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.
4.85%
Revenue growth under 50% of TWLO's 14.44%. Michael Burry would suspect a deteriorating sales pipeline or weaker brand.
6.19%
Gross profit growth under 50% of TWLO's 14.78%. Michael Burry would be concerned about a severe competitive disadvantage.
-60.11%
Negative EBIT growth while TWLO is at 9.48%. Joel Greenblatt would demand a turnaround plan focusing on core profitability.
-60.11%
Negative operating income growth while TWLO is at 9.48%. Joel Greenblatt would press for urgent turnaround measures.
-66.01%
Both companies face declining net income. Martin Whitman would suspect external pressures or flawed business models in the space.
-66.18%
Negative EPS growth while TWLO is at 0.00%. Joel Greenblatt would expect urgent managerial action on costs or revenue drivers.
-65.67%
Negative diluted EPS growth while TWLO is at 0.00%. Joel Greenblatt would require immediate efforts to restrain share issuance or boost net income.
-0.04%
Share reduction while TWLO is at 1.77%. Joel Greenblatt would see if the company has a better buyback policy than the competitor.
-0.27%
Reduced diluted shares while TWLO is at 1.77%. Joel Greenblatt would see a relative advantage if the competitor is diluting more.
No Data
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-12.97%
Both companies show negative OCF growth. Martin Whitman would analyze broader economic or industry conditions limiting cash flow.
7.18%
Positive FCF growth while TWLO is negative. John Neff would see a strong competitive edge in net cash generation.
449.82%
10Y revenue/share CAGR above 1.5x TWLO's 28.13%. David Dodd would confirm if management’s strategic vision consistently outperforms the competitor.
121.66%
5Y revenue/share CAGR above 1.5x TWLO's 28.13%. David Dodd would look for consistent product or market expansions fueling outperformance.
81.20%
3Y revenue/share CAGR under 50% of TWLO's 190.88%. Michael Burry might see a serious short-term decline in relevance vs. the competitor.
418.39%
10Y OCF/share CAGR above 1.5x TWLO's 107.90%. David Dodd would check if a superior product mix or cost edge drives this outperformance.
106.17%
5Y OCF/share CAGR is similar to TWLO's 107.90%. Walter Schloss might see parallel cost profiles or expansions producing comparable cash flow.
42.67%
3Y OCF/share CAGR under 50% of TWLO's 120.04%. Michael Burry would worry about a significant short-term disadvantage in generating operational cash.
131.45%
Net income/share CAGR above 1.5x TWLO's 33.74% over 10 years. David Dodd would confirm if brand, IP, or scale secure this persistent advantage.
-5.24%
Negative 5Y net income/share CAGR while TWLO is 33.74%. Joel Greenblatt would see fundamental missteps limiting profitability vs. the competitor.
-20.06%
Both companies show negative 3Y net income/share growth. Martin Whitman suspects macro or sector-specific headwinds in the short run.
464.92%
Equity/share CAGR of 464.92% while TWLO is zero. Bruce Berkowitz might see a slight advantage that can compound significantly over 10 years.
96.69%
Equity/share CAGR of 96.69% while TWLO is zero. Bruce Berkowitz might see a minor advantage that could compound if the firm maintains positive net worth growth.
42.55%
Below 50% of TWLO's 152.32%. 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.
2.56%
AR growth is negative/stable vs. TWLO's 17.91%, indicating tighter credit discipline. David Dodd confirms it doesn't hamper actual sales.
9.75%
Inventory growth of 9.75% while TWLO is zero. Bruce Berkowitz wonders if we anticipate a new wave of demand or risk being stuck with extra product.
2.26%
Asset growth well under 50% of TWLO's 104.20%. Michael Burry sees the competitor as far more aggressive in building resources or capacity.
0.77%
Under 50% of TWLO's 16.46%. Michael Burry raises concerns about the firm’s ability to build intrinsic value relative to its rival.
-24.92%
We’re deleveraging while TWLO stands at 0.00%. Joel Greenblatt considers if we gain a balance-sheet advantage for potential downturns.
1.49%
R&D dropping or stable vs. TWLO's 5.95%. David Dodd sees near-term margin benefits if the product pipeline is already strong.
2.54%
SG&A declining or stable vs. TWLO's 10.22%. David Dodd sees better overhead efficiency if it doesn't hamper revenue.