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.
6.14%
Revenue growth at 50-75% of TWLO's 8.71%. Martin Whitman would worry about competitiveness or product relevance.
6.04%
Gross profit growth at 50-75% of TWLO's 11.67%. Martin Whitman would question if cost structure or brand is lagging.
11.72%
Positive EBIT growth while TWLO is negative. John Neff might see a substantial edge in operational management.
11.72%
Positive operating income growth while TWLO is negative. John Neff might view this as a competitive edge in operations.
15.93%
Positive net income growth while TWLO is negative. John Neff might see a big relative performance advantage.
16.13%
Positive EPS growth while TWLO is negative. John Neff might see a significant comparative advantage in per-share earnings dynamics.
16.67%
Positive diluted EPS growth while TWLO is negative. John Neff might view this as a strong relative advantage in controlling dilution.
-0.22%
Both firms reduce share counts. Martin Whitman would compare buyback intensity relative to free cash flow generation.
-0.35%
Both reduce diluted shares. Martin Whitman would review each firm’s ability to continue repurchases and manage option issuance.
No Data
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19.09%
Positive OCF growth while TWLO is negative. John Neff would see this as a clear operational advantage vs. the competitor.
33.79%
Positive FCF growth while TWLO is negative. John Neff would see a strong competitive edge in net cash generation.
670.09%
10Y revenue/share CAGR above 1.5x TWLO's 122.16%. David Dodd would confirm if management’s strategic vision consistently outperforms the competitor.
123.80%
5Y revenue/share CAGR similar to TWLO's 122.16%. Walter Schloss might see both companies benefiting from the same mid-term trends.
47.77%
3Y revenue/share CAGR under 50% of TWLO's 122.16%. Michael Burry might see a serious short-term decline in relevance vs. the competitor.
854.43%
10Y OCF/share CAGR above 1.5x TWLO's 87.54%. David Dodd would check if a superior product mix or cost edge drives this outperformance.
143.49%
5Y OCF/share CAGR above 1.5x TWLO's 87.54%. David Dodd would confirm if the firm has better cost structures or brand premium boosting mid-term cash flow.
87.91%
3Y OCF/share CAGR similar to TWLO's 87.54%. Walter Schloss might see both benefiting from a rising tide or parallel expansions.
494.98%
Positive 10Y CAGR while TWLO is negative. John Neff might see a substantial advantage in bottom-line trajectory.
82.92%
Positive 5Y CAGR while TWLO is negative. John Neff might view this as a strong mid-term relative advantage.
46.46%
Positive short-term CAGR while TWLO is negative. John Neff would see a clear advantage in near-term profit trajectory.
742.21%
Equity/share CAGR of 742.21% while TWLO is zero. Bruce Berkowitz might see a slight advantage that can compound significantly over 10 years.
131.09%
Equity/share CAGR of 131.09% while TWLO is zero. Bruce Berkowitz might see a minor advantage that could compound if the firm maintains positive net worth growth.
57.22%
Equity/share CAGR of 57.22% while TWLO is zero. Bruce Berkowitz sees if minor gains can snowball into a bigger lead soon.
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No Data
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No Data
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17.97%
AR growth well above TWLO's 8.42%. Michael Burry fears inflated revenue or higher default risk in the near future.
-100.00%
Inventory is declining while TWLO stands at 0.00%. Joel Greenblatt sees potential cost and margin benefits if sales hold up.
3.04%
Asset growth well under 50% of TWLO's 101.22%. Michael Burry sees the competitor as far more aggressive in building resources or capacity.
3.71%
Under 50% of TWLO's 691.77%. Michael Burry raises concerns about the firm’s ability to build intrinsic value relative to its rival.
-19.30%
We’re deleveraging while TWLO stands at 0.00%. Joel Greenblatt considers if we gain a balance-sheet advantage for potential downturns.
-0.12%
Our R&D shrinks while TWLO invests at 16.85%. Joel Greenblatt checks if we risk falling behind a competitor’s new product pipeline.
3.56%
SG&A declining or stable vs. TWLO's 24.05%. David Dodd sees better overhead efficiency if it doesn't hamper revenue.