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.
-4.67%
Negative revenue growth while TWLO stands at 20.52%. Joel Greenblatt would look for strategic missteps or cyclical reasons.
-2.50%
Negative gross profit growth while TWLO is at 26.34%. Joel Greenblatt would examine cost competitiveness or demand decline.
1.09%
Positive EBIT growth while TWLO is negative. John Neff might see a substantial edge in operational management.
1.09%
Positive operating income growth while TWLO is negative. John Neff might view this as a competitive edge in operations.
-26.11%
Both companies face declining net income. Martin Whitman would suspect external pressures or flawed business models in the space.
-25.71%
Negative EPS growth while TWLO is at 71.43%. Joel Greenblatt would expect urgent managerial action on costs or revenue drivers.
-25.71%
Negative diluted EPS growth while TWLO is at 71.43%. Joel Greenblatt would require immediate efforts to restrain share issuance or boost net income.
0.29%
Share reduction more than 1.5x TWLO's 258.27%. David Dodd would see if the company is taking advantage of undervaluation to retire shares.
0.15%
Diluted share reduction more than 1.5x TWLO's 258.27%. David Dodd would validate if the company is aggressively retiring shares or limiting option exercises.
No Data
No Data available this quarter, please select a different quarter.
3.98%
OCF growth under 50% of TWLO's 38.65%. Michael Burry might suspect questionable revenue recognition or rising costs.
31.18%
FCF growth above 1.5x TWLO's 9.85%. David Dodd would verify if the firm’s strategic investments yield superior returns.
973.53%
Positive 10Y revenue/share CAGR while TWLO is negative. John Neff might see a distinct advantage in product or market expansion over the competitor.
137.85%
Positive 5Y CAGR while TWLO is negative. John Neff might see an underappreciated edge for the firm vs. the competitor.
54.90%
Positive 3Y CAGR while TWLO is negative. John Neff might view this as a sharp short-term edge or successful pivot strategy.
876.53%
10Y OCF/share CAGR above 1.5x TWLO's 80.83%. David Dodd would check if a superior product mix or cost edge drives this outperformance.
139.11%
5Y OCF/share CAGR above 1.5x TWLO's 80.83%. David Dodd would confirm if the firm has better cost structures or brand premium boosting mid-term cash flow.
71.15%
3Y OCF/share CAGR at 75-90% of TWLO's 80.83%. Bill Ackman would press for improvements in margin or overhead to catch up.
644.16%
Net income/share CAGR above 1.5x TWLO's 61.56% over 10 years. David Dodd would confirm if brand, IP, or scale secure this persistent advantage.
67.88%
5Y net income/share CAGR 1.25-1.5x TWLO's 61.56%. Bruce Berkowitz would check if a better product mix or cost discipline explains the gap.
16.21%
Below 50% of TWLO's 61.56%. Michael Burry suspects a steep short-term disadvantage in bottom-line expansion.
2373.53%
Equity/share CAGR of 2373.53% while TWLO is zero. Bruce Berkowitz might see a slight advantage that can compound significantly over 10 years.
164.51%
Equity/share CAGR of 164.51% while TWLO is zero. Bruce Berkowitz might see a minor advantage that could compound if the firm maintains positive net worth growth.
67.91%
Equity/share CAGR of 67.91% 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
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
-4.97%
Both reduce receivables yoy. Martin Whitman suspects a shift in the entire niche’s credit approach or softer demand.
-35.93%
Both reduce inventory yoy. Martin Whitman suspects a broader move to lean operations or industry slowdown in demand.
1.73%
Positive asset growth while TWLO is shrinking. John Neff sees potential for us to outgrow the competitor if returns are solid.
3.48%
Positive BV/share change while TWLO is negative. John Neff sees a clear edge over a competitor losing equity.
-0.04%
We’re deleveraging while TWLO stands at 0.00%. Joel Greenblatt considers if we gain a balance-sheet advantage for potential downturns.
-2.13%
Our R&D shrinks while TWLO invests at 19.81%. Joel Greenblatt checks if we risk falling behind a competitor’s new product pipeline.
-6.75%
We cut SG&A while TWLO invests at 18.12%. Joel Greenblatt sees a short-term margin benefit but wonders if the competitor invests for future gains.