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.
19.43%
Revenue growth exceeding 1.5x TWLO's 12.25%. David Dodd would verify if faster growth reflects superior business model.
10.68%
Cost growth 50-75% of TWLO's 14.34%. Bruce Berkowitz would examine sustainable cost advantages.
21.34%
Gross profit growth exceeding 1.5x TWLO's 10.45%. David Dodd would verify competitive advantages.
1.59%
Margin expansion while TWLO shows decline. John Neff would investigate competitive advantages.
9.27%
R&D growth above 1.5x TWLO's 5.51%. Michael Burry would check for spending discipline.
35.68%
G&A growth above 1.5x TWLO's 8.74%. Michael Burry would check for operational inefficiency.
25.25%
Marketing expense growth above 1.5x TWLO's 5.70%. Michael Burry would check for spending discipline.
264.04%
Other expenses growth above 1.5x TWLO's 7.56%. Michael Burry would check for concerning trends.
19.42%
Operating expenses growth above 1.5x TWLO's 6.19%. Michael Burry would check for inefficiency.
16.79%
Total costs growth above 1.5x TWLO's 9.06%. Michael Burry would check for inefficiency.
-11.24%
Interest expense reduction while TWLO shows 0.00% growth. Joel Greenblatt would examine advantage.
3.67%
Similar D&A growth to TWLO's 4.88%. Walter Schloss would investigate industry patterns.
20.06%
EBITDA growth exceeding 1.5x TWLO's 3.57%. David Dodd would verify competitive advantages.
0.52%
EBITDA margin growth below 50% of TWLO's 14.09%. Michael Burry would check for structural issues.
23.28%
Operating income growth exceeding 1.5x TWLO's 0.92%. David Dodd would verify competitive advantages.
3.23%
Operating margin growth below 50% of TWLO's 11.73%. Michael Burry would check for structural issues.
115.97%
Other expenses growth above 1.5x TWLO's 7.56%. Michael Burry would check for concerning trends.
25.11%
Pre-tax income growth exceeding 1.5x TWLO's 1.33%. David Dodd would verify competitive advantages.
4.75%
Pre-tax margin growth below 50% of TWLO's 12.10%. Michael Burry would check for structural issues.
47.01%
Tax expense growth less than half of TWLO's 145.24%. David Dodd would verify if advantage is sustainable.
20.65%
Net income growth while TWLO declines. John Neff would investigate advantages.
1.02%
Net margin growth below 50% of TWLO's 8.36%. Michael Burry would check for structural issues.
21.13%
EPS growth while TWLO declines. John Neff would investigate advantages.
20.75%
Diluted EPS growth while TWLO declines. John Neff would investigate advantages.
-0.31%
Share count reduction while TWLO shows 0.97% change. Joel Greenblatt would examine strategy.
-0.10%
Diluted share reduction while TWLO shows 0.97% change. Joel Greenblatt would examine strategy.