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.
-0.85%
Negative revenue growth while TWLO stands at 4.21%. Joel Greenblatt would look for strategic missteps or cyclical reasons.
-4.16%
Negative gross profit growth while TWLO is at 3.77%. Joel Greenblatt would examine cost competitiveness or demand decline.
-11.92%
Negative EBIT growth while TWLO is at 8.05%. Joel Greenblatt would demand a turnaround plan focusing on core profitability.
-11.92%
Negative operating income growth while TWLO is at 8.05%. Joel Greenblatt would press for urgent turnaround measures.
-13.07%
Both companies face declining net income. Martin Whitman would suspect external pressures or flawed business models in the space.
-12.30%
Both companies exhibit negative EPS growth. Martin Whitman would consider sector-wide issues or an unsustainable business environment.
-12.40%
Both face negative diluted EPS growth. Martin Whitman would suspect an industry or cyclical slump with heightened share issuance across the board.
-1.28%
Share reduction while TWLO is at 0.74%. Joel Greenblatt would see if the company has a better buyback policy than the competitor.
-1.07%
Reduced diluted shares while TWLO is at 0.74%. Joel Greenblatt would see a relative advantage if the competitor is diluting more.
No Data
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20.24%
Positive OCF growth while TWLO is negative. John Neff would see this as a clear operational advantage vs. the competitor.
27.66%
Positive FCF growth while TWLO is negative. John Neff would see a strong competitive edge in net cash generation.
394.18%
10Y revenue/share CAGR 1.25-1.5x TWLO's 283.25%. Bruce Berkowitz would investigate brand strength or geographical expansion fueling growth.
165.36%
5Y revenue/share CAGR under 50% of TWLO's 390.52%. Michael Burry would suspect a significant competitive gap or product weakness.
81.87%
3Y revenue/share CAGR at 50-75% of TWLO's 147.38%. Martin Whitman would question if the firm lags behind competitor innovations.
488.24%
Positive long-term OCF/share growth while TWLO is negative. John Neff would see a structural advantage in sustained cash generation.
152.32%
Positive OCF/share growth while TWLO is negative. John Neff might see a comparative advantage in operational cash viability.
60.97%
Positive 3Y OCF/share CAGR while TWLO is negative. John Neff might see a big short-term edge in operational efficiency.
544.72%
Positive 10Y CAGR while TWLO is negative. John Neff might see a substantial advantage in bottom-line trajectory.
120.39%
Positive 5Y CAGR while TWLO is negative. John Neff might view this as a strong mid-term relative advantage.
109.80%
Positive short-term CAGR while TWLO is negative. John Neff would see a clear advantage in near-term profit trajectory.
276.02%
Equity/share CAGR of 276.02% while TWLO is zero. Bruce Berkowitz might see a slight advantage that can compound significantly over 10 years.
72.20%
Below 50% of TWLO's 1388.24%. Michael Burry sees a substantially weaker mid-term book value expansion strategy in place.
38.68%
Below 50% of TWLO's 82.51%. Michael Burry suspects a serious short-term disadvantage in building book value.
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-2.42%
Firm’s AR is declining while TWLO shows 3.36%. Joel Greenblatt sees stronger working capital efficiency if sales hold up.
59.39%
Inventory growth of 59.39% while TWLO is zero. Bruce Berkowitz wonders if we anticipate a new wave of demand or risk being stuck with extra product.
0.86%
Positive asset growth while TWLO is shrinking. John Neff sees potential for us to outgrow the competitor if returns are solid.
0.58%
Positive BV/share change while TWLO is negative. John Neff sees a clear edge over a competitor losing equity.
0.68%
We have some new debt while TWLO reduces theirs. John Neff sees the competitor as more cautious unless our expansions pay off strongly.
4.39%
R&D growth drastically higher vs. TWLO's 1.82%. Michael Burry fears near-term margin erosion unless breakthroughs are imminent.
2.32%
We expand SG&A while TWLO cuts. John Neff might see the competitor as more cost-optimized unless we expect big payoffs from the overhead growth.