238.00 - 242.07
140.53 - 242.25
26.77M / 38.44M (Avg.)
25.64 | 9.39
Shows the trajectory of a company's cash-generation capacity. Consistent growth in operating and free cash flow suggests a robust, self-funding business model—crucial for value investors seeking undervalued, cash-rich opportunities.
21.74%
Net income growth above 1.5x TWLO's 12.02%. David Dodd would see a clear bottom-line advantage if it is backed by stable operations.
13.55%
D&A growth well above TWLO's 11.34%. Michael Burry would suspect heavier depreciation burdens that might erode net income unless top-line follows suit.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
5185.25%
Well above TWLO's 108.92% if positive yoy. Michael Burry would see a risk of bigger working capital demands vs. competitor, harming free cash flow.
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.
5185.25%
Growth well above TWLO's 160.49%. Michael Burry would see a potential hidden liquidity or overhead issue overshadowing competitor's approach.
-225.51%
Negative yoy while TWLO is 304.28%. Joel Greenblatt would see a near-term net income or CFO stability advantage unless competitor invests or writes down more aggressively.
1.91%
Operating cash flow growth below 50% of TWLO's 45.04%. Michael Burry would see a serious shortfall in day-to-day cash profitability.
-157.29%
Both yoy lines negative, with TWLO at -1068.70%. Martin Whitman would suspect a cyclical or broad capital spending slowdown in the niche.
100.00%
Acquisition growth of 100.00% while TWLO is zero at 0.00%. Bruce Berkowitz sees a mild outflow that must deliver synergy to justify the difference.
58.29%
Purchases well above TWLO's 8.82%. Michael Burry would see major cash outflow into securities vs. competitor’s approach, risking near-term FCF.
-65.12%
We reduce yoy sales while TWLO is 194.36%. Joel Greenblatt sees competitor possibly capitalizing on market peaks or forced to raise cash while we hold tight.
No Data
No Data available this quarter, please select a different quarter.
-9.48%
We reduce yoy invests while TWLO stands at 2200.41%. Joel Greenblatt sees near-term liquidity advantage unless competitor’s expansions yield high returns.
No Data
No Data available this quarter, please select a different quarter.
4871.14%
Issuance growth of 4871.14% while TWLO is zero at 0.00%. Bruce Berkowitz sees a mild dilution that must be justified by expansions or acquisitions vs. competitor’s stable share base.
No Data
No Data available this quarter, please select a different quarter.