Meta Platforms, Inc. (META)

Some net income increase while TWLO is negative at -12.71%. John Neff would see a short-term edge over the struggling competitor.

Less D&A growth vs. TWLO's 18.97%, reducing the hit to reported earnings. David Dodd would confirm that core assets remain sufficient.

Negative yoy deferred tax while TWLO stands at 35.52%. Joel Greenblatt would consider near-term tax obligations but a possible advantage if competitor's deferrals become a burden later.

Negative yoy SBC while TWLO is 8.26%. Joel Greenblatt would see less immediate dilution advantage if talent levels remain strong.

Slight usage while TWLO is negative at -243.95%. John Neff would note competitor possibly capturing more free cash unless expansions are needed here.

AR growth while TWLO is negative at -18.88%. John Neff would note competitor possibly improving working capital while we allow AR to rise.

Inventory shrinking or stable vs. TWLO's 532.69%, indicating lean supply management. David Dodd would confirm no demand shortfall.

Both negative yoy AP, with TWLO at -286.34%. Martin Whitman would find an overall trend toward paying down supplier credit in the niche.

Some yoy usage while TWLO is negative at -15.27%. John Neff would see competitor possibly generating more free cash from minor accounts than we do.

Negative yoy while TWLO is 93.51%. Joel Greenblatt would see a near-term net income or CFO stability advantage unless competitor invests or writes down more aggressively.

Some CFO growth while TWLO is negative at -379.25%. John Neff would note a short-term liquidity lead over the competitor.

Some CapEx rise while TWLO is negative at -0.08%. John Neff would see competitor possibly building capacity while we hold back expansions.

Negative yoy purchasing while TWLO stands at 79.41%. Joel Greenblatt sees a near-term liquidity advantage unless competitor’s new investments produce outsized returns.

We reduce yoy other investing while TWLO is 486.60%. Joel Greenblatt sees a near-term cash advantage unless competitor’s intangible or side bets produce strong returns.

We reduce yoy invests while TWLO stands at 91.22%. Joel Greenblatt sees near-term liquidity advantage unless competitor’s expansions yield high returns.

No Data available this quarter, please select a different quarter.

Both yoy lines negative, with TWLO at -50.28%. Martin Whitman would see an overall reduced environment for buybacks in the niche or cyclical factor driving capital usage.