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.
11.10%
Similar revenue growth to TWLO's 13.38%. Walter Schloss would investigate if similar growth reflects similar quality.
5.22%
Cost growth less than half of TWLO's 15.77%. David Dodd would verify if cost advantage is structural.
12.54%
Gross profit growth 1.25-1.5x TWLO's 11.04%. Bruce Berkowitz would examine sustainability.
1.29%
Margin expansion while TWLO shows decline. John Neff would investigate competitive advantages.
17.30%
R&D growth above 1.5x TWLO's 3.71%. Michael Burry would check for spending discipline.
20.59%
G&A growth above 1.5x TWLO's 3.56%. Michael Burry would check for operational inefficiency.
14.63%
Marketing expense growth 1.1-1.25x TWLO's 13.04%. Bill Ackman would demand evidence of superior returns.
-75.00%
Both companies reducing other expenses. Martin Whitman would check industry patterns.
17.07%
Operating expenses growth above 1.5x TWLO's 7.64%. Michael Burry would check for inefficiency.
12.96%
Total costs growth 1.1-1.25x TWLO's 10.65%. Bill Ackman would demand justification.
2.54%
Interest expense change of 2.54% while TWLO maintains costs. Bruce Berkowitz would investigate control.
0.71%
D&A growth while TWLO reduces D&A. John Neff would investigate differences.
7.51%
EBITDA growth while TWLO declines. John Neff would investigate advantages.
-3.23%
EBITDA margin decline while TWLO shows 8.78% growth. Joel Greenblatt would examine position.
8.69%
Operating income growth while TWLO declines. John Neff would investigate advantages.
-2.17%
Operating margin decline while TWLO shows 9.60% growth. Joel Greenblatt would examine position.
16.80%
Other expenses growth while TWLO reduces costs. John Neff would investigate differences.
8.78%
Pre-tax income growth while TWLO declines. John Neff would investigate advantages.
-2.09%
Pre-tax margin decline while TWLO shows 2.83% growth. Joel Greenblatt would examine position.
5.63%
Tax expense growth less than half of TWLO's 44.49%. David Dodd would verify if advantage is sustainable.
9.45%
Net income growth while TWLO declines. John Neff would investigate advantages.
-1.49%
Net margin decline while TWLO shows 2.70% growth. Joel Greenblatt would examine position.
9.88%
EPS growth while TWLO declines. John Neff would investigate advantages.
9.39%
Diluted EPS growth while TWLO declines. John Neff would investigate advantages.
-0.03%
Share count reduction while TWLO shows 3.74% change. Joel Greenblatt would examine strategy.
-0.10%
Diluted share reduction while TWLO shows 3.74% change. Joel Greenblatt would examine strategy.