PerformanceRiskValuationProfitabilityCashflowLiquidityESGRevenue & Geographic ExposureForecastFinancial GrowthIncome GrowthCashflow GrowthBalance Sheet Growth
743.76 - 757.57
479.80 - 796.25
8.25M / 11.73M (Avg.)
27.40 | 27.58
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.
12.00%
Revenue growth at 50-75% of TWLO's 17.97%. Martin Whitman would worry about competitiveness or product relevance.
10.75%
Gross profit growth at 50-75% of TWLO's 19.01%. Martin Whitman would question if cost structure or brand is lagging.
4.89%
Positive EBIT growth while TWLO is negative. John Neff might see a substantial edge in operational management.
4.89%
Positive operating income growth while TWLO is negative. John Neff might view this as a competitive edge in operations.
7.70%
Positive net income growth while TWLO is negative. John Neff might see a big relative performance advantage.
8.24%
Positive EPS growth while TWLO is negative. John Neff might see a significant comparative advantage in per-share earnings dynamics.
7.06%
Positive diluted EPS growth while TWLO is negative. John Neff might view this as a strong relative advantage in controlling dilution.
0.60%
Share reduction more than 1.5x TWLO's 10.91%. David Dodd would see if the company is taking advantage of undervaluation to retire shares.
0.21%
Diluted share reduction more than 1.5x TWLO's 10.91%. David Dodd would validate if the company is aggressively retiring shares or limiting option exercises.
No Data
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-7.45%
Negative OCF growth while TWLO is at 48.36%. Joel Greenblatt would demand a turnaround plan focusing on real cash generation.
-8.94%
Negative FCF growth while TWLO is at 11.76%. Joel Greenblatt would demand improved cost control or more strategic capex discipline.
1511.89%
10Y revenue/share CAGR above 1.5x TWLO's 77.72%. David Dodd would confirm if management’s strategic vision consistently outperforms the competitor.
425.85%
5Y revenue/share CAGR above 1.5x TWLO's 77.72%. David Dodd would look for consistent product or market expansions fueling outperformance.
165.77%
Positive 3Y CAGR while TWLO is negative. John Neff might view this as a sharp short-term edge or successful pivot strategy.
5605.55%
10Y OCF/share CAGR above 1.5x TWLO's 87.90%. David Dodd would check if a superior product mix or cost edge drives this outperformance.
482.17%
5Y OCF/share CAGR above 1.5x TWLO's 87.90%. David Dodd would confirm if the firm has better cost structures or brand premium boosting mid-term cash flow.
172.88%
3Y OCF/share CAGR above 1.5x TWLO's 2.86%. David Dodd would confirm if the firm is quickly gaining an operational edge over the competitor.
831.23%
Positive 10Y CAGR while TWLO is negative. John Neff might see a substantial advantage in bottom-line trajectory.
200.84%
Positive 5Y CAGR while TWLO is negative. John Neff might view this as a strong mid-term relative advantage.
16.43%
Positive short-term CAGR while TWLO is negative. John Neff would see a clear advantage in near-term profit trajectory.
No Data
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338.44%
Equity/share CAGR of 338.44% while TWLO is zero. Bruce Berkowitz might see a minor advantage that could compound if the firm maintains positive net worth growth.
78.46%
Below 50% of TWLO's 201.68%. Michael Burry suspects a serious short-term disadvantage in building book value.
No Data
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No Data
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No Data
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16.03%
AR growth well above TWLO's 20.57%. 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.
6.88%
Asset growth well under 50% of TWLO's 24.01%. Michael Burry sees the competitor as far more aggressive in building resources or capacity.
1.99%
Under 50% of TWLO's 16.43%. Michael Burry raises concerns about the firm’s ability to build intrinsic value relative to its rival.
8.32%
We have some new debt while TWLO reduces theirs. John Neff sees the competitor as more cautious unless our expansions pay off strongly.
15.91%
R&D growth drastically higher vs. TWLO's 26.88%. Michael Burry fears near-term margin erosion unless breakthroughs are imminent.
-7.33%
We cut SG&A while TWLO invests at 6.76%. Joel Greenblatt sees a short-term margin benefit but wonders if the competitor invests for future gains.