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.
46.23%
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.
-0.61%
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.
10.51%
Cash + STI yoy ≥ 1.5x TWLO's 3.86%. David Dodd might see it as a strategic cash buffer advantage. Evaluate deployment plans.
18.29%
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.
10.65%
≥ 1.5x TWLO's 1.84%. David Dodd might see a short-term liquidity advantage or potential underutilized capital.
8.46%
Below half TWLO's 106.14%. Michael Burry sees potential underinvestment risk unless there's a valid reason (asset-light model).
2.02%
Higher Goodwill Growth compared to TWLO's zero value, indicating worse performance.
-3.21%
Less than half of TWLO's -44.45%. David Dodd sees relatively fewer intangible expansions. Possibly more tangible-driven.
-0.59%
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
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-2.83%
50-75% of TWLO's -5.07%. Bruce Berkowitz notes relatively lower 'other assets' expansions.
4.91%
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.
9.15%
≥ 1.5x TWLO's 0.34%. David Dodd notes a larger balance sheet expansion. Confirm it's not overleveraged.
71.76%
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
No Data available this quarter, please select a different quarter.
39.47%
Below half of TWLO's -3.92%. Michael Burry suspects a big gap in pre-sales traction.
-100.00%
Less than half of TWLO's 2535.52%. David Dodd sees fewer expansions in other current obligations.
17.07%
Less than half of TWLO's -0.81%. David Dodd sees a more disciplined short-term liability approach.
No Data
No Data available this quarter, please select a different quarter.
No Data
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No Data
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-0.66%
Less than half of TWLO's 4.10%. David Dodd notes more conservative expansions in non-current obligations.
-3.59%
Above 1.5x TWLO's -0.02%. Michael Burry sees a strong spike vs. competitor. Check coverage and debt ratios.
No Data
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5.76%
Less than half of TWLO's -0.33%. David Dodd sees far fewer liability expansions relative to competitor.
No Data
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20.81%
Below half TWLO's -2.02%. Michael Burry suspects major net losses or high dividends vs. competitor.
-133.33%
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.
9.61%
≥ 1.5x TWLO's 0.50%. David Dodd sees stronger capital base growth than competitor.
9.15%
≥ 1.5x TWLO's 0.34%. David Dodd sees faster overall balance sheet growth than competitor.
-0.61%
Below half TWLO's -16.33%. Michael Burry suspects major underinvestment or forced divestment.
-16.84%
Less than half of TWLO's -89.90%. David Dodd sees less overall debt expansion vs. competitor.
-55.72%
Less than half of TWLO's -235.37%. David Dodd sees better deleveraging or stronger cash buildup than competitor.
