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.
-8.23%
Both firms have declining sales. Martin Whitman would suspect an industry slump or new disruptive entrants.
-3.76%
Negative gross profit growth while TWLO is at 1.98%. Joel Greenblatt would examine cost competitiveness or demand decline.
-4.10%
Negative EBIT growth while TWLO is at 132.43%. Joel Greenblatt would demand a turnaround plan focusing on core profitability.
-4.10%
Negative operating income growth while TWLO is at 132.43%. Joel Greenblatt would press for urgent turnaround measures.
10.47%
Positive net income growth while TWLO is negative. John Neff might see a big relative performance advantage.
11.32%
Positive EPS growth while TWLO is negative. John Neff might see a significant comparative advantage in per-share earnings dynamics.
11.43%
Positive diluted EPS growth while TWLO is negative. John Neff might view this as a strong relative advantage in controlling dilution.
-0.90%
Share reduction while TWLO is at 0.69%. Joel Greenblatt would see if the company has a better buyback policy than the competitor.
-0.96%
Reduced diluted shares while TWLO is at 0.69%. Joel Greenblatt would see a relative advantage if the competitor is diluting more.
No Data
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-0.44%
Both companies show negative OCF growth. Martin Whitman would analyze broader economic or industry conditions limiting cash flow.
7.50%
Positive FCF growth while TWLO is negative. John Neff would see a strong competitive edge in net cash generation.
416.67%
Similar 10Y revenue/share CAGR to TWLO's 381.45%. Walter Schloss might see both firms benefiting from the same long-term demand.
143.62%
5Y revenue/share CAGR under 50% of TWLO's 295.95%. Michael Burry would suspect a significant competitive gap or product weakness.
82.13%
3Y revenue/share CAGR at 75-90% of TWLO's 106.06%. Bill Ackman would expect new product strategies to close the gap.
569.23%
Positive long-term OCF/share growth while TWLO is negative. John Neff would see a structural advantage in sustained cash generation.
119.56%
Positive OCF/share growth while TWLO is negative. John Neff might see a comparative advantage in operational cash viability.
120.53%
Positive 3Y OCF/share CAGR while TWLO is negative. John Neff might see a big short-term edge in operational efficiency.
365.21%
Positive 10Y CAGR while TWLO is negative. John Neff might see a substantial advantage in bottom-line trajectory.
74.07%
Positive 5Y CAGR while TWLO is negative. John Neff might view this as a strong mid-term relative advantage.
136.51%
Positive short-term CAGR while TWLO is negative. John Neff would see a clear advantage in near-term profit trajectory.
257.50%
Equity/share CAGR of 257.50% while TWLO is zero. Bruce Berkowitz might see a slight advantage that can compound significantly over 10 years.
76.38%
Below 50% of TWLO's 1345.61%. Michael Burry sees a substantially weaker mid-term book value expansion strategy in place.
37.61%
Below 50% of TWLO's 81.08%. Michael Burry suspects a serious short-term disadvantage in building book value.
No Data
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-10.49%
Firm’s AR is declining while TWLO shows 5.14%. Joel Greenblatt sees stronger working capital efficiency if sales hold up.
-13.30%
Inventory is declining while TWLO stands at 0.00%. Joel Greenblatt sees potential cost and margin benefits if sales hold up.
1.16%
Positive asset growth while TWLO is shrinking. John Neff sees potential for us to outgrow the competitor if returns are solid.
2.78%
Positive BV/share change while TWLO is negative. John Neff sees a clear edge over a competitor losing equity.
-10.72%
Both reduce debt yoy. Martin Whitman sees a broader sector shift to safer balance sheets or less growth impetus.
11.70%
We increase R&D while TWLO cuts. John Neff sees a short-term profit drag but a potential lead in future innovations.
-16.18%
Both reduce SG&A yoy. Martin Whitman sees a cost war or cyclical slowdown forcing overhead cuts.