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.
16.07%
Revenue growth 1.25-1.5x TWLO's 13.86%. Bruce Berkowitz would examine if growth advantage is sustainable.
10.00%
Cost growth 50-75% of TWLO's 18.81%. Bruce Berkowitz would examine sustainable cost advantages.
17.57%
Gross profit growth exceeding 1.5x TWLO's 8.76%. David Dodd would verify competitive advantages.
1.30%
Margin expansion while TWLO shows decline. John Neff would investigate competitive advantages.
11.56%
R&D growth above 1.5x TWLO's 6.36%. Michael Burry would check for spending discipline.
12.19%
G&A growth above 1.5x TWLO's 2.43%. Michael Burry would check for operational inefficiency.
23.44%
Similar marketing expense growth to TWLO's 25.28%. Walter Schloss would investigate industry requirements.
-78.57%
Other expenses reduction while TWLO shows 7.36% growth. Joel Greenblatt would examine efficiency.
15.00%
Similar operating expenses growth to TWLO's 13.94%. Walter Schloss would investigate norms.
13.44%
Similar total costs growth to TWLO's 15.82%. Walter Schloss would investigate norms.
-15.00%
Interest expense reduction while TWLO shows 0.00% growth. Joel Greenblatt would examine advantage.
0.95%
D&A growth while TWLO reduces D&A. John Neff would investigate differences.
17.56%
EBITDA growth while TWLO declines. John Neff would investigate advantages.
1.29%
EBITDA margin growth while TWLO declines. John Neff would investigate advantages.
20.74%
Operating income growth while TWLO declines. John Neff would investigate advantages.
4.03%
Operating margin growth while TWLO declines. John Neff would investigate advantages.
-16.90%
Other expenses reduction while TWLO shows 7.36% growth. Joel Greenblatt would examine advantage.
20.24%
Pre-tax income growth while TWLO declines. John Neff would investigate advantages.
3.59%
Pre-tax margin growth while TWLO declines. John Neff would investigate advantages.
76.37%
Tax expense growth 50-75% of TWLO's 111.07%. Bruce Berkowitz would examine efficiency.
11.87%
Net income growth while TWLO declines. John Neff would investigate advantages.
-3.62%
Both companies show margin pressure. Martin Whitman would check industry conditions.
13.76%
EPS growth while TWLO declines. John Neff would investigate advantages.
14.29%
Diluted EPS growth while TWLO declines. John Neff would investigate advantages.
-2.04%
Share count reduction while TWLO shows 0.96% change. Joel Greenblatt would examine strategy.
-2.10%
Diluted share reduction while TWLO shows 0.96% change. Joel Greenblatt would examine strategy.