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.
13.77%
Revenue growth 1.25-1.5x TWLO's 12.25%. Bruce Berkowitz would check if differentiation or pricing power justifies outperformance.
9.26%
Gross profit growth at 75-90% of TWLO's 10.45%. Bill Ackman would demand operational improvements to match competitor gains.
0.97%
EBIT growth similar to TWLO's 0.92%. Walter Schloss might infer both firms share similar operational efficiencies.
0.97%
Operating income growth similar to TWLO's 0.92%. Walter Schloss would assume both share comparable operational structures.
50.98%
Positive net income growth while TWLO is negative. John Neff might see a big relative performance advantage.
50.98%
Positive EPS growth while TWLO is negative. John Neff might see a significant comparative advantage in per-share earnings dynamics.
50.98%
Positive diluted EPS growth while TWLO is negative. John Neff might view this as a strong relative advantage in controlling dilution.
-0.60%
Share reduction while TWLO is at 0.97%. Joel Greenblatt would see if the company has a better buyback policy than the competitor.
-0.43%
Reduced diluted shares while TWLO is at 0.97%. Joel Greenblatt would see a relative advantage if the competitor is diluting more.
No Data
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-6.72%
Both companies show negative OCF growth. Martin Whitman would analyze broader economic or industry conditions limiting cash flow.
-4.11%
Both companies show negative FCF growth. Martin Whitman would consider an industry-wide capital spending surge or margin compression.
535.93%
10Y revenue/share CAGR above 1.5x TWLO's 48.22%. David Dodd would confirm if management’s strategic vision consistently outperforms the competitor.
150.87%
5Y revenue/share CAGR above 1.5x TWLO's 48.22%. David Dodd would look for consistent product or market expansions fueling outperformance.
77.06%
3Y revenue/share CAGR under 50% of TWLO's 156.03%. Michael Burry might see a serious short-term decline in relevance vs. the competitor.
386.50%
10Y OCF/share CAGR above 1.5x TWLO's 125.94%. David Dodd would check if a superior product mix or cost edge drives this outperformance.
123.45%
5Y OCF/share CAGR is similar to TWLO's 125.94%. Walter Schloss might see parallel cost profiles or expansions producing comparable cash flow.
53.51%
3Y OCF/share CAGR above 1.5x TWLO's 34.29%. David Dodd would confirm if the firm is quickly gaining an operational edge over the competitor.
397.91%
Positive 10Y CAGR while TWLO is negative. John Neff might see a substantial advantage in bottom-line trajectory.
121.11%
Positive 5Y CAGR while TWLO is negative. John Neff might view this as a strong mid-term relative advantage.
100.41%
Positive short-term CAGR while TWLO is negative. John Neff would see a clear advantage in near-term profit trajectory.
415.36%
Below 50% of TWLO's 1599.54%. Michael Burry would suspect poor capital allocation or persistent net losses eroding long-term equity build-up.
90.01%
Below 50% of TWLO's 1599.54%. Michael Burry sees a substantially weaker mid-term book value expansion strategy in place.
45.12%
Below 50% of TWLO's 722.87%. Michael Burry suspects a serious short-term disadvantage in building book value.
No Data
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No Data
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No Data
No Data available this quarter, please select a different quarter.
30.41%
AR growth well above TWLO's 17.44%. Michael Burry fears inflated revenue or higher default risk in the near future.
-28.69%
Both reduce inventory yoy. Martin Whitman suspects a broader move to lean operations or industry slowdown in demand.
4.89%
Asset growth above 1.5x TWLO's 0.79%. David Dodd checks if M&A or new capacity expansions are value-accretive vs. competitor's approach.
3.94%
Positive BV/share change while TWLO is negative. John Neff sees a clear edge over a competitor losing equity.
7.42%
Debt growth far above TWLO's 2.63%. Michael Burry fears the firm is taking on undue leverage vs. the competitor.
10.19%
R&D growth drastically higher vs. TWLO's 5.51%. Michael Burry fears near-term margin erosion unless breakthroughs are imminent.
18.99%
SG&A growth well above TWLO's 6.68%. Michael Burry sees potential margin erosion unless it translates into higher sales or brand equity.