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.
6.71%
Positive revenue growth while TWLO is negative. John Neff might see a notable competitive edge here.
7.22%
Gross profit growth above 1.5x TWLO's 2.09%. David Dodd would confirm if the company's business model is superior in terms of production costs or pricing.
47.54%
EBIT growth above 1.5x TWLO's 23.21%. David Dodd would confirm if core operations or niche positioning yield superior profitability.
47.54%
Operating income growth above 1.5x TWLO's 23.21%. David Dodd would confirm if consistent cost or pricing advantages drive this outperformance.
48.73%
Net income growth above 1.5x TWLO's 14.73%. David Dodd would check if a unique moat or cost structure secures superior bottom-line gains.
48.51%
EPS growth above 1.5x TWLO's 14.29%. David Dodd would review if superior product economics or effective buybacks drive the outperformance.
47.32%
Diluted EPS growth above 1.5x TWLO's 14.29%. David Dodd would see if there's a robust moat protecting these shareholder gains.
0.31%
Slight or no buybacks while TWLO is reducing shares. John Neff might see a missed opportunity if the company’s stock is cheap.
1.11%
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.
17.87%
OCF growth under 50% of TWLO's 146.79%. Michael Burry might suspect questionable revenue recognition or rising costs.
24.93%
FCF growth under 50% of TWLO's 171.40%. Michael Burry would suspect weaker operating efficiencies or heavier capex burdens.
1550.46%
10Y revenue/share CAGR above 1.5x TWLO's 307.30%. David Dodd would confirm if management’s strategic vision consistently outperforms the competitor.
181.29%
5Y revenue/share CAGR at 75-90% of TWLO's 230.07%. Bill Ackman would encourage strategies to match competitor’s pace.
78.49%
3Y revenue/share CAGR at 75-90% of TWLO's 87.26%. Bill Ackman would expect new product strategies to close the gap.
1992.69%
10Y OCF/share CAGR 1.25-1.5x TWLO's 1351.36%. Bruce Berkowitz would confirm if the firm's long-term capital allocation yields better cash returns.
207.78%
Below 50% of TWLO's 1841.69%. Michael Burry would be alarmed about sustained underperformance in generating free operational cash.
132.98%
3Y OCF/share CAGR under 50% of TWLO's 4260.45%. Michael Burry would worry about a significant short-term disadvantage in generating operational cash.
2574.63%
Positive 10Y CAGR while TWLO is negative. John Neff might see a substantial advantage in bottom-line trajectory.
154.98%
Positive 5Y CAGR while TWLO is negative. John Neff might view this as a strong mid-term relative advantage.
65.68%
3Y net income/share CAGR above 1.5x TWLO's 1.63%. David Dodd would confirm the company’s short-term strategies outmatch the competitor significantly.
966.99%
Equity/share CAGR of 966.99% while TWLO is zero. Bruce Berkowitz might see a slight advantage that can compound significantly over 10 years.
101.10%
Below 50% of TWLO's 1139.08%. Michael Burry sees a substantially weaker mid-term book value expansion strategy in place.
36.20%
3Y equity/share CAGR at 75-90% of TWLO's 40.55%. Bill Ackman pushes for margin or operational changes to match the competitor’s pace.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
3.46%
Our AR growth while TWLO is cutting. John Neff questions if the competitor outperforms in collections or if we’re pushing credit to maintain sales.
No Data
No Data available this quarter, please select a different quarter.
4.64%
Positive asset growth while TWLO is shrinking. John Neff sees potential for us to outgrow the competitor if returns are solid.
6.26%
BV/share growth above 1.5x TWLO's 0.99%. David Dodd confirms if consistent profit retention or fewer write-downs yield faster equity creation.
-0.00%
Both reduce debt yoy. Martin Whitman sees a broader sector shift to safer balance sheets or less growth impetus.
-1.10%
Our R&D shrinks while TWLO invests at 6.50%. Joel Greenblatt checks if we risk falling behind a competitor’s new product pipeline.
-32.40%
Both reduce SG&A yoy. Martin Whitman sees a cost war or cyclical slowdown forcing overhead cuts.