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.
4.29%
Revenue growth similar to TWLO's 4.72%. Walter Schloss would see if both companies share industry tailwinds.
5.42%
Gross profit growth at 75-90% of TWLO's 6.49%. Bill Ackman would demand operational improvements to match competitor gains.
4.00%
EBIT growth below 50% of TWLO's 74.70%. Michael Burry would suspect deeper competitive or cost structure issues.
4.00%
Operating income growth under 50% of TWLO's 74.70%. Michael Burry would be concerned about deeper cost or sales issues.
11.36%
Net income growth under 50% of TWLO's 69.47%. Michael Burry would suspect the firm is falling well behind a key competitor.
12.04%
EPS growth under 50% of TWLO's 67.84%. Michael Burry would suspect deeper structural issues or share dilution limiting per-share gains.
12.17%
Diluted EPS growth under 50% of TWLO's 67.84%. Michael Burry would worry about an eroding competitive position or excessive dilution.
-0.43%
Both firms reduce share counts. Martin Whitman would compare buyback intensity relative to free cash flow generation.
-0.61%
Both reduce diluted shares. Martin Whitman would review each firm’s ability to continue repurchases and manage option issuance.
-0.02%
Dividend reduction while TWLO stands at 0.00%. Joel Greenblatt would question the firm’s cash flow stability or capital allocation decisions.
15.23%
Positive OCF growth while TWLO is negative. John Neff would see this as a clear operational advantage vs. the competitor.
31.09%
Positive FCF growth while TWLO is negative. John Neff would see a strong competitive edge in net cash generation.
488.63%
10Y revenue/share CAGR 1.25-1.5x TWLO's 410.31%. Bruce Berkowitz would investigate brand strength or geographical expansion fueling growth.
145.77%
5Y revenue/share CAGR at 50-75% of TWLO's 229.41%. Martin Whitman would worry about a lagging mid-term growth trajectory.
46.86%
3Y revenue/share CAGR at 50-75% of TWLO's 70.62%. Martin Whitman would question if the firm lags behind competitor innovations.
464.32%
10Y OCF/share CAGR under 50% of TWLO's 1515.05%. Michael Burry would worry about a persistent underperformance in cash creation.
123.82%
Below 50% of TWLO's 1005.77%. Michael Burry would be alarmed about sustained underperformance in generating free operational cash.
30.23%
3Y OCF/share CAGR under 50% of TWLO's 593.01%. Michael Burry would worry about a significant short-term disadvantage in generating operational cash.
958.06%
Net income/share CAGR above 1.5x TWLO's 82.89% over 10 years. David Dodd would confirm if brand, IP, or scale secure this persistent advantage.
319.61%
5Y net income/share CAGR above 1.5x TWLO's 90.50%. David Dodd would confirm if the firm’s strategy is more effective in generating mid-term profits.
50.48%
3Y net income/share CAGR 50-75% of TWLO's 95.17%. Martin Whitman might see a lagging edge in short-term profitability vs. the competitor.
250.27%
Equity/share CAGR of 250.27% while TWLO is zero. Bruce Berkowitz might see a slight advantage that can compound significantly over 10 years.
81.68%
5Y equity/share CAGR 1.25-1.5x TWLO's 64.67%. Bruce Berkowitz confirms if reinvested profits or buybacks explain the superior buildup.
39.15%
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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4.28%
AR growth well above TWLO's 2.53%. Michael Burry fears inflated revenue or higher default risk in the near future.
No Data
No Data available this quarter, please select a different quarter.
3.74%
Positive asset growth while TWLO is shrinking. John Neff sees potential for us to outgrow the competitor if returns are solid.
4.89%
BV/share growth above 1.5x TWLO's 1.44%. David Dodd confirms if consistent profit retention or fewer write-downs yield faster equity creation.
-6.26%
Both reduce debt yoy. Martin Whitman sees a broader sector shift to safer balance sheets or less growth impetus.
4.95%
R&D growth drastically higher vs. TWLO's 7.41%. Michael Burry fears near-term margin erosion unless breakthroughs are imminent.
8.80%
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.