743.76 - 757.57
479.80 - 796.25
8.25M / 11.73M (Avg.)
27.40 | 27.58
Identifies how quickly the company is scaling its balance sheet (via acquisitions, expansions, or debt). Strong growth, accompanied by sound fundamentals, can support long-term intrinsic value—while disproportionate debt expansion or bloated intangible assets can signal elevated risk.
-15.21%
Cash & equivalents declining -15.21% while TWLO's grows 107.50%. Howard Marks would question why our liquidity is shrinking while competitor builds cash.
9.68%
Short-term investments yoy growth below half of TWLO's -20.58%. Michael Burry might see potential liquidity risk. Investigate alternative capital uses or constraints.
0.05%
Below half of TWLO's 3.86%. Michael Burry might suspect a liquidity shortfall if there's no alternative capital plan.
-11.88%
Receivables growth less than half of TWLO's 1.79%. David Dodd might see more conservative credit practices, provided revenue isn't suffering.
No Data
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No Data
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9.01%
≥ 1.5x TWLO's 1.84%. David Dodd might see a short-term liquidity advantage or potential underutilized capital.
25.76%
Below half TWLO's 106.14%. Michael Burry sees potential underinvestment risk unless there's a valid reason (asset-light model).
No Data
No Data available this quarter, please select a different quarter.
33.75%
Less than half of TWLO's -44.45%. David Dodd sees relatively fewer intangible expansions. Possibly more tangible-driven.
16.67%
Less than half of TWLO's -2.64%. David Dodd sees fewer intangible expansions vs. competitor. Possibly safer balance sheet.
No Data
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No Data
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34.44%
Less than half of TWLO's -5.07%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
25.36%
Below half of TWLO's -0.48%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
No Data available this quarter, please select a different quarter.
13.47%
≥ 1.5x TWLO's 0.34%. David Dodd notes a larger balance sheet expansion. Confirm it's not overleveraged.
104.76%
Less than half of TWLO's -29.27%. David Dodd sees a more disciplined AP approach or lower volume.
No Data
No Data available this quarter, please select a different quarter.
No Data
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3.33%
Below half of TWLO's -3.92%. Michael Burry suspects a big gap in pre-sales traction.
No Data
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15.57%
Less than half of TWLO's -0.81%. David Dodd sees a more disciplined short-term liability approach.
No Data
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No Data
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No Data
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6.67%
Above 1.5x TWLO's 4.10%. Michael Burry suspects a looming risk from large additions to LT liabilities.
2.81%
Less than half of TWLO's -0.02%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
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10.82%
Less than half of TWLO's -0.33%. David Dodd sees far fewer liability expansions relative to competitor.
No Data
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-27.09%
≥ 1.5x TWLO's -2.02%. David Dodd sees higher yoy retained profits than competitor.
-16.67%
Less than half of TWLO's 138.62%. David Dodd sees fewer intangible or market-driven swings than competitor.
No Data
No Data available this quarter, please select a different quarter.
14.25%
≥ 1.5x TWLO's 0.50%. David Dodd sees stronger capital base growth than competitor.
13.47%
≥ 1.5x TWLO's 0.34%. David Dodd sees faster overall balance sheet growth than competitor.
9.68%
Below half TWLO's -16.33%. Michael Burry suspects major underinvestment or forced divestment.
4.28%
Less than half of TWLO's -89.90%. David Dodd sees less overall debt expansion vs. competitor.
31.02%
Less than half of TWLO's -235.37%. David Dodd sees better deleveraging or stronger cash buildup than competitor.
