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.
-8.82%
Revenue decline while TWLO shows 6.61% growth. Joel Greenblatt would examine competitive position erosion.
10.70%
Cost growth 1.1-1.25x TWLO's 9.01%. Bill Ackman would demand evidence of cost control initiatives.
-11.45%
Gross profit decline while TWLO shows 4.90% growth. Joel Greenblatt would examine competitive position.
-2.89%
Both companies show margin pressure. Martin Whitman would check industry conditions.
17.34%
R&D growth above 1.5x TWLO's 7.87%. Michael Burry would check for spending discipline.
27.18%
G&A growth 1.25-1.5x TWLO's 20.27%. Martin Whitman would scrutinize overhead control.
-5.46%
Marketing expense reduction while TWLO shows 18.52% growth. Joel Greenblatt would examine competitive risk.
200.00%
Other expenses growth above 1.5x TWLO's 121.33%. Michael Burry would check for concerning trends.
10.95%
Similar operating expenses growth to TWLO's 14.34%. Walter Schloss would investigate norms.
10.89%
Similar total costs growth to TWLO's 12.34%. Walter Schloss would investigate norms.
19.64%
Interest expense change of 19.64% while TWLO maintains costs. Bruce Berkowitz would investigate control.
9.28%
D&A growth less than half of TWLO's 30.83%. David Dodd would verify if efficiency is sustainable.
-22.83%
Both companies show EBITDA decline. Martin Whitman would check industry conditions.
-15.37%
Both companies show margin pressure. Martin Whitman would check industry conditions.
-27.15%
Both companies show declining income. Martin Whitman would check industry conditions.
-20.10%
Both companies show margin pressure. Martin Whitman would check industry conditions.
338.24%
Other expenses growth above 1.5x TWLO's 121.33%. Michael Burry would check for concerning trends.
-24.82%
Both companies show declining income. Martin Whitman would check industry conditions.
-17.55%
Both companies show margin pressure. Martin Whitman would check industry conditions.
-64.32%
Both companies reducing tax expense. Martin Whitman would check patterns.
-14.07%
Both companies show declining income. Martin Whitman would check industry conditions.
-5.82%
Both companies show margin pressure. Martin Whitman would check industry conditions.
-14.52%
Both companies show declining EPS. Martin Whitman would check industry conditions.
-14.05%
Both companies show declining diluted EPS. Martin Whitman would check industry conditions.
0.29%
Share count reduction exceeding 1.5x TWLO's 1.56%. David Dodd would verify capital allocation.
0.20%
Diluted share change of 0.20% while TWLO is stable. Bruce Berkowitz would verify approach.