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.
29.95%
Revenue growth above 1.5x TWLO's 4.77%. David Dodd would confirm if the firm has a unique advantage driving sales higher.
16.74%
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.
28.36%
EBIT growth 50-75% of TWLO's 45.53%. Martin Whitman would suspect suboptimal resource allocation.
28.36%
Operating income growth under 50% of TWLO's 60.25%. Michael Burry would be concerned about deeper cost or sales issues.
35.00%
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.
36.84%
EPS growth above 1.5x TWLO's 15.38%. David Dodd would review if superior product economics or effective buybacks drive the outperformance.
36.84%
Diluted EPS growth above 1.5x TWLO's 16.67%. David Dodd would see if there's a robust moat protecting these shareholder gains.
1.74%
Slight or no buybacks while TWLO is reducing shares. John Neff might see a missed opportunity if the company’s stock is cheap.
1.74%
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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-34.85%
Negative OCF growth while TWLO is at 45.04%. Joel Greenblatt would demand a turnaround plan focusing on real cash generation.
-60.27%
Negative FCF growth while TWLO is at 47.77%. Joel Greenblatt would demand improved cost control or more strategic capex discipline.
144.85%
10Y revenue/share CAGR under 50% of TWLO's 1420.66%. Michael Burry would suspect a lasting competitive disadvantage.
144.85%
5Y revenue/share CAGR at 75-90% of TWLO's 183.24%. Bill Ackman would encourage strategies to match competitor’s pace.
144.85%
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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-46.06%
Negative 10Y net income/share CAGR while TWLO is at 210.01%. Joel Greenblatt sees a major red flag in long-term profit erosion.
-46.06%
Negative 5Y net income/share CAGR while TWLO is 120.74%. Joel Greenblatt would see fundamental missteps limiting profitability vs. the competitor.
-46.06%
Negative 3Y CAGR while TWLO is 108.27%. Joel Greenblatt might call for a short-term turnaround strategy or cost realignment.
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10.39%
We increase R&D while TWLO cuts. John Neff sees a short-term profit drag but a potential lead in future innovations.
12.99%
SG&A growth well above TWLO's 5.94%. Michael Burry sees potential margin erosion unless it translates into higher sales or brand equity.