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.
12.29%
Revenue growth exceeding 1.5x TWLO's 4.77%. David Dodd would verify if faster growth reflects superior business model.
12.14%
Cost growth above 1.5x TWLO's 5.89%. Michael Burry would check for structural cost disadvantages.
12.33%
Gross profit growth exceeding 1.5x TWLO's 3.64%. David Dodd would verify competitive advantages.
0.03%
Margin expansion while TWLO shows decline. John Neff would investigate competitive advantages.
6.52%
R&D growth while TWLO reduces spending. John Neff would investigate strategic advantage.
16.80%
G&A growth above 1.5x TWLO's 10.27%. Michael Burry would check for operational inefficiency.
8.05%
Marketing expense growth above 1.5x TWLO's 4.06%. Michael Burry would check for spending discipline.
No Data
No Data available this quarter, please select a different quarter.
8.13%
Operating expenses growth above 1.5x TWLO's 1.30%. Michael Burry would check for inefficiency.
9.35%
Total costs growth above 1.5x TWLO's 3.66%. Michael Burry would check for inefficiency.
-100.00%
Interest expense reduction while TWLO shows 0.00% growth. Joel Greenblatt would examine advantage.
11.33%
Similar D&A growth to TWLO's 11.34%. Walter Schloss would investigate industry patterns.
10.45%
EBITDA growth below 50% of TWLO's 22.20%. Michael Burry would check for structural issues.
-1.64%
EBITDA margin decline while TWLO shows 16.63% growth. Joel Greenblatt would examine position.
16.44%
Operating income growth below 50% of TWLO's 60.25%. Michael Burry would check for structural issues.
3.69%
Operating margin growth below 50% of TWLO's 52.95%. Michael Burry would check for structural issues.
-88.75%
Both companies reducing other expenses. Martin Whitman would check industry patterns.
11.71%
Pre-tax income growth below 50% of TWLO's 26.36%. Michael Burry would check for structural issues.
-0.52%
Pre-tax margin decline while TWLO shows 20.61% growth. Joel Greenblatt would examine position.
26.41%
Tax expense growth less than half of TWLO's 70.08%. David Dodd would verify if advantage is sustainable.
10.17%
Similar net income growth to TWLO's 12.02%. Walter Schloss would investigate industry trends.
-1.89%
Net margin decline while TWLO shows 6.92% growth. Joel Greenblatt would examine position.
10.47%
EPS growth 50-75% of TWLO's 15.38%. Martin Whitman would scrutinize operations.
11.04%
Diluted EPS growth 50-75% of TWLO's 16.67%. Martin Whitman would scrutinize operations.
-0.36%
Both companies reducing share counts. Martin Whitman would check patterns.
-0.77%
Both companies reducing diluted shares. Martin Whitman would check patterns.