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.
16.07%
Revenue growth 1.25-1.5x TWLO's 13.86%. Bruce Berkowitz would check if differentiation or pricing power justifies outperformance.
17.57%
Gross profit growth above 1.5x TWLO's 8.76%. David Dodd would confirm if the company's business model is superior in terms of production costs or pricing.
20.74%
Positive EBIT growth while TWLO is negative. John Neff might see a substantial edge in operational management.
20.74%
Positive operating income growth while TWLO is negative. John Neff might view this as a competitive edge in operations.
11.87%
Positive net income growth while TWLO is negative. John Neff might see a big relative performance advantage.
13.76%
Positive EPS growth while TWLO is negative. John Neff might see a significant comparative advantage in per-share earnings dynamics.
14.29%
Positive diluted EPS growth while TWLO is negative. John Neff might view this as a strong relative advantage in controlling dilution.
-2.04%
Share reduction while TWLO is at 0.96%. Joel Greenblatt would see if the company has a better buyback policy than the competitor.
-2.10%
Reduced diluted shares while TWLO is at 0.96%. 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.
28.48%
OCF growth above 1.5x TWLO's 17.17%. David Dodd would confirm a clear edge in underlying cash generation.
30.23%
FCF growth similar to TWLO's 28.07%. Walter Schloss would attribute it to parallel capital spending and operational models.
2514.07%
10Y revenue/share CAGR above 1.5x TWLO's 190.27%. David Dodd would confirm if management’s strategic vision consistently outperforms the competitor.
300.48%
5Y revenue/share CAGR at 50-75% of TWLO's 401.42%. Martin Whitman would worry about a lagging mid-term growth trajectory.
105.40%
3Y revenue/share CAGR at 75-90% of TWLO's 129.19%. Bill Ackman would expect new product strategies to close the gap.
3016.94%
10Y OCF/share CAGR above 1.5x TWLO's 36.49%. David Dodd would check if a superior product mix or cost edge drives this outperformance.
284.75%
Positive OCF/share growth while TWLO is negative. John Neff might see a comparative advantage in operational cash viability.
143.10%
Positive 3Y OCF/share CAGR while TWLO is negative. John Neff might see a big short-term edge in operational efficiency.
2890.34%
Positive 10Y CAGR while TWLO is negative. John Neff might see a substantial advantage in bottom-line trajectory.
202.70%
Positive 5Y CAGR while TWLO is negative. John Neff might view this as a strong mid-term relative advantage.
54.20%
Positive short-term CAGR while TWLO is negative. John Neff would see a clear advantage in near-term profit trajectory.
2138.24%
10Y equity/share CAGR at 50-75% of TWLO's 3272.18%. Martin Whitman would note a lag in capital accumulation vs. the competitor.
121.04%
Below 50% of TWLO's 1532.72%. Michael Burry sees a substantially weaker mid-term book value expansion strategy in place.
53.16%
Below 50% of TWLO's 1298.61%. 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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16.14%
AR growth well above TWLO's 12.27%. 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.
-2.12%
Negative asset growth while TWLO invests at 0.17%. Joel Greenblatt checks if the competitor might capture more market share unless our returns remain higher.
-4.41%
Both erode book value/share. Martin Whitman suspects a difficult environment or poor capital deployment for both players.
9.75%
We have some new debt while TWLO reduces theirs. John Neff sees the competitor as more cautious unless our expansions pay off strongly.
11.56%
R&D growth drastically higher vs. TWLO's 6.36%. Michael Burry fears near-term margin erosion unless breakthroughs are imminent.
18.34%
SG&A growth well above TWLO's 18.05%. Michael Burry sees potential margin erosion unless it translates into higher sales or brand equity.