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.
2.46%
Revenue growth under 50% of TWLO's 7.77%. Michael Burry would suspect a deteriorating sales pipeline or weaker brand.
3.04%
Gross profit growth at 50-75% of TWLO's 4.76%. Martin Whitman would question if cost structure or brand is lagging.
-3.19%
Both companies show negative EBIT growth. Martin Whitman would consider macro or sector-specific headwinds.
-3.19%
Both companies face negative operating income growth. Martin Whitman would suspect broader market or cost hurdles.
-2.64%
Both companies face declining net income. Martin Whitman would suspect external pressures or flawed business models in the space.
-1.61%
Both companies exhibit negative EPS growth. Martin Whitman would consider sector-wide issues or an unsustainable business environment.
-1.63%
Both face negative diluted EPS growth. Martin Whitman would suspect an industry or cyclical slump with heightened share issuance across the board.
-0.27%
Share reduction while TWLO is at 0.80%. Joel Greenblatt would see if the company has a better buyback policy than the competitor.
-0.84%
Reduced diluted shares while TWLO is at 0.80%. Joel Greenblatt would see a relative advantage if the competitor is diluting more.
No Data
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-22.64%
Both companies show negative OCF growth. Martin Whitman would analyze broader economic or industry conditions limiting cash flow.
-17.79%
Both companies show negative FCF growth. Martin Whitman would consider an industry-wide capital spending surge or margin compression.
465.46%
10Y revenue/share CAGR 1.25-1.5x TWLO's 332.26%. Bruce Berkowitz would investigate brand strength or geographical expansion fueling growth.
181.73%
5Y revenue/share CAGR under 50% of TWLO's 390.37%. Michael Burry would suspect a significant competitive gap or product weakness.
88.65%
3Y revenue/share CAGR at 50-75% of TWLO's 143.23%. Martin Whitman would question if the firm lags behind competitor innovations.
352.71%
Positive long-term OCF/share growth while TWLO is negative. John Neff would see a structural advantage in sustained cash generation.
175.88%
Positive OCF/share growth while TWLO is negative. John Neff might see a comparative advantage in operational cash viability.
62.16%
Positive 3Y OCF/share CAGR while TWLO is negative. John Neff might see a big short-term edge in operational efficiency.
469.47%
Positive 10Y CAGR while TWLO is negative. John Neff might see a substantial advantage in bottom-line trajectory.
377.49%
Positive 5Y CAGR while TWLO is negative. John Neff might view this as a strong mid-term relative advantage.
69.60%
Positive short-term CAGR while TWLO is negative. John Neff would see a clear advantage in near-term profit trajectory.
291.14%
Equity/share CAGR of 291.14% while TWLO is zero. Bruce Berkowitz might see a slight advantage that can compound significantly over 10 years.
81.13%
Below 50% of TWLO's 1408.80%. Michael Burry sees a substantially weaker mid-term book value expansion strategy in place.
40.11%
3Y equity/share CAGR at 50-75% of TWLO's 78.93%. Martin Whitman sees a short-term lag in net worth creation vs. the competitor.
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4.07%
AR growth is negative/stable vs. TWLO's 16.02%, indicating tighter credit discipline. David Dodd confirms it doesn't hamper actual sales.
44.63%
Inventory growth of 44.63% while TWLO is zero. Bruce Berkowitz wonders if we anticipate a new wave of demand or risk being stuck with extra product.
-0.54%
Both reduce assets yoy. Martin Whitman suspects a broader sector retraction or post-boom asset trimming cycle.
0.82%
Positive BV/share change while TWLO is negative. John Neff sees a clear edge over a competitor losing equity.
1.08%
We have some new debt while TWLO reduces theirs. John Neff sees the competitor as more cautious unless our expansions pay off strongly.
7.92%
R&D dropping or stable vs. TWLO's 16.22%. David Dodd sees near-term margin benefits if the product pipeline is already strong.
11.83%
SG&A growth well above TWLO's 18.72%. Michael Burry sees potential margin erosion unless it translates into higher sales or brand equity.