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.
-9.78%
Cash & equivalents declining -9.78% while TWLO's grows 107.50%. Howard Marks would question why our liquidity is shrinking while competitor builds cash.
18.52%
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.
10.31%
Cash + STI yoy ≥ 1.5x TWLO's 3.86%. David Dodd might see it as a strategic cash buffer advantage. Evaluate deployment plans.
-9.29%
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
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
7.57%
≥ 1.5x TWLO's 1.84%. David Dodd might see a short-term liquidity advantage or potential underutilized capital.
6.66%
Below half TWLO's 106.14%. Michael Burry sees potential underinvestment risk unless there's a valid reason (asset-light model).
0.12%
Higher Goodwill Growth compared to TWLO's zero value, indicating worse performance.
-4.64%
Less than half of TWLO's -44.45%. David Dodd sees relatively fewer intangible expansions. Possibly more tangible-driven.
-2.32%
Similar yoy changes to TWLO's -2.64%. Walter Schloss sees parallel intangible strategies or acquisitions.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
-4.07%
Similar yoy growth to TWLO's -5.07%. Walter Schloss sees parallel approach in non-core expansions.
2.96%
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.
6.33%
≥ 1.5x TWLO's 0.34%. David Dodd notes a larger balance sheet expansion. Confirm it's not overleveraged.
-2.30%
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.
-100.00%
Similar yoy tax payables growth to TWLO's -100.00%. Walter Schloss sees no major difference in near-term tax obligations.
No Data
No Data available this quarter, please select a different quarter.
-59.83%
Less than half of TWLO's 2535.52%. David Dodd sees fewer expansions in other current obligations.
-5.73%
Above 1.5x TWLO's -0.81%. Michael Burry sees a red flag for liquidity risk 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.
No Data
No Data available this quarter, please select a different quarter.
-2.30%
Less than half of TWLO's 4.10%. David Dodd notes more conservative expansions in non-current obligations.
-5.36%
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.
-5.53%
Above 1.5x TWLO's -0.33%. Michael Burry sees a potential leverage warning sign.
-100.00%
Less than half of TWLO's 0.65%. David Dodd sees fewer share issuances vs. competitor.
20.32%
Below half TWLO's -2.02%. Michael Burry suspects major net losses or high dividends vs. competitor.
7.14%
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.
8.19%
≥ 1.5x TWLO's 0.50%. David Dodd sees stronger capital base growth than competitor.
6.33%
≥ 1.5x TWLO's 0.34%. David Dodd sees faster overall balance sheet growth than competitor.
18.52%
Below half TWLO's -16.33%. Michael Burry suspects major underinvestment or forced divestment.
-17.65%
Less than half of TWLO's -89.90%. David Dodd sees less overall debt expansion vs. competitor.
8.47%
Less than half of TWLO's -235.37%. David Dodd sees better deleveraging or stronger cash buildup than competitor.
