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.
-12.55%
Both firms have declining sales. Martin Whitman would suspect an industry slump or new disruptive entrants.
-12.15%
Both firms have negative gross profit growth. Martin Whitman would question the sector’s viability or cyclical slump.
-21.77%
Negative EBIT growth while TWLO is at 68.85%. Joel Greenblatt would demand a turnaround plan focusing on core profitability.
-24.86%
Negative operating income growth while TWLO is at 68.15%. Joel Greenblatt would press for urgent turnaround measures.
-20.13%
Negative net income growth while TWLO stands at 260.52%. Joel Greenblatt would push for a reevaluation of cost or revenue strategies.
-19.83%
Negative EPS growth while TWLO is at 260.76%. Joel Greenblatt would expect urgent managerial action on costs or revenue drivers.
-19.32%
Negative diluted EPS growth while TWLO is at 252.36%. Joel Greenblatt would require immediate efforts to restrain share issuance or boost net income.
-0.28%
Both firms reduce share counts. Martin Whitman would compare buyback intensity relative to free cash flow generation.
-0.92%
Both reduce diluted shares. Martin Whitman would review each firm’s ability to continue repurchases and manage option issuance.
4.94%
Dividend growth of 4.94% while TWLO is flat. Bruce Berkowitz would see if this can become a bigger advantage long term.
-14.16%
Negative OCF growth while TWLO is at 76.16%. Joel Greenblatt would demand a turnaround plan focusing on real cash generation.
-18.27%
Negative FCF growth while TWLO is at 104.40%. Joel Greenblatt would demand improved cost control or more strategic capex discipline.
1232.49%
Similar 10Y revenue/share CAGR to TWLO's 1300.84%. Walter Schloss might see both firms benefiting from the same long-term demand.
170.63%
5Y revenue/share CAGR at 75-90% of TWLO's 191.76%. Bill Ackman would encourage strategies to match competitor’s pace.
63.50%
3Y revenue/share CAGR similar to TWLO's 58.01%. Walter Schloss would assume both companies experience comparable short-term cycles.
1476.83%
10Y OCF/share CAGR at 50-75% of TWLO's 2261.71%. Martin Whitman might fear a structural deficiency in operational efficiency.
147.75%
Below 50% of TWLO's 1016.57%. Michael Burry would be alarmed about sustained underperformance in generating free operational cash.
84.06%
3Y OCF/share CAGR under 50% of TWLO's 1382.33%. Michael Burry would worry about a significant short-term disadvantage in generating operational cash.
3548.30%
Net income/share CAGR above 1.5x TWLO's 192.14% over 10 years. David Dodd would confirm if brand, IP, or scale secure this persistent advantage.
285.17%
5Y net income/share CAGR above 1.5x TWLO's 119.17%. David Dodd would confirm if the firm’s strategy is more effective in generating mid-term profits.
140.43%
3Y net income/share CAGR 1.25-1.5x TWLO's 110.65%. Bruce Berkowitz might see new markets, M&A, or better cost discipline driving the difference.
450.49%
Below 50% of TWLO's 10129.00%. Michael Burry would suspect poor capital allocation or persistent net losses eroding long-term equity build-up.
99.33%
5Y equity/share CAGR 1.25-1.5x TWLO's 70.74%. Bruce Berkowitz confirms if reinvested profits or buybacks explain the superior buildup.
61.92%
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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-14.59%
Both reduce receivables yoy. Martin Whitman suspects a shift in the entire niche’s credit approach or softer demand.
No Data
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1.51%
Positive asset growth while TWLO is shrinking. John Neff sees potential for us to outgrow the competitor if returns are solid.
1.59%
Under 50% of TWLO's 8.90%. Michael Burry raises concerns about the firm’s ability to build intrinsic value relative to its rival.
0.94%
We have some new debt while TWLO reduces theirs. John Neff sees the competitor as more cautious unless our expansions pay off strongly.
-0.25%
Our R&D shrinks while TWLO invests at 0.68%. Joel Greenblatt checks if we risk falling behind a competitor’s new product pipeline.
25.86%
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.