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.
5.36%
Revenue growth 50-75% of TWLO's 9.86%. Martin Whitman would scrutinize if slower growth is temporary.
10.70%
Similar cost growth to TWLO's 11.90%. Walter Schloss would investigate if industry cost pressures are temporary.
4.06%
Gross profit growth 50-75% of TWLO's 8.06%. Martin Whitman would scrutinize competitive position.
-1.23%
Both companies show margin pressure. Martin Whitman would check industry conditions.
11.13%
R&D growth above 1.5x TWLO's 5.56%. Michael Burry would check for spending discipline.
0.63%
G&A growth less than half of TWLO's 11.02%. David Dodd would verify if efficiency advantage is structural.
1.90%
Marketing expense growth less than half of TWLO's 11.22%. David Dodd would verify if efficiency advantage is sustainable.
102.31%
Other expenses growth less than half of TWLO's 369.68%. David Dodd would verify if advantage is sustainable.
6.08%
Operating expenses growth 50-75% of TWLO's 8.92%. Bruce Berkowitz would examine efficiency.
7.43%
Total costs growth 50-75% of TWLO's 10.04%. Bruce Berkowitz would examine efficiency.
-28.95%
Interest expense reduction while TWLO shows 0.00% growth. Joel Greenblatt would examine advantage.
6.70%
D&A growth above 1.5x TWLO's 0.91%. Michael Burry would check for excessive investment.
2.36%
EBITDA growth while TWLO declines. John Neff would investigate advantages.
-2.84%
Both companies show margin pressure. Martin Whitman would check industry conditions.
1.19%
Operating income growth while TWLO declines. John Neff would investigate advantages.
-3.96%
Both companies show margin pressure. Martin Whitman would check industry conditions.
625.00%
Other expenses growth above 1.5x TWLO's 369.68%. Michael Burry would check for concerning trends.
4.61%
Pre-tax income growth while TWLO declines. John Neff would investigate advantages.
-0.71%
Pre-tax margin decline while TWLO shows 3.33% growth. Joel Greenblatt would examine position.
-0.63%
Both companies reducing tax expense. Martin Whitman would check patterns.
5.63%
Net income growth while TWLO declines. John Neff would investigate advantages.
0.26%
Net margin growth below 50% of TWLO's 4.05%. Michael Burry would check for structural issues.
5.81%
EPS growth while TWLO declines. John Neff would investigate advantages.
5.26%
Diluted EPS growth while TWLO declines. John Neff would investigate advantages.
0.35%
Share count reduction exceeding 1.5x TWLO's 1.71%. David Dodd would verify capital allocation.
0.38%
Diluted share reduction exceeding 1.5x TWLO's 1.71%. David Dodd would verify capital allocation.