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.
25.65%
Revenue growth exceeding 1.5x TWLO's 14.57%. David Dodd would verify if faster growth reflects superior business model.
6.08%
Cost growth 50-75% of TWLO's 9.33%. Bruce Berkowitz would examine sustainable cost advantages.
28.85%
Gross profit growth exceeding 1.5x TWLO's 18.63%. David Dodd would verify competitive advantages.
2.55%
Margin expansion 50-75% of TWLO's 3.55%. Martin Whitman would scrutinize competitive position.
1.56%
R&D growth less than half of TWLO's 16.49%. David Dodd would verify if efficiency advantage is sustainable.
17.58%
G&A growth while TWLO reduces overhead. John Neff would investigate operational differences.
20.86%
Marketing expense growth above 1.5x TWLO's 12.24%. Michael Burry would check for spending discipline.
-366.67%
Other expenses reduction while TWLO shows 63.04% growth. Joel Greenblatt would examine efficiency.
10.13%
Similar operating expenses growth to TWLO's 10.06%. Walter Schloss would investigate norms.
9.10%
Similar total costs growth to TWLO's 9.79%. Walter Schloss would investigate norms.
12.00%
Interest expense change of 12.00% while TWLO maintains costs. Bruce Berkowitz would investigate control.
3.89%
D&A growth less than half of TWLO's 50.62%. David Dodd would verify if efficiency is sustainable.
39.72%
EBITDA growth exceeding 1.5x TWLO's 22.06%. David Dodd would verify competitive advantages.
11.21%
EBITDA margin growth below 50% of TWLO's 54.04%. Michael Burry would check for structural issues.
46.52%
Operating income growth while TWLO declines. John Neff would investigate advantages.
16.61%
Operating margin growth exceeding 1.5x TWLO's 0.76%. David Dodd would verify competitive advantages.
-172.34%
Other expenses reduction while TWLO shows 63.04% growth. Joel Greenblatt would examine advantage.
43.27%
Pre-tax income growth while TWLO declines. John Neff would investigate advantages.
14.03%
Pre-tax margin growth exceeding 1.5x TWLO's 1.30%. David Dodd would verify competitive advantages.
79.52%
Tax expense growth while TWLO reduces burden. John Neff would investigate differences.
35.88%
Net income growth while TWLO declines. John Neff would investigate advantages.
19.37%
Net margin growth exceeding 1.5x TWLO's 2.21%. David Dodd would verify competitive advantages.
49.40%
EPS growth while TWLO declines. John Neff would investigate advantages.
47.56%
Diluted EPS growth while TWLO declines. John Neff would investigate advantages.
0.25%
Share count reduction exceeding 1.5x TWLO's 4.01%. David Dodd would verify capital allocation.
0.24%
Diluted share reduction exceeding 1.5x TWLO's 5.63%. David Dodd would verify capital allocation.