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.
-3.84%
Negative revenue growth while TWLO stands at 4.21%. Joel Greenblatt would look for strategic missteps or cyclical reasons.
-6.91%
Negative gross profit growth while TWLO is at 3.77%. Joel Greenblatt would examine cost competitiveness or demand decline.
-32.23%
Negative EBIT growth while TWLO is at 8.05%. Joel Greenblatt would demand a turnaround plan focusing on core profitability.
-32.23%
Negative operating income growth while TWLO is at 8.05%. Joel Greenblatt would press for urgent turnaround measures.
-34.28%
Both companies face declining net income. Martin Whitman would suspect external pressures or flawed business models in the space.
-33.60%
Both companies exhibit negative EPS growth. Martin Whitman would consider sector-wide issues or an unsustainable business environment.
-33.33%
Both face negative diluted EPS growth. Martin Whitman would suspect an industry or cyclical slump with heightened share issuance across the board.
-0.81%
Share reduction while TWLO is at 0.74%. Joel Greenblatt would see if the company has a better buyback policy than the competitor.
-0.96%
Reduced diluted shares while TWLO is at 0.74%. Joel Greenblatt would see a relative advantage if the competitor is diluting more.
No Data
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-20.55%
Both companies show negative OCF growth. Martin Whitman would analyze broader economic or industry conditions limiting cash flow.
-93.17%
Both companies show negative FCF growth. Martin Whitman would consider an industry-wide capital spending surge or margin compression.
1881.51%
10Y revenue/share CAGR above 1.5x TWLO's 283.25%. David Dodd would confirm if management’s strategic vision consistently outperforms the competitor.
195.56%
5Y revenue/share CAGR at 50-75% of TWLO's 390.52%. Martin Whitman would worry about a lagging mid-term growth trajectory.
68.19%
3Y revenue/share CAGR under 50% of TWLO's 147.38%. Michael Burry might see a serious short-term decline in relevance vs. the competitor.
3397.72%
Positive long-term OCF/share growth while TWLO is negative. John Neff would see a structural advantage in sustained cash generation.
74.19%
Positive OCF/share growth while TWLO is negative. John Neff might see a comparative advantage in operational cash viability.
11.55%
Positive 3Y OCF/share CAGR while TWLO is negative. John Neff might see a big short-term edge in operational efficiency.
6821.46%
Positive 10Y CAGR while TWLO is negative. John Neff might see a substantial advantage in bottom-line trajectory.
2.91%
Positive 5Y CAGR while TWLO is negative. John Neff might view this as a strong mid-term relative advantage.
-22.70%
Both companies show negative 3Y net income/share growth. Martin Whitman suspects macro or sector-specific headwinds in the short run.
689.98%
Equity/share CAGR of 689.98% while TWLO is zero. Bruce Berkowitz might see a slight advantage that can compound significantly over 10 years.
91.95%
Below 50% of TWLO's 1388.24%. Michael Burry sees a substantially weaker mid-term book value expansion strategy in place.
41.42%
3Y equity/share CAGR at 50-75% of TWLO's 82.51%. Martin Whitman sees a short-term lag in net worth creation vs. the competitor.
No Data
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No Data
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-2.59%
Firm’s AR is declining while TWLO shows 3.36%. Joel Greenblatt sees stronger working capital efficiency if sales hold up.
No Data
No Data available this quarter, please select a different quarter.
5.37%
Positive asset growth while TWLO is shrinking. John Neff sees potential for us to outgrow the competitor if returns are solid.
-0.52%
Both erode book value/share. Martin Whitman suspects a difficult environment or poor capital deployment for both players.
61.20%
We have some new debt while TWLO reduces theirs. John Neff sees the competitor as more cautious unless our expansions pay off strongly.
5.52%
R&D growth drastically higher vs. TWLO's 1.82%. Michael Burry fears near-term margin erosion unless breakthroughs are imminent.
8.84%
We expand SG&A while TWLO cuts. John Neff might see the competitor as more cost-optimized unless we expect big payoffs from the overhead growth.