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.
-3.64%
Negative revenue growth while TWLO stands at 12.04%. Joel Greenblatt would look for strategic missteps or cyclical reasons.
-2.09%
Negative gross profit growth while TWLO is at 15.48%. Joel Greenblatt would examine cost competitiveness or demand decline.
-0.40%
Both companies show negative EBIT growth. Martin Whitman would consider macro or sector-specific headwinds.
-0.40%
Both companies face negative operating income growth. Martin Whitman would suspect broader market or cost hurdles.
411.29%
Positive net income growth while TWLO is negative. John Neff might see a big relative performance advantage.
409.09%
Positive EPS growth while TWLO is negative. John Neff might see a significant comparative advantage in per-share earnings dynamics.
404.55%
Positive diluted EPS growth while TWLO is negative. John Neff might view this as a strong relative advantage in controlling dilution.
0.08%
Share reduction more than 1.5x TWLO's 1.53%. David Dodd would see if the company is taking advantage of undervaluation to retire shares.
1.52%
Diluted share count expanding well above TWLO's 1.53%. Michael Burry would fear significant dilution to existing owners' stakes.
-100.00%
Dividend reduction while TWLO stands at 0.00%. Joel Greenblatt would question the firm’s cash flow stability or capital allocation decisions.
13.38%
OCF growth under 50% of TWLO's 346.39%. Michael Burry might suspect questionable revenue recognition or rising costs.
-27.14%
Negative FCF growth while TWLO is at 676.35%. Joel Greenblatt would demand improved cost control or more strategic capex discipline.
441.31%
10Y revenue/share CAGR above 1.5x TWLO's 21.59%. David Dodd would confirm if management’s strategic vision consistently outperforms the competitor.
112.08%
5Y revenue/share CAGR above 1.5x TWLO's 21.59%. David Dodd would look for consistent product or market expansions fueling outperformance.
76.86%
3Y revenue/share CAGR at 50-75% of TWLO's 149.87%. Martin Whitman would question if the firm lags behind competitor innovations.
489.68%
10Y OCF/share CAGR above 1.5x TWLO's 159.50%. David Dodd would check if a superior product mix or cost edge drives this outperformance.
204.81%
5Y OCF/share CAGR 1.25-1.5x TWLO's 159.50%. Bruce Berkowitz would see if capital spending or working-capital efficiencies explain the difference.
72.42%
3Y OCF/share CAGR under 50% of TWLO's 410.40%. Michael Burry would worry about a significant short-term disadvantage in generating operational cash.
548.26%
Net income/share CAGR above 1.5x TWLO's 31.99% over 10 years. David Dodd would confirm if brand, IP, or scale secure this persistent advantage.
167.25%
5Y net income/share CAGR above 1.5x TWLO's 31.99%. David Dodd would confirm if the firm’s strategy is more effective in generating mid-term profits.
162.10%
Positive short-term CAGR while TWLO is negative. John Neff would see a clear advantage in near-term profit trajectory.
495.60%
Equity/share CAGR of 495.60% while TWLO is zero. Bruce Berkowitz might see a slight advantage that can compound significantly over 10 years.
102.69%
Equity/share CAGR of 102.69% while TWLO is zero. Bruce Berkowitz might see a minor advantage that could compound if the firm maintains positive net worth growth.
45.33%
Below 50% of TWLO's 650.43%. Michael Burry suspects a serious short-term disadvantage in building book value.
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-10.11%
Firm’s AR is declining while TWLO shows 32.93%. Joel Greenblatt sees stronger working capital efficiency if sales hold up.
-15.09%
Inventory is declining while TWLO stands at 0.00%. Joel Greenblatt sees potential cost and margin benefits if sales hold up.
4.89%
Asset growth at 50-75% of TWLO's 7.34%. Martin Whitman questions if the firm is lagging expansions or if the competitor invests more aggressively.
5.37%
Positive BV/share change while TWLO is negative. John Neff sees a clear edge over a competitor losing equity.
33.59%
Debt growth of 33.59% while TWLO is zero. Bruce Berkowitz sees additional leverage that must yield profitable expansions to be worthwhile.
17.02%
R&D growth drastically higher vs. TWLO's 14.46%. Michael Burry fears near-term margin erosion unless breakthroughs are imminent.
-7.34%
We cut SG&A while TWLO invests at 21.07%. Joel Greenblatt sees a short-term margin benefit but wonders if the competitor invests for future gains.