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.
-7.76%
Revenue decline while TWLO shows 12.04% growth. Joel Greenblatt would examine competitive position erosion.
19.62%
Cost growth above 1.5x TWLO's 8.29%. Michael Burry would check for structural cost disadvantages.
-11.64%
Gross profit decline while TWLO shows 15.48% growth. Joel Greenblatt would examine competitive position.
-4.21%
Margin decline while TWLO shows 3.06% expansion. Joel Greenblatt would examine competitive position.
14.83%
Similar R&D growth to TWLO's 14.46%. Walter Schloss would investigate industry innovation requirements.
10.35%
G&A growth less than half of TWLO's 24.37%. David Dodd would verify if efficiency advantage is structural.
16.08%
Similar marketing expense growth to TWLO's 18.83%. Walter Schloss would investigate industry requirements.
260.00%
Other expenses growth while TWLO reduces costs. John Neff would investigate differences.
14.49%
Similar operating expenses growth to TWLO's 18.33%. Walter Schloss would investigate norms.
15.96%
Total costs growth 1.1-1.25x TWLO's 14.22%. Bill Ackman would demand justification.
15.08%
Interest expense change of 15.08% while TWLO maintains costs. Bruce Berkowitz would investigate control.
11.25%
D&A growth above 1.5x TWLO's 5.10%. Michael Burry would check for excessive investment.
-22.02%
Both companies show EBITDA decline. Martin Whitman would check industry conditions.
-15.47%
Both companies show margin pressure. Martin Whitman would check industry conditions.
-25.88%
Both companies show declining income. Martin Whitman would check industry conditions.
-19.65%
Both companies show margin pressure. Martin Whitman would check industry conditions.
46.36%
Other expenses growth while TWLO reduces costs. John Neff would investigate differences.
-24.82%
Both companies show declining income. Martin Whitman would check industry conditions.
-18.50%
Both companies show margin pressure. Martin Whitman would check industry conditions.
-80.52%
Tax expense reduction while TWLO shows 169.54% growth. Joel Greenblatt would examine advantage.
16.85%
Net income growth while TWLO declines. John Neff would investigate advantages.
26.70%
Net margin growth while TWLO declines. John Neff would investigate advantages.
17.01%
EPS growth while TWLO declines. John Neff would investigate advantages.
17.36%
Diluted EPS growth while TWLO declines. John Neff would investigate advantages.
-0.30%
Share count reduction while TWLO shows 1.53% change. Joel Greenblatt would examine strategy.
-0.30%
Diluted share reduction while TWLO shows 1.53% change. Joel Greenblatt would examine strategy.