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.
16.39%
Revenue growth 1.25-1.5x TWLO's 14.61%. Bruce Berkowitz would check if differentiation or pricing power justifies outperformance.
8.61%
Gross profit growth at 50-75% of TWLO's 15.16%. Martin Whitman would question if cost structure or brand is lagging.
-1.52%
Negative EBIT growth while TWLO is at 15.87%. Joel Greenblatt would demand a turnaround plan focusing on core profitability.
-1.52%
Negative operating income growth while TWLO is at 15.87%. Joel Greenblatt would press for urgent turnaround measures.
-144.86%
Negative net income growth while TWLO stands at 19.33%. Joel Greenblatt would push for a reevaluation of cost or revenue strategies.
-144.90%
Negative EPS growth while TWLO is at 20.00%. Joel Greenblatt would expect urgent managerial action on costs or revenue drivers.
-145.83%
Negative diluted EPS growth while TWLO is at 20.00%. Joel Greenblatt would require immediate efforts to restrain share issuance or boost net income.
0.14%
Share reduction more than 1.5x TWLO's 1.18%. David Dodd would see if the company is taking advantage of undervaluation to retire shares.
-1.29%
Reduced diluted shares while TWLO is at 1.18%. Joel Greenblatt would see a relative advantage if the competitor is diluting more.
No Data
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4.01%
OCF growth under 50% of TWLO's 226.26%. Michael Burry might suspect questionable revenue recognition or rising costs.
-5.89%
Negative FCF growth while TWLO is at 79.04%. Joel Greenblatt would demand improved cost control or more strategic capex discipline.
499.60%
Positive 10Y revenue/share CAGR while TWLO is negative. John Neff might see a distinct advantage in product or market expansion over the competitor.
132.08%
Positive 5Y CAGR while TWLO is negative. John Neff might see an underappreciated edge for the firm vs. the competitor.
74.61%
Positive 3Y CAGR while TWLO is negative. John Neff might view this as a sharp short-term edge or successful pivot strategy.
442.96%
10Y OCF/share CAGR above 1.5x TWLO's 112.09%. David Dodd would check if a superior product mix or cost edge drives this outperformance.
108.66%
5Y OCF/share CAGR is similar to TWLO's 112.09%. Walter Schloss might see parallel cost profiles or expansions producing comparable cash flow.
57.79%
3Y OCF/share CAGR at 50-75% of TWLO's 112.09%. Martin Whitman would suspect weaker recent execution or product competitiveness.
-324.13%
Negative 10Y net income/share CAGR while TWLO is at 58.64%. Joel Greenblatt sees a major red flag in long-term profit erosion.
-199.29%
Negative 5Y net income/share CAGR while TWLO is 58.64%. Joel Greenblatt would see fundamental missteps limiting profitability vs. the competitor.
-162.09%
Negative 3Y CAGR while TWLO is 58.64%. Joel Greenblatt might call for a short-term turnaround strategy or cost realignment.
501.80%
10Y equity/share CAGR above 1.5x TWLO's 111.08%. David Dodd would confirm if consistent earnings retention or fewer write-downs drive this advantage.
101.77%
5Y equity/share CAGR is in line with TWLO's 111.08%. Walter Schloss would see parallel mid-term profitability and retention policies.
42.72%
Below 50% of TWLO's 111.08%. Michael Burry suspects a serious short-term disadvantage in building book value.
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.
20.08%
AR growth well above TWLO's 15.71%. Michael Burry fears inflated revenue or higher default risk in the near future.
-2.09%
Inventory is declining while TWLO stands at 0.00%. Joel Greenblatt sees potential cost and margin benefits if sales hold up.
4.09%
Asset growth above 1.5x TWLO's 1.41%. David Dodd checks if M&A or new capacity expansions are value-accretive vs. competitor's approach.
-3.06%
We have a declining book value while TWLO shows 0.18%. Joel Greenblatt sees a fundamental disadvantage in net worth creation vs. the competitor.
0.13%
Debt growth of 0.13% while TWLO is zero. Bruce Berkowitz sees additional leverage that must yield profitable expansions to be worthwhile.
2.40%
R&D growth drastically higher vs. TWLO's 3.65%. Michael Burry fears near-term margin erosion unless breakthroughs are imminent.
31.25%
SG&A growth well above TWLO's 4.00%. Michael Burry sees potential margin erosion unless it translates into higher sales or brand equity.