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.
2.80%
Positive revenue growth while TWLO is negative. John Neff might see a notable competitive edge here.
1.82%
Gross profit growth at 75-90% of TWLO's 2.09%. Bill Ackman would demand operational improvements to match competitor gains.
-2.27%
Negative EBIT growth while TWLO is at 23.21%. Joel Greenblatt would demand a turnaround plan focusing on core profitability.
-2.27%
Negative operating income growth while TWLO is at 23.21%. Joel Greenblatt would press for urgent turnaround measures.
7.19%
Net income growth under 50% of TWLO's 14.73%. Michael Burry would suspect the firm is falling well behind a key competitor.
8.28%
EPS growth at 50-75% of TWLO's 14.29%. Martin Whitman would suspect a lag in operational efficiency or a higher share count.
7.64%
Diluted EPS growth at 50-75% of TWLO's 14.29%. Martin Whitman would question if share issuance or modest net income gains hamper progress.
-0.69%
Both firms reduce share counts. Martin Whitman would compare buyback intensity relative to free cash flow generation.
-0.53%
Both reduce diluted shares. Martin Whitman would review each firm’s ability to continue repurchases and manage option issuance.
No Data
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6.94%
OCF growth under 50% of TWLO's 146.79%. Michael Burry might suspect questionable revenue recognition or rising costs.
3.78%
FCF growth under 50% of TWLO's 171.40%. Michael Burry would suspect weaker operating efficiencies or heavier capex burdens.
446.22%
10Y revenue/share CAGR 1.25-1.5x TWLO's 307.30%. Bruce Berkowitz would investigate brand strength or geographical expansion fueling growth.
151.44%
5Y revenue/share CAGR at 50-75% of TWLO's 230.07%. Martin Whitman would worry about a lagging mid-term growth trajectory.
79.41%
3Y revenue/share CAGR similar to TWLO's 87.26%. Walter Schloss would assume both companies experience comparable short-term cycles.
539.72%
10Y OCF/share CAGR under 50% of TWLO's 1351.36%. Michael Burry would worry about a persistent underperformance in cash creation.
156.71%
Below 50% of TWLO's 1841.69%. Michael Burry would be alarmed about sustained underperformance in generating free operational cash.
94.74%
3Y OCF/share CAGR under 50% of TWLO's 4260.45%. Michael Burry would worry about a significant short-term disadvantage in generating operational cash.
603.17%
Positive 10Y CAGR while TWLO is negative. John Neff might see a substantial advantage in bottom-line trajectory.
136.94%
Positive 5Y CAGR while TWLO is negative. John Neff might view this as a strong mid-term relative advantage.
89.09%
3Y net income/share CAGR above 1.5x TWLO's 1.63%. David Dodd would confirm the company’s short-term strategies outmatch the competitor significantly.
249.18%
Equity/share CAGR of 249.18% while TWLO is zero. Bruce Berkowitz might see a slight advantage that can compound significantly over 10 years.
77.94%
Below 50% of TWLO's 1139.08%. Michael Burry sees a substantially weaker mid-term book value expansion strategy in place.
38.59%
3Y equity/share CAGR similar to TWLO's 40.55%. Walter Schloss sees both having parallel profitability or reinvestment over 3 years.
No Data
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No Data
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No Data
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5.71%
Our AR growth while TWLO is cutting. John Neff questions if the competitor outperforms in collections or if we’re pushing credit to maintain sales.
32.54%
We show growth while TWLO is shrinking stock. John Neff wonders if the competitor is more disciplined or has weaker demand expectations.
3.57%
Positive asset growth while TWLO is shrinking. John Neff sees potential for us to outgrow the competitor if returns are solid.
2.98%
BV/share growth above 1.5x TWLO's 0.99%. David Dodd confirms if consistent profit retention or fewer write-downs yield faster equity creation.
-0.45%
Both reduce debt yoy. Martin Whitman sees a broader sector shift to safer balance sheets or less growth impetus.
6.33%
R&D growth drastically higher vs. TWLO's 6.50%. Michael Burry fears near-term margin erosion unless breakthroughs are imminent.
5.86%
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.