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.
20.23%
Revenue growth 1.25-1.5x TWLO's 17.69%. Bruce Berkowitz would examine if growth advantage is sustainable.
15.58%
Cost growth 50-75% of TWLO's 27.06%. Bruce Berkowitz would examine sustainable cost advantages.
21.23%
Gross profit growth exceeding 1.5x TWLO's 9.89%. David Dodd would verify competitive advantages.
0.83%
Margin expansion while TWLO shows decline. John Neff would investigate competitive advantages.
82.73%
R&D growth above 1.5x TWLO's 18.03%. Michael Burry would check for spending discipline.
27.41%
G&A growth 1.25-1.5x TWLO's 20.11%. Martin Whitman would scrutinize overhead control.
66.84%
Marketing expense growth above 1.5x TWLO's 19.17%. Michael Burry would check for spending discipline.
204.62%
Other expenses change of 204.62% while TWLO maintains costs. Bruce Berkowitz would investigate efficiency.
66.40%
Operating expenses growth above 1.5x TWLO's 19.19%. Michael Burry would check for inefficiency.
50.50%
Total costs growth above 1.5x TWLO's 22.04%. Michael Burry would check for inefficiency.
-100.00%
Interest expense reduction while TWLO shows 0.00% growth. Joel Greenblatt would examine advantage.
49.83%
D&A growth above 1.5x TWLO's 4.76%. Michael Burry would check for excessive investment.
-9.13%
Both companies show EBITDA decline. Martin Whitman would check industry conditions.
-24.42%
Both companies show margin pressure. Martin Whitman would check industry conditions.
-21.33%
Both companies show declining income. Martin Whitman would check industry conditions.
-34.57%
Both companies show margin pressure. Martin Whitman would check industry conditions.
124.59%
Similar other expenses growth to TWLO's 128.57%. Walter Schloss would investigate industry patterns.
-16.62%
Both companies show declining income. Martin Whitman would check industry conditions.
-30.65%
Both companies show margin pressure. Martin Whitman would check industry conditions.
-22.08%
Tax expense reduction while TWLO shows 0.00% growth. Joel Greenblatt would examine advantage.
-13.22%
Both companies show declining income. Martin Whitman would check industry conditions.
-27.66%
Both companies show margin pressure. Martin Whitman would check industry conditions.
-19.35%
Both companies show declining EPS. Martin Whitman would check industry conditions.
-16.67%
Both companies show declining diluted EPS. Martin Whitman would check industry conditions.
6.27%
Share count reduction below 50% of TWLO's 1.29%. Michael Burry would check for concerns.
6.51%
Diluted share reduction below 50% of TWLO's 1.29%. Michael Burry would check for concerns.