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.
7.17%
Revenue growth under 50% of TWLO's 17.97%. Michael Burry would suspect a deteriorating sales pipeline or weaker brand.
6.50%
Gross profit growth under 50% of TWLO's 19.01%. Michael Burry would be concerned about a severe competitive disadvantage.
38.92%
Positive EBIT growth while TWLO is negative. John Neff might see a substantial edge in operational management.
38.92%
Positive operating income growth while TWLO is negative. John Neff might view this as a competitive edge in operations.
49.42%
Positive net income growth while TWLO is negative. John Neff might see a big relative performance advantage.
50.00%
Positive EPS growth while TWLO is negative. John Neff might see a significant comparative advantage in per-share earnings dynamics.
47.92%
Positive diluted EPS growth while TWLO is negative. John Neff might view this as a strong relative advantage in controlling dilution.
-0.11%
Share reduction while TWLO is at 10.91%. Joel Greenblatt would see if the company has a better buyback policy than the competitor.
-0.13%
Reduced diluted shares while TWLO is at 10.91%. 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.
5.22%
OCF growth under 50% of TWLO's 48.36%. Michael Burry might suspect questionable revenue recognition or rising costs.
-11.70%
Negative FCF growth while TWLO is at 11.76%. Joel Greenblatt would demand improved cost control or more strategic capex discipline.
541.81%
10Y revenue/share CAGR above 1.5x TWLO's 77.72%. David Dodd would confirm if management’s strategic vision consistently outperforms the competitor.
137.40%
5Y revenue/share CAGR above 1.5x TWLO's 77.72%. David Dodd would look for consistent product or market expansions fueling outperformance.
78.99%
Positive 3Y CAGR while TWLO is negative. John Neff might view this as a sharp short-term edge or successful pivot strategy.
614.22%
10Y OCF/share CAGR above 1.5x TWLO's 87.90%. David Dodd would check if a superior product mix or cost edge drives this outperformance.
118.25%
5Y OCF/share CAGR 1.25-1.5x TWLO's 87.90%. Bruce Berkowitz would see if capital spending or working-capital efficiencies explain the difference.
36.82%
3Y OCF/share CAGR above 1.5x TWLO's 2.86%. David Dodd would confirm if the firm is quickly gaining an operational edge over the competitor.
509.68%
Positive 10Y CAGR while TWLO is negative. John Neff might see a substantial advantage in bottom-line trajectory.
188.70%
Positive 5Y CAGR while TWLO is negative. John Neff might view this as a strong mid-term relative advantage.
101.55%
Positive short-term CAGR while TWLO is negative. John Neff would see a clear advantage in near-term profit trajectory.
453.67%
Equity/share CAGR of 453.67% while TWLO is zero. Bruce Berkowitz might see a slight advantage that can compound significantly over 10 years.
95.22%
Equity/share CAGR of 95.22% while TWLO is zero. Bruce Berkowitz might see a minor advantage that could compound if the firm maintains positive net worth growth.
48.52%
Below 50% of TWLO's 201.68%. 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.
10.68%
AR growth well above TWLO's 20.57%. Michael Burry fears inflated revenue or higher default risk in the near future.
-8.45%
Inventory is declining while TWLO stands at 0.00%. Joel Greenblatt sees potential cost and margin benefits if sales hold up.
4.79%
Asset growth well under 50% of TWLO's 24.01%. Michael Burry sees the competitor as far more aggressive in building resources or capacity.
4.87%
Under 50% of TWLO's 16.43%. Michael Burry raises concerns about the firm’s ability to build intrinsic value relative to its rival.
7.25%
We have some new debt while TWLO reduces theirs. John Neff sees the competitor as more cautious unless our expansions pay off strongly.
3.05%
R&D dropping or stable vs. TWLO's 26.88%. David Dodd sees near-term margin benefits if the product pipeline is already strong.
4.37%
SG&A growth well above TWLO's 6.76%. Michael Burry sees potential margin erosion unless it translates into higher sales or brand equity.