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.
9.56%
Revenue growth at 50-75% of TWLO's 17.69%. Martin Whitman would worry about competitiveness or product relevance.
13.78%
Gross profit growth 1.25-1.5x TWLO's 9.89%. Bruce Berkowitz would see if strategic sourcing or brand premium explains outperformance.
18.13%
Positive EBIT growth while TWLO is negative. John Neff might see a substantial edge in operational management.
18.13%
Positive operating income growth while TWLO is negative. John Neff might view this as a competitive edge in operations.
73.68%
Positive net income growth while TWLO is negative. John Neff might see a big relative performance advantage.
66.67%
Positive EPS growth while TWLO is negative. John Neff might see a significant comparative advantage in per-share earnings dynamics.
75.00%
Positive diluted EPS growth while TWLO is negative. John Neff might view this as a strong relative advantage in controlling dilution.
0.27%
Share reduction more than 1.5x TWLO's 1.29%. David Dodd would see if the company is taking advantage of undervaluation to retire shares.
0.04%
Diluted share reduction more than 1.5x TWLO's 1.29%. David Dodd would validate if the company is aggressively retiring shares or limiting option exercises.
No Data
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6.17%
Positive OCF growth while TWLO is negative. John Neff would see this as a clear operational advantage vs. the competitor.
-21.36%
Both companies show negative FCF growth. Martin Whitman would consider an industry-wide capital spending surge or margin compression.
1312.15%
10Y CAGR of 1312.15% while TWLO is zero. Bruce Berkowitz would see if incremental growth can widen into a significant edge.
153.49%
5Y CAGR of 153.49% while TWLO is zero. Bruce Berkowitz would see if small improvements can scale into a larger advantage.
63.36%
3Y CAGR of 63.36% while TWLO is zero. Bruce Berkowitz would see if small gains can accelerate to a more decisive lead.
1291.13%
OCF/share CAGR of 1291.13% while TWLO is zero. Bruce Berkowitz might see a slight advantage that could compound over time.
117.72%
OCF/share CAGR of 117.72% while TWLO is zero. Bruce Berkowitz would see if modest momentum can translate into a bigger competitive lead.
54.89%
3Y OCF/share CAGR of 54.89% while TWLO is zero. Bruce Berkowitz might see if small gains can expand into a broader advantage.
1775.38%
10Y net income/share CAGR of 1775.38% while TWLO is zero. Bruce Berkowitz would see if minor gains can compound into a bigger lead over time.
125.19%
Net income/share CAGR of 125.19% while TWLO is zero. Bruce Berkowitz would see if small mid-term gains can develop into a bigger lead.
68.01%
3Y net income/share CAGR of 68.01% while TWLO is zero. Bruce Berkowitz sees if minor improvements can widen to a bigger advantage.
2770.71%
Equity/share CAGR of 2770.71% while TWLO is zero. Bruce Berkowitz might see a slight advantage that can compound significantly over 10 years.
171.23%
Equity/share CAGR of 171.23% while TWLO is zero. Bruce Berkowitz might see a minor advantage that could compound if the firm maintains positive net worth growth.
71.64%
Equity/share CAGR of 71.64% while TWLO is zero. Bruce Berkowitz sees if minor gains can snowball into a bigger lead soon.
No Data
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No Data
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No Data
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8.28%
AR growth of 8.28% while TWLO is zero. Bruce Berkowitz wonders if the firm’s additional AR is warranted by strong revenue or potential risk.
373.84%
Inventory growth of 373.84% while TWLO is zero. Bruce Berkowitz wonders if we anticipate a new wave of demand or risk being stuck with extra product.
4.26%
Asset growth of 4.26% while TWLO is zero. Bruce Berkowitz checks if modest expansions can create a longer-term lead.
5.47%
BV/share growth of 5.47% while TWLO is zero. Bruce Berkowitz sees if small growth can compound into a strong advantage.
-0.04%
We’re deleveraging while TWLO stands at 0.00%. Joel Greenblatt considers if we gain a balance-sheet advantage for potential downturns.
5.95%
R&D dropping or stable vs. TWLO's 18.03%. David Dodd sees near-term margin benefits if the product pipeline is already strong.
15.11%
SG&A growth well above TWLO's 19.53%. Michael Burry sees potential margin erosion unless it translates into higher sales or brand equity.