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.
29.77%
Revenue growth exceeding 1.5x TWLO's 15.99%. David Dodd would verify if faster growth reflects superior business model.
14.44%
Similar cost growth to TWLO's 14.68%. Walter Schloss would investigate if industry cost pressures are temporary.
32.69%
Gross profit growth exceeding 1.5x TWLO's 17.02%. David Dodd would verify competitive advantages.
2.25%
Margin expansion exceeding 1.5x TWLO's 0.89%. David Dodd would verify competitive advantages.
3.38%
R&D growth less than half of TWLO's 12.82%. David Dodd would verify if efficiency advantage is sustainable.
7.54%
Similar G&A growth to TWLO's 8.26%. Walter Schloss would investigate industry cost structures.
9.35%
Similar marketing expense growth to TWLO's 9.46%. Walter Schloss would investigate industry requirements.
244.12%
Other expenses growth 50-75% of TWLO's 346.43%. Bruce Berkowitz would examine cost efficiency.
5.81%
Operating expenses growth 50-75% of TWLO's 10.26%. Bruce Berkowitz would examine efficiency.
7.86%
Total costs growth 50-75% of TWLO's 11.89%. Bruce Berkowitz would examine efficiency.
100.00%
Interest expense change of 100.00% while TWLO maintains costs. Bruce Berkowitz would investigate control.
11.73%
D&A growth 50-75% of TWLO's 19.19%. Bruce Berkowitz would examine asset strategy.
59.54%
EBITDA growth exceeding 1.5x TWLO's 12.58%. David Dodd would verify competitive advantages.
22.94%
Similar EBITDA margin growth to TWLO's 24.63%. Walter Schloss would investigate industry trends.
75.46%
Operating income growth exceeding 1.5x TWLO's 8.37%. David Dodd would verify competitive advantages.
35.21%
Operating margin growth exceeding 1.5x TWLO's 21.00%. David Dodd would verify competitive advantages.
88.89%
Other expenses growth less than half of TWLO's 346.43%. David Dodd would verify if advantage is sustainable.
78.56%
Pre-tax income growth exceeding 1.5x TWLO's 9.43%. David Dodd would verify competitive advantages.
37.60%
Pre-tax margin growth exceeding 1.5x TWLO's 21.91%. David Dodd would verify competitive advantages.
85.82%
Tax expense growth less than half of TWLO's 272.22%. David Dodd would verify if advantage is sustainable.
74.41%
Net income growth exceeding 1.5x TWLO's 8.30%. David Dodd would verify competitive advantages.
34.34%
Net margin growth exceeding 1.5x TWLO's 20.94%. David Dodd would verify competitive advantages.
71.88%
EPS growth exceeding 1.5x TWLO's 15.38%. David Dodd would verify competitive advantages.
74.19%
Diluted EPS growth exceeding 1.5x TWLO's 15.38%. David Dodd would verify competitive advantages.
0.63%
Share count change of 0.63% while TWLO is stable. Bruce Berkowitz would verify approach.
0.52%
Diluted share change of 0.52% while TWLO is stable. Bruce Berkowitz would verify approach.