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.
30.75%
Revenue growth 1.25-1.5x TWLO's 22.35%. Bruce Berkowitz would examine if growth advantage is sustainable.
24.23%
Similar cost growth to TWLO's 22.51%. Walter Schloss would investigate if industry cost pressures are temporary.
32.33%
Gross profit growth 1.25-1.5x TWLO's 22.20%. Bruce Berkowitz would examine sustainability.
1.21%
Margin expansion while TWLO shows decline. John Neff would investigate competitive advantages.
9.34%
R&D growth 50-75% of TWLO's 16.25%. Bruce Berkowitz would examine spending effectiveness.
-10.67%
G&A reduction while TWLO shows 95.94% growth. Joel Greenblatt would examine efficiency advantage.
22.25%
Similar marketing expense growth to TWLO's 27.76%. Walter Schloss would investigate industry requirements.
615.09%
Other expenses growth while TWLO reduces costs. John Neff would investigate differences.
9.21%
Operating expenses growth less than half of TWLO's 36.21%. David Dodd would verify sustainability.
13.90%
Total costs growth less than half of TWLO's 30.91%. David Dodd would verify sustainability.
-6.85%
Interest expense reduction while TWLO shows 0.00% growth. Joel Greenblatt would examine advantage.
9.72%
D&A growth less than half of TWLO's 20.72%. David Dodd would verify if efficiency is sustainable.
50.32%
EBITDA growth while TWLO declines. John Neff would investigate advantages.
14.97%
EBITDA margin growth exceeding 1.5x TWLO's 2.67%. David Dodd would verify competitive advantages.
58.89%
Operating income growth while TWLO declines. John Neff would investigate advantages.
21.52%
Operating margin growth while TWLO declines. John Neff would investigate advantages.
201.08%
Other expenses growth while TWLO reduces costs. John Neff would investigate differences.
60.52%
Pre-tax income growth while TWLO declines. John Neff would investigate advantages.
22.77%
Pre-tax margin growth while TWLO declines. John Neff would investigate advantages.
539.72%
Tax expense growth while TWLO reduces burden. John Neff would investigate differences.
42.99%
Net income growth while TWLO declines. John Neff would investigate advantages.
9.36%
Net margin growth while TWLO declines. John Neff would investigate advantages.
43.27%
EPS growth while TWLO declines. John Neff would investigate advantages.
43.17%
Diluted EPS growth while TWLO declines. John Neff would investigate advantages.
-0.03%
Share count reduction while TWLO shows 7.38% change. Joel Greenblatt would examine strategy.
-0.08%
Diluted share reduction while TWLO shows 7.38% change. Joel Greenblatt would examine strategy.