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.
14.89%
Revenue growth 1.25-1.5x TWLO's 11.76%. Bruce Berkowitz would examine if growth advantage is sustainable.
9.53%
Cost growth 50-75% of TWLO's 13.24%. Bruce Berkowitz would examine sustainable cost advantages.
16.27%
Gross profit growth exceeding 1.5x TWLO's 10.40%. David Dodd would verify competitive advantages.
1.20%
Margin expansion while TWLO shows decline. John Neff would investigate competitive advantages.
6.75%
R&D growth 50-75% of TWLO's 13.22%. Bruce Berkowitz would examine spending effectiveness.
12.37%
G&A growth above 1.5x TWLO's 7.13%. Michael Burry would check for operational inefficiency.
-5.53%
Marketing expense reduction while TWLO shows 8.51% growth. Joel Greenblatt would examine competitive risk.
-983.33%
Both companies reducing other expenses. Martin Whitman would check industry patterns.
3.83%
Operating expenses growth less than half of TWLO's 10.06%. David Dodd would verify sustainability.
5.55%
Total costs growth less than half of TWLO's 11.27%. David Dodd would verify sustainability.
-9.88%
Interest expense reduction while TWLO shows 0.00% growth. Joel Greenblatt would examine advantage.
-0.35%
D&A reduction while TWLO shows 31.36% growth. Joel Greenblatt would examine efficiency.
27.01%
EBITDA growth while TWLO declines. John Neff would investigate advantages.
10.55%
EBITDA margin growth while TWLO declines. John Neff would investigate advantages.
34.83%
Operating income growth while TWLO declines. John Neff would investigate advantages.
17.35%
Operating margin growth exceeding 1.5x TWLO's 2.13%. David Dodd would verify competitive advantages.
-44.64%
Both companies reducing other expenses. Martin Whitman would check industry patterns.
32.65%
Pre-tax income growth while TWLO declines. John Neff would investigate advantages.
15.46%
Pre-tax margin growth while TWLO declines. John Neff would investigate advantages.
-69.88%
Tax expense reduction while TWLO shows 120.41% growth. Joel Greenblatt would examine advantage.
51.53%
Net income growth while TWLO declines. John Neff would investigate advantages.
31.88%
Net margin growth while TWLO declines. John Neff would investigate advantages.
51.10%
EPS growth while TWLO declines. John Neff would investigate advantages.
50.56%
Diluted EPS growth while TWLO declines. John Neff would investigate advantages.
0.50%
Share count reduction exceeding 1.5x TWLO's 4.15%. David Dodd would verify capital allocation.
0.56%
Diluted share reduction exceeding 1.5x TWLO's 4.15%. David Dodd would verify capital allocation.