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.
3.47%
Revenue growth at 50-75% of TWLO's 6.71%. Martin Whitman would worry about competitiveness or product relevance.
4.04%
Gross profit growth under 50% of TWLO's 10.41%. Michael Burry would be concerned about a severe competitive disadvantage.
3.48%
Positive EBIT growth while TWLO is negative. John Neff might see a substantial edge in operational management.
3.48%
Positive operating income growth while TWLO is negative. John Neff might view this as a competitive edge in operations.
-2.93%
Both companies face declining net income. Martin Whitman would suspect external pressures or flawed business models in the space.
-3.85%
Both companies exhibit negative EPS growth. Martin Whitman would consider sector-wide issues or an unsustainable business environment.
No Data
No Data available this quarter, please select a different quarter.
0.38%
Slight or no buybacks while TWLO is reducing shares. John Neff might see a missed opportunity if the company’s stock is cheap.
0.17%
Diluted share change of 0.17% while TWLO is zero. Bruce Berkowitz might see a minor difference that could widen over time.
No Data
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28.15%
OCF growth of 28.15% while TWLO is zero. Bruce Berkowitz would see if small gains can expand into a larger competitive lead.
45.70%
FCF growth of 45.70% while TWLO is zero. Bruce Berkowitz would see if modest improvements in free cash can accelerate further.
1743.84%
10Y CAGR of 1743.84% while TWLO is zero. Bruce Berkowitz would see if incremental growth can widen into a significant edge.
170.35%
5Y CAGR of 170.35% while TWLO is zero. Bruce Berkowitz would see if small improvements can scale into a larger advantage.
68.74%
3Y CAGR of 68.74% while TWLO is zero. Bruce Berkowitz would see if small gains can accelerate to a more decisive lead.
2693.48%
OCF/share CAGR of 2693.48% while TWLO is zero. Bruce Berkowitz might see a slight advantage that could compound over time.
227.25%
OCF/share CAGR of 227.25% while TWLO is zero. Bruce Berkowitz would see if modest momentum can translate into a bigger competitive lead.
52.64%
3Y OCF/share CAGR of 52.64% while TWLO is zero. Bruce Berkowitz might see if small gains can expand into a broader advantage.
3329.71%
10Y net income/share CAGR of 3329.71% while TWLO is zero. Bruce Berkowitz would see if minor gains can compound into a bigger lead over time.
111.18%
Net income/share CAGR of 111.18% while TWLO is zero. Bruce Berkowitz would see if small mid-term gains can develop into a bigger lead.
27.70%
3Y net income/share CAGR of 27.70% while TWLO is zero. Bruce Berkowitz sees if minor improvements can widen to a bigger advantage.
7518.50%
Equity/share CAGR of 7518.50% while TWLO is zero. Bruce Berkowitz might see a slight advantage that can compound significantly over 10 years.
183.61%
Equity/share CAGR of 183.61% while TWLO is zero. Bruce Berkowitz might see a minor advantage that could compound if the firm maintains positive net worth growth.
75.80%
Equity/share CAGR of 75.80% while TWLO is zero. Bruce Berkowitz sees if minor gains can snowball into a bigger lead soon.
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.
6.31%
AR growth of 6.31% while TWLO is zero. Bruce Berkowitz wonders if the firm’s additional AR is warranted by strong revenue or potential risk.
-13.06%
Inventory is declining while TWLO stands at 0.00%. Joel Greenblatt sees potential cost and margin benefits if sales hold up.
4.36%
Asset growth of 4.36% while TWLO is zero. Bruce Berkowitz checks if modest expansions can create a longer-term lead.
4.01%
BV/share growth of 4.01% while TWLO is zero. Bruce Berkowitz sees if small growth can compound into a strong advantage.
-16.05%
We’re deleveraging while TWLO stands at 0.00%. Joel Greenblatt considers if we gain a balance-sheet advantage for potential downturns.
5.27%
We increase R&D while TWLO cuts. John Neff sees a short-term profit drag but a potential lead in future innovations.
3.95%
SG&A declining or stable vs. TWLO's 9.33%. David Dodd sees better overhead efficiency if it doesn't hamper revenue.