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.
20.57%
Revenue growth above 1.5x TWLO's 11.76%. David Dodd would confirm if the firm has a unique advantage driving sales higher.
26.90%
Gross profit growth above 1.5x TWLO's 10.40%. David Dodd would confirm if the company's business model is superior in terms of production costs or pricing.
75.67%
Positive EBIT growth while TWLO is negative. John Neff might see a substantial edge in operational management.
75.67%
Positive operating income growth while TWLO is negative. John Neff might view this as a competitive edge in operations.
61.62%
Positive net income growth while TWLO is negative. John Neff might see a big relative performance advantage.
62.75%
Positive EPS growth while TWLO is negative. John Neff might see a significant comparative advantage in per-share earnings dynamics.
60.78%
Positive diluted EPS growth while TWLO is negative. John Neff might view this as a strong relative advantage in controlling dilution.
-0.34%
Share reduction while TWLO is at 4.15%. Joel Greenblatt would see if the company has a better buyback policy than the competitor.
-0.17%
Reduced diluted shares while TWLO is at 4.15%. 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.
21.51%
OCF growth under 50% of TWLO's 336.58%. Michael Burry might suspect questionable revenue recognition or rising costs.
34.82%
FCF growth similar to TWLO's 35.33%. Walter Schloss would attribute it to parallel capital spending and operational models.
494.35%
10Y revenue/share CAGR above 1.5x TWLO's 117.50%. David Dodd would confirm if management’s strategic vision consistently outperforms the competitor.
149.64%
5Y revenue/share CAGR under 50% of TWLO's 393.97%. Michael Burry would suspect a significant competitive gap or product weakness.
69.65%
3Y revenue/share CAGR under 50% of TWLO's 178.38%. Michael Burry might see a serious short-term decline in relevance vs. the competitor.
452.55%
10Y OCF/share CAGR above 1.5x TWLO's 128.70%. David Dodd would check if a superior product mix or cost edge drives this outperformance.
185.80%
5Y OCF/share CAGR is similar to TWLO's 181.39%. Walter Schloss might see parallel cost profiles or expansions producing comparable cash flow.
75.75%
3Y OCF/share CAGR under 50% of TWLO's 179.88%. Michael Burry would worry about a significant short-term disadvantage in generating operational cash.
386.77%
Positive 10Y CAGR while TWLO is negative. John Neff might see a substantial advantage in bottom-line trajectory.
185.40%
Positive 5Y CAGR while TWLO is negative. John Neff might view this as a strong mid-term relative advantage.
70.47%
Positive short-term CAGR while TWLO is negative. John Neff would see a clear advantage in near-term profit trajectory.
361.29%
Equity/share CAGR of 361.29% while TWLO is zero. Bruce Berkowitz might see a slight advantage that can compound significantly over 10 years.
84.95%
Below 50% of TWLO's 2237.74%. Michael Burry sees a substantially weaker mid-term book value expansion strategy in place.
38.30%
Below 50% of TWLO's 914.14%. 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.
18.14%
AR growth well above TWLO's 4.77%. Michael Burry fears inflated revenue or higher default risk in the near future.
2.45%
Inventory growth of 2.45% while TWLO is zero. Bruce Berkowitz wonders if we anticipate a new wave of demand or risk being stuck with extra product.
7.45%
Asset growth well under 50% of TWLO's 27.09%. Michael Burry sees the competitor as far more aggressive in building resources or capacity.
3.05%
Under 50% of TWLO's 28.02%. Michael Burry raises concerns about the firm’s ability to build intrinsic value relative to its rival.
68.98%
We have some new debt while TWLO reduces theirs. John Neff sees the competitor as more cautious unless our expansions pay off strongly.
-0.28%
Our R&D shrinks while TWLO invests at 13.22%. Joel Greenblatt checks if we risk falling behind a competitor’s new product pipeline.
7.72%
SG&A growth well above TWLO's 8.07%. Michael Burry sees potential margin erosion unless it translates into higher sales or brand equity.