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.
19.21%
Revenue growth above 1.5x TWLO's 5.40%. David Dodd would confirm if the firm has a unique advantage driving sales higher.
19.06%
Gross profit growth above 1.5x TWLO's 3.64%. David Dodd would confirm if the company's business model is superior in terms of production costs or pricing.
32.02%
EBIT growth below 50% of TWLO's 1239.17%. Michael Burry would suspect deeper competitive or cost structure issues.
34.66%
Operating income growth under 50% of TWLO's 380.49%. Michael Burry would be concerned about deeper cost or sales issues.
32.83%
Positive net income growth while TWLO is negative. John Neff might see a big relative performance advantage.
32.58%
Positive EPS growth while TWLO is negative. John Neff might see a significant comparative advantage in per-share earnings dynamics.
32.17%
Positive diluted EPS growth while TWLO is negative. John Neff might view this as a strong relative advantage in controlling dilution.
0.20%
Share reduction more than 1.5x TWLO's 4.30%. David Dodd would see if the company is taking advantage of undervaluation to retire shares.
0.54%
Diluted share reduction more than 1.5x TWLO's 4.30%. David Dodd would validate if the company is aggressively retiring shares or limiting option exercises.
0.36%
Dividend growth of 0.36% while TWLO is flat. Bruce Berkowitz would see if this can become a bigger advantage long term.
13.20%
Positive OCF growth while TWLO is negative. John Neff would see this as a clear operational advantage vs. the competitor.
-17.63%
Both companies show negative FCF growth. Martin Whitman would consider an industry-wide capital spending surge or margin compression.
1286.29%
10Y revenue/share CAGR above 1.5x TWLO's 343.81%. David Dodd would confirm if management’s strategic vision consistently outperforms the competitor.
159.42%
5Y revenue/share CAGR at 75-90% of TWLO's 199.43%. Bill Ackman would encourage strategies to match competitor’s pace.
58.62%
3Y revenue/share CAGR 1.25-1.5x TWLO's 52.90%. Bruce Berkowitz might see better product or regional expansions than the competitor.
1850.78%
10Y OCF/share CAGR above 1.5x TWLO's 294.21%. David Dodd would check if a superior product mix or cost edge drives this outperformance.
248.29%
Below 50% of TWLO's 648.65%. Michael Burry would be alarmed about sustained underperformance in generating free operational cash.
70.65%
3Y OCF/share CAGR under 50% of TWLO's 405.80%. Michael Burry would worry about a significant short-term disadvantage in generating operational cash.
3203.43%
Net income/share CAGR above 1.5x TWLO's 84.68% over 10 years. David Dodd would confirm if brand, IP, or scale secure this persistent advantage.
220.50%
5Y net income/share CAGR above 1.5x TWLO's 88.53%. David Dodd would confirm if the firm’s strategy is more effective in generating mid-term profits.
123.64%
3Y net income/share CAGR 1.25-1.5x TWLO's 95.39%. Bruce Berkowitz might see new markets, M&A, or better cost discipline driving the difference.
458.27%
Below 50% of TWLO's 2521.74%. Michael Burry would suspect poor capital allocation or persistent net losses eroding long-term equity build-up.
104.28%
5Y equity/share CAGR above 1.5x TWLO's 54.26%. David Dodd might see stronger earnings retention or fewer asset impairments fueling growth.
61.43%
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.
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No Data available this quarter, please select a different quarter.
15.61%
AR growth well above TWLO's 6.83%. 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.
7.66%
Positive asset growth while TWLO is shrinking. John Neff sees potential for us to outgrow the competitor if returns are solid.
10.79%
Positive BV/share change while TWLO is negative. John Neff sees a clear edge over a competitor losing equity.
0.03%
We have some new debt while TWLO reduces theirs. John Neff sees the competitor as more cautious unless our expansions pay off strongly.
8.97%
We increase R&D while TWLO cuts. John Neff sees a short-term profit drag but a potential lead in future innovations.
-14.61%
We cut SG&A while TWLO invests at 4.55%. Joel Greenblatt sees a short-term margin benefit but wonders if the competitor invests for future gains.