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.
11.36%
Revenue growth 50-75% of TWLO's 16.62%. Martin Whitman would scrutinize if slower growth is temporary.
7.78%
Cost growth less than half of TWLO's 16.49%. David Dodd would verify if cost advantage is structural.
12.06%
Gross profit growth 50-75% of TWLO's 16.72%. Martin Whitman would scrutinize competitive position.
0.63%
Margin expansion exceeding 1.5x TWLO's 0.09%. David Dodd would verify competitive advantages.
8.63%
R&D growth less than half of TWLO's 23.58%. David Dodd would verify if efficiency advantage is sustainable.
13.11%
G&A growth less than half of TWLO's 41.22%. David Dodd would verify if efficiency advantage is structural.
12.78%
Marketing expense growth while TWLO reduces spending. John Neff would investigate strategic advantage.
-580.00%
Other expenses reduction while TWLO shows 66.27% growth. Joel Greenblatt would examine efficiency.
10.52%
Similar operating expenses growth to TWLO's 9.86%. Walter Schloss would investigate norms.
9.86%
Similar total costs growth to TWLO's 12.22%. Walter Schloss would investigate norms.
40.00%
Interest expense change of 40.00% while TWLO maintains costs. Bruce Berkowitz would investigate control.
5.88%
D&A growth less than half of TWLO's 25.32%. David Dodd would verify if efficiency is sustainable.
12.30%
EBITDA growth 1.25-1.5x TWLO's 8.87%. Bruce Berkowitz would examine sustainability.
0.85%
EBITDA margin growth below 50% of TWLO's 21.85%. Michael Burry would check for structural issues.
14.61%
Operating income growth exceeding 1.5x TWLO's 5.45%. David Dodd would verify competitive advantages.
2.92%
Operating margin growth below 50% of TWLO's 18.93%. Michael Burry would check for structural issues.
No Data
No Data available this quarter, please select a different quarter.
12.49%
Pre-tax income growth exceeding 1.5x TWLO's 5.98%. David Dodd would verify competitive advantages.
1.02%
Pre-tax margin growth below 50% of TWLO's 19.38%. Michael Burry would check for structural issues.
-3.25%
Tax expense reduction while TWLO shows 9.09% growth. Joel Greenblatt would examine advantage.
24.62%
Net income growth exceeding 1.5x TWLO's 5.93%. David Dodd would verify competitive advantages.
11.91%
Net margin growth 50-75% of TWLO's 19.34%. Martin Whitman would scrutinize operations.
23.08%
EPS change of 23.08% while TWLO is flat. Bruce Berkowitz would examine quality.
24.00%
Diluted EPS change of 24.00% while TWLO is flat. Bruce Berkowitz would examine quality.
0.45%
Share count change of 0.45% while TWLO is stable. Bruce Berkowitz would verify approach.
0.46%
Diluted share change of 0.46% while TWLO is stable. Bruce Berkowitz would verify approach.