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.
16.06%
Revenue growth above 1.5x TWLO's 4.23%. David Dodd would confirm if the firm has a unique advantage driving sales higher.
8.32%
Gross profit growth above 1.5x TWLO's 4.13%. David Dodd would confirm if the company's business model is superior in terms of production costs or pricing.
94.39%
EBIT growth above 1.5x TWLO's 25.26%. David Dodd would confirm if core operations or niche positioning yield superior profitability.
94.39%
Operating income growth above 1.5x TWLO's 25.26%. David Dodd would confirm if consistent cost or pricing advantages drive this outperformance.
5.87%
Net income growth under 50% of TWLO's 52.43%. Michael Burry would suspect the firm is falling well behind a key competitor.
7.32%
EPS growth under 50% of TWLO's 52.85%. Michael Burry would suspect deeper structural issues or share dilution limiting per-share gains.
7.32%
Diluted EPS growth under 50% of TWLO's 52.85%. Michael Burry would worry about an eroding competitive position or excessive dilution.
-1.64%
Share reduction while TWLO is at 0.78%. Joel Greenblatt would see if the company has a better buyback policy than the competitor.
-1.75%
Reduced diluted shares while TWLO is at 0.78%. 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.
49.74%
Similar OCF growth to TWLO's 49.51%. Walter Schloss would assume comparable operations or industry factors.
1630.38%
FCF growth above 1.5x TWLO's 49.65%. David Dodd would verify if the firm’s strategic investments yield superior returns.
1946.82%
10Y revenue/share CAGR above 1.5x TWLO's 241.10%. David Dodd would confirm if management’s strategic vision consistently outperforms the competitor.
177.59%
5Y revenue/share CAGR at 50-75% of TWLO's 347.85%. Martin Whitman would worry about a lagging mid-term growth trajectory.
65.65%
3Y revenue/share CAGR at 50-75% of TWLO's 130.14%. Martin Whitman would question if the firm lags behind competitor innovations.
2049.19%
10Y OCF/share CAGR above 1.5x TWLO's 6.17%. David Dodd would check if a superior product mix or cost edge drives this outperformance.
111.80%
Positive OCF/share growth while TWLO is negative. John Neff might see a comparative advantage in operational cash viability.
73.46%
Positive 3Y OCF/share CAGR while TWLO is negative. John Neff might see a big short-term edge in operational efficiency.
10814.15%
Positive 10Y CAGR while TWLO is negative. John Neff might see a substantial advantage in bottom-line trajectory.
22.05%
Positive 5Y CAGR while TWLO is negative. John Neff might view this as a strong mid-term relative advantage.
-31.26%
Both companies show negative 3Y net income/share growth. Martin Whitman suspects macro or sector-specific headwinds in the short run.
978.66%
Below 50% of TWLO's 3019.91%. Michael Burry would suspect poor capital allocation or persistent net losses eroding long-term equity build-up.
89.30%
Below 50% of TWLO's 1378.04%. Michael Burry sees a substantially weaker mid-term book value expansion strategy in place.
35.07%
Below 50% of TWLO's 83.57%. 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.
19.94%
AR growth well above TWLO's 12.25%. 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.
3.82%
Positive asset growth while TWLO is shrinking. John Neff sees potential for us to outgrow the competitor if returns are solid.
2.99%
Positive BV/share change while TWLO is negative. John Neff sees a clear edge over a competitor losing equity.
2.67%
We have some new debt while TWLO reduces theirs. John Neff sees the competitor as more cautious unless our expansions pay off strongly.
6.55%
We increase R&D while TWLO cuts. John Neff sees a short-term profit drag but a potential lead in future innovations.
6.91%
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.