PerformanceRiskValuationProfitabilityCashflowLiquidityESGRevenue & Geographic ExposureForecastFinancial GrowthIncome GrowthCashflow GrowthBalance Sheet Growth
238.00 - 242.07
140.53 - 242.25
26.77M / 38.44M (Avg.)
25.64 | 9.39
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.
6.86%
Revenue growth 1.25-1.5x TWLO's 4.77%. Bruce Berkowitz would check if differentiation or pricing power justifies outperformance.
6.53%
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.
-18.24%
Negative EBIT growth while TWLO is at 45.53%. Joel Greenblatt would demand a turnaround plan focusing on core profitability.
2.17%
Operating income growth under 50% of TWLO's 60.25%. Michael Burry would be concerned about deeper cost or sales issues.
-18.37%
Negative net income growth while TWLO stands at 12.02%. Joel Greenblatt would push for a reevaluation of cost or revenue strategies.
-17.96%
Negative EPS growth while TWLO is at 15.38%. Joel Greenblatt would expect urgent managerial action on costs or revenue drivers.
-17.79%
Negative diluted EPS growth while TWLO is at 16.67%. Joel Greenblatt would require immediate efforts to restrain share issuance or boost net income.
-0.50%
Both firms reduce share counts. Martin Whitman would compare buyback intensity relative to free cash flow generation.
-0.76%
Both reduce diluted shares. Martin Whitman would review each firm’s ability to continue repurchases and manage option issuance.
5.00%
Dividend growth of 5.00% while TWLO is flat. Bruce Berkowitz would see if this can become a bigger advantage long term.
-23.24%
Negative OCF growth while TWLO is at 45.04%. Joel Greenblatt would demand a turnaround plan focusing on real cash generation.
-72.03%
Negative FCF growth while TWLO is at 47.77%. Joel Greenblatt would demand improved cost control or more strategic capex discipline.
513.13%
10Y revenue/share CAGR under 50% of TWLO's 1420.66%. Michael Burry would suspect a lasting competitive disadvantage.
183.22%
5Y revenue/share CAGR similar to TWLO's 183.24%. Walter Schloss might see both companies benefiting from the same mid-term trends.
50.32%
3Y revenue/share CAGR similar to TWLO's 54.97%. Walter Schloss would assume both companies experience comparable short-term cycles.
347.75%
10Y OCF/share CAGR under 50% of TWLO's 1625.64%. Michael Burry would worry about a persistent underperformance in cash creation.
123.05%
Below 50% of TWLO's 15869.04%. Michael Burry would be alarmed about sustained underperformance in generating free operational cash.
55.19%
3Y OCF/share CAGR under 50% of TWLO's 627.03%. Michael Burry would worry about a significant short-term disadvantage in generating operational cash.
708.47%
Net income/share CAGR above 1.5x TWLO's 210.01% over 10 years. David Dodd would confirm if brand, IP, or scale secure this persistent advantage.
355.76%
5Y net income/share CAGR above 1.5x TWLO's 120.74%. David Dodd would confirm if the firm’s strategy is more effective in generating mid-term profits.
91.41%
3Y net income/share CAGR 75-90% of TWLO's 108.27%. Bill Ackman might push for an operational plan to match or beat the competitor’s short-term growth.
265.94%
Below 50% of TWLO's 2870.25%. Michael Burry would suspect poor capital allocation or persistent net losses eroding long-term equity build-up.
96.90%
5Y equity/share CAGR 1.25-1.5x TWLO's 72.03%. Bruce Berkowitz confirms if reinvested profits or buybacks explain the superior buildup.
54.35%
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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7.94%
AR growth well above TWLO's 1.79%. 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.
5.61%
Asset growth above 1.5x TWLO's 0.34%. David Dodd checks if M&A or new capacity expansions are value-accretive vs. competitor's approach.
5.64%
BV/share growth above 1.5x TWLO's 0.57%. David Dodd confirms if consistent profit retention or fewer write-downs yield faster equity creation.
50.90%
We have some new debt while TWLO reduces theirs. John Neff sees the competitor as more cautious unless our expansions pay off strongly.
1.86%
We increase R&D while TWLO cuts. John Neff sees a short-term profit drag but a potential lead in future innovations.
26.76%
SG&A growth well above TWLO's 5.94%. Michael Burry sees potential margin erosion unless it translates into higher sales or brand equity.