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.
-9.11%
Both firms have declining sales. Martin Whitman would suspect an industry slump or new disruptive entrants.
-8.02%
Both firms have negative gross profit growth. Martin Whitman would question the sector’s viability or cyclical slump.
-21.19%
Negative EBIT growth while TWLO is at 90.72%. Joel Greenblatt would demand a turnaround plan focusing on core profitability.
-21.19%
Negative operating income growth while TWLO is at 90.72%. Joel Greenblatt would press for urgent turnaround measures.
-11.76%
Negative net income growth while TWLO stands at 84.85%. Joel Greenblatt would push for a reevaluation of cost or revenue strategies.
-10.99%
Negative EPS growth while TWLO is at 84.58%. Joel Greenblatt would expect urgent managerial action on costs or revenue drivers.
-11.63%
Negative diluted EPS growth while TWLO is at 84.58%. Joel Greenblatt would require immediate efforts to restrain share issuance or boost net income.
-0.82%
Both firms reduce share counts. Martin Whitman would compare buyback intensity relative to free cash flow generation.
-0.19%
Both reduce diluted shares. Martin Whitman would review each firm’s ability to continue repurchases and manage option issuance.
No Data
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-0.81%
Both companies show negative OCF growth. Martin Whitman would analyze broader economic or industry conditions limiting cash flow.
9.43%
Positive FCF growth while TWLO is negative. John Neff would see a strong competitive edge in net cash generation.
1386.70%
10Y revenue/share CAGR above 1.5x TWLO's 415.71%. David Dodd would confirm if management’s strategic vision consistently outperforms the competitor.
171.50%
5Y revenue/share CAGR similar to TWLO's 189.26%. Walter Schloss might see both companies benefiting from the same mid-term trends.
57.51%
3Y revenue/share CAGR similar to TWLO's 63.88%. Walter Schloss would assume both companies experience comparable short-term cycles.
1428.23%
10Y OCF/share CAGR above 1.5x TWLO's 449.34%. David Dodd would check if a superior product mix or cost edge drives this outperformance.
132.17%
Below 50% of TWLO's 1443.74%. Michael Burry would be alarmed about sustained underperformance in generating free operational cash.
77.78%
3Y OCF/share CAGR under 50% of TWLO's 3797.20%. Michael Burry would worry about a significant short-term disadvantage in generating operational cash.
1875.09%
Net income/share CAGR above 1.5x TWLO's 17.03% over 10 years. David Dodd would confirm if brand, IP, or scale secure this persistent advantage.
471.78%
5Y net income/share CAGR above 1.5x TWLO's 2.34%. David Dodd would confirm if the firm’s strategy is more effective in generating mid-term profits.
47.28%
3Y net income/share CAGR 50-75% of TWLO's 75.25%. Martin Whitman might see a lagging edge in short-term profitability vs. the competitor.
811.59%
Equity/share CAGR of 811.59% while TWLO is zero. Bruce Berkowitz might see a slight advantage that can compound significantly over 10 years.
94.07%
5Y equity/share CAGR 1.25-1.5x TWLO's 82.87%. Bruce Berkowitz confirms if reinvested profits or buybacks explain the superior buildup.
26.51%
Positive short-term equity growth while TWLO is negative. John Neff sees a strong advantage in near-term net worth buildup.
No Data
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No Data
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No Data
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-16.94%
Both reduce receivables yoy. Martin Whitman suspects a shift in the entire niche’s credit approach or softer demand.
No Data
No Data available this quarter, please select a different quarter.
-2.95%
Both reduce assets yoy. Martin Whitman suspects a broader sector retraction or post-boom asset trimming cycle.
-1.57%
Both erode book value/share. Martin Whitman suspects a difficult environment or poor capital deployment for both players.
1.07%
Debt growth far above TWLO's 1.22%. Michael Burry fears the firm is taking on undue leverage vs. the competitor.
-5.13%
Our R&D shrinks while TWLO invests at 6.30%. Joel Greenblatt checks if we risk falling behind a competitor’s new product pipeline.
9.14%
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.