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.
12.00%
Revenue growth 50-75% of TWLO's 17.97%. Martin Whitman would scrutinize if slower growth is temporary.
17.44%
Similar cost growth to TWLO's 16.75%. Walter Schloss would investigate if industry cost pressures are temporary.
10.75%
Gross profit growth 50-75% of TWLO's 19.01%. Martin Whitman would scrutinize competitive position.
-1.12%
Margin decline while TWLO shows 0.88% expansion. Joel Greenblatt would examine competitive position.
15.91%
R&D growth 50-75% of TWLO's 26.88%. Bruce Berkowitz would examine spending effectiveness.
-20.67%
Both companies reducing G&A. Martin Whitman would check industry cost trends.
19.50%
Marketing expense growth 50-75% of TWLO's 26.27%. Bruce Berkowitz would examine spending effectiveness.
60.61%
Other expenses growth while TWLO reduces costs. John Neff would investigate differences.
0.10%
Operating expenses growth less than half of TWLO's 14.09%. David Dodd would verify sustainability.
4.25%
Total costs growth less than half of TWLO's 14.98%. David Dodd would verify sustainability.
10.61%
Interest expense change of 10.61% while TWLO maintains costs. Bruce Berkowitz would investigate control.
10.85%
D&A growth less than half of TWLO's 33.48%. David Dodd would verify if efficiency is sustainable.
5.94%
EBITDA growth exceeding 1.5x TWLO's 1.46%. David Dodd would verify competitive advantages.
-5.41%
EBITDA margin decline while TWLO shows 16.47% growth. Joel Greenblatt would examine position.
4.89%
Operating income growth while TWLO declines. John Neff would investigate advantages.
-6.35%
Operating margin decline while TWLO shows 9.29% growth. Joel Greenblatt would examine position.
24.85%
Other expenses growth while TWLO reduces costs. John Neff would investigate differences.
38.77%
Pre-tax income growth while TWLO declines. John Neff would investigate advantages.
23.90%
Pre-tax margin growth exceeding 1.5x TWLO's 9.10%. David Dodd would verify competitive advantages.
110.45%
Tax expense growth 1.1-1.25x TWLO's 96.07%. Bill Ackman would demand explanation.
7.70%
Net income growth while TWLO declines. John Neff would investigate advantages.
-3.84%
Both companies show margin pressure. Martin Whitman would check industry conditions.
8.24%
EPS growth while TWLO declines. John Neff would investigate advantages.
7.06%
Diluted EPS growth while TWLO declines. John Neff would investigate advantages.
0.60%
Share count reduction exceeding 1.5x TWLO's 10.91%. David Dodd would verify capital allocation.
0.21%
Diluted share reduction exceeding 1.5x TWLO's 10.91%. David Dodd would verify capital allocation.