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.
4.54%
Revenue growth 50-75% of TWLO's 7.28%. Martin Whitman would scrutinize if slower growth is temporary.
-4.60%
Cost reduction while TWLO shows 9.50% growth. Joel Greenblatt would examine competitive advantage.
6.76%
Gross profit growth 1.25-1.5x TWLO's 5.43%. Bruce Berkowitz would examine sustainability.
2.13%
Margin expansion while TWLO shows decline. John Neff would investigate competitive advantages.
7.03%
R&D growth 1.1-1.25x TWLO's 5.77%. Bill Ackman would demand evidence of superior returns.
-58.19%
Both companies reducing G&A. Martin Whitman would check industry cost trends.
0.08%
Marketing expense growth less than half of TWLO's 11.32%. David Dodd would verify if efficiency advantage is sustainable.
-776.92%
Other expenses reduction while TWLO shows 597.39% growth. Joel Greenblatt would examine efficiency.
-18.33%
Operating expenses reduction while TWLO shows 3.73% growth. Joel Greenblatt would examine advantage.
-14.62%
Total costs reduction while TWLO shows 5.68% growth. Joel Greenblatt would examine advantage.
17.81%
Interest expense change of 17.81% while TWLO maintains costs. Bruce Berkowitz would investigate control.
-5.73%
D&A reduction while TWLO shows 4.66% growth. Joel Greenblatt would examine efficiency.
5.82%
EBITDA growth exceeding 1.5x TWLO's 0.60%. David Dodd would verify competitive advantages.
1.23%
EBITDA margin growth below 50% of TWLO's 7.34%. Michael Burry would check for structural issues.
8.44%
Operating income growth while TWLO declines. John Neff would investigate advantages.
3.73%
Operating margin growth 50-75% of TWLO's 5.86%. Martin Whitman would scrutinize operations.
-30.10%
Other expenses reduction while TWLO shows 597.39% growth. Joel Greenblatt would examine advantage.
51.68%
Pre-tax income growth exceeding 1.5x TWLO's 4.57%. David Dodd would verify competitive advantages.
45.09%
Pre-tax margin growth exceeding 1.5x TWLO's 11.05%. David Dodd would verify competitive advantages.
-44.13%
Both companies reducing tax expense. Martin Whitman would check patterns.
132.84%
Net income growth exceeding 1.5x TWLO's 5.23%. David Dodd would verify competitive advantages.
122.73%
Net margin growth exceeding 1.5x TWLO's 11.67%. David Dodd would verify competitive advantages.
131.52%
EPS growth exceeding 1.5x TWLO's 11.11%. David Dodd would verify competitive advantages.
132.97%
Diluted EPS growth exceeding 1.5x TWLO's 11.11%. David Dodd would verify competitive advantages.
-0.06%
Share count reduction while TWLO shows 5.48% change. Joel Greenblatt would examine strategy.
-0.03%
Diluted share reduction while TWLO shows 5.48% change. Joel Greenblatt would examine strategy.