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.
9.29%
Revenue growth above 1.5x TWLO's 5.40%. David Dodd would confirm if the firm has a unique advantage driving sales higher.
7.84%
Gross profit growth above 1.5x TWLO's 3.64%. David Dodd would confirm if the company's business model is superior in terms of production costs or pricing.
1.69%
EBIT growth below 50% of TWLO's 1239.17%. Michael Burry would suspect deeper competitive or cost structure issues.
8.59%
Operating income growth under 50% of TWLO's 380.49%. Michael Burry would be concerned about deeper cost or sales issues.
0.89%
Positive net income growth while TWLO is negative. John Neff might see a big relative performance advantage.
1.40%
Positive EPS growth while TWLO is negative. John Neff might see a significant comparative advantage in per-share earnings dynamics.
1.42%
Positive diluted EPS growth while TWLO is negative. John Neff might view this as a strong relative advantage in controlling dilution.
-0.50%
Share reduction while TWLO is at 4.30%. Joel Greenblatt would see if the company has a better buyback policy than the competitor.
-0.57%
Reduced diluted shares while TWLO is at 4.30%. Joel Greenblatt would see a relative advantage if the competitor is diluting more.
-0.03%
Dividend reduction while TWLO stands at 0.00%. Joel Greenblatt would question the firm’s cash flow stability or capital allocation decisions.
27.41%
Positive OCF growth while TWLO is negative. John Neff would see this as a clear operational advantage vs. the competitor.
40.82%
Positive FCF growth while TWLO is negative. John Neff would see a strong competitive edge in net cash generation.
491.76%
10Y revenue/share CAGR 1.25-1.5x TWLO's 343.81%. Bruce Berkowitz would investigate brand strength or geographical expansion fueling growth.
135.88%
5Y revenue/share CAGR at 50-75% of TWLO's 199.43%. Martin Whitman would worry about a lagging mid-term growth trajectory.
38.81%
3Y revenue/share CAGR at 50-75% of TWLO's 52.90%. Martin Whitman would question if the firm lags behind competitor innovations.
582.49%
10Y OCF/share CAGR above 1.5x TWLO's 294.21%. David Dodd would check if a superior product mix or cost edge drives this outperformance.
205.43%
Below 50% of TWLO's 648.65%. Michael Burry would be alarmed about sustained underperformance in generating free operational cash.
70.02%
3Y OCF/share CAGR under 50% of TWLO's 405.80%. Michael Burry would worry about a significant short-term disadvantage in generating operational cash.
519.46%
Net income/share CAGR above 1.5x TWLO's 84.68% over 10 years. David Dodd would confirm if brand, IP, or scale secure this persistent advantage.
180.16%
5Y net income/share CAGR above 1.5x TWLO's 88.53%. David Dodd would confirm if the firm’s strategy is more effective in generating mid-term profits.
39.33%
Below 50% of TWLO's 95.39%. Michael Burry suspects a steep short-term disadvantage in bottom-line expansion.
245.45%
Below 50% of TWLO's 2521.74%. Michael Burry would suspect poor capital allocation or persistent net losses eroding long-term equity build-up.
81.81%
5Y equity/share CAGR above 1.5x TWLO's 54.26%. David Dodd might see stronger earnings retention or fewer asset impairments fueling growth.
40.02%
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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6.59%
AR growth well above TWLO's 6.83%. 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.
4.65%
Positive asset growth while TWLO is shrinking. John Neff sees potential for us to outgrow the competitor if returns are solid.
4.02%
Positive BV/share change while TWLO is negative. John Neff sees a clear edge over a competitor losing equity.
-5.43%
Both reduce debt yoy. Martin Whitman sees a broader sector shift to safer balance sheets or less growth impetus.
5.37%
We increase R&D while TWLO cuts. John Neff sees a short-term profit drag but a potential lead in future innovations.
8.70%
SG&A growth well above TWLO's 4.55%. Michael Burry sees potential margin erosion unless it translates into higher sales or brand equity.