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.
16.31%
Revenue growth exceeding 1.5x TWLO's 6.71%. David Dodd would verify if faster growth reflects superior business model.
2.38%
Similar cost growth to TWLO's 2.28%. Walter Schloss would investigate if industry cost pressures are temporary.
19.46%
Gross profit growth exceeding 1.5x TWLO's 10.41%. David Dodd would verify competitive advantages.
2.71%
Similar margin change to TWLO's 3.47%. Walter Schloss would investigate industry pricing power.
8.13%
R&D growth while TWLO reduces spending. John Neff would investigate strategic advantage.
5.35%
G&A growth 1.1-1.25x TWLO's 4.53%. Bill Ackman would demand evidence of necessary spending.
10.84%
Similar marketing expense growth to TWLO's 11.78%. Walter Schloss would investigate industry requirements.
No Data
No Data available this quarter, please select a different quarter.
8.50%
Operating expenses growth 1.1-1.25x TWLO's 7.29%. Bill Ackman would demand justification.
6.52%
Total costs growth 1.1-1.25x TWLO's 5.57%. Bill Ackman would demand justification.
No Data
No Data available this quarter, please select a different quarter.
-2.65%
D&A reduction while TWLO shows 0.00% growth. Joel Greenblatt would examine efficiency.
23.00%
EBITDA growth while TWLO declines. John Neff would investigate advantages.
5.76%
EBITDA margin growth 1.25-1.5x TWLO's 4.18%. Bruce Berkowitz would examine sustainability.
29.30%
Operating income growth while TWLO declines. John Neff would investigate advantages.
11.17%
Operating margin growth exceeding 1.5x TWLO's 4.22%. David Dodd would verify competitive advantages.
No Data
No Data available this quarter, please select a different quarter.
28.93%
Pre-tax income growth while TWLO declines. John Neff would investigate advantages.
10.85%
Pre-tax margin growth exceeding 1.5x TWLO's 4.31%. David Dodd would verify competitive advantages.
37.41%
Tax expense change of 37.41% while TWLO maintains burden. Bruce Berkowitz would investigate strategy.
23.32%
Net income growth while TWLO declines. John Neff would investigate advantages.
5.93%
Net margin growth 1.25-1.5x TWLO's 4.38%. Bruce Berkowitz would examine sustainability.
24.00%
EPS growth while TWLO declines. John Neff would investigate advantages.
20.00%
Diluted EPS growth while TWLO declines. John Neff would investigate advantages.
0.32%
Share count increase while TWLO reduces shares. John Neff would investigate differences.
0.23%
Diluted share change of 0.23% while TWLO is stable. Bruce Berkowitz would verify approach.