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
Helps investors judge whether earnings growth is driven by sustainable operations or temporary factors. Consistent, organic income expansion can justify a higher intrinsic value for patient, long-term investors.
22.44%
Revenue growth exceeding 1.5x TWLO's 4.77%. David Dodd would verify if faster growth reflects superior business model.
25.75%
Cost growth above 1.5x TWLO's 5.89%. Michael Burry would check for structural cost disadvantages.
21.45%
Gross profit growth exceeding 1.5x TWLO's 3.64%. David Dodd would verify competitive advantages.
-0.80%
Both companies show margin pressure. Martin Whitman would check industry conditions.
73.68%
R&D growth while TWLO reduces spending. John Neff would investigate strategic advantage.
62.75%
G&A growth above 1.5x TWLO's 10.27%. Michael Burry would check for operational inefficiency.
41.18%
Marketing expense growth above 1.5x TWLO's 4.06%. Michael Burry would check for spending discipline.
No Data
No Data available this quarter, please select a different quarter.
57.95%
Operating expenses growth above 1.5x TWLO's 1.30%. Michael Burry would check for inefficiency.
42.27%
Total costs growth above 1.5x TWLO's 3.66%. Michael Burry would check for inefficiency.
28.57%
Interest expense change of 28.57% while TWLO maintains costs. Bruce Berkowitz would investigate control.
41.18%
D&A growth above 1.5x TWLO's 11.34%. Michael Burry would check for excessive investment.
9.11%
EBITDA growth below 50% of TWLO's 22.20%. Michael Burry would check for structural issues.
-10.88%
EBITDA margin decline while TWLO shows 16.63% growth. Joel Greenblatt would examine position.
4.90%
Operating income growth below 50% of TWLO's 60.25%. Michael Burry would check for structural issues.
-14.32%
Operating margin decline while TWLO shows 52.95% growth. Joel Greenblatt would examine position.
-180.00%
Both companies reducing other expenses. Martin Whitman would check industry patterns.
0.25%
Pre-tax income growth below 50% of TWLO's 26.36%. Michael Burry would check for structural issues.
-18.12%
Pre-tax margin decline while TWLO shows 20.61% growth. Joel Greenblatt would examine position.
-3.64%
Tax expense reduction while TWLO shows 70.08% growth. Joel Greenblatt would examine advantage.
3.00%
Net income growth below 50% of TWLO's 12.02%. Michael Burry would check for structural issues.
-15.87%
Net margin decline while TWLO shows 6.92% growth. Joel Greenblatt would examine position.
3.85%
EPS growth below 50% of TWLO's 15.38%. Michael Burry would check for structural issues.
3.84%
Diluted EPS growth below 50% of TWLO's 16.67%. Michael Burry would check for structural issues.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.