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.
5.85%
Positive ROE while TWLO is negative. John Neff would see if this signals a clear edge over the competitor.
4.54%
Positive ROA while TWLO shows negative. Mohnish Pabrai might see this as a clear operational edge.
4.20%
Positive ROCE while TWLO is negative. John Neff would see if competitive strategy explains the difference.
56.76%
Similar gross margin to TWLO's 53.85%. Walter Schloss would check if both companies have comparable cost structures.
24.51%
Positive operating margin while TWLO is negative. John Neff might see a significant competitive edge in operations.
30.18%
Positive net margin while TWLO is negative. John Neff might see a strong advantage vs. the competitor.