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.
29.08%
Cash & equivalents yoy growth below half of TWLO's 107.50%. Michael Burry would question if the firm faces a liquidity squeeze. Check for rising debts or negative cash flow.
1.46%
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.
8.23%
Cash + STI yoy ≥ 1.5x TWLO's 3.86%. David Dodd might see it as a strategic cash buffer advantage. Evaluate deployment plans.
18.66%
Receivables growth above 1.5x TWLO's 1.79%. Michael Burry would check for potential credit bubble or inflated top-line.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
3.43%
≥ 1.5x TWLO's 1.84%. David Dodd might see a short-term liquidity advantage or potential underutilized capital.
1.74%
Below half TWLO's 106.14%. Michael Burry sees potential underinvestment risk unless there's a valid reason (asset-light model).
16.51%
Higher Goodwill Growth compared to TWLO's zero value, indicating worse performance.
2.60%
Less than half of TWLO's -44.45%. David Dodd sees relatively fewer intangible expansions. Possibly more tangible-driven.
8.66%
Less than half of TWLO's -2.64%. David Dodd sees fewer intangible expansions vs. competitor. Possibly safer balance sheet.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
8.05%
Less than half of TWLO's -5.07%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
4.42%
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.
3.70%
≥ 1.5x TWLO's 0.34%. David Dodd notes a larger balance sheet expansion. Confirm it's not overleveraged.
-26.67%
Similar yoy growth to TWLO's -29.27%. Walter Schloss sees parallel payables strategy. Check top-line correlation.
No Data
No Data available this quarter, please select a different quarter.
-98.36%
Similar yoy tax payables growth to TWLO's -100.00%. Walter Schloss sees no major difference in near-term tax obligations.
6.67%
Below half of TWLO's -3.92%. Michael Burry suspects a big gap in pre-sales traction.
No Data
No Data available this quarter, please select a different quarter.
1.60%
Less than half of TWLO's -0.81%. David Dodd sees a more disciplined short-term liability approach.
23.40%
Less than half of TWLO's -92.25%. David Dodd sees more deleveraging vs. competitor.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
-73.88%
Less than half of TWLO's 4.10%. David Dodd notes more conservative expansions in non-current obligations.
0.83%
Less than half of TWLO's -0.02%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
1.08%
Less than half of TWLO's -0.33%. David Dodd sees far fewer liability expansions relative to competitor.
No Data
No Data available this quarter, please select a different quarter.
17.73%
Below half TWLO's -2.02%. Michael Burry suspects major net losses or high dividends vs. competitor.
-93.33%
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.
4.44%
≥ 1.5x TWLO's 0.50%. David Dodd sees stronger capital base growth than competitor.
3.70%
≥ 1.5x TWLO's 0.34%. David Dodd sees faster overall balance sheet growth than competitor.
1.46%
Below half TWLO's -16.33%. Michael Burry suspects major underinvestment or forced divestment.
-4.03%
Less than half of TWLO's -89.90%. David Dodd sees less overall debt expansion vs. competitor.
-1144.78%
Above 1.5x TWLO's -235.37%. Michael Burry sees a major gap in net debt growth. Check coverage and liquidity.
