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.
10.57%
Revenue growth 50-75% of TWLO's 14.44%. Martin Whitman would scrutinize if slower growth is temporary.
14.89%
Similar cost growth to TWLO's 14.03%. Walter Schloss would investigate if industry cost pressures are temporary.
9.74%
Gross profit growth 50-75% of TWLO's 14.78%. Martin Whitman would scrutinize competitive position.
-0.75%
Margin decline while TWLO shows 0.31% expansion. Joel Greenblatt would examine competitive position.
12.73%
R&D growth above 1.5x TWLO's 5.95%. Michael Burry would check for spending discipline.
2.51%
G&A growth 50-75% of TWLO's 3.50%. Bruce Berkowitz would examine operational efficiency.
16.30%
Similar marketing expense growth to TWLO's 15.01%. Walter Schloss would investigate industry requirements.
-962.50%
Both companies reducing other expenses. Martin Whitman would check industry patterns.
12.29%
Operating expenses growth 1.25-1.5x TWLO's 8.51%. Martin Whitman would scrutinize control.
13.06%
Total costs growth 1.1-1.25x TWLO's 10.65%. Bill Ackman would demand justification.
-1.38%
Interest expense reduction while TWLO shows 0.00% growth. Joel Greenblatt would examine advantage.
8.96%
D&A growth above 1.5x TWLO's 2.31%. Michael Burry would check for excessive investment.
7.80%
EBITDA growth 50-75% of TWLO's 14.29%. Martin Whitman would scrutinize operations.
-2.51%
EBITDA margin decline while TWLO shows 24.01% growth. Joel Greenblatt would examine position.
7.60%
Similar operating income growth to TWLO's 9.48%. Walter Schloss would investigate industry trends.
-2.69%
Operating margin decline while TWLO shows 20.90% growth. Joel Greenblatt would examine position.
-96.89%
Both companies reducing other expenses. Martin Whitman would check industry patterns.
4.60%
Pre-tax income growth while TWLO declines. John Neff would investigate advantages.
-5.40%
Pre-tax margin decline while TWLO shows 11.64% growth. Joel Greenblatt would examine position.
22.51%
Tax expense growth above 1.5x TWLO's 9.49%. Michael Burry would check for concerning trends.
2.39%
Net income growth while TWLO declines. John Neff would investigate advantages.
-7.42%
Net margin decline while TWLO shows 11.59% growth. Joel Greenblatt would examine position.
2.33%
EPS change of 2.33% while TWLO is flat. Bruce Berkowitz would examine quality.
2.96%
Diluted EPS change of 2.96% while TWLO is flat. Bruce Berkowitz would examine quality.
-0.49%
Share count reduction while TWLO shows 1.77% change. Joel Greenblatt would examine strategy.
-0.36%
Diluted share reduction while TWLO shows 1.77% change. Joel Greenblatt would examine strategy.