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.
27.27%
Revenue growth above 1.5x TWLO's 4.77%. David Dodd would confirm if the firm has a unique advantage driving sales higher.
30.32%
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.
80.61%
EBIT growth above 1.5x TWLO's 45.53%. David Dodd would confirm if core operations or niche positioning yield superior profitability.
80.61%
Operating income growth 1.25-1.5x TWLO's 60.25%. Bruce Berkowitz would see if strategic measures (e.g., cost cutting, product mix) are succeeding.
136.94%
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.
80.77%
EPS growth above 1.5x TWLO's 15.38%. David Dodd would review if superior product economics or effective buybacks drive the outperformance.
76.92%
Diluted EPS growth above 1.5x TWLO's 16.67%. David Dodd would see if there's a robust moat protecting these shareholder gains.
30.96%
Slight or no buybacks while TWLO is reducing shares. John Neff might see a missed opportunity if the company’s stock is cheap.
33.20%
Slight or no buyback while TWLO is reducing diluted shares. John Neff might consider the competitor’s approach more shareholder-friendly.
No Data
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141.86%
OCF growth above 1.5x TWLO's 45.04%. David Dodd would confirm a clear edge in underlying cash generation.
310.34%
FCF growth above 1.5x TWLO's 47.77%. David Dodd would verify if the firm’s strategic investments yield superior returns.
895.18%
10Y revenue/share CAGR at 50-75% of TWLO's 1420.66%. Martin Whitman would question if the firm’s offerings lag behind the competitor.
895.18%
5Y revenue/share CAGR above 1.5x TWLO's 183.24%. David Dodd would look for consistent product or market expansions fueling outperformance.
895.18%
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.
No Data
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412.93%
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.
412.93%
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.
412.93%
3Y net income/share CAGR above 1.5x TWLO's 108.27%. David Dodd would confirm the company’s short-term strategies outmatch the competitor significantly.
No Data
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16.13%
AR growth well above TWLO's 1.79%. Michael Burry fears inflated revenue or higher default risk in the near future.
No Data
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23.88%
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.
-6.01%
We have a declining book value while TWLO shows 0.57%. Joel Greenblatt sees a fundamental disadvantage in net worth creation vs. the competitor.
-28.57%
Both reduce debt yoy. Martin Whitman sees a broader sector shift to safer balance sheets or less growth impetus.
-58.80%
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.