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.
6.59%
Revenue growth 1.25-1.5x TWLO's 4.77%. Bruce Berkowitz would examine if growth advantage is sustainable.
12.38%
Cost growth above 1.5x TWLO's 5.89%. Michael Burry would check for structural cost disadvantages.
4.82%
Gross profit growth 1.25-1.5x TWLO's 3.64%. Bruce Berkowitz would examine sustainability.
-1.66%
Both companies show margin pressure. Martin Whitman would check industry conditions.
9.09%
R&D growth while TWLO reduces spending. John Neff would investigate strategic advantage.
-1.20%
G&A reduction while TWLO shows 10.27% growth. Joel Greenblatt would examine efficiency advantage.
18.75%
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.
9.35%
Operating expenses growth above 1.5x TWLO's 1.30%. Michael Burry would check for inefficiency.
10.66%
Total costs growth above 1.5x TWLO's 3.66%. Michael Burry would check for inefficiency.
11.11%
Interest expense change of 11.11% while TWLO maintains costs. Bruce Berkowitz would investigate control.
34.72%
D&A growth above 1.5x TWLO's 11.34%. Michael Burry would check for excessive investment.
6.68%
EBITDA growth below 50% of TWLO's 22.20%. Michael Burry would check for structural issues.
0.08%
EBITDA margin growth below 50% of TWLO's 16.63%. Michael Burry would check for structural issues.
1.72%
Operating income growth below 50% of TWLO's 60.25%. Michael Burry would check for structural issues.
-4.57%
Operating margin decline while TWLO shows 52.95% growth. Joel Greenblatt would examine position.
-337.50%
Both companies reducing other expenses. Martin Whitman would check industry patterns.
-5.01%
Pre-tax income decline while TWLO shows 26.36% growth. Joel Greenblatt would examine position.
-10.89%
Pre-tax margin decline while TWLO shows 20.61% growth. Joel Greenblatt would examine position.
-4.40%
Tax expense reduction while TWLO shows 70.08% growth. Joel Greenblatt would examine advantage.
-5.42%
Net income decline while TWLO shows 12.02% growth. Joel Greenblatt would examine position.
-11.27%
Net margin decline while TWLO shows 6.92% growth. Joel Greenblatt would examine position.
-5.56%
EPS decline while TWLO shows 15.38% growth. Joel Greenblatt would examine position.
-5.63%
Diluted EPS decline while TWLO shows 16.67% growth. Joel Greenblatt would examine position.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.