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.
3.28%
Revenue growth under 50% of TWLO's 7.77%. Michael Burry would suspect a deteriorating sales pipeline or weaker brand.
7.88%
Gross profit growth above 1.5x TWLO's 4.76%. David Dodd would confirm if the company's business model is superior in terms of production costs or pricing.
-1.95%
Both companies show negative EBIT growth. Martin Whitman would consider macro or sector-specific headwinds.
-1.95%
Both companies face negative operating income growth. Martin Whitman would suspect broader market or cost hurdles.
-10.42%
Both companies face declining net income. Martin Whitman would suspect external pressures or flawed business models in the space.
-9.85%
Both companies exhibit negative EPS growth. Martin Whitman would consider sector-wide issues or an unsustainable business environment.
-9.56%
Both face negative diluted EPS growth. Martin Whitman would suspect an industry or cyclical slump with heightened share issuance across the board.
-0.77%
Share reduction while TWLO is at 0.80%. Joel Greenblatt would see if the company has a better buyback policy than the competitor.
-1.06%
Reduced diluted shares while TWLO is at 0.80%. Joel Greenblatt would see a relative advantage if the competitor is diluting more.
No Data
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-13.35%
Both companies show negative OCF growth. Martin Whitman would analyze broader economic or industry conditions limiting cash flow.
-46.44%
Both companies show negative FCF growth. Martin Whitman would consider an industry-wide capital spending surge or margin compression.
1591.58%
10Y revenue/share CAGR above 1.5x TWLO's 332.26%. David Dodd would confirm if management’s strategic vision consistently outperforms the competitor.
237.11%
5Y revenue/share CAGR at 50-75% of TWLO's 390.37%. Martin Whitman would worry about a lagging mid-term growth trajectory.
81.46%
3Y revenue/share CAGR at 50-75% of TWLO's 143.23%. Martin Whitman would question if the firm lags behind competitor innovations.
3402.34%
Positive long-term OCF/share growth while TWLO is negative. John Neff would see a structural advantage in sustained cash generation.
148.09%
Positive OCF/share growth while TWLO is negative. John Neff might see a comparative advantage in operational cash viability.
50.52%
Positive 3Y OCF/share CAGR while TWLO is negative. John Neff might see a big short-term edge in operational efficiency.
3059.73%
Positive 10Y CAGR while TWLO is negative. John Neff might see a substantial advantage in bottom-line trajectory.
87.41%
Positive 5Y CAGR while TWLO is negative. John Neff might view this as a strong mid-term relative advantage.
171.76%
Positive short-term CAGR while TWLO is negative. John Neff would see a clear advantage in near-term profit trajectory.
556.66%
Equity/share CAGR of 556.66% while TWLO is zero. Bruce Berkowitz might see a slight advantage that can compound significantly over 10 years.
106.25%
Below 50% of TWLO's 1408.80%. Michael Burry sees a substantially weaker mid-term book value expansion strategy in place.
50.64%
3Y equity/share CAGR at 50-75% of TWLO's 78.93%. Martin Whitman sees a short-term lag in net worth creation vs. the competitor.
No Data
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1.19%
AR growth is negative/stable vs. TWLO's 16.02%, 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.
3.39%
Positive asset growth while TWLO is shrinking. John Neff sees potential for us to outgrow the competitor if returns are solid.
2.85%
Positive BV/share change while TWLO is negative. John Neff sees a clear edge over a competitor losing equity.
14.33%
We have some new debt while TWLO reduces theirs. John Neff sees the competitor as more cautious unless our expansions pay off strongly.
12.75%
R&D growth drastically higher vs. TWLO's 16.22%. Michael Burry fears near-term margin erosion unless breakthroughs are imminent.
16.04%
SG&A growth well above TWLO's 18.72%. Michael Burry sees potential margin erosion unless it translates into higher sales or brand equity.