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.
3.89%
Revenue growth at 75-90% of TWLO's 4.72%. Bill Ackman would push for innovation or market expansion to catch up.
4.57%
Gross profit growth at 50-75% of TWLO's 6.49%. Martin Whitman would question if cost structure or brand is lagging.
16.86%
EBIT growth below 50% of TWLO's 74.70%. Michael Burry would suspect deeper competitive or cost structure issues.
16.86%
Operating income growth under 50% of TWLO's 74.70%. Michael Burry would be concerned about deeper cost or sales issues.
16.51%
Net income growth under 50% of TWLO's 69.47%. Michael Burry would suspect the firm is falling well behind a key competitor.
16.76%
EPS growth under 50% of TWLO's 67.84%. Michael Burry would suspect deeper structural issues or share dilution limiting per-share gains.
16.86%
Diluted EPS growth under 50% of TWLO's 67.84%. Michael Burry would worry about an eroding competitive position or excessive dilution.
-0.20%
Both firms reduce share counts. Martin Whitman would compare buyback intensity relative to free cash flow generation.
-0.38%
Both reduce diluted shares. Martin Whitman would review each firm’s ability to continue repurchases and manage option issuance.
-0.04%
Dividend reduction while TWLO stands at 0.00%. Joel Greenblatt would question the firm’s cash flow stability or capital allocation decisions.
27.64%
Positive OCF growth while TWLO is negative. John Neff would see this as a clear operational advantage vs. the competitor.
47.06%
Positive FCF growth while TWLO is negative. John Neff would see a strong competitive edge in net cash generation.
1218.27%
10Y revenue/share CAGR above 1.5x TWLO's 410.31%. David Dodd would confirm if management’s strategic vision consistently outperforms the competitor.
161.23%
5Y revenue/share CAGR at 50-75% of TWLO's 229.41%. Martin Whitman would worry about a lagging mid-term growth trajectory.
57.96%
3Y revenue/share CAGR at 75-90% of TWLO's 70.62%. Bill Ackman would expect new product strategies to close the gap.
1960.90%
10Y OCF/share CAGR 1.25-1.5x TWLO's 1515.05%. Bruce Berkowitz would confirm if the firm's long-term capital allocation yields better cash returns.
201.80%
Below 50% of TWLO's 1005.77%. Michael Burry would be alarmed about sustained underperformance in generating free operational cash.
98.10%
3Y OCF/share CAGR under 50% of TWLO's 593.01%. Michael Burry would worry about a significant short-term disadvantage in generating operational cash.
1934.91%
Net income/share CAGR above 1.5x TWLO's 82.89% over 10 years. David Dodd would confirm if brand, IP, or scale secure this persistent advantage.
192.61%
5Y net income/share CAGR above 1.5x TWLO's 90.50%. David Dodd would confirm if the firm’s strategy is more effective in generating mid-term profits.
92.65%
3Y net income/share CAGR similar to TWLO's 95.17%. Walter Schloss would attribute it to shared growth factors or demand patterns.
705.90%
Equity/share CAGR of 705.90% while TWLO is zero. Bruce Berkowitz might see a slight advantage that can compound significantly over 10 years.
98.85%
5Y equity/share CAGR above 1.5x TWLO's 64.67%. David Dodd might see stronger earnings retention or fewer asset impairments fueling growth.
39.29%
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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1.34%
AR growth well above TWLO's 2.53%. 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.
11.37%
Positive asset growth while TWLO is shrinking. John Neff sees potential for us to outgrow the competitor if returns are solid.
5.16%
BV/share growth above 1.5x TWLO's 1.44%. David Dodd confirms if consistent profit retention or fewer write-downs yield faster equity creation.
29.10%
We have some new debt while TWLO reduces theirs. John Neff sees the competitor as more cautious unless our expansions pay off strongly.
6.07%
R&D growth drastically higher vs. TWLO's 7.41%. Michael Burry fears near-term margin erosion unless breakthroughs are imminent.
-26.52%
Both reduce SG&A yoy. Martin Whitman sees a cost war or cyclical slowdown forcing overhead cuts.