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.
3.25%
Revenue growth at 50-75% of TWLO's 4.77%. Martin Whitman would worry about competitiveness or product relevance.
4.61%
Gross profit growth 1.25-1.5x TWLO's 3.64%. Bruce Berkowitz would see if strategic sourcing or brand premium explains outperformance.
4.41%
EBIT growth below 50% of TWLO's 45.53%. Michael Burry would suspect deeper competitive or cost structure issues.
4.41%
Operating income growth under 50% of TWLO's 60.25%. Michael Burry would be concerned about deeper cost or sales issues.
3.41%
Net income growth under 50% of TWLO's 12.02%. Michael Burry would suspect the firm is falling well behind a key competitor.
0.70%
EPS growth under 50% of TWLO's 15.38%. Michael Burry would suspect deeper structural issues or share dilution limiting per-share gains.
2.04%
Diluted EPS growth under 50% of TWLO's 16.67%. Michael Burry would worry about an eroding competitive position or excessive dilution.
0.14%
Slight or no buybacks while TWLO is reducing shares. John Neff might see a missed opportunity if the company’s stock is cheap.
-0.08%
Both reduce diluted shares. Martin Whitman would review each firm’s ability to continue repurchases and manage option issuance.
No Data
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23.71%
OCF growth at 50-75% of TWLO's 45.04%. Martin Whitman would question if the firm lags in monetizing sales effectively.
62.21%
FCF growth 1.25-1.5x TWLO's 47.77%. Bruce Berkowitz would see if capex decisions or cost controls create a cash flow advantage.
3036.47%
10Y revenue/share CAGR above 1.5x TWLO's 1420.66%. David Dodd would confirm if management’s strategic vision consistently outperforms the competitor.
1054.73%
5Y revenue/share CAGR above 1.5x TWLO's 183.24%. David Dodd would look for consistent product or market expansions fueling outperformance.
207.37%
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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1259.02%
Below 50% of TWLO's 15869.04%. Michael Burry would be alarmed about sustained underperformance in generating free operational cash.
195.79%
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.
3088.17%
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.
5195.36%
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.
196.29%
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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No Data
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173.57%
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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-3.80%
Firm’s AR is declining while TWLO shows 1.79%. Joel Greenblatt sees stronger working capital efficiency if sales hold up.
18.01%
Inventory growth of 18.01% while TWLO is zero. Bruce Berkowitz wonders if we anticipate a new wave of demand or risk being stuck with extra product.
5.58%
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.
5.88%
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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3.28%
We increase R&D while TWLO cuts. John Neff sees a short-term profit drag but a potential lead in future innovations.
5.88%
SG&A growth well above TWLO's 5.94%. Michael Burry sees potential margin erosion unless it translates into higher sales or brand equity.