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.
7.18%
Revenue growth above 1.5x TWLO's 3.39%. David Dodd would confirm if the firm has a unique advantage driving sales higher.
6.53%
Gross profit growth above 1.5x TWLO's 2.37%. David Dodd would confirm if the company's business model is superior in terms of production costs or pricing.
7.45%
EBIT growth below 50% of TWLO's 42.35%. Michael Burry would suspect deeper competitive or cost structure issues.
7.45%
Operating income growth under 50% of TWLO's 42.35%. Michael Burry would be concerned about deeper cost or sales issues.
8.86%
Net income growth under 50% of TWLO's 42.44%. Michael Burry would suspect the firm is falling well behind a key competitor.
9.26%
EPS growth under 50% of TWLO's 38.71%. Michael Burry would suspect deeper structural issues or share dilution limiting per-share gains.
9.55%
Diluted EPS growth under 50% of TWLO's 38.71%. Michael Burry would worry about an eroding competitive position or excessive dilution.
-0.43%
Both firms reduce share counts. Martin Whitman would compare buyback intensity relative to free cash flow generation.
-0.57%
Both reduce diluted shares. Martin Whitman would review each firm’s ability to continue repurchases and manage option issuance.
-0.12%
Dividend reduction while TWLO stands at 0.00%. Joel Greenblatt would question the firm’s cash flow stability or capital allocation decisions.
0.64%
OCF growth under 50% of TWLO's 12.21%. Michael Burry might suspect questionable revenue recognition or rising costs.
-12.84%
Negative FCF growth while TWLO is at 11.44%. Joel Greenblatt would demand improved cost control or more strategic capex discipline.
1280.31%
10Y revenue/share CAGR above 1.5x TWLO's 431.35%. David Dodd would confirm if management’s strategic vision consistently outperforms the competitor.
162.49%
5Y revenue/share CAGR at 75-90% of TWLO's 198.99%. Bill Ackman would encourage strategies to match competitor’s pace.
52.56%
3Y revenue/share CAGR at 75-90% of TWLO's 64.85%. Bill Ackman would expect new product strategies to close the gap.
1384.97%
10Y OCF/share CAGR above 1.5x TWLO's 516.87%. David Dodd would check if a superior product mix or cost edge drives this outperformance.
155.07%
Below 50% of TWLO's 3543.85%. Michael Burry would be alarmed about sustained underperformance in generating free operational cash.
66.03%
3Y OCF/share CAGR under 50% of TWLO's 900.76%. Michael Burry would worry about a significant short-term disadvantage in generating operational cash.
1656.69%
Net income/share CAGR above 1.5x TWLO's 50.23% over 10 years. David Dodd would confirm if brand, IP, or scale secure this persistent advantage.
483.93%
5Y net income/share CAGR above 1.5x TWLO's 73.86%. David Dodd would confirm if the firm’s strategy is more effective in generating mid-term profits.
47.08%
3Y net income/share CAGR 50-75% of TWLO's 85.76%. Martin Whitman might see a lagging edge in short-term profitability vs. the competitor.
778.45%
Equity/share CAGR of 778.45% while TWLO is zero. Bruce Berkowitz might see a slight advantage that can compound significantly over 10 years.
100.36%
5Y equity/share CAGR above 1.5x TWLO's 53.45%. David Dodd might see stronger earnings retention or fewer asset impairments fueling growth.
28.76%
Positive short-term equity growth while TWLO is negative. John Neff sees a strong advantage in near-term net worth buildup.
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.
8.00%
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.
3.32%
Positive asset growth while TWLO is shrinking. John Neff sees potential for us to outgrow the competitor if returns are solid.
5.29%
Positive BV/share change while TWLO is negative. John Neff sees a clear edge over a competitor losing equity.
0.95%
We have some new debt while TWLO reduces theirs. John Neff sees the competitor as more cautious unless our expansions pay off strongly.
5.60%
We increase R&D while TWLO cuts. John Neff sees a short-term profit drag but a potential lead in future innovations.
5.98%
SG&A growth well above TWLO's 1.89%. Michael Burry sees potential margin erosion unless it translates into higher sales or brand equity.