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.
0.59%
Revenue growth under 50% of TWLO's 4.77%. Michael Burry would suspect a deteriorating sales pipeline or weaker brand.
-0.35%
Negative gross profit growth while TWLO is at 3.64%. Joel Greenblatt would examine cost competitiveness or demand decline.
-3.36%
Negative EBIT growth while TWLO is at 45.53%. Joel Greenblatt would demand a turnaround plan focusing on core profitability.
-3.36%
Negative operating income growth while TWLO is at 60.25%. Joel Greenblatt would press for urgent turnaround measures.
6.88%
Net income growth at 50-75% of TWLO's 12.02%. Martin Whitman would question fundamental disadvantages in expenses or demand.
4.76%
EPS growth under 50% of TWLO's 15.38%. Michael Burry would suspect deeper structural issues or share dilution limiting per-share gains.
4.76%
Diluted EPS growth under 50% of TWLO's 16.67%. Michael Burry would worry about an eroding competitive position or excessive dilution.
0.34%
Slight or no buybacks while TWLO is reducing shares. John Neff might see a missed opportunity if the company’s stock is cheap.
0.34%
Slight or no buyback while TWLO is reducing diluted shares. John Neff might consider the competitor’s approach more shareholder-friendly.
No Data
No Data available this quarter, please select a different quarter.
-5.86%
Negative OCF growth while TWLO is at 45.04%. Joel Greenblatt would demand a turnaround plan focusing on real cash generation.
3.83%
FCF growth under 50% of TWLO's 47.77%. Michael Burry would suspect weaker operating efficiencies or heavier capex burdens.
17079.97%
10Y revenue/share CAGR above 1.5x TWLO's 1420.66%. David Dodd would confirm if management’s strategic vision consistently outperforms the competitor.
176.26%
5Y revenue/share CAGR similar to TWLO's 183.24%. Walter Schloss might see both companies benefiting from the same mid-term trends.
87.26%
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.
188.01%
Below 50% of TWLO's 15869.04%. Michael Burry would be alarmed about sustained underperformance in generating free operational cash.
59.14%
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.
24386.90%
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.
174.21%
5Y net income/share CAGR 1.25-1.5x TWLO's 120.74%. Bruce Berkowitz would check if a better product mix or cost discipline explains the gap.
96.82%
3Y net income/share CAGR 75-90% of TWLO's 108.27%. Bill Ackman might push for an operational plan to match or beat the competitor’s short-term growth.
No Data
No Data available this quarter, please select a different quarter.
219.31%
5Y equity/share CAGR above 1.5x TWLO's 72.03%. David Dodd might see stronger earnings retention or fewer asset impairments fueling growth.
100.37%
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.
-7.44%
Firm’s AR is declining while TWLO shows 1.79%. Joel Greenblatt sees stronger working capital efficiency if sales hold up.
-76.28%
Inventory is declining while TWLO stands at 0.00%. Joel Greenblatt sees potential cost and margin benefits if sales hold up.
6.30%
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.
5.78%
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.
29.76%
We have some new debt while TWLO reduces theirs. John Neff sees the competitor as more cautious unless our expansions pay off strongly.
10.76%
We increase R&D while TWLO cuts. John Neff sees a short-term profit drag but a potential lead in future innovations.
-21.23%
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.