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.
17.47%
Revenue growth above 1.5x TWLO's 4.09%. David Dodd would confirm if the firm has a unique advantage driving sales higher.
16.04%
Gross profit growth above 1.5x TWLO's 2.88%. David Dodd would confirm if the company's business model is superior in terms of production costs or pricing.
24.10%
Positive EBIT growth while TWLO is negative. John Neff might see a substantial edge in operational management.
24.10%
Positive operating income growth while TWLO is negative. John Neff might view this as a competitive edge in operations.
21.01%
Positive net income growth while TWLO is negative. John Neff might see a big relative performance advantage.
21.33%
Positive EPS growth while TWLO is negative. John Neff might see a significant comparative advantage in per-share earnings dynamics.
21.41%
Positive diluted EPS growth while TWLO is negative. John Neff might view this as a strong relative advantage in controlling dilution.
-0.39%
Share reduction while TWLO is at 0.02%. Joel Greenblatt would see if the company has a better buyback policy than the competitor.
-0.42%
Reduced diluted shares while TWLO is at 0.02%. 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.
-4.89%
Negative OCF growth while TWLO is at 7.81%. Joel Greenblatt would demand a turnaround plan focusing on real cash generation.
-15.30%
Negative FCF growth while TWLO is at 8.01%. Joel Greenblatt would demand improved cost control or more strategic capex discipline.
1437.98%
10Y revenue/share CAGR above 1.5x TWLO's 264.78%. David Dodd would confirm if management’s strategic vision consistently outperforms the competitor.
166.72%
5Y revenue/share CAGR at 75-90% of TWLO's 188.02%. Bill Ackman would encourage strategies to match competitor’s pace.
60.93%
3Y revenue/share CAGR at 75-90% of TWLO's 71.04%. Bill Ackman would expect new product strategies to close the gap.
1462.36%
10Y OCF/share CAGR above 1.5x TWLO's 463.78%. David Dodd would check if a superior product mix or cost edge drives this outperformance.
184.02%
Below 50% of TWLO's 2609.46%. Michael Burry would be alarmed about sustained underperformance in generating free operational cash.
55.66%
3Y OCF/share CAGR under 50% of TWLO's 1201.22%. Michael Burry would worry about a significant short-term disadvantage in generating operational cash.
2571.77%
Positive 10Y CAGR while TWLO is negative. John Neff might see a substantial advantage in bottom-line trajectory.
129.08%
Positive 5Y CAGR while TWLO is negative. John Neff might view this as a strong mid-term relative advantage.
40.72%
Positive short-term CAGR while TWLO is negative. John Neff would see a clear advantage in near-term profit trajectory.
881.35%
Below 50% of TWLO's 2828.45%. Michael Burry would suspect poor capital allocation or persistent net losses eroding long-term equity build-up.
104.77%
Below 50% of TWLO's 1114.57%. Michael Burry sees a substantially weaker mid-term book value expansion strategy in place.
34.47%
3Y equity/share CAGR above 1.5x TWLO's 0.32%. David Dodd verifies the company’s short-term capital management far exceeds the competitor’s pace.
No Data
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No Data
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No Data
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24.92%
AR growth well above TWLO's 1.00%. 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.
6.17%
Positive asset growth while TWLO is shrinking. John Neff sees potential for us to outgrow the competitor if returns are solid.
7.62%
Positive BV/share change while TWLO is negative. John Neff sees a clear edge over a competitor losing equity.
2.81%
We have some new debt while TWLO reduces theirs. John Neff sees the competitor as more cautious unless our expansions pay off strongly.
13.81%
We increase R&D while TWLO cuts. John Neff sees a short-term profit drag but a potential lead in future innovations.
11.48%
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.