
Negative gross profit growth while TWLO is at 10.07%. Joel Greenblatt would examine cost competitiveness or demand decline.
-15.72%
Both companies show negative EBIT growth. Martin Whitman would consider macro or sector-specific headwinds.
-15.72%
Both companies face negative operating income growth. Martin Whitman would suspect broader market or cost hurdles.
-11.55%
Negative net income growth while TWLO stands at 1.64%. Joel Greenblatt would push for a reevaluation of cost or revenue strategies.
-10.90%
Negative EPS growth while TWLO is at 3.82%. Joel Greenblatt would expect urgent managerial action on costs or revenue drivers.
-10.80%
Negative diluted EPS growth while TWLO is at 3.82%. Joel Greenblatt would require immediate efforts to restrain share issuance or boost net income.
-0.75%
Share reduction while TWLO is at 2.21%. Joel Greenblatt would see if the company has a better buyback policy than the competitor.
-0.70%
Reduced diluted shares while TWLO is at 2.21%. Joel Greenblatt would see a relative advantage if the competitor is diluting more.
No Data
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6.38%
Positive OCF growth while TWLO is negative. John Neff would see this as a clear operational advantage vs. the competitor.
13.25%
Positive FCF growth while TWLO is negative. John Neff would see a strong competitive edge in net cash generation.
2515.65%
10Y revenue/share CAGR above 1.5x TWLO's 199.09%. David Dodd would confirm if management’s strategic vision consistently outperforms the competitor.
323.62%
5Y revenue/share CAGR at 75-90% of TWLO's 389.76%. Bill Ackman would encourage strategies to match competitor’s pace.
115.61%
3Y revenue/share CAGR at 75-90% of TWLO's 142.38%. Bill Ackman would expect new product strategies to close the gap.
2045.23%
Positive long-term OCF/share growth while TWLO is negative. John Neff would see a structural advantage in sustained cash generation.
303.30%
Positive OCF/share growth while TWLO is negative. John Neff might see a comparative advantage in operational cash viability.
91.78%
Positive 3Y OCF/share CAGR while TWLO is negative. John Neff might see a big short-term edge in operational efficiency.
3383.84%
Positive 10Y CAGR while TWLO is negative. John Neff might see a substantial advantage in bottom-line trajectory.
259.26%
Positive 5Y CAGR while TWLO is negative. John Neff might view this as a strong mid-term relative advantage.
82.59%
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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152.30%
Below 50% of TWLO's 1884.78%. Michael Burry sees a substantially weaker mid-term book value expansion strategy in place.
69.35%
Below 50% of TWLO's 1311.04%. 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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3.33%
AR growth is negative/stable vs. TWLO's 14.67%, 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.
-0.60%
Negative asset growth while TWLO invests at 3.54%. Joel Greenblatt checks if the competitor might capture more market share unless our returns remain higher.
-2.79%
We have a declining book value while TWLO shows 1.39%. Joel Greenblatt sees a fundamental disadvantage in net worth creation vs. the competitor.
5.27%
Debt growth far above TWLO's 1.90%. Michael Burry fears the firm is taking on undue leverage vs. the competitor.
3.61%
R&D dropping or stable vs. TWLO's 15.78%. David Dodd sees near-term margin benefits if the product pipeline is already strong.
24.64%
SG&A growth well above TWLO's 9.89%. Michael Burry sees potential margin erosion unless it translates into higher sales or brand equity.