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.
4.54%
Revenue growth at 50-75% of TWLO's 7.28%. Martin Whitman would worry about competitiveness or product relevance.
6.76%
Gross profit growth 1.25-1.5x TWLO's 5.43%. Bruce Berkowitz would see if strategic sourcing or brand premium explains outperformance.
8.44%
Positive EBIT growth while TWLO is negative. John Neff might see a substantial edge in operational management.
8.44%
Positive operating income growth while TWLO is negative. John Neff might view this as a competitive edge in operations.
132.84%
Net income growth above 1.5x TWLO's 5.23%. David Dodd would check if a unique moat or cost structure secures superior bottom-line gains.
131.52%
EPS growth above 1.5x TWLO's 11.11%. David Dodd would review if superior product economics or effective buybacks drive the outperformance.
132.97%
Diluted EPS growth above 1.5x TWLO's 11.11%. David Dodd would see if there's a robust moat protecting these shareholder gains.
-0.06%
Share reduction while TWLO is at 5.48%. Joel Greenblatt would see if the company has a better buyback policy than the competitor.
-0.03%
Reduced diluted shares while TWLO is at 5.48%. Joel Greenblatt would see a relative advantage if the competitor is diluting more.
No Data
No Data available this quarter, please select a different quarter.
8.03%
OCF growth under 50% of TWLO's 436.66%. Michael Burry might suspect questionable revenue recognition or rising costs.
15.92%
FCF growth under 50% of TWLO's 89.68%. Michael Burry would suspect weaker operating efficiencies or heavier capex burdens.
1481.69%
10Y revenue/share CAGR above 1.5x TWLO's 54.92%. David Dodd would confirm if management’s strategic vision consistently outperforms the competitor.
404.64%
5Y revenue/share CAGR above 1.5x TWLO's 54.92%. David Dodd would look for consistent product or market expansions fueling outperformance.
156.16%
3Y revenue/share CAGR similar to TWLO's 153.69%. Walter Schloss would assume both companies experience comparable short-term cycles.
1308.11%
10Y OCF/share CAGR above 1.5x TWLO's 227.97%. David Dodd would check if a superior product mix or cost edge drives this outperformance.
582.88%
5Y OCF/share CAGR above 1.5x TWLO's 227.97%. David Dodd would confirm if the firm has better cost structures or brand premium boosting mid-term cash flow.
164.73%
3Y OCF/share CAGR under 50% of TWLO's 1503.98%. Michael Burry would worry about a significant short-term disadvantage in generating operational cash.
2193.71%
Positive 10Y CAGR while TWLO is negative. John Neff might see a substantial advantage in bottom-line trajectory.
595.44%
Positive 5Y CAGR while TWLO is negative. John Neff might view this as a strong mid-term relative advantage.
136.53%
Positive short-term CAGR while TWLO is negative. John Neff would see a clear advantage in near-term profit trajectory.
No Data
No Data available this quarter, please select a different quarter.
305.28%
Equity/share CAGR of 305.28% while TWLO is zero. Bruce Berkowitz might see a minor advantage that could compound if the firm maintains positive net worth growth.
76.73%
Below 50% of TWLO's 897.07%. 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
No Data available this quarter, please select a different quarter.
2.13%
AR growth well above TWLO's 3.48%. 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.
6.33%
Asset growth above 1.5x TWLO's 0.02%. David Dodd checks if M&A or new capacity expansions are value-accretive vs. competitor's approach.
5.96%
Positive BV/share change while TWLO is negative. John Neff sees a clear edge over a competitor losing equity.
16.93%
We have some new debt while TWLO reduces theirs. John Neff sees the competitor as more cautious unless our expansions pay off strongly.
7.03%
R&D growth drastically higher vs. TWLO's 5.77%. Michael Burry fears near-term margin erosion unless breakthroughs are imminent.
-33.24%
We cut SG&A while TWLO invests at 2.33%. Joel Greenblatt sees a short-term margin benefit but wonders if the competitor invests for future gains.