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.
15.67%
Revenue growth 1.25-1.5x TWLO's 13.86%. Bruce Berkowitz would check if differentiation or pricing power justifies outperformance.
12.91%
Gross profit growth 1.25-1.5x TWLO's 8.76%. Bruce Berkowitz would see if strategic sourcing or brand premium explains outperformance.
4.06%
Positive EBIT growth while TWLO is negative. John Neff might see a substantial edge in operational management.
4.06%
Positive operating income growth while TWLO is negative. John Neff might view this as a competitive edge in operations.
9.01%
Positive net income growth while TWLO is negative. John Neff might see a big relative performance advantage.
9.86%
Positive EPS growth while TWLO is negative. John Neff might see a significant comparative advantage in per-share earnings dynamics.
9.29%
Positive diluted EPS growth while TWLO is negative. John Neff might view this as a strong relative advantage in controlling dilution.
-0.46%
Share reduction while TWLO is at 0.96%. Joel Greenblatt would see if the company has a better buyback policy than the competitor.
-0.60%
Reduced diluted shares while TWLO is at 0.96%. 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.
-2.37%
Negative OCF growth while TWLO is at 17.17%. Joel Greenblatt would demand a turnaround plan focusing on real cash generation.
-0.90%
Negative FCF growth while TWLO is at 28.07%. Joel Greenblatt would demand improved cost control or more strategic capex discipline.
596.44%
10Y revenue/share CAGR above 1.5x TWLO's 190.27%. David Dodd would confirm if management’s strategic vision consistently outperforms the competitor.
200.88%
5Y revenue/share CAGR at 50-75% of TWLO's 401.42%. Martin Whitman would worry about a lagging mid-term growth trajectory.
101.22%
3Y revenue/share CAGR at 75-90% of TWLO's 129.19%. Bill Ackman would expect new product strategies to close the gap.
521.75%
10Y OCF/share CAGR above 1.5x TWLO's 36.49%. David Dodd would check if a superior product mix or cost edge drives this outperformance.
175.78%
Positive OCF/share growth while TWLO is negative. John Neff might see a comparative advantage in operational cash viability.
101.44%
Positive 3Y OCF/share CAGR while TWLO is negative. John Neff might see a big short-term edge in operational efficiency.
646.97%
Positive 10Y CAGR while TWLO is negative. John Neff might see a substantial advantage in bottom-line trajectory.
302.98%
Positive 5Y CAGR while TWLO is negative. John Neff might view this as a strong mid-term relative advantage.
142.04%
Positive short-term CAGR while TWLO is negative. John Neff would see a clear advantage in near-term profit trajectory.
323.46%
Below 50% of TWLO's 3272.18%. Michael Burry would suspect poor capital allocation or persistent net losses eroding long-term equity build-up.
88.43%
Below 50% of TWLO's 1532.72%. Michael Burry sees a substantially weaker mid-term book value expansion strategy in place.
48.63%
Below 50% of TWLO's 1298.61%. Michael Burry suspects a serious short-term disadvantage in building book value.
No Data
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No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
12.94%
AR growth well above TWLO's 12.27%. Michael Burry fears inflated revenue or higher default risk in the near future.
-8.45%
Inventory is declining while TWLO stands at 0.00%. Joel Greenblatt sees potential cost and margin benefits if sales hold up.
3.42%
Asset growth above 1.5x TWLO's 0.17%. David Dodd checks if M&A or new capacity expansions are value-accretive vs. competitor's approach.
3.37%
Positive BV/share change while TWLO is negative. John Neff sees a clear edge over a competitor losing equity.
1.74%
We have some new debt while TWLO reduces theirs. John Neff sees the competitor as more cautious unless our expansions pay off strongly.
13.18%
R&D growth drastically higher vs. TWLO's 6.36%. Michael Burry fears near-term margin erosion unless breakthroughs are imminent.
33.88%
SG&A growth well above TWLO's 18.05%. Michael Burry sees potential margin erosion unless it translates into higher sales or brand equity.