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.
-5.04%
Negative revenue growth while TWLO stands at 6.61%. Joel Greenblatt would look for strategic missteps or cyclical reasons.
-2.91%
Negative gross profit growth while TWLO is at 4.90%. Joel Greenblatt would examine cost competitiveness or demand decline.
-1.07%
Both companies show negative EBIT growth. Martin Whitman would consider macro or sector-specific headwinds.
-1.07%
Both companies face negative operating income growth. Martin Whitman would suspect broader market or cost hurdles.
1.74%
Positive net income growth while TWLO is negative. John Neff might see a big relative performance advantage.
No Data
No Data available this quarter, please select a different quarter.
2.63%
Positive diluted EPS growth while TWLO is negative. John Neff might view this as a strong relative advantage in controlling dilution.
0.19%
Share reduction more than 1.5x TWLO's 1.56%. David Dodd would see if the company is taking advantage of undervaluation to retire shares.
0.26%
Diluted share change of 0.26% while TWLO is zero. Bruce Berkowitz might see a minor difference that could widen over time.
No Data
No Data available this quarter, please select a different quarter.
1.43%
Positive OCF growth while TWLO is negative. John Neff would see this as a clear operational advantage vs. the competitor.
11.13%
FCF growth above 1.5x TWLO's 3.90%. David Dodd would verify if the firm’s strategic investments yield superior returns.
504.57%
Positive 10Y revenue/share CAGR while TWLO is negative. John Neff might see a distinct advantage in product or market expansion over the competitor.
118.84%
Positive 5Y CAGR while TWLO is negative. John Neff might see an underappreciated edge for the firm vs. the competitor.
56.18%
Positive 3Y CAGR while TWLO is negative. John Neff might view this as a sharp short-term edge or successful pivot strategy.
600.68%
10Y OCF/share CAGR above 1.5x TWLO's 109.16%. David Dodd would check if a superior product mix or cost edge drives this outperformance.
143.29%
5Y OCF/share CAGR 1.25-1.5x TWLO's 109.16%. Bruce Berkowitz would see if capital spending or working-capital efficiencies explain the difference.
111.59%
3Y OCF/share CAGR similar to TWLO's 109.16%. Walter Schloss might see both benefiting from a rising tide or parallel expansions.
384.58%
Net income/share CAGR above 1.5x TWLO's 56.43% over 10 years. David Dodd would confirm if brand, IP, or scale secure this persistent advantage.
76.72%
5Y net income/share CAGR 1.25-1.5x TWLO's 56.43%. Bruce Berkowitz would check if a better product mix or cost discipline explains the gap.
52.95%
3Y net income/share CAGR similar to TWLO's 56.43%. Walter Schloss would attribute it to shared growth factors or demand patterns.
605.92%
Equity/share CAGR of 605.92% while TWLO is zero. Bruce Berkowitz might see a slight advantage that can compound significantly over 10 years.
121.08%
Equity/share CAGR of 121.08% while TWLO is zero. Bruce Berkowitz might see a minor advantage that could compound if the firm maintains positive net worth growth.
53.79%
Equity/share CAGR of 53.79% while TWLO is zero. Bruce Berkowitz sees if minor gains can snowball into a bigger lead soon.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
-8.87%
Firm’s AR is declining while TWLO shows 14.33%. Joel Greenblatt sees stronger working capital efficiency if sales hold up.
4.48%
Inventory growth of 4.48% while TWLO is zero. Bruce Berkowitz wonders if we anticipate a new wave of demand or risk being stuck with extra product.
3.14%
Asset growth at 75-90% of TWLO's 4.14%. Bill Ackman suggests reviewing opportunities to match or surpass the competitor's asset expansion if profitable.
4.06%
BV/share growth above 1.5x TWLO's 0.97%. David Dodd confirms if consistent profit retention or fewer write-downs yield faster equity creation.
0.05%
Debt growth of 0.05% while TWLO is zero. Bruce Berkowitz sees additional leverage that must yield profitable expansions to be worthwhile.
8.83%
R&D growth drastically higher vs. TWLO's 7.87%. Michael Burry fears near-term margin erosion unless breakthroughs are imminent.
-13.56%
We cut SG&A while TWLO invests at 19.30%. Joel Greenblatt sees a short-term margin benefit but wonders if the competitor invests for future gains.