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.
10.07%
Revenue growth above 1.5x TWLO's 4.23%. David Dodd would confirm if the firm has a unique advantage driving sales higher.
7.31%
Gross profit growth above 1.5x TWLO's 4.13%. David Dodd would confirm if the company's business model is superior in terms of production costs or pricing.
5.98%
EBIT growth below 50% of TWLO's 25.26%. Michael Burry would suspect deeper competitive or cost structure issues.
5.98%
Operating income growth under 50% of TWLO's 25.26%. Michael Burry would be concerned about deeper cost or sales issues.
-2.06%
Negative net income growth while TWLO stands at 52.43%. Joel Greenblatt would push for a reevaluation of cost or revenue strategies.
-0.93%
Negative EPS growth while TWLO is at 52.85%. Joel Greenblatt would expect urgent managerial action on costs or revenue drivers.
-0.94%
Negative diluted EPS growth while TWLO is at 52.85%. Joel Greenblatt would require immediate efforts to restrain share issuance or boost net income.
-0.79%
Share reduction while TWLO is at 0.78%. Joel Greenblatt would see if the company has a better buyback policy than the competitor.
-1.15%
Reduced diluted shares while TWLO is at 0.78%. 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.
1.12%
OCF growth under 50% of TWLO's 49.51%. Michael Burry might suspect questionable revenue recognition or rising costs.
-0.36%
Negative FCF growth while TWLO is at 49.65%. Joel Greenblatt would demand improved cost control or more strategic capex discipline.
487.85%
10Y revenue/share CAGR above 1.5x TWLO's 241.10%. David Dodd would confirm if management’s strategic vision consistently outperforms the competitor.
153.30%
5Y revenue/share CAGR under 50% of TWLO's 347.85%. Michael Burry would suspect a significant competitive gap or product weakness.
76.30%
3Y revenue/share CAGR at 50-75% of TWLO's 130.14%. Martin Whitman would question if the firm lags behind competitor innovations.
416.64%
10Y OCF/share CAGR above 1.5x TWLO's 6.17%. David Dodd would check if a superior product mix or cost edge drives this outperformance.
147.60%
Positive OCF/share growth while TWLO is negative. John Neff might see a comparative advantage in operational cash viability.
74.84%
Positive 3Y OCF/share CAGR while TWLO is negative. John Neff might see a big short-term edge in operational efficiency.
382.23%
Positive 10Y CAGR while TWLO is negative. John Neff might see a substantial advantage in bottom-line trajectory.
585.69%
Positive 5Y CAGR while TWLO is negative. John Neff might view this as a strong mid-term relative advantage.
36.38%
Positive short-term CAGR while TWLO is negative. John Neff would see a clear advantage in near-term profit trajectory.
264.85%
Below 50% of TWLO's 3019.91%. Michael Burry would suspect poor capital allocation or persistent net losses eroding long-term equity build-up.
80.83%
Below 50% of TWLO's 1378.04%. Michael Burry sees a substantially weaker mid-term book value expansion strategy in place.
35.82%
Below 50% of TWLO's 83.57%. Michael Burry suspects a serious short-term disadvantage in building book value.
No Data
No Data available this quarter, please select a different quarter.
-100.00%
Negative 5Y dividend/share CAGR while TWLO stands at 0.00%. Joel Greenblatt sees a weaker commitment to dividends vs. a competitor that might be growing them.
No Data
No Data available this quarter, please select a different quarter.
11.28%
AR growth well above TWLO's 12.25%. Michael Burry fears inflated revenue or higher default risk in the near future.
-15.40%
Both reduce inventory yoy. Martin Whitman suspects a broader move to lean operations or industry slowdown in demand.
1.96%
Positive asset growth while TWLO is shrinking. John Neff sees potential for us to outgrow the competitor if returns are solid.
1.80%
Positive BV/share change while TWLO is negative. John Neff sees a clear edge over a competitor losing equity.
2.62%
We have some new debt while TWLO reduces theirs. John Neff sees the competitor as more cautious unless our expansions pay off strongly.
-0.06%
Both reduce R&D yoy. Martin Whitman sees an industry shifting to cost reduction or limited breakthroughs in the near term.
16.65%
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.