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.
18.55%
Revenue growth exceeding 1.5x TWLO's 4.77%. David Dodd would verify if faster growth reflects superior business model.
4.66%
Similar cost growth to TWLO's 5.89%. Walter Schloss would investigate if industry cost pressures are temporary.
23.12%
Gross profit growth exceeding 1.5x TWLO's 3.64%. David Dodd would verify competitive advantages.
3.85%
Margin expansion while TWLO shows decline. John Neff would investigate competitive advantages.
14.81%
R&D growth while TWLO reduces spending. John Neff would investigate strategic advantage.
-29.27%
G&A reduction while TWLO shows 10.27% growth. Joel Greenblatt would examine efficiency advantage.
35.96%
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.
10.86%
Operating expenses growth above 1.5x TWLO's 1.30%. Michael Burry would check for inefficiency.
8.15%
Total costs growth above 1.5x TWLO's 3.66%. Michael Burry would check for inefficiency.
60.00%
Interest expense change of 60.00% while TWLO maintains costs. Bruce Berkowitz would investigate control.
6.19%
D&A growth 50-75% of TWLO's 11.34%. Bruce Berkowitz would examine asset strategy.
27.20%
EBITDA growth 1.25-1.5x TWLO's 22.20%. Bruce Berkowitz would examine sustainability.
7.29%
EBITDA margin growth below 50% of TWLO's 16.63%. Michael Burry would check for structural issues.
32.13%
Operating income growth 50-75% of TWLO's 60.25%. Martin Whitman would scrutinize operations.
11.45%
Operating margin growth below 50% of TWLO's 52.95%. Michael Burry would check for structural issues.
20.00%
Other expenses growth while TWLO reduces costs. John Neff would investigate differences.
36.94%
Pre-tax income growth 1.25-1.5x TWLO's 26.36%. Bruce Berkowitz would examine sustainability.
15.51%
Similar pre-tax margin growth to TWLO's 20.61%. Walter Schloss would investigate industry trends.
42.76%
Tax expense growth 50-75% of TWLO's 70.08%. Bruce Berkowitz would examine efficiency.
33.04%
Net income growth exceeding 1.5x TWLO's 12.02%. David Dodd would verify competitive advantages.
12.22%
Net margin growth exceeding 1.5x TWLO's 6.92%. David Dodd would verify competitive advantages.
36.66%
EPS growth exceeding 1.5x TWLO's 15.38%. David Dodd would verify competitive advantages.
42.25%
Diluted EPS growth exceeding 1.5x TWLO's 16.67%. David Dodd would verify competitive advantages.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.