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.
12.54%
Revenue growth above 1.5x TWLO's 4.09%. David Dodd would confirm if the firm has a unique advantage driving sales higher.
12.13%
Gross profit growth above 1.5x TWLO's 2.88%. David Dodd would confirm if the company's business model is superior in terms of production costs or pricing.
11.03%
Positive EBIT growth while TWLO is negative. John Neff might see a substantial edge in operational management.
11.03%
Positive operating income growth while TWLO is negative. John Neff might view this as a competitive edge in operations.
5.07%
Positive net income growth while TWLO is negative. John Neff might see a big relative performance advantage.
5.73%
Positive EPS growth while TWLO is negative. John Neff might see a significant comparative advantage in per-share earnings dynamics.
5.81%
Positive diluted EPS growth while TWLO is negative. John Neff might view this as a strong relative advantage in controlling dilution.
-0.74%
Share reduction while TWLO is at 0.02%. Joel Greenblatt would see if the company has a better buyback policy than the competitor.
-0.74%
Reduced diluted shares while TWLO is at 0.02%. Joel Greenblatt would see a relative advantage if the competitor is diluting more.
No Data
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-38.30%
Negative OCF growth while TWLO is at 7.81%. Joel Greenblatt would demand a turnaround plan focusing on real cash generation.
-65.06%
Negative FCF growth while TWLO is at 8.01%. Joel Greenblatt would demand improved cost control or more strategic capex discipline.
449.10%
10Y revenue/share CAGR above 1.5x TWLO's 264.78%. David Dodd would confirm if management’s strategic vision consistently outperforms the competitor.
144.69%
5Y revenue/share CAGR at 75-90% of TWLO's 188.02%. Bill Ackman would encourage strategies to match competitor’s pace.
64.13%
3Y revenue/share CAGR similar to TWLO's 71.04%. Walter Schloss would assume both companies experience comparable short-term cycles.
287.29%
10Y OCF/share CAGR at 50-75% of TWLO's 463.78%. Martin Whitman might fear a structural deficiency in operational efficiency.
62.17%
Below 50% of TWLO's 2609.46%. Michael Burry would be alarmed about sustained underperformance in generating free operational cash.
-9.75%
Negative 3Y OCF/share CAGR while TWLO stands at 1201.22%. Joel Greenblatt would demand an urgent turnaround in the firm’s cost or revenue drivers.
557.19%
Positive 10Y CAGR while TWLO is negative. John Neff might see a substantial advantage in bottom-line trajectory.
157.43%
Positive 5Y CAGR while TWLO is negative. John Neff might view this as a strong mid-term relative advantage.
46.99%
Positive short-term CAGR while TWLO is negative. John Neff would see a clear advantage in near-term profit trajectory.
248.10%
Below 50% of TWLO's 2828.45%. Michael Burry would suspect poor capital allocation or persistent net losses eroding long-term equity build-up.
77.64%
Below 50% of TWLO's 1114.57%. Michael Burry sees a substantially weaker mid-term book value expansion strategy in place.
37.77%
3Y equity/share CAGR above 1.5x TWLO's 0.32%. David Dodd verifies the company’s short-term capital management far exceeds the competitor’s pace.
No Data
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No Data
No Data available this quarter, please select a different quarter.
16.93%
AR growth well above TWLO's 1.00%. Michael Burry fears inflated revenue or higher default risk in the near future.
-100.00%
Inventory is declining while TWLO stands at 0.00%. Joel Greenblatt sees potential cost and margin benefits if sales hold up.
1.43%
Positive asset growth while TWLO is shrinking. John Neff sees potential for us to outgrow the competitor if returns are solid.
4.50%
Positive BV/share change while TWLO is negative. John Neff sees a clear edge over a competitor losing equity.
8.25%
We have some new debt while TWLO reduces theirs. John Neff sees the competitor as more cautious unless our expansions pay off strongly.
7.59%
We increase R&D while TWLO cuts. John Neff sees a short-term profit drag but a potential lead in future innovations.
18.98%
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.