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.
-7.48%
Negative revenue growth while TWLO stands at 14.11%. Joel Greenblatt would look for strategic missteps or cyclical reasons.
-4.83%
Negative gross profit growth while TWLO is at 16.70%. Joel Greenblatt would examine cost competitiveness or demand decline.
-19.44%
Both companies show negative EBIT growth. Martin Whitman would consider macro or sector-specific headwinds.
-19.44%
Both companies face negative operating income growth. Martin Whitman would suspect broader market or cost hurdles.
-25.60%
Negative net income growth while TWLO stands at 22.59%. Joel Greenblatt would push for a reevaluation of cost or revenue strategies.
-25.00%
Negative EPS growth while TWLO is at 34.04%. Joel Greenblatt would expect urgent managerial action on costs or revenue drivers.
-25.00%
Negative diluted EPS growth while TWLO is at 34.04%. Joel Greenblatt would require immediate efforts to restrain share issuance or boost net income.
-0.05%
Share reduction while TWLO is at 17.27%. Joel Greenblatt would see if the company has a better buyback policy than the competitor.
-0.00%
Reduced diluted shares while TWLO is at 17.27%. Joel Greenblatt would see a relative advantage if the competitor is diluting more.
No Data
No Data available this quarter, please select a different quarter.
-7.60%
Both companies show negative OCF growth. Martin Whitman would analyze broader economic or industry conditions limiting cash flow.
24.65%
Positive FCF growth while TWLO is negative. John Neff would see a strong competitive edge in net cash generation.
498.52%
10Y revenue/share CAGR above 1.5x TWLO's 78.28%. David Dodd would confirm if management’s strategic vision consistently outperforms the competitor.
128.10%
5Y revenue/share CAGR above 1.5x TWLO's 78.28%. David Dodd would look for consistent product or market expansions fueling outperformance.
77.46%
3Y revenue/share CAGR under 50% of TWLO's 177.00%. Michael Burry might see a serious short-term decline in relevance vs. the competitor.
384.02%
10Y OCF/share CAGR above 1.5x TWLO's 74.00%. David Dodd would check if a superior product mix or cost edge drives this outperformance.
164.52%
5Y OCF/share CAGR above 1.5x TWLO's 74.00%. David Dodd would confirm if the firm has better cost structures or brand premium boosting mid-term cash flow.
55.02%
Positive 3Y OCF/share CAGR while TWLO is negative. John Neff might see a big short-term edge in operational efficiency.
324.47%
Net income/share CAGR above 1.5x TWLO's 15.05% over 10 years. David Dodd would confirm if brand, IP, or scale secure this persistent advantage.
86.66%
5Y net income/share CAGR above 1.5x TWLO's 15.05%. David Dodd would confirm if the firm’s strategy is more effective in generating mid-term profits.
56.54%
Positive short-term CAGR while TWLO is negative. John Neff would see a clear advantage in near-term profit trajectory.
457.74%
Equity/share CAGR of 457.74% while TWLO is zero. Bruce Berkowitz might see a slight advantage that can compound significantly over 10 years.
93.63%
Equity/share CAGR of 93.63% while TWLO is zero. Bruce Berkowitz might see a minor advantage that could compound if the firm maintains positive net worth growth.
46.88%
Below 50% of TWLO's 1951.60%. 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.
-9.12%
Firm’s AR is declining while TWLO shows 7.61%. Joel Greenblatt sees stronger working capital efficiency if sales hold up.
-4.88%
Inventory is declining while TWLO stands at 0.00%. Joel Greenblatt sees potential cost and margin benefits if sales hold up.
5.39%
Asset growth well under 50% of TWLO's 300.51%. Michael Burry sees the competitor as far more aggressive in building resources or capacity.
3.35%
Under 50% of TWLO's 547.46%. Michael Burry raises concerns about the firm’s ability to build intrinsic value relative to its rival.
205.88%
Debt growth far above TWLO's 43.95%. Michael Burry fears the firm is taking on undue leverage vs. the competitor.
-0.08%
Our R&D shrinks while TWLO invests at 50.79%. Joel Greenblatt checks if we risk falling behind a competitor’s new product pipeline.
-15.84%
We cut SG&A while TWLO invests at 45.34%. Joel Greenblatt sees a short-term margin benefit but wonders if the competitor invests for future gains.