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.
-2.78%
Negative revenue growth while TWLO stands at 7.64%. Joel Greenblatt would look for strategic missteps or cyclical reasons.
1.28%
Gross profit growth under 50% of TWLO's 5.74%. Michael Burry would be concerned about a severe competitive disadvantage.
5.02%
Positive EBIT growth while TWLO is negative. John Neff might see a substantial edge in operational management.
5.02%
Positive operating income growth while TWLO is negative. John Neff might view this as a competitive edge in operations.
17.75%
Positive net income growth while TWLO is negative. John Neff might see a big relative performance advantage.
17.70%
Positive EPS growth while TWLO is negative. John Neff might see a significant comparative advantage in per-share earnings dynamics.
16.96%
Positive diluted EPS growth while TWLO is negative. John Neff might view this as a strong relative advantage in controlling dilution.
-0.35%
Share reduction while TWLO is at 5.54%. Joel Greenblatt would see if the company has a better buyback policy than the competitor.
-0.13%
Reduced diluted shares while TWLO is at 5.54%. Joel Greenblatt would see a relative advantage if the competitor is diluting more.
No Data
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-14.94%
Both companies show negative OCF growth. Martin Whitman would analyze broader economic or industry conditions limiting cash flow.
-22.39%
Both companies show negative FCF growth. Martin Whitman would consider an industry-wide capital spending surge or margin compression.
516.16%
10Y revenue/share CAGR above 1.5x TWLO's 214.68%. David Dodd would confirm if management’s strategic vision consistently outperforms the competitor.
178.82%
5Y revenue/share CAGR under 50% of TWLO's 388.92%. Michael Burry would suspect a significant competitive gap or product weakness.
83.30%
3Y revenue/share CAGR at 50-75% of TWLO's 158.80%. Martin Whitman would question if the firm lags behind competitor innovations.
480.85%
10Y OCF/share CAGR above 1.5x TWLO's 108.96%. David Dodd would check if a superior product mix or cost edge drives this outperformance.
157.19%
Positive OCF/share growth while TWLO is negative. John Neff might see a comparative advantage in operational cash viability.
71.00%
Positive 3Y OCF/share CAGR while TWLO is negative. John Neff might see a big short-term edge in operational efficiency.
852.54%
Positive 10Y CAGR while TWLO is negative. John Neff might see a substantial advantage in bottom-line trajectory.
335.18%
Positive 5Y CAGR while TWLO is negative. John Neff might view this as a strong mid-term relative advantage.
96.85%
Positive short-term CAGR while TWLO is negative. John Neff would see a clear advantage in near-term profit trajectory.
349.75%
Equity/share CAGR of 349.75% while TWLO is zero. Bruce Berkowitz might see a slight advantage that can compound significantly over 10 years.
90.07%
Below 50% of TWLO's 4306.64%. Michael Burry sees a substantially weaker mid-term book value expansion strategy in place.
47.61%
Below 50% of TWLO's 1500.83%. Michael Burry suspects a serious short-term disadvantage in building book value.
No Data
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-9.19%
Firm’s AR is declining while TWLO shows 2.66%. Joel Greenblatt sees stronger working capital efficiency if sales hold up.
21.98%
Inventory growth of 21.98% while TWLO is zero. Bruce Berkowitz wonders if we anticipate a new wave of demand or risk being stuck with extra product.
2.34%
Asset growth well under 50% of TWLO's 29.04%. Michael Burry sees the competitor as far more aggressive in building resources or capacity.
3.72%
Under 50% of TWLO's 14.86%. Michael Burry raises concerns about the firm’s ability to build intrinsic value relative to its rival.
0.76%
Debt shrinking faster vs. TWLO's 146.81%. David Dodd sees a safer balance sheet if it doesn't impair future growth.
6.59%
R&D growth drastically higher vs. TWLO's 10.04%. Michael Burry fears near-term margin erosion unless breakthroughs are imminent.
-10.51%
We cut SG&A while TWLO invests at 3.98%. Joel Greenblatt sees a short-term margin benefit but wonders if the competitor invests for future gains.