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.
3.30%
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.
-14.11%
Short-term investments yoy growth 0.5-0.75x TWLO's -20.58%. Martin Whitman would be cautious about lagging liquidity buildup.
-9.01%
Below half of TWLO's 3.86%. Michael Burry might suspect a liquidity shortfall if there's no alternative capital plan.
11.51%
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.
-7.64%
Below half of TWLO's 1.84%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
4.19%
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.
-2.53%
Less than half of TWLO's -44.45%. David Dodd sees relatively fewer intangible expansions. Possibly more tangible-driven.
-1.35%
50-75% of TWLO's -2.64%. Bruce Berkowitz notes lower intangible reliance than competitor.
-100.00%
Below half of TWLO's 1.75%. Michael Burry sees possible underinvestment in long-term assets. Verify capital constraints.
100.00%
Higher Tax Assets Growth compared to TWLO's zero value, indicating worse performance.
-4.26%
Similar yoy growth to TWLO's -5.07%. Walter Schloss sees parallel approach in non-core expansions.
1.88%
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.
-5.03%
Below half of TWLO's 0.34%. Michael Burry sees a potential red flag for stagnation or capital shortage.
-34.55%
1.1-1.25x TWLO's -29.27%. Bill Ackman wonders if the firm relies on extended payables to manage cash flow.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
12.50%
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.
-8.89%
Above 1.5x TWLO's -0.81%. Michael Burry sees a red flag for liquidity risk vs. competitor.
-100.00%
Similar yoy to TWLO's -92.25%. Walter Schloss sees parallel approaches to long-term financing.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
560.22%
Above 1.5x TWLO's 4.10%. Michael Burry suspects a looming risk from large additions to LT liabilities.
-60.74%
Above 1.5x TWLO's -0.02%. Michael Burry sees a strong spike vs. competitor. Check coverage and debt ratios.
No Data
No Data available this quarter, please select a different quarter.
-44.15%
Above 1.5x TWLO's -0.33%. Michael Burry sees a potential leverage warning sign.
No Data
No Data available this quarter, please select a different quarter.
19.22%
Below half TWLO's -2.02%. Michael Burry suspects major net losses or high dividends vs. competitor.
144.83%
Similar yoy to TWLO's 138.62%. Walter Schloss sees parallel comprehensive income changes.
No Data
No Data available this quarter, please select a different quarter.
5.66%
≥ 1.5x TWLO's 0.50%. David Dodd sees stronger capital base growth than competitor.
-5.03%
Below half TWLO's 0.34%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
-14.11%
0.75-0.9x TWLO's -16.33%. Bill Ackman wonders if competitor invests more confidently.
-73.47%
Similar yoy changes to TWLO's -89.90%. Walter Schloss notes parallel total debt strategies.
-202.76%
Similar yoy changes to TWLO's -235.37%. Walter Schloss sees parallel net leverage strategies.
