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.
3.49%
Revenue growth at 50-75% of TWLO's 4.77%. Martin Whitman would worry about competitiveness or product relevance.
4.69%
Gross profit growth 1.25-1.5x TWLO's 3.64%. Bruce Berkowitz would see if strategic sourcing or brand premium explains outperformance.
2.05%
EBIT growth below 50% of TWLO's 45.53%. Michael Burry would suspect deeper competitive or cost structure issues.
2.05%
Operating income growth under 50% of TWLO's 60.25%. Michael Burry would be concerned about deeper cost or sales issues.
-4.57%
Negative net income growth while TWLO stands at 12.02%. Joel Greenblatt would push for a reevaluation of cost or revenue strategies.
-0.70%
Negative EPS growth while TWLO is at 15.38%. Joel Greenblatt would expect urgent managerial action on costs or revenue drivers.
-2.00%
Negative diluted EPS growth while TWLO is at 16.67%. Joel Greenblatt would require immediate efforts to restrain share issuance or boost net income.
0.22%
Slight or no buybacks while TWLO is reducing shares. John Neff might see a missed opportunity if the company’s stock is cheap.
0.20%
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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-0.75%
Negative OCF growth while TWLO is at 45.04%. Joel Greenblatt would demand a turnaround plan focusing on real cash generation.
13.95%
FCF growth under 50% of TWLO's 47.77%. Michael Burry would suspect weaker operating efficiencies or heavier capex burdens.
4673.69%
10Y revenue/share CAGR above 1.5x TWLO's 1420.66%. David Dodd would confirm if management’s strategic vision consistently outperforms the competitor.
1789.24%
5Y revenue/share CAGR above 1.5x TWLO's 183.24%. David Dodd would look for consistent product or market expansions fueling outperformance.
234.44%
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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2922.92%
Below 50% of TWLO's 15869.04%. Michael Burry would be alarmed about sustained underperformance in generating free operational cash.
143.93%
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.
5055.68%
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.
4147.72%
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.
213.91%
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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465.40%
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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3.16%
AR growth well above TWLO's 1.79%. Michael Burry fears inflated revenue or higher default risk in the near future.
31.62%
Inventory growth of 31.62% while TWLO is zero. Bruce Berkowitz wonders if we anticipate a new wave of demand or risk being stuck with extra product.
5.70%
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.
6.24%
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.
No Data
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1.36%
We increase R&D while TWLO cuts. John Neff sees a short-term profit drag but a potential lead in future innovations.
12.06%
SG&A growth well above TWLO's 5.94%. Michael Burry sees potential margin erosion unless it translates into higher sales or brand equity.