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.
5.59%
Revenue growth 1.25-1.5x TWLO's 4.77%. Bruce Berkowitz would check if differentiation or pricing power justifies outperformance.
5.45%
Gross profit growth 1.25-1.5x TWLO's 3.64%. Bruce Berkowitz would see if strategic sourcing or brand premium explains outperformance.
8.54%
EBIT growth below 50% of TWLO's 45.53%. Michael Burry would suspect deeper competitive or cost structure issues.
8.54%
Operating income growth under 50% of TWLO's 60.25%. Michael Burry would be concerned about deeper cost or sales issues.
-7.99%
Negative net income growth while TWLO stands at 12.02%. Joel Greenblatt would push for a reevaluation of cost or revenue strategies.
-8.33%
Negative EPS growth while TWLO is at 15.38%. Joel Greenblatt would expect urgent managerial action on costs or revenue drivers.
-8.33%
Negative diluted EPS growth while TWLO is at 16.67%. Joel Greenblatt would require immediate efforts to restrain share issuance or boost net income.
0.34%
Slight or no buybacks while TWLO is reducing shares. John Neff might see a missed opportunity if the company’s stock is cheap.
0.27%
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.
8.03%
OCF growth under 50% of TWLO's 45.04%. Michael Burry might suspect questionable revenue recognition or rising costs.
-9.70%
Negative FCF growth while TWLO is at 47.77%. Joel Greenblatt would demand improved cost control or more strategic capex discipline.
2823.20%
10Y revenue/share CAGR above 1.5x TWLO's 1420.66%. David Dodd would confirm if management’s strategic vision consistently outperforms the competitor.
153.15%
5Y revenue/share CAGR at 75-90% of TWLO's 183.24%. Bill Ackman would encourage strategies to match competitor’s pace.
95.22%
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.
2877.96%
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.
119.13%
Below 50% of TWLO's 15869.04%. Michael Burry would be alarmed about sustained underperformance in generating free operational cash.
68.21%
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.
11384.17%
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.
116.87%
5Y net income/share CAGR similar to TWLO's 120.74%. Walter Schloss might see both on parallel mid-term trajectories.
30.89%
Below 50% of TWLO's 108.27%. Michael Burry suspects a steep short-term disadvantage in bottom-line expansion.
No Data
No Data available this quarter, please select a different quarter.
184.51%
5Y equity/share CAGR above 1.5x TWLO's 72.03%. David Dodd might see stronger earnings retention or fewer asset impairments fueling growth.
83.09%
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.
-2.96%
Firm’s AR is declining while TWLO shows 1.79%. Joel Greenblatt sees stronger working capital efficiency if sales hold up.
-31.29%
Inventory is declining while TWLO stands at 0.00%. Joel Greenblatt sees potential cost and margin benefits if sales hold up.
3.84%
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.
5.17%
We have some new debt while TWLO reduces theirs. John Neff sees the competitor as more cautious unless our expansions pay off strongly.
1.51%
We increase R&D while TWLO cuts. John Neff sees a short-term profit drag but a potential lead in future innovations.
2.97%
SG&A declining or stable vs. TWLO's 5.94%. David Dodd sees better overhead efficiency if it doesn't hamper revenue.