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.
11.71%
Revenue growth above 1.5x TWLO's 3.10%. David Dodd would confirm if the firm has a unique advantage driving sales higher.
15.61%
Gross profit growth above 1.5x TWLO's 3.07%. David Dodd would confirm if the company's business model is superior in terms of production costs or pricing.
22.02%
Positive EBIT growth while TWLO is negative. John Neff might see a substantial edge in operational management.
22.02%
Positive operating income growth while TWLO is negative. John Neff might view this as a competitive edge in operations.
36.42%
Net income growth at 50-75% of TWLO's 51.43%. Martin Whitman would question fundamental disadvantages in expenses or demand.
37.10%
EPS growth at 50-75% of TWLO's 50.54%. Martin Whitman would suspect a lag in operational efficiency or a higher share count.
35.45%
Diluted EPS growth at 50-75% of TWLO's 50.54%. Martin Whitman would question if share issuance or modest net income gains hamper progress.
-0.73%
Both firms reduce share counts. Martin Whitman would compare buyback intensity relative to free cash flow generation.
0.62%
Slight or no buyback while TWLO is reducing diluted shares. John Neff might consider the competitor’s approach more shareholder-friendly.
No Data
No Data available this quarter, please select a different quarter.
23.65%
OCF growth under 50% of TWLO's 185.47%. Michael Burry might suspect questionable revenue recognition or rising costs.
55.02%
FCF growth under 50% of TWLO's 162.83%. Michael Burry would suspect weaker operating efficiencies or heavier capex burdens.
1609.29%
10Y revenue/share CAGR above 1.5x TWLO's 372.56%. David Dodd would confirm if management’s strategic vision consistently outperforms the competitor.
175.94%
5Y revenue/share CAGR at 50-75% of TWLO's 268.80%. Martin Whitman would worry about a lagging mid-term growth trajectory.
91.82%
3Y revenue/share CAGR similar to TWLO's 99.81%. Walter Schloss would assume both companies experience comparable short-term cycles.
1168.00%
10Y OCF/share CAGR above 1.5x TWLO's 251.62%. David Dodd would check if a superior product mix or cost edge drives this outperformance.
213.53%
Below 50% of TWLO's 1818.80%. Michael Burry would be alarmed about sustained underperformance in generating free operational cash.
399.99%
3Y OCF/share CAGR under 50% of TWLO's 4075.25%. Michael Burry would worry about a significant short-term disadvantage in generating operational cash.
2178.64%
Positive 10Y CAGR while TWLO is negative. John Neff might see a substantial advantage in bottom-line trajectory.
74.03%
Positive 5Y CAGR while TWLO is negative. John Neff might view this as a strong mid-term relative advantage.
68.48%
Positive short-term CAGR while TWLO is negative. John Neff would see a clear advantage in near-term profit trajectory.
951.13%
Equity/share CAGR of 951.13% while TWLO is zero. Bruce Berkowitz might see a slight advantage that can compound significantly over 10 years.
92.65%
Below 50% of TWLO's 1119.20%. Michael Burry sees a substantially weaker mid-term book value expansion strategy in place.
35.94%
Below 50% of TWLO's 78.17%. Michael Burry suspects a serious short-term disadvantage in building book value.
No Data
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No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
13.28%
AR growth well above TWLO's 4.19%. 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.
12.03%
Positive asset growth while TWLO is shrinking. John Neff sees potential for us to outgrow the competitor if returns are solid.
8.20%
Positive BV/share change while TWLO is negative. John Neff sees a clear edge over a competitor losing equity.
31.34%
We have some new debt while TWLO reduces theirs. John Neff sees the competitor as more cautious unless our expansions pay off strongly.
-0.39%
Both reduce R&D yoy. Martin Whitman sees an industry shifting to cost reduction or limited breakthroughs in the near term.
23.43%
SG&A growth well above TWLO's 6.44%. Michael Burry sees potential margin erosion unless it translates into higher sales or brand equity.