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.
24.98%
Revenue growth above 1.5x TWLO's 4.77%. David Dodd would confirm if the firm has a unique advantage driving sales higher.
21.12%
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.
23.28%
EBIT growth 50-75% of TWLO's 45.53%. Martin Whitman would suspect suboptimal resource allocation.
23.28%
Operating income growth under 50% of TWLO's 60.25%. Michael Burry would be concerned about deeper cost or sales issues.
23.72%
Net income growth above 1.5x TWLO's 12.02%. David Dodd would check if a unique moat or cost structure secures superior bottom-line gains.
-11.54%
Negative EPS growth while TWLO is at 15.38%. Joel Greenblatt would expect urgent managerial action on costs or revenue drivers.
-11.54%
Negative diluted EPS growth while TWLO is at 16.67%. Joel Greenblatt would require immediate efforts to restrain share issuance or boost net income.
38.33%
Slight or no buybacks while TWLO is reducing shares. John Neff might see a missed opportunity if the company’s stock is cheap.
40.71%
Slight or no buyback while TWLO is reducing diluted shares. John Neff might consider the competitor’s approach more shareholder-friendly.
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-43.36%
Negative OCF growth while TWLO is at 45.04%. Joel Greenblatt would demand a turnaround plan focusing on real cash generation.
-60.24%
Negative FCF growth while TWLO is at 47.77%. Joel Greenblatt would demand improved cost control or more strategic capex discipline.
152.68%
10Y revenue/share CAGR under 50% of TWLO's 1420.66%. Michael Burry would suspect a lasting competitive disadvantage.
152.68%
5Y revenue/share CAGR at 75-90% of TWLO's 183.24%. Bill Ackman would encourage strategies to match competitor’s pace.
152.68%
3Y revenue/share CAGR above 1.5x TWLO's 54.97%. David Dodd would confirm if there's an emerging competitive moat driving recent gains.
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21.38%
Below 50% of TWLO's 210.01%. Michael Burry would worry about a sizable gap in long-term profitability gains vs. the competitor.
21.38%
Below 50% of TWLO's 120.74%. Michael Burry would worry about a substantial lag vs. the competitor’s profit ramp-up.
21.38%
Below 50% of TWLO's 108.27%. Michael Burry suspects a steep short-term disadvantage in bottom-line expansion.
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-45.34%
Both reduce R&D yoy. Martin Whitman sees an industry shifting to cost reduction or limited breakthroughs in the near term.
-100.00%
We cut SG&A while TWLO invests at 5.94%. Joel Greenblatt sees a short-term margin benefit but wonders if the competitor invests for future gains.