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.
-7.86%
Revenue decline while TWLO shows 15.59% growth. Joel Greenblatt would examine competitive position erosion.
1.70%
Cost growth less than half of TWLO's 19.34%. David Dodd would verify if cost advantage is structural.
-9.43%
Gross profit decline while TWLO shows 12.67% growth. Joel Greenblatt would examine competitive position.
-1.70%
Both companies show margin pressure. Martin Whitman would check industry conditions.
2.21%
R&D growth less than half of TWLO's 13.56%. David Dodd would verify if efficiency advantage is sustainable.
-1.35%
Both companies reducing G&A. Martin Whitman would check industry cost trends.
6.99%
Marketing expense growth above 1.5x TWLO's 1.62%. Michael Burry would check for spending discipline.
-40.82%
Both companies reducing other expenses. Martin Whitman would check industry patterns.
3.17%
Operating expenses growth 50-75% of TWLO's 4.93%. Bruce Berkowitz would examine efficiency.
2.80%
Total costs growth less than half of TWLO's 10.37%. David Dodd would verify sustainability.
92.86%
Interest expense change of 92.86% while TWLO maintains costs. Bruce Berkowitz would investigate control.
1.66%
D&A growth less than half of TWLO's 12.06%. David Dodd would verify if efficiency is sustainable.
-17.43%
EBITDA decline while TWLO shows 29.46% growth. Joel Greenblatt would examine position.
-10.39%
EBITDA margin decline while TWLO shows 38.97% growth. Joel Greenblatt would examine position.
-21.48%
Operating income decline while TWLO shows 22.32% growth. Joel Greenblatt would examine position.
-14.79%
Operating margin decline while TWLO shows 32.79% growth. Joel Greenblatt would examine position.
1966.67%
Other expenses growth while TWLO reduces costs. John Neff would investigate differences.
-19.20%
Pre-tax income decline while TWLO shows 21.44% growth. Joel Greenblatt would examine position.
-12.31%
Pre-tax margin decline while TWLO shows 32.03% growth. Joel Greenblatt would examine position.
-67.07%
Both companies reducing tax expense. Martin Whitman would check patterns.
11.45%
Net income growth 50-75% of TWLO's 21.69%. Martin Whitman would scrutinize operations.
4.92%
Net margin growth below 50% of TWLO's 32.25%. Michael Burry would check for structural issues.
-3.64%
EPS decline while TWLO shows 28.45% growth. Joel Greenblatt would examine position.
-3.70%
Diluted EPS decline while TWLO shows 28.45% growth. Joel Greenblatt would examine position.
1.04%
Share count reduction exceeding 1.5x TWLO's 14.18%. David Dodd would verify capital allocation.
0.94%
Diluted share reduction exceeding 1.5x TWLO's 14.18%. David Dodd would verify capital allocation.