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.
105.27%
Similar yoy growth to TWLO's 107.50%. Walter Schloss would note comparable liquidity profiles, looking for differences in deployment efficiency.
-45.14%
Short-term investments yoy growth ≥ 1.5x TWLO's -20.58%. David Dodd would see a more robust near-cash position, but confirm efficient allocation.
2.11%
Cash + STI yoy 0.5-0.75x TWLO's 3.86%. Martin Whitman would worry about lagging short-term reserves. Confirm debt coverage.
14.54%
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
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3.59%
≥ 1.5x TWLO's 1.84%. David Dodd might see a short-term liquidity advantage or potential underutilized capital.
11.07%
Below half TWLO's 106.14%. Michael Burry sees potential underinvestment risk unless there's a valid reason (asset-light model).
204.78%
Higher Goodwill Growth compared to TWLO's zero value, indicating worse performance.
61.60%
Less than half of TWLO's -44.45%. David Dodd sees relatively fewer intangible expansions. Possibly more tangible-driven.
134.99%
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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114.08%
Less than half of TWLO's -5.07%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
54.89%
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.
16.46%
≥ 1.5x TWLO's 0.34%. David Dodd notes a larger balance sheet expansion. Confirm it's not overleveraged.
-17.81%
50-75% of TWLO's -29.27%. Bruce Berkowitz notes the company is paying suppliers faster or not stretching terms as competitor does.
No Data
No Data available this quarter, please select a different quarter.
No Data
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-9.43%
≥ 1.5x TWLO's -3.92%. David Dodd sees stronger subscription/prepayment demand.
No Data
No Data available this quarter, please select a different quarter.
1.65%
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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50.28%
Above 1.5x TWLO's 4.10%. Michael Burry suspects a looming risk from large additions to LT liabilities.
41.94%
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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21.75%
Less than half of TWLO's -0.33%. David Dodd sees far fewer liability expansions relative to competitor.
No Data
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17.55%
Below half TWLO's -2.02%. Michael Burry suspects major net losses or high dividends vs. competitor.
-2080.00%
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.
15.76%
≥ 1.5x TWLO's 0.50%. David Dodd sees stronger capital base growth than competitor.
16.46%
≥ 1.5x TWLO's 0.34%. David Dodd sees faster overall balance sheet growth than competitor.
-45.14%
≥ 1.5x TWLO's -16.33%. David Dodd sees far stronger investment expansions than competitor.
-14.72%
Less than half of TWLO's -89.90%. David Dodd sees less overall debt expansion vs. competitor.
-114.91%
Less than half of TWLO's -235.37%. David Dodd sees better deleveraging or stronger cash buildup than competitor.
