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
Profitability reveals how effectively the business turns revenues into profits. Higher and improving margins or returns on capital suggest a durable competitive advantage, supporting a stronger intrinsic valuation.
4.68%
ROE above 1.5x TWLO's 0.28%. David Dodd would confirm if such superior profitability is sustainable.
3.75%
ROA above 1.5x TWLO's 0.23%. David Dodd would verify if the company’s niche or scale drives superior asset efficiency.
5.03%
ROCE above 1.5x TWLO's 0.41%. David Dodd would check if sustainable process or technology advantages are in play.
64.41%
Gross margin 1.25-1.5x TWLO's 49.07%. Bruce Berkowitz would confirm if this advantage is sustainable.
31.84%
Operating margin above 1.5x TWLO's 3.01%. David Dodd would verify if the firm’s operations are uniquely productive.
27.15%
Net margin above 1.5x TWLO's 1.83%. David Dodd would investigate if product mix or brand premium drives better bottom line.