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.
-6.95%
Negative revenue growth while TWLO stands at 9.86%. Joel Greenblatt would look for strategic missteps or cyclical reasons.
-10.97%
Negative gross profit growth while TWLO is at 8.06%. Joel Greenblatt would examine cost competitiveness or demand decline.
-19.98%
Both companies show negative EBIT growth. Martin Whitman would consider macro or sector-specific headwinds.
-19.98%
Both companies face negative operating income growth. Martin Whitman would suspect broader market or cost hurdles.
1.80%
Positive net income growth while TWLO is negative. John Neff might see a big relative performance advantage.
2.00%
Positive EPS growth while TWLO is negative. John Neff might see a significant comparative advantage in per-share earnings dynamics.
4.08%
Positive diluted EPS growth while TWLO is negative. John Neff might view this as a strong relative advantage in controlling dilution.
-0.68%
Share reduction while TWLO is at 1.71%. Joel Greenblatt would see if the company has a better buyback policy than the competitor.
-0.76%
Reduced diluted shares while TWLO is at 1.71%. Joel Greenblatt would see a relative advantage if the competitor is diluting more.
No Data
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22.20%
Positive OCF growth while TWLO is negative. John Neff would see this as a clear operational advantage vs. the competitor.
57.95%
Positive FCF growth while TWLO is negative. John Neff would see a strong competitive edge in net cash generation.
424.42%
10Y revenue/share CAGR above 1.5x TWLO's 136.50%. David Dodd would confirm if management’s strategic vision consistently outperforms the competitor.
116.48%
5Y revenue/share CAGR under 50% of TWLO's 436.89%. Michael Burry would suspect a significant competitive gap or product weakness.
49.52%
3Y revenue/share CAGR under 50% of TWLO's 168.30%. Michael Burry might see a serious short-term decline in relevance vs. the competitor.
526.76%
10Y OCF/share CAGR above 1.5x TWLO's 96.19%. David Dodd would check if a superior product mix or cost edge drives this outperformance.
100.74%
5Y OCF/share CAGR 1.25-1.5x TWLO's 90.33%. Bruce Berkowitz would see if capital spending or working-capital efficiencies explain the difference.
91.95%
3Y OCF/share CAGR similar to TWLO's 83.94%. Walter Schloss might see both benefiting from a rising tide or parallel expansions.
253.21%
Positive 10Y CAGR while TWLO is negative. John Neff might see a substantial advantage in bottom-line trajectory.
77.39%
Positive 5Y CAGR while TWLO is negative. John Neff might view this as a strong mid-term relative advantage.
100.54%
Positive short-term CAGR while TWLO is negative. John Neff would see a clear advantage in near-term profit trajectory.
376.74%
Equity/share CAGR of 376.74% while TWLO is zero. Bruce Berkowitz might see a slight advantage that can compound significantly over 10 years.
85.85%
Below 50% of TWLO's 1626.59%. Michael Burry sees a substantially weaker mid-term book value expansion strategy in place.
41.98%
Below 50% of TWLO's 674.37%. Michael Burry suspects a serious short-term disadvantage in building book value.
No Data
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No Data available this quarter, please select a different quarter.
-9.02%
Firm’s AR is declining while TWLO shows 12.55%. Joel Greenblatt sees stronger working capital efficiency if sales hold up.
-8.32%
Inventory is declining while TWLO stands at 0.00%. Joel Greenblatt sees potential cost and margin benefits if sales hold up.
1.86%
Asset growth at 75-90% of TWLO's 2.41%. Bill Ackman suggests reviewing opportunities to match or surpass the competitor's asset expansion if profitable.
2.50%
Positive BV/share change while TWLO is negative. John Neff sees a clear edge over a competitor losing equity.
-4.94%
We’re deleveraging while TWLO stands at 7.29%. Joel Greenblatt considers if we gain a balance-sheet advantage for potential downturns.
0.81%
R&D dropping or stable vs. TWLO's 5.56%. David Dodd sees near-term margin benefits if the product pipeline is already strong.
-12.11%
We cut SG&A while TWLO invests at 11.16%. Joel Greenblatt sees a short-term margin benefit but wonders if the competitor invests for future gains.