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.
-0.23%
Revenue decline while TWLO shows 10.65% growth. Joel Greenblatt would examine competitive position erosion.
6.89%
Cost growth 50-75% of TWLO's 11.22%. Bruce Berkowitz would examine sustainable cost advantages.
-1.85%
Gross profit decline while TWLO shows 10.07% growth. Joel Greenblatt would examine competitive position.
-1.63%
Both companies show margin pressure. Martin Whitman would check industry conditions.
3.61%
R&D growth less than half of TWLO's 15.78%. David Dodd would verify if efficiency advantage is sustainable.
50.61%
G&A growth above 1.5x TWLO's 7.30%. Michael Burry would check for operational inefficiency.
9.05%
Similar marketing expense growth to TWLO's 11.13%. Walter Schloss would investigate industry requirements.
180.00%
Other expenses growth above 1.5x TWLO's 72.78%. Michael Burry would check for concerning trends.
13.31%
Operating expenses growth 1.1-1.25x TWLO's 11.89%. Bill Ackman would demand justification.
11.23%
Similar total costs growth to TWLO's 11.63%. Walter Schloss would investigate norms.
-0.83%
Interest expense reduction while TWLO shows 0.00% growth. Joel Greenblatt would examine advantage.
0.45%
D&A growth less than half of TWLO's 16.85%. David Dodd would verify if efficiency is sustainable.
-13.48%
Both companies show EBITDA decline. Martin Whitman would check industry conditions.
-13.28%
Both companies show margin pressure. Martin Whitman would check industry conditions.
-15.72%
Both companies show declining income. Martin Whitman would check industry conditions.
-15.52%
Both companies show margin pressure. Martin Whitman would check industry conditions.
-2.74%
Other expenses reduction while TWLO shows 72.78% growth. Joel Greenblatt would examine advantage.
-15.57%
Both companies show declining income. Martin Whitman would check industry conditions.
-15.37%
Pre-tax margin decline while TWLO shows 4.68% growth. Joel Greenblatt would examine position.
-35.30%
Both companies reducing tax expense. Martin Whitman would check patterns.
-11.55%
Net income decline while TWLO shows 1.64% growth. Joel Greenblatt would examine position.
-11.34%
Net margin decline while TWLO shows 11.11% growth. Joel Greenblatt would examine position.
-10.90%
EPS decline while TWLO shows 3.82% growth. Joel Greenblatt would examine position.
-10.80%
Diluted EPS decline while TWLO shows 3.82% growth. Joel Greenblatt would examine position.
-0.75%
Share count reduction while TWLO shows 2.21% change. Joel Greenblatt would examine strategy.
-0.70%
Diluted share reduction while TWLO shows 2.21% change. Joel Greenblatt would examine strategy.