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.
5.23%
Revenue growth under 50% of TWLO's 10.65%. Michael Burry would suspect a deteriorating sales pipeline or weaker brand.
5.17%
Gross profit growth at 50-75% of TWLO's 10.07%. Martin Whitman would question if cost structure or brand is lagging.
8.63%
Positive EBIT growth while TWLO is negative. John Neff might see a substantial edge in operational management.
8.63%
Positive operating income growth while TWLO is negative. John Neff might view this as a competitive edge in operations.
2.22%
Net income growth 1.25-1.5x TWLO's 1.64%. Bruce Berkowitz would see if strategic cost cutting or product mix explains this difference.
2.90%
EPS growth at 75-90% of TWLO's 3.82%. Bill Ackman would push for improved profitability or share repurchases to catch up.
2.94%
Diluted EPS growth at 75-90% of TWLO's 3.82%. Bill Ackman would expect further improvements in net income or share count reduction.
-0.48%
Share reduction while TWLO is at 2.21%. Joel Greenblatt would see if the company has a better buyback policy than the competitor.
-0.46%
Reduced diluted shares while TWLO is at 2.21%. 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.
16.67%
Positive OCF growth while TWLO is negative. John Neff would see this as a clear operational advantage vs. the competitor.
14.19%
Positive FCF growth while TWLO is negative. John Neff would see a strong competitive edge in net cash generation.
550.37%
10Y revenue/share CAGR above 1.5x TWLO's 199.09%. David Dodd would confirm if management’s strategic vision consistently outperforms the competitor.
199.58%
5Y revenue/share CAGR at 50-75% of TWLO's 389.76%. Martin Whitman would worry about a lagging mid-term growth trajectory.
101.72%
3Y revenue/share CAGR at 50-75% of TWLO's 142.38%. Martin Whitman would question if the firm lags behind competitor innovations.
527.67%
Positive long-term OCF/share growth while TWLO is negative. John Neff would see a structural advantage in sustained cash generation.
167.94%
Positive OCF/share growth while TWLO is negative. John Neff might see a comparative advantage in operational cash viability.
102.07%
Positive 3Y OCF/share CAGR while TWLO is negative. John Neff might see a big short-term edge in operational efficiency.
573.61%
Positive 10Y CAGR while TWLO is negative. John Neff might see a substantial advantage in bottom-line trajectory.
286.45%
Positive 5Y CAGR while TWLO is negative. John Neff might view this as a strong mid-term relative advantage.
115.31%
Positive short-term CAGR while TWLO is negative. John Neff would see a clear advantage in near-term profit trajectory.
333.02%
Equity/share CAGR of 333.02% while TWLO is zero. Bruce Berkowitz might see a slight advantage that can compound significantly over 10 years.
88.37%
Below 50% of TWLO's 1884.78%. Michael Burry sees a substantially weaker mid-term book value expansion strategy in place.
50.50%
Below 50% of TWLO's 1311.04%. 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.
5.93%
AR growth is negative/stable vs. TWLO's 14.67%, indicating tighter credit discipline. David Dodd confirms it doesn't hamper actual sales.
40.90%
Inventory growth of 40.90% while TWLO is zero. Bruce Berkowitz wonders if we anticipate a new wave of demand or risk being stuck with extra product.
3.58%
Similar asset growth to TWLO's 3.54%. Walter Schloss finds parallel expansions or investment rates.
3.44%
BV/share growth above 1.5x TWLO's 1.39%. David Dodd confirms if consistent profit retention or fewer write-downs yield faster equity creation.
-0.72%
We’re deleveraging while TWLO stands at 1.90%. Joel Greenblatt considers if we gain a balance-sheet advantage for potential downturns.
0.25%
R&D dropping or stable vs. TWLO's 15.78%. David Dodd sees near-term margin benefits if the product pipeline is already strong.
1.80%
SG&A declining or stable vs. TWLO's 9.89%. David Dodd sees better overhead efficiency if it doesn't hamper revenue.