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.
6.90%
Revenue growth above 1.5x TWLO's 3.10%. David Dodd would confirm if the firm has a unique advantage driving sales higher.
8.97%
Gross profit growth above 1.5x TWLO's 3.07%. David Dodd would confirm if the company's business model is superior in terms of production costs or pricing.
25.40%
Positive EBIT growth while TWLO is negative. John Neff might see a substantial edge in operational management.
25.40%
Positive operating income growth while TWLO is negative. John Neff might view this as a competitive edge in operations.
22.04%
Net income growth under 50% of TWLO's 51.43%. Michael Burry would suspect the firm is falling well behind a key competitor.
22.88%
EPS growth under 50% of TWLO's 50.54%. Michael Burry would suspect deeper structural issues or share dilution limiting per-share gains.
23.08%
Diluted EPS growth under 50% of TWLO's 50.54%. Michael Burry would worry about an eroding competitive position or excessive dilution.
-0.88%
Both firms reduce share counts. Martin Whitman would compare buyback intensity relative to free cash flow generation.
-0.46%
Both reduce diluted shares. Martin Whitman would review each firm’s ability to continue repurchases and manage option issuance.
No Data
No Data available this quarter, please select a different quarter.
21.94%
OCF growth under 50% of TWLO's 185.47%. Michael Burry might suspect questionable revenue recognition or rising costs.
26.47%
FCF growth under 50% of TWLO's 162.83%. Michael Burry would suspect weaker operating efficiencies or heavier capex burdens.
455.27%
10Y revenue/share CAGR 1.25-1.5x TWLO's 372.56%. Bruce Berkowitz would investigate brand strength or geographical expansion fueling growth.
150.51%
5Y revenue/share CAGR at 50-75% of TWLO's 268.80%. Martin Whitman would worry about a lagging mid-term growth trajectory.
109.68%
3Y revenue/share CAGR similar to TWLO's 99.81%. Walter Schloss would assume both companies experience comparable short-term cycles.
539.62%
10Y OCF/share CAGR above 1.5x TWLO's 251.62%. David Dodd would check if a superior product mix or cost edge drives this outperformance.
210.25%
Below 50% of TWLO's 1818.80%. Michael Burry would be alarmed about sustained underperformance in generating free operational cash.
120.50%
3Y OCF/share CAGR under 50% of TWLO's 4075.25%. Michael Burry would worry about a significant short-term disadvantage in generating operational cash.
497.37%
Positive 10Y CAGR while TWLO is negative. John Neff might see a substantial advantage in bottom-line trajectory.
530.41%
Positive 5Y CAGR while TWLO is negative. John Neff might view this as a strong mid-term relative advantage.
184.10%
Positive short-term CAGR while TWLO is negative. John Neff would see a clear advantage in near-term profit trajectory.
255.67%
Equity/share CAGR of 255.67% while TWLO is zero. Bruce Berkowitz might see a slight advantage that can compound significantly over 10 years.
80.83%
Below 50% of TWLO's 1119.20%. Michael Burry sees a substantially weaker mid-term book value expansion strategy in place.
38.69%
Below 50% of TWLO's 78.17%. Michael Burry suspects a serious short-term disadvantage in building book value.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
7.68%
AR growth well above TWLO's 4.19%. Michael Burry fears inflated revenue or higher default risk in the near future.
-3.63%
Inventory is declining while TWLO stands at 0.00%. Joel Greenblatt sees potential cost and margin benefits if sales hold up.
3.67%
Positive asset growth while TWLO is shrinking. John Neff sees potential for us to outgrow the competitor if returns are solid.
3.31%
Positive BV/share change while TWLO is negative. John Neff sees a clear edge over a competitor losing equity.
-0.17%
Both reduce debt yoy. Martin Whitman sees a broader sector shift to safer balance sheets or less growth impetus.
-7.67%
Both reduce R&D yoy. Martin Whitman sees an industry shifting to cost reduction or limited breakthroughs in the near term.
-0.29%
We cut SG&A while TWLO invests at 6.44%. Joel Greenblatt sees a short-term margin benefit but wonders if the competitor invests for future gains.