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.
6.77%
Revenue growth 1.25-1.5x TWLO's 4.87%. Bruce Berkowitz would check if differentiation or pricing power justifies outperformance.
6.31%
Positive gross profit growth while TWLO is negative. John Neff would see a clear operational edge over the competitor.
88.33%
Positive EBIT growth while TWLO is negative. John Neff might see a substantial edge in operational management.
88.33%
Positive operating income growth while TWLO is negative. John Neff might view this as a competitive edge in operations.
91.03%
Positive net income growth while TWLO is negative. John Neff might see a big relative performance advantage.
96.00%
Positive EPS growth while TWLO is negative. John Neff might see a significant comparative advantage in per-share earnings dynamics.
92.00%
Positive diluted EPS growth while TWLO is negative. John Neff might view this as a strong relative advantage in controlling dilution.
0.14%
Share reduction more than 1.5x TWLO's 1.41%. David Dodd would see if the company is taking advantage of undervaluation to retire shares.
0.03%
Diluted share reduction more than 1.5x TWLO's 1.41%. 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.
33.35%
OCF growth at 50-75% of TWLO's 53.69%. Martin Whitman would question if the firm lags in monetizing sales effectively.
38.54%
FCF growth 1.25-1.5x TWLO's 28.22%. Bruce Berkowitz would see if capex decisions or cost controls create a cash flow advantage.
489.25%
Positive 10Y revenue/share CAGR while TWLO is negative. John Neff might see a distinct advantage in product or market expansion over the competitor.
86.23%
Positive 5Y CAGR while TWLO is negative. John Neff might see an underappreciated edge for the firm vs. the competitor.
64.15%
Positive 3Y CAGR while TWLO is negative. John Neff might view this as a sharp short-term edge or successful pivot strategy.
442.86%
10Y OCF/share CAGR above 1.5x TWLO's 64.07%. David Dodd would check if a superior product mix or cost edge drives this outperformance.
133.13%
5Y OCF/share CAGR above 1.5x TWLO's 64.07%. David Dodd would confirm if the firm has better cost structures or brand premium boosting mid-term cash flow.
60.85%
3Y OCF/share CAGR similar to TWLO's 64.07%. Walter Schloss might see both benefiting from a rising tide or parallel expansions.
464.86%
Net income/share CAGR above 1.5x TWLO's 28.79% over 10 years. David Dodd would confirm if brand, IP, or scale secure this persistent advantage.
192.54%
5Y net income/share CAGR above 1.5x TWLO's 28.79%. David Dodd would confirm if the firm’s strategy is more effective in generating mid-term profits.
140.04%
3Y net income/share CAGR above 1.5x TWLO's 28.79%. David Dodd would confirm the company’s short-term strategies outmatch the competitor significantly.
570.46%
Equity/share CAGR of 570.46% while TWLO is zero. Bruce Berkowitz might see a slight advantage that can compound significantly over 10 years.
118.36%
Equity/share CAGR of 118.36% while TWLO is zero. Bruce Berkowitz might see a minor advantage that could compound if the firm maintains positive net worth growth.
55.27%
Equity/share CAGR of 55.27% 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.
4.71%
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.
92.21%
Inventory growth well above TWLO's 100.00%. Michael Burry suspects overshooting production or weaker sell-through vs. the competitor.
6.11%
Asset growth above 1.5x TWLO's 1.28%. David Dodd checks if M&A or new capacity expansions are value-accretive vs. competitor's approach.
5.80%
Positive BV/share change while TWLO is negative. John Neff sees a clear edge over a competitor losing equity.
0.23%
Debt growth of 0.23% while TWLO is zero. Bruce Berkowitz sees additional leverage that must yield profitable expansions to be worthwhile.
0.79%
R&D dropping or stable vs. TWLO's 6.60%. David Dodd sees near-term margin benefits if the product pipeline is already strong.
0.87%
SG&A declining or stable vs. TWLO's 44.51%. David Dodd sees better overhead efficiency if it doesn't hamper revenue.