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.
14.01%
Revenue growth above 1.5x TWLO's 4.77%. David Dodd would confirm if the firm has a unique advantage driving sales higher.
17.43%
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.
11.24%
EBIT growth below 50% of TWLO's 45.53%. Michael Burry would suspect deeper competitive or cost structure issues.
11.24%
Operating income growth under 50% of TWLO's 60.25%. Michael Burry would be concerned about deeper cost or sales issues.
11.19%
Net income growth comparable to TWLO's 12.02%. Walter Schloss might see both following similar market or cost trajectories.
9.43%
EPS growth at 50-75% of TWLO's 15.38%. Martin Whitman would suspect a lag in operational efficiency or a higher share count.
10.74%
Diluted EPS growth at 50-75% of TWLO's 16.67%. Martin Whitman would question if share issuance or modest net income gains hamper progress.
1.63%
Slight or no buybacks while TWLO is reducing shares. John Neff might see a missed opportunity if the company’s stock is cheap.
0.85%
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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3.54%
OCF growth under 50% of TWLO's 45.04%. Michael Burry might suspect questionable revenue recognition or rising costs.
-24.18%
Negative FCF growth while TWLO is at 47.77%. Joel Greenblatt would demand improved cost control or more strategic capex discipline.
920.42%
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.
920.42%
5Y revenue/share CAGR above 1.5x TWLO's 183.24%. David Dodd would look for consistent product or market expansions fueling outperformance.
920.42%
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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No Data
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976.04%
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.
976.04%
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.
976.04%
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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10.12%
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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110.13%
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.
118.83%
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.
-96.56%
Both reduce debt yoy. Martin Whitman sees a broader sector shift to safer balance sheets or less growth impetus.
58.42%
We increase R&D while TWLO cuts. John Neff sees a short-term profit drag but a potential lead in future innovations.
12.88%
SG&A growth well above TWLO's 5.94%. Michael Burry sees potential margin erosion unless it translates into higher sales or brand equity.