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.
16.09%
Revenue growth 1.25-1.5x TWLO's 14.57%. Bruce Berkowitz would check if differentiation or pricing power justifies outperformance.
12.01%
Gross profit growth at 50-75% of TWLO's 18.63%. Martin Whitman would question if cost structure or brand is lagging.
15.12%
Positive EBIT growth while TWLO is negative. John Neff might see a substantial edge in operational management.
15.12%
Positive operating income growth while TWLO is negative. John Neff might view this as a competitive edge in operations.
5.37%
Positive net income growth while TWLO is negative. John Neff might see a big relative performance advantage.
5.41%
Positive EPS growth while TWLO is negative. John Neff might see a significant comparative advantage in per-share earnings dynamics.
5.56%
Positive diluted EPS growth while TWLO is negative. John Neff might view this as a strong relative advantage in controlling dilution.
0.33%
Share reduction more than 1.5x TWLO's 4.01%. David Dodd would see if the company is taking advantage of undervaluation to retire shares.
0.25%
Diluted share reduction more than 1.5x TWLO's 5.63%. 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.
-4.39%
Negative OCF growth while TWLO is at 917.29%. Joel Greenblatt would demand a turnaround plan focusing on real cash generation.
-13.11%
Negative FCF growth while TWLO is at 13.27%. Joel Greenblatt would demand improved cost control or more strategic capex discipline.
610.45%
Positive 10Y revenue/share CAGR while TWLO is negative. John Neff might see a distinct advantage in product or market expansion over the competitor.
131.47%
Positive 5Y CAGR while TWLO is negative. John Neff might see an underappreciated edge for the firm vs. the competitor.
50.07%
Positive 3Y CAGR while TWLO is negative. John Neff might view this as a sharp short-term edge or successful pivot strategy.
803.01%
10Y OCF/share CAGR above 1.5x TWLO's 119.32%. David Dodd would check if a superior product mix or cost edge drives this outperformance.
125.45%
5Y OCF/share CAGR is similar to TWLO's 119.32%. Walter Schloss might see parallel cost profiles or expansions producing comparable cash flow.
74.43%
3Y OCF/share CAGR at 50-75% of TWLO's 119.32%. Martin Whitman would suspect weaker recent execution or product competitiveness.
352.08%
Net income/share CAGR above 1.5x TWLO's 70.55% over 10 years. David Dodd would confirm if brand, IP, or scale secure this persistent advantage.
85.36%
5Y net income/share CAGR 1.25-1.5x TWLO's 70.55%. Bruce Berkowitz would check if a better product mix or cost discipline explains the gap.
53.33%
3Y net income/share CAGR 75-90% of TWLO's 70.55%. Bill Ackman might push for an operational plan to match or beat the competitor’s short-term growth.
612.93%
10Y equity/share CAGR above 1.5x TWLO's 106.54%. David Dodd would confirm if consistent earnings retention or fewer write-downs drive this advantage.
124.74%
5Y equity/share CAGR 1.25-1.5x TWLO's 106.54%. Bruce Berkowitz confirms if reinvested profits or buybacks explain the superior buildup.
54.57%
3Y equity/share CAGR at 50-75% of TWLO's 106.54%. Martin Whitman sees a short-term lag in net worth creation vs. the competitor.
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.
14.82%
Our AR growth while TWLO is cutting. John Neff questions if the competitor outperforms in collections or if we’re pushing credit to maintain sales.
-52.06%
Inventory is declining while TWLO stands at 0.00%. Joel Greenblatt sees potential cost and margin benefits if sales hold up.
4.72%
Asset growth well under 50% of TWLO's 21.18%. Michael Burry sees the competitor as far more aggressive in building resources or capacity.
3.34%
Under 50% of TWLO's 19.86%. Michael Burry raises concerns about the firm’s ability to build intrinsic value relative to its rival.
-0.08%
We’re deleveraging while TWLO stands at 0.00%. Joel Greenblatt considers if we gain a balance-sheet advantage for potential downturns.
0.72%
R&D dropping or stable vs. TWLO's 16.49%. David Dodd sees near-term margin benefits if the product pipeline is already strong.
17.16%
SG&A growth well above TWLO's 5.60%. Michael Burry sees potential margin erosion unless it translates into higher sales or brand equity.