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.
16.41%
Revenue growth at 75-90% of TWLO's 20.96%. Bill Ackman would push for innovation or market expansion to catch up.
9.76%
Gross profit growth at 50-75% of TWLO's 17.58%. Martin Whitman would question if cost structure or brand is lagging.
-4.89%
Both companies show negative EBIT growth. Martin Whitman would consider macro or sector-specific headwinds.
-4.89%
Both companies face negative operating income growth. Martin Whitman would suspect broader market or cost hurdles.
-2.65%
Both companies face declining net income. Martin Whitman would suspect external pressures or flawed business models in the space.
-3.03%
Both companies exhibit negative EPS growth. Martin Whitman would consider sector-wide issues or an unsustainable business environment.
-1.54%
Both face negative diluted EPS growth. Martin Whitman would suspect an industry or cyclical slump with heightened share issuance across the board.
-0.08%
Share reduction while TWLO is at 1.43%. Joel Greenblatt would see if the company has a better buyback policy than the competitor.
-0.42%
Reduced diluted shares while TWLO is at 1.43%. Joel Greenblatt would see a relative advantage if the competitor is diluting more.
No Data
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-1.69%
Negative OCF growth while TWLO is at 24.12%. Joel Greenblatt would demand a turnaround plan focusing on real cash generation.
-25.50%
Negative FCF growth while TWLO is at 15.77%. Joel Greenblatt would demand improved cost control or more strategic capex discipline.
522.21%
10Y revenue/share CAGR above 1.5x TWLO's 26.65%. David Dodd would confirm if management’s strategic vision consistently outperforms the competitor.
124.41%
5Y revenue/share CAGR above 1.5x TWLO's 26.65%. David Dodd would look for consistent product or market expansions fueling outperformance.
82.11%
3Y revenue/share CAGR under 50% of TWLO's 188.17%. Michael Burry might see a serious short-term decline in relevance vs. the competitor.
452.66%
10Y OCF/share CAGR above 1.5x TWLO's 85.50%. David Dodd would check if a superior product mix or cost edge drives this outperformance.
138.81%
5Y OCF/share CAGR above 1.5x TWLO's 85.50%. David Dodd would confirm if the firm has better cost structures or brand premium boosting mid-term cash flow.
100.21%
3Y OCF/share CAGR above 1.5x TWLO's 20.22%. David Dodd would confirm if the firm is quickly gaining an operational edge over the competitor.
2013.08%
Net income/share CAGR above 1.5x TWLO's 3.32% over 10 years. David Dodd would confirm if brand, IP, or scale secure this persistent advantage.
155.29%
5Y net income/share CAGR above 1.5x TWLO's 3.32%. David Dodd would confirm if the firm’s strategy is more effective in generating mid-term profits.
79.75%
Positive short-term CAGR while TWLO is negative. John Neff would see a clear advantage in near-term profit trajectory.
468.09%
10Y equity/share CAGR above 1.5x TWLO's 141.11%. David Dodd would confirm if consistent earnings retention or fewer write-downs drive this advantage.
95.96%
5Y equity/share CAGR at 50-75% of TWLO's 141.11%. Martin Whitman would question a shortfall in capital accumulation vs. the competitor.
45.98%
Below 50% of TWLO's 172.10%. 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.
17.30%
AR growth well above TWLO's 21.90%. Michael Burry fears inflated revenue or higher default risk in the near future.
-8.66%
Inventory is declining while TWLO stands at 0.00%. Joel Greenblatt sees potential cost and margin benefits if sales hold up.
5.08%
Asset growth above 1.5x TWLO's 2.48%. David Dodd checks if M&A or new capacity expansions are value-accretive vs. competitor's approach.
4.67%
Positive BV/share change while TWLO is negative. John Neff sees a clear edge over a competitor losing equity.
0.65%
Debt shrinking faster vs. TWLO's 1.33%. David Dodd sees a safer balance sheet if it doesn't impair future growth.
15.33%
R&D growth drastically higher vs. TWLO's 21.94%. Michael Burry fears near-term margin erosion unless breakthroughs are imminent.
20.35%
SG&A growth well above TWLO's 25.31%. Michael Burry sees potential margin erosion unless it translates into higher sales or brand equity.