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.
13.19%
Revenue growth above 1.5x TWLO's 4.77%. David Dodd would confirm if the firm has a unique advantage driving sales higher.
11.08%
Gross profit growth above 1.5x TWLO's 3.64%. David Dodd would confirm if the company's business model is superior in terms of production costs or pricing.
4.28%
EBIT growth below 50% of TWLO's 45.53%. Michael Burry would suspect deeper competitive or cost structure issues.
4.28%
Operating income growth under 50% of TWLO's 60.25%. Michael Burry would be concerned about deeper cost or sales issues.
13.67%
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.
0.37%
Slight or no buybacks while TWLO is reducing shares. John Neff might see a missed opportunity if the company’s stock is cheap.
0.52%
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.
3.05%
OCF growth under 50% of TWLO's 45.04%. Michael Burry might suspect questionable revenue recognition or rising costs.
6.76%
FCF growth under 50% of TWLO's 47.77%. Michael Burry would suspect weaker operating efficiencies or heavier capex burdens.
2481.27%
10Y revenue/share CAGR above 1.5x TWLO's 1420.66%. David Dodd would confirm if management’s strategic vision consistently outperforms the competitor.
177.27%
5Y revenue/share CAGR similar to TWLO's 183.24%. Walter Schloss might see both companies benefiting from the same mid-term trends.
90.86%
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.
4674.90%
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.
131.42%
Below 50% of TWLO's 15869.04%. Michael Burry would be alarmed about sustained underperformance in generating free operational cash.
41.95%
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.
9702.48%
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.
727.71%
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.
26.85%
Below 50% of TWLO's 108.27%. Michael Burry suspects a steep short-term disadvantage in bottom-line expansion.
11251.13%
10Y equity/share CAGR above 1.5x TWLO's 2870.25%. David Dodd would confirm if consistent earnings retention or fewer write-downs drive this advantage.
189.90%
5Y equity/share CAGR above 1.5x TWLO's 72.03%. David Dodd might see stronger earnings retention or fewer asset impairments fueling growth.
80.42%
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.
12.13%
AR growth well above TWLO's 1.79%. Michael Burry fears inflated revenue or higher default risk in the near future.
81.28%
Inventory growth of 81.28% while TWLO is zero. Bruce Berkowitz wonders if we anticipate a new wave of demand or risk being stuck with extra product.
5.57%
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.
4.82%
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.
-0.04%
Both reduce debt yoy. Martin Whitman sees a broader sector shift to safer balance sheets or less growth impetus.
4.66%
We increase R&D while TWLO cuts. John Neff sees a short-term profit drag but a potential lead in future innovations.
12.19%
SG&A growth well above TWLO's 5.94%. Michael Burry sees potential margin erosion unless it translates into higher sales or brand equity.