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.
2.88%
Revenue growth at 50-75% of TWLO's 4.77%. Martin Whitman would worry about competitiveness or product relevance.
4.24%
Gross profit growth 1.25-1.5x TWLO's 3.64%. Bruce Berkowitz would see if strategic sourcing or brand premium explains outperformance.
12.91%
EBIT growth below 50% of TWLO's 45.53%. Michael Burry would suspect deeper competitive or cost structure issues.
12.91%
Operating income growth under 50% of TWLO's 60.25%. Michael Burry would be concerned about deeper cost or sales issues.
-70.35%
Negative net income growth while TWLO stands at 12.02%. Joel Greenblatt would push for a reevaluation of cost or revenue strategies.
-39.10%
Negative EPS growth while TWLO is at 15.38%. Joel Greenblatt would expect urgent managerial action on costs or revenue drivers.
-39.80%
Negative diluted EPS growth while TWLO is at 16.67%. Joel Greenblatt would require immediate efforts to restrain share issuance or boost net income.
-0.09%
Both firms reduce share counts. Martin Whitman would compare buyback intensity relative to free cash flow generation.
-0.08%
Both reduce diluted shares. Martin Whitman would review each firm’s ability to continue repurchases and manage option issuance.
No Data
No Data available this quarter, please select a different quarter.
-2.87%
Negative OCF growth while TWLO is at 45.04%. Joel Greenblatt would demand a turnaround plan focusing on real cash generation.
1.21%
FCF growth under 50% of TWLO's 47.77%. Michael Burry would suspect weaker operating efficiencies or heavier capex burdens.
2179.42%
10Y revenue/share CAGR above 1.5x TWLO's 1420.66%. David Dodd would confirm if management’s strategic vision consistently outperforms the competitor.
830.96%
5Y revenue/share CAGR above 1.5x TWLO's 183.24%. David Dodd would look for consistent product or market expansions fueling outperformance.
161.00%
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
No Data available this quarter, please select a different quarter.
1963.31%
Below 50% of TWLO's 15869.04%. Michael Burry would be alarmed about sustained underperformance in generating free operational cash.
183.19%
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.
538.84%
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.
1084.29%
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.
-9.72%
Negative 3Y CAGR while TWLO is 108.27%. Joel Greenblatt might call for a short-term turnaround strategy or cost realignment.
No Data
No Data available this quarter, please select a different quarter.
3815.49%
5Y equity/share CAGR above 1.5x TWLO's 72.03%. David Dodd might see stronger earnings retention or fewer asset impairments fueling growth.
163.41%
Positive short-term equity growth while TWLO is negative. John Neff sees a strong advantage in near-term net worth buildup.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
3.96%
AR growth well above TWLO's 1.79%. Michael Burry fears inflated revenue or higher default risk in the near future.
156.82%
Inventory growth of 156.82% while TWLO is zero. Bruce Berkowitz wonders if we anticipate a new wave of demand or risk being stuck with extra product.
3.12%
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.
2.87%
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
No Data available this quarter, please select a different quarter.
4.08%
We increase R&D while TWLO cuts. John Neff sees a short-term profit drag but a potential lead in future innovations.
-9.70%
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.