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.
4.42%
Revenue growth under 50% of TWLO's 10.89%. Michael Burry would suspect a deteriorating sales pipeline or weaker brand.
2.86%
Gross profit growth under 50% of TWLO's 10.85%. Michael Burry would be concerned about a severe competitive disadvantage.
-3.37%
Both companies show negative EBIT growth. Martin Whitman would consider macro or sector-specific headwinds.
-3.37%
Both companies face negative operating income growth. Martin Whitman would suspect broader market or cost hurdles.
3.77%
Positive net income growth while TWLO is negative. John Neff might see a big relative performance advantage.
2.78%
EPS growth under 50% of TWLO's 71.11%. Michael Burry would suspect deeper structural issues or share dilution limiting per-share gains.
2.86%
Diluted EPS growth under 50% of TWLO's 71.11%. Michael Burry would worry about an eroding competitive position or excessive dilution.
0.25%
Share reduction more than 1.5x TWLO's 245.76%. David Dodd would see if the company is taking advantage of undervaluation to retire shares.
0.23%
Diluted share reduction more than 1.5x TWLO's 245.76%. 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.
7.95%
OCF growth under 50% of TWLO's 23.65%. Michael Burry might suspect questionable revenue recognition or rising costs.
4.20%
Positive FCF growth while TWLO is negative. John Neff would see a strong competitive edge in net cash generation.
636.59%
Positive 10Y revenue/share CAGR while TWLO is negative. John Neff might see a distinct advantage in product or market expansion over the competitor.
117.10%
Positive 5Y CAGR while TWLO is negative. John Neff might see an underappreciated edge for the firm vs. the competitor.
46.28%
Positive 3Y CAGR while TWLO is negative. John Neff might view this as a sharp short-term edge or successful pivot strategy.
765.03%
10Y OCF/share CAGR above 1.5x TWLO's 90.89%. David Dodd would check if a superior product mix or cost edge drives this outperformance.
134.26%
5Y OCF/share CAGR 1.25-1.5x TWLO's 90.89%. Bruce Berkowitz would see if capital spending or working-capital efficiencies explain the difference.
87.94%
3Y OCF/share CAGR similar to TWLO's 90.89%. Walter Schloss might see both benefiting from a rising tide or parallel expansions.
508.98%
Net income/share CAGR above 1.5x TWLO's 62.46% over 10 years. David Dodd would confirm if brand, IP, or scale secure this persistent advantage.
74.31%
5Y net income/share CAGR 1.25-1.5x TWLO's 62.46%. Bruce Berkowitz would check if a better product mix or cost discipline explains the gap.
65.35%
3Y net income/share CAGR similar to TWLO's 62.46%. Walter Schloss would attribute it to shared growth factors or demand patterns.
721.96%
Equity/share CAGR of 721.96% while TWLO is zero. Bruce Berkowitz might see a slight advantage that can compound significantly over 10 years.
129.88%
Equity/share CAGR of 129.88% while TWLO is zero. Bruce Berkowitz might see a minor advantage that could compound if the firm maintains positive net worth growth.
56.80%
Equity/share CAGR of 56.80% 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.
-2.88%
Firm’s AR is declining while TWLO shows 27.72%. Joel Greenblatt sees stronger working capital efficiency if sales hold up.
No Data
No Data available this quarter, please select a different quarter.
3.67%
Asset growth above 1.5x TWLO's 1.19%. David Dodd checks if M&A or new capacity expansions are value-accretive vs. competitor's approach.
4.61%
Positive BV/share change while TWLO is negative. John Neff sees a clear edge over a competitor losing equity.
-6.31%
We’re deleveraging while TWLO stands at 0.00%. Joel Greenblatt considers if we gain a balance-sheet advantage for potential downturns.
6.93%
R&D dropping or stable vs. TWLO's 21.52%. David Dodd sees near-term margin benefits if the product pipeline is already strong.
8.67%
SG&A growth well above TWLO's 2.10%. Michael Burry sees potential margin erosion unless it translates into higher sales or brand equity.