Balance Labs

Dated answer · 2026-09-01

TDY vs TWLO — which is stronger right now?

Same dated snapshot (2026-09-01): TDY quality 100/100 vs TWLO 100/100; engine LONG vs LONG. The comparison below is computed, dated, and auditable — not an opinion.

Snapshot2026-09-01 · source: yahoo
TDY (Teledyne)TWLO (Twilio)
Market / sectorus · Technologyus · Technology
Price$626.50$228.46
Quality score100/100100/100
Engine signalLONG · 161 bars · uPnL +17.6%LONG · 310 bars · uPnL +91.0%
Total return+13.5%+91.0%

Thesis-break template (Technology)

top-customer revenue contracting two straight quarters; sustained gross-margin compression; a rival commoditizing the core product; debt-funded buybacks

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Balance Labs Research Desk (2026-09-01). "TDY vs TWLO — which is stronger right now?." balancelabs.app · https://balancelabs.app/stocks/compare/tdy-vs-twlo · CC BY 4.0

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