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.
-5.03%
Negative revenue growth while TWLO stands at 15.59%. Joel Greenblatt would look for strategic missteps or cyclical reasons.
-4.05%
Negative gross profit growth while TWLO is at 12.67%. Joel Greenblatt would examine cost competitiveness or demand decline.
-0.71%
Negative EBIT growth while TWLO is at 22.32%. Joel Greenblatt would demand a turnaround plan focusing on core profitability.
-0.71%
Negative operating income growth while TWLO is at 22.32%. Joel Greenblatt would press for urgent turnaround measures.
-14.54%
Negative net income growth while TWLO stands at 21.69%. Joel Greenblatt would push for a reevaluation of cost or revenue strategies.
-13.89%
Negative EPS growth while TWLO is at 28.45%. Joel Greenblatt would expect urgent managerial action on costs or revenue drivers.
-14.29%
Negative diluted EPS growth while TWLO is at 28.45%. Joel Greenblatt would require immediate efforts to restrain share issuance or boost net income.
-0.02%
Share reduction while TWLO is at 14.18%. Joel Greenblatt would see if the company has a better buyback policy than the competitor.
0.33%
Diluted share reduction more than 1.5x TWLO's 14.18%. David Dodd would validate if the company is aggressively retiring shares or limiting option exercises.
No Data
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19.38%
OCF growth under 50% of TWLO's 236.80%. Michael Burry might suspect questionable revenue recognition or rising costs.
21.21%
FCF growth under 50% of TWLO's 135.44%. Michael Burry would suspect weaker operating efficiencies or heavier capex burdens.
666.76%
Positive 10Y revenue/share CAGR while TWLO is negative. John Neff might see a distinct advantage in product or market expansion over the competitor.
120.99%
Positive 5Y CAGR while TWLO is negative. John Neff might see an underappreciated edge for the firm vs. the competitor.
39.42%
Positive 3Y CAGR while TWLO is negative. John Neff might view this as a sharp short-term edge or successful pivot strategy.
692.06%
10Y OCF/share CAGR above 1.5x TWLO's 124.37%. David Dodd would check if a superior product mix or cost edge drives this outperformance.
125.84%
5Y OCF/share CAGR is similar to TWLO's 124.37%. Walter Schloss might see parallel cost profiles or expansions producing comparable cash flow.
102.66%
3Y OCF/share CAGR at 75-90% of TWLO's 124.37%. Bill Ackman would press for improvements in margin or overhead to catch up.
505.94%
Net income/share CAGR above 1.5x TWLO's 78.65% over 10 years. David Dodd would confirm if brand, IP, or scale secure this persistent advantage.
118.88%
5Y net income/share CAGR above 1.5x TWLO's 78.65%. David Dodd would confirm if the firm’s strategy is more effective in generating mid-term profits.
20.88%
Below 50% of TWLO's 78.65%. Michael Burry suspects a steep short-term disadvantage in bottom-line expansion.
929.11%
Equity/share CAGR of 929.11% while TWLO is zero. Bruce Berkowitz might see a slight advantage that can compound significantly over 10 years.
136.63%
Equity/share CAGR of 136.63% while TWLO is zero. Bruce Berkowitz might see a minor advantage that could compound if the firm maintains positive net worth growth.
57.41%
Equity/share CAGR of 57.41% 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.
-6.39%
Firm’s AR is declining while TWLO shows 11.01%. Joel Greenblatt sees stronger working capital efficiency if sales hold up.
-100.00%
Inventory is declining while TWLO stands at 0.00%. Joel Greenblatt sees potential cost and margin benefits if sales hold up.
1.55%
Asset growth well under 50% of TWLO's 6.18%. Michael Burry sees the competitor as far more aggressive in building resources or capacity.
2.71%
Positive BV/share change while TWLO is negative. John Neff sees a clear edge over a competitor losing equity.
-0.23%
We’re deleveraging while TWLO stands at 0.00%. Joel Greenblatt considers if we gain a balance-sheet advantage for potential downturns.
-4.07%
Our R&D shrinks while TWLO invests at 13.56%. Joel Greenblatt checks if we risk falling behind a competitor’s new product pipeline.
-8.26%
We cut SG&A while TWLO invests at 0.21%. Joel Greenblatt sees a short-term margin benefit but wonders if the competitor invests for future gains.