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.
8.93%
Similar revenue growth to TWLO's 10.89%. Walter Schloss would investigate if similar growth reflects similar quality.
7.75%
Cost growth 50-75% of TWLO's 10.93%. Bruce Berkowitz would examine sustainable cost advantages.
9.13%
Similar gross profit growth to TWLO's 10.85%. Walter Schloss would investigate industry dynamics.
0.18%
Margin expansion while TWLO shows decline. John Neff would investigate competitive advantages.
5.19%
R&D growth less than half of TWLO's 21.52%. David Dodd would verify if efficiency advantage is sustainable.
6.31%
G&A growth less than half of TWLO's 25.01%. David Dodd would verify if efficiency advantage is structural.
2.89%
Marketing expense growth while TWLO reduces spending. John Neff would investigate strategic advantage.
75.00%
Other expenses growth less than half of TWLO's 592.86%. David Dodd would verify if advantage is sustainable.
4.61%
Operating expenses growth less than half of TWLO's 9.25%. David Dodd would verify sustainability.
5.39%
Total costs growth 50-75% of TWLO's 9.88%. Bruce Berkowitz would examine efficiency.
56.25%
Interest expense change of 56.25% while TWLO maintains costs. Bruce Berkowitz would investigate control.
1.03%
D&A growth less than half of TWLO's 17.71%. David Dodd would verify if efficiency is sustainable.
11.72%
EBITDA growth while TWLO declines. John Neff would investigate advantages.
2.56%
EBITDA margin growth while TWLO declines. John Neff would investigate advantages.
14.01%
Operating income growth while TWLO declines. John Neff would investigate advantages.
4.66%
Operating margin growth 50-75% of TWLO's 6.30%. Martin Whitman would scrutinize operations.
135.00%
Other expenses growth less than half of TWLO's 592.86%. David Dodd would verify if advantage is sustainable.
14.89%
Pre-tax income growth while TWLO declines. John Neff would investigate advantages.
5.47%
Pre-tax margin growth 50-75% of TWLO's 7.69%. Martin Whitman would scrutinize operations.
14.01%
Tax expense growth above 1.5x TWLO's 2.65%. Michael Burry would check for concerning trends.
15.11%
Net income growth while TWLO declines. John Neff would investigate advantages.
6.27%
Similar net margin growth to TWLO's 7.69%. Walter Schloss would investigate industry trends.
15.28%
EPS growth below 50% of TWLO's 71.11%. Michael Burry would check for structural issues.
15.49%
Diluted EPS growth below 50% of TWLO's 71.11%. Michael Burry would check for structural issues.
0.38%
Share count reduction exceeding 1.5x TWLO's 245.76%. David Dodd would verify capital allocation.
0.34%
Diluted share reduction exceeding 1.5x TWLO's 245.76%. David Dodd would verify capital allocation.