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.
16.05%
Revenue growth exceeding 1.5x TWLO's 9.73%. David Dodd would verify if faster growth reflects superior business model.
6.73%
Cost growth less than half of TWLO's 13.54%. David Dodd would verify if cost advantage is structural.
17.62%
Gross profit growth exceeding 1.5x TWLO's 6.89%. David Dodd would verify competitive advantages.
1.35%
Margin expansion while TWLO shows decline. John Neff would investigate competitive advantages.
4.63%
R&D growth less than half of TWLO's 12.04%. David Dodd would verify if efficiency advantage is sustainable.
-2.29%
Both companies reducing G&A. Martin Whitman would check industry cost trends.
6.34%
Marketing expense growth less than half of TWLO's 23.85%. David Dodd would verify if efficiency advantage is sustainable.
-128.57%
Both companies reducing other expenses. Martin Whitman would check industry patterns.
3.86%
Operating expenses growth while TWLO reduces costs. John Neff would investigate differences.
4.57%
Total costs growth above 1.5x TWLO's 0.80%. Michael Burry would check for inefficiency.
35.82%
Interest expense change of 35.82% while TWLO maintains costs. Bruce Berkowitz would investigate control.
8.49%
D&A growth 50-75% of TWLO's 14.41%. Bruce Berkowitz would examine asset strategy.
28.31%
EBITDA growth below 50% of TWLO's 79.87%. Michael Burry would check for structural issues.
10.57%
EBITDA margin growth below 50% of TWLO's 78.52%. Michael Burry would check for structural issues.
32.28%
Operating income growth 50-75% of TWLO's 52.08%. Martin Whitman would scrutinize operations.
13.99%
Operating margin growth below 50% of TWLO's 56.33%. Michael Burry would check for structural issues.
7.41%
Other expenses growth while TWLO reduces costs. John Neff would investigate differences.
31.69%
Pre-tax income growth 50-75% of TWLO's 53.71%. Martin Whitman would scrutinize operations.
13.48%
Pre-tax margin growth below 50% of TWLO's 57.82%. Michael Burry would check for structural issues.
72.67%
Tax expense growth less than half of TWLO's 1800.00%. David Dodd would verify if advantage is sustainable.
27.17%
Net income growth 50-75% of TWLO's 50.03%. Martin Whitman would scrutinize operations.
9.51%
Net margin growth below 50% of TWLO's 54.46%. Michael Burry would check for structural issues.
26.42%
EPS growth 50-75% of TWLO's 51.13%. Martin Whitman would scrutinize operations.
26.92%
Diluted EPS growth 50-75% of TWLO's 51.13%. Martin Whitman would scrutinize operations.
0.30%
Share count reduction exceeding 1.5x TWLO's 2.55%. David Dodd would verify capital allocation.
0.24%
Diluted share reduction exceeding 1.5x TWLO's 2.55%. David Dodd would verify capital allocation.