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.
11.20%
Revenue growth exceeding 1.5x TWLO's 4.77%. David Dodd would verify if faster growth reflects superior business model.
9.03%
Cost growth above 1.5x TWLO's 5.89%. Michael Burry would check for structural cost disadvantages.
11.94%
Gross profit growth exceeding 1.5x TWLO's 3.64%. David Dodd would verify competitive advantages.
0.67%
Margin expansion while TWLO shows decline. John Neff would investigate competitive advantages.
7.27%
R&D growth while TWLO reduces spending. John Neff would investigate strategic advantage.
-1.16%
G&A reduction while TWLO shows 10.27% growth. Joel Greenblatt would examine efficiency advantage.
-13.38%
Marketing expense reduction while TWLO shows 4.06% growth. Joel Greenblatt would examine competitive risk.
466.67%
Other expenses change of 466.67% while TWLO maintains costs. Bruce Berkowitz would investigate efficiency.
-1.65%
Operating expenses reduction while TWLO shows 1.30% growth. Joel Greenblatt would examine advantage.
2.32%
Total costs growth 50-75% of TWLO's 3.66%. Bruce Berkowitz would examine efficiency.
No Data
No Data available this quarter, please select a different quarter.
19.13%
D&A growth above 1.5x TWLO's 11.34%. Michael Burry would check for excessive investment.
24.03%
Similar EBITDA growth to TWLO's 22.20%. Walter Schloss would investigate industry trends.
11.54%
EBITDA margin growth 50-75% of TWLO's 16.63%. Martin Whitman would scrutinize operations.
25.85%
Operating income growth below 50% of TWLO's 60.25%. Michael Burry would check for structural issues.
13.18%
Operating margin growth below 50% of TWLO's 52.95%. Michael Burry would check for structural issues.
41.18%
Other expenses growth while TWLO reduces costs. John Neff would investigate differences.
33.21%
Pre-tax income growth 1.25-1.5x TWLO's 26.36%. Bruce Berkowitz would examine sustainability.
19.80%
Similar pre-tax margin growth to TWLO's 20.61%. Walter Schloss would investigate industry trends.
41.98%
Tax expense growth 50-75% of TWLO's 70.08%. Bruce Berkowitz would examine efficiency.
27.49%
Net income growth exceeding 1.5x TWLO's 12.02%. David Dodd would verify competitive advantages.
14.78%
Net margin growth exceeding 1.5x TWLO's 6.92%. David Dodd would verify competitive advantages.
21.43%
EPS growth 1.25-1.5x TWLO's 15.38%. Bruce Berkowitz would examine sustainability.
30.77%
Diluted EPS growth exceeding 1.5x TWLO's 16.67%. David Dodd would verify competitive advantages.
0.93%
Share count increase while TWLO reduces shares. John Neff would investigate differences.
1.04%
Diluted share increase while TWLO reduces shares. John Neff would investigate differences.