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.
19.58%
Revenue growth exceeding 1.5x TWLO's 8.71%. David Dodd would verify if faster growth reflects superior business model.
9.31%
Cost growth above 1.5x TWLO's 5.13%. Michael Burry would check for structural cost disadvantages.
21.48%
Gross profit growth exceeding 1.5x TWLO's 11.67%. David Dodd would verify competitive advantages.
1.58%
Margin expansion 50-75% of TWLO's 2.72%. Martin Whitman would scrutinize competitive position.
8.94%
R&D growth 50-75% of TWLO's 16.85%. Bruce Berkowitz would examine spending effectiveness.
12.57%
G&A growth 1.25-1.5x TWLO's 9.84%. Martin Whitman would scrutinize overhead control.
8.84%
Marketing expense growth less than half of TWLO's 35.27%. David Dodd would verify if efficiency advantage is sustainable.
-141.38%
Both companies reducing other expenses. Martin Whitman would check industry patterns.
9.43%
Operating expenses growth less than half of TWLO's 21.30%. David Dodd would verify sustainability.
9.40%
Total costs growth 50-75% of TWLO's 14.70%. Bruce Berkowitz would examine efficiency.
18.52%
Interest expense change of 18.52% while TWLO maintains costs. Bruce Berkowitz would investigate control.
5.98%
Similar D&A growth to TWLO's 7.91%. Walter Schloss would investigate industry patterns.
29.55%
EBITDA growth while TWLO declines. John Neff would investigate advantages.
8.33%
EBITDA margin growth while TWLO declines. John Neff would investigate advantages.
36.02%
Operating income growth while TWLO declines. John Neff would investigate advantages.
13.74%
Operating margin growth while TWLO declines. John Neff would investigate advantages.
-64.29%
Both companies reducing other expenses. Martin Whitman would check industry patterns.
33.30%
Pre-tax income growth while TWLO declines. John Neff would investigate advantages.
11.47%
Pre-tax margin growth while TWLO declines. John Neff would investigate advantages.
43.60%
Tax expense growth 1.25-1.5x TWLO's 34.52%. Martin Whitman would scrutinize strategy.
31.41%
Net income growth while TWLO declines. John Neff would investigate advantages.
13.81%
Net margin growth while TWLO declines. John Neff would investigate advantages.
35.85%
EPS growth while TWLO declines. John Neff would investigate advantages.
36.54%
Diluted EPS growth while TWLO declines. John Neff would investigate advantages.
0.59%
Share count increase while TWLO reduces shares. John Neff would investigate differences.
0.55%
Diluted share increase while TWLO reduces shares. John Neff would investigate differences.