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.
5.71%
Revenue growth 1.25-1.5x TWLO's 4.77%. Bruce Berkowitz would check if differentiation or pricing power justifies outperformance.
1.11%
Gross profit growth under 50% of TWLO's 3.64%. Michael Burry would be concerned about a severe competitive disadvantage.
9.21%
EBIT growth below 50% of TWLO's 45.53%. Michael Burry would suspect deeper competitive or cost structure issues.
9.21%
Operating income growth under 50% of TWLO's 60.25%. Michael Burry would be concerned about deeper cost or sales issues.
15.94%
Net income growth 1.25-1.5x TWLO's 12.02%. Bruce Berkowitz would see if strategic cost cutting or product mix explains this difference.
13.64%
EPS growth at 75-90% of TWLO's 15.38%. Bill Ackman would push for improved profitability or share repurchases to catch up.
13.64%
Diluted EPS growth at 75-90% of TWLO's 16.67%. Bill Ackman would expect further improvements in net income or share count reduction.
0.33%
Slight or no buybacks while TWLO is reducing shares. John Neff might see a missed opportunity if the company’s stock is cheap.
0.50%
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.
-22.19%
Negative OCF growth while TWLO is at 45.04%. Joel Greenblatt would demand a turnaround plan focusing on real cash generation.
-33.41%
Negative FCF growth while TWLO is at 47.77%. Joel Greenblatt would demand improved cost control or more strategic capex discipline.
4118.73%
10Y revenue/share CAGR above 1.5x TWLO's 1420.66%. David Dodd would confirm if management’s strategic vision consistently outperforms the competitor.
155.24%
5Y revenue/share CAGR at 75-90% of TWLO's 183.24%. Bill Ackman would encourage strategies to match competitor’s pace.
98.35%
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.
2317.70%
10Y OCF/share CAGR 1.25-1.5x TWLO's 1625.64%. Bruce Berkowitz would confirm if the firm's long-term capital allocation yields better cash returns.
93.46%
Below 50% of TWLO's 15869.04%. Michael Burry would be alarmed about sustained underperformance in generating free operational cash.
35.25%
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.
9577.61%
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.
142.57%
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.
64.65%
3Y net income/share CAGR 50-75% of TWLO's 108.27%. Martin Whitman might see a lagging edge in short-term profitability vs. the competitor.
No Data
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193.85%
5Y equity/share CAGR above 1.5x TWLO's 72.03%. David Dodd might see stronger earnings retention or fewer asset impairments fueling growth.
89.65%
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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No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
0.99%
AR growth well above TWLO's 1.79%. Michael Burry fears inflated revenue or higher default risk in the near future.
28.32%
Inventory growth of 28.32% while TWLO is zero. Bruce Berkowitz wonders if we anticipate a new wave of demand or risk being stuck with extra product.
3.09%
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.
4.89%
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.
-7.19%
Both reduce debt yoy. Martin Whitman sees a broader sector shift to safer balance sheets or less growth impetus.
4.49%
We increase R&D while TWLO cuts. John Neff sees a short-term profit drag but a potential lead in future innovations.
-1.31%
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.