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.
3.75%
Revenue growth below 50% of TWLO's 14.31%. Michael Burry would check for competitive disadvantage risks.
9.21%
Cost growth 50-75% of TWLO's 13.38%. Bruce Berkowitz would examine sustainable cost advantages.
2.65%
Gross profit growth below 50% of TWLO's 15.10%. Michael Burry would check for structural issues.
-1.06%
Margin decline while TWLO shows 0.69% expansion. Joel Greenblatt would examine competitive position.
5.31%
Similar R&D growth to TWLO's 6.35%. Walter Schloss would investigate industry innovation requirements.
21.52%
G&A growth 1.1-1.25x TWLO's 18.16%. Bill Ackman would demand evidence of necessary spending.
3.94%
Marketing expense growth less than half of TWLO's 21.72%. David Dodd would verify if efficiency advantage is sustainable.
67.39%
Other expenses growth while TWLO reduces costs. John Neff would investigate differences.
7.26%
Operating expenses growth less than half of TWLO's 14.86%. David Dodd would verify sustainability.
7.84%
Total costs growth 50-75% of TWLO's 14.27%. Bruce Berkowitz would examine efficiency.
23.08%
Interest expense change of 23.08% while TWLO maintains costs. Bruce Berkowitz would investigate control.
7.06%
D&A growth less than half of TWLO's 18.97%. David Dodd would verify if efficiency is sustainable.
-0.13%
Both companies show EBITDA decline. Martin Whitman would check industry conditions.
-3.74%
EBITDA margin decline while TWLO shows 1.81% growth. Joel Greenblatt would examine position.
-1.40%
Both companies show declining income. Martin Whitman would check industry conditions.
-4.96%
Operating margin decline while TWLO shows 0.27% growth. Joel Greenblatt would examine position.
2520.00%
Other expenses growth while TWLO reduces costs. John Neff would investigate differences.
0.75%
Pre-tax income growth while TWLO declines. John Neff would investigate advantages.
-2.89%
Pre-tax margin decline while TWLO shows 1.09% growth. Joel Greenblatt would examine position.
1.71%
Tax expense growth while TWLO reduces burden. John Neff would investigate differences.
0.61%
Net income growth while TWLO declines. John Neff would investigate advantages.
-3.03%
Net margin decline while TWLO shows 1.40% growth. Joel Greenblatt would examine position.
1.14%
EPS growth while TWLO declines. John Neff would investigate advantages.
1.15%
Diluted EPS growth while TWLO declines. John Neff would investigate advantages.
-0.58%
Share count reduction while TWLO shows 1.73% change. Joel Greenblatt would examine strategy.
-0.54%
Diluted share reduction while TWLO shows 1.73% change. Joel Greenblatt would examine strategy.