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.
5.19%
Revenue growth above 1.5x TWLO's 3.39%. David Dodd would confirm if the firm has a unique advantage driving sales higher.
4.40%
Gross profit growth above 1.5x TWLO's 2.37%. David Dodd would confirm if the company's business model is superior in terms of production costs or pricing.
7.67%
EBIT growth below 50% of TWLO's 42.35%. Michael Burry would suspect deeper competitive or cost structure issues.
7.67%
Operating income growth under 50% of TWLO's 42.35%. Michael Burry would be concerned about deeper cost or sales issues.
-0.18%
Negative net income growth while TWLO stands at 42.44%. Joel Greenblatt would push for a reevaluation of cost or revenue strategies.
No Data
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-0.58%
Both firms reduce share counts. Martin Whitman would compare buyback intensity relative to free cash flow generation.
-0.26%
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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-7.65%
Negative OCF growth while TWLO is at 12.21%. Joel Greenblatt would demand a turnaround plan focusing on real cash generation.
-20.09%
Negative FCF growth while TWLO is at 11.44%. Joel Greenblatt would demand improved cost control or more strategic capex discipline.
480.32%
10Y revenue/share CAGR 1.25-1.5x TWLO's 431.35%. Bruce Berkowitz would investigate brand strength or geographical expansion fueling growth.
144.45%
5Y revenue/share CAGR at 50-75% of TWLO's 198.99%. Martin Whitman would worry about a lagging mid-term growth trajectory.
48.26%
3Y revenue/share CAGR at 50-75% of TWLO's 64.85%. Martin Whitman would question if the firm lags behind competitor innovations.
417.90%
10Y OCF/share CAGR at 75-90% of TWLO's 516.87%. Bill Ackman would demand strategic changes to close the gap in long-term cash generation.
137.30%
Below 50% of TWLO's 3543.85%. Michael Burry would be alarmed about sustained underperformance in generating free operational cash.
31.92%
3Y OCF/share CAGR under 50% of TWLO's 900.76%. Michael Burry would worry about a significant short-term disadvantage in generating operational cash.
671.03%
Net income/share CAGR above 1.5x TWLO's 50.23% over 10 years. David Dodd would confirm if brand, IP, or scale secure this persistent advantage.
167.07%
5Y net income/share CAGR above 1.5x TWLO's 73.86%. David Dodd would confirm if the firm’s strategy is more effective in generating mid-term profits.
38.20%
Below 50% of TWLO's 85.76%. Michael Burry suspects a steep short-term disadvantage in bottom-line expansion.
243.61%
Equity/share CAGR of 243.61% while TWLO is zero. Bruce Berkowitz might see a slight advantage that can compound significantly over 10 years.
76.01%
5Y equity/share CAGR 1.25-1.5x TWLO's 53.45%. Bruce Berkowitz confirms if reinvested profits or buybacks explain the superior buildup.
37.23%
Positive short-term equity growth while TWLO is negative. John Neff sees a strong advantage in near-term net worth buildup.
No Data
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5.69%
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.
No Data
No Data available this quarter, please select a different quarter.
1.82%
Positive asset growth while TWLO is shrinking. John Neff sees potential for us to outgrow the competitor if returns are solid.
3.30%
Positive BV/share change while TWLO is negative. John Neff sees a clear edge over a competitor losing equity.
1.21%
We have some new debt while TWLO reduces theirs. John Neff sees the competitor as more cautious unless our expansions pay off strongly.
4.82%
We increase R&D while TWLO cuts. John Neff sees a short-term profit drag but a potential lead in future innovations.
10.85%
SG&A growth well above TWLO's 1.89%. Michael Burry sees potential margin erosion unless it translates into higher sales or brand equity.