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.
3.32%
Revenue growth under 50% of TWLO's 14.31%. Michael Burry would suspect a deteriorating sales pipeline or weaker brand.
3.65%
Gross profit growth under 50% of TWLO's 15.10%. Michael Burry would be concerned about a severe competitive disadvantage.
183.25%
Positive EBIT growth while TWLO is negative. John Neff might see a substantial edge in operational management.
183.25%
Positive operating income growth while TWLO is negative. John Neff might view this as a competitive edge in operations.
187.70%
Positive net income growth while TWLO is negative. John Neff might see a big relative performance advantage.
186.96%
Positive EPS growth while TWLO is negative. John Neff might see a significant comparative advantage in per-share earnings dynamics.
182.61%
Positive diluted EPS growth while TWLO is negative. John Neff might view this as a strong relative advantage in controlling dilution.
0.18%
Share reduction more than 1.5x TWLO's 1.73%. David Dodd would see if the company is taking advantage of undervaluation to retire shares.
0.09%
Diluted share reduction more than 1.5x TWLO's 1.73%. 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.
30.38%
Positive OCF growth while TWLO is negative. John Neff would see this as a clear operational advantage vs. the competitor.
70.31%
Positive FCF growth while TWLO is negative. John Neff would see a strong competitive edge in net cash generation.
449.94%
10Y revenue/share CAGR above 1.5x TWLO's 23.40%. David Dodd would confirm if management’s strategic vision consistently outperforms the competitor.
117.24%
5Y revenue/share CAGR above 1.5x TWLO's 23.40%. David Dodd would look for consistent product or market expansions fueling outperformance.
78.12%
3Y revenue/share CAGR under 50% of TWLO's 180.26%. Michael Burry might see a serious short-term decline in relevance vs. the competitor.
446.07%
10Y OCF/share CAGR above 1.5x TWLO's 28.15%. David Dodd would check if a superior product mix or cost edge drives this outperformance.
149.20%
5Y OCF/share CAGR above 1.5x TWLO's 28.15%. David Dodd would confirm if the firm has better cost structures or brand premium boosting mid-term cash flow.
116.81%
Positive 3Y OCF/share CAGR while TWLO is negative. John Neff might see a big short-term edge in operational efficiency.
543.62%
Net income/share CAGR above 1.5x TWLO's 22.76% over 10 years. David Dodd would confirm if brand, IP, or scale secure this persistent advantage.
196.77%
5Y net income/share CAGR above 1.5x TWLO's 22.76%. David Dodd would confirm if the firm’s strategy is more effective in generating mid-term profits.
127.76%
Positive short-term CAGR while TWLO is negative. John Neff would see a clear advantage in near-term profit trajectory.
458.33%
Equity/share CAGR of 458.33% while TWLO is zero. Bruce Berkowitz might see a slight advantage that can compound significantly over 10 years.
96.24%
Equity/share CAGR of 96.24% while TWLO is zero. Bruce Berkowitz might see a minor advantage that could compound if the firm maintains positive net worth growth.
44.05%
Below 50% of TWLO's 165.17%. Michael Burry suspects a serious short-term disadvantage in building book value.
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.
4.77%
AR growth is negative/stable vs. TWLO's 18.63%, indicating tighter credit discipline. David Dodd confirms it doesn't hamper actual sales.
73.64%
We show growth while TWLO is shrinking stock. John Neff wonders if the competitor is more disciplined or has weaker demand expectations.
4.69%
Asset growth above 1.5x TWLO's 1.82%. David Dodd checks if M&A or new capacity expansions are value-accretive vs. competitor's approach.
4.65%
Positive BV/share change while TWLO is negative. John Neff sees a clear edge over a competitor losing equity.
0.13%
Debt shrinking faster vs. TWLO's 1.34%. David Dodd sees a safer balance sheet if it doesn't impair future growth.
2.31%
R&D dropping or stable vs. TWLO's 6.35%. David Dodd sees near-term margin benefits if the product pipeline is already strong.
2.33%
SG&A declining or stable vs. TWLO's 20.33%. David Dodd sees better overhead efficiency if it doesn't hamper revenue.