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.
0.97%
Revenue growth under 50% of TWLO's 4.77%. Michael Burry would suspect a deteriorating sales pipeline or weaker brand.
0.21%
Gross profit growth under 50% of TWLO's 3.64%. Michael Burry would be concerned about a severe competitive disadvantage.
-7.55%
Negative EBIT growth while TWLO is at 45.53%. Joel Greenblatt would demand a turnaround plan focusing on core profitability.
-7.55%
Negative operating income growth while TWLO is at 60.25%. Joel Greenblatt would press for urgent turnaround measures.
-3.53%
Negative net income growth while TWLO stands at 12.02%. Joel Greenblatt would push for a reevaluation of cost or revenue strategies.
-4.00%
Negative EPS growth while TWLO is at 15.38%. Joel Greenblatt would expect urgent managerial action on costs or revenue drivers.
-4.00%
Negative diluted EPS growth while TWLO is at 16.67%. Joel Greenblatt would require immediate efforts to restrain share issuance or boost net income.
0.61%
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.
29.51%
OCF growth at 50-75% of TWLO's 45.04%. Martin Whitman would question if the firm lags in monetizing sales effectively.
27.33%
FCF growth 50-75% of TWLO's 47.77%. Martin Whitman would see if structural disadvantages exist in generating free cash.
4586.23%
10Y revenue/share CAGR above 1.5x TWLO's 1420.66%. David Dodd would confirm if management’s strategic vision consistently outperforms the competitor.
148.05%
5Y revenue/share CAGR at 75-90% of TWLO's 183.24%. Bill Ackman would encourage strategies to match competitor’s pace.
98.03%
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.
7500.96%
10Y OCF/share CAGR above 1.5x TWLO's 1625.64%. David Dodd would check if a superior product mix or cost edge drives this outperformance.
151.44%
Below 50% of TWLO's 15869.04%. Michael Burry would be alarmed about sustained underperformance in generating free operational cash.
116.07%
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.
10275.24%
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.
144.25%
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.
67.98%
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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187.21%
5Y equity/share CAGR above 1.5x TWLO's 72.03%. David Dodd might see stronger earnings retention or fewer asset impairments fueling growth.
85.90%
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.
-5.85%
Firm’s AR is declining while TWLO shows 1.79%. Joel Greenblatt sees stronger working capital efficiency if sales hold up.
-47.22%
Inventory is declining while TWLO stands at 0.00%. Joel Greenblatt sees potential cost and margin benefits if sales hold up.
4.64%
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.
3.84%
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.
-2.92%
Both reduce debt yoy. Martin Whitman sees a broader sector shift to safer balance sheets or less growth impetus.
8.17%
We increase R&D while TWLO cuts. John Neff sees a short-term profit drag but a potential lead in future innovations.
8.15%
SG&A growth well above TWLO's 5.94%. Michael Burry sees potential margin erosion unless it translates into higher sales or brand equity.