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.
-20.76%
Both companies show declining cash positions (-20.76% vs TWLO's -200.00%). Seth Klarman would examine if this reflects broader market conditions or operational challenges.
30.65%
Higher Short-Term Investments Growth compared to TWLO's zero value, indicating better performance.
10.84%
Higher Cash + Short-Term Investments Growth compared to TWLO's zero value, indicating better performance.
-10.13%
Receivables growth less than half of TWLO's -100.00%. 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.
9.76%
Below half of TWLO's -29.61%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
16.44%
Below half TWLO's -100.00%. Michael Burry sees potential underinvestment risk unless there's a valid reason (asset-light model).
0.13%
Higher Goodwill Growth compared to TWLO's zero value, indicating worse performance.
-3.95%
Less than half of TWLO's -100.00%. David Dodd sees relatively fewer intangible expansions. Possibly more tangible-driven.
-0.60%
Less than half of TWLO's -100.00%. 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.
-5.02%
Less than half of TWLO's -2492.01%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
1.84%
Below half of TWLO's -478.28%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
No Data available this quarter, please select a different quarter.
4.54%
Below half of TWLO's -100.00%. Michael Burry sees a potential red flag for stagnation or capital shortage.
-26.70%
Less than half of TWLO's -100.00%. 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.
-16.67%
Both TWLO and the company show zero Deferred Revenue (Current) Growth.
-100.00%
Similar yoy changes to TWLO's -100.00%. Walter Schloss finds parallel near-term liability trends.
22.61%
Less than half of TWLO's -100.00%. David Dodd sees a more disciplined short-term liability approach.
No Data
No Data available this quarter, please select a different quarter.
100.00%
Higher Non-Current Deferred Revenue Growth compared to TWLO's zero value, indicating better performance.
-100.00%
Higher Deferred Tax Liabilities (Non-Current) Growth compared to TWLO's zero value, indicating worse performance.
4.01%
Higher Other Non-Current Liabilities Growth compared to TWLO's zero value, indicating worse performance.
3.60%
Higher Total Non-Current Liabilities Growth compared to TWLO's zero value, indicating worse performance.
No Data
No Data available this quarter, please select a different quarter.
10.23%
Less than half of TWLO's -100.00%. David Dodd sees far fewer liability expansions relative to competitor.
-100.00%
Similar yoy changes to TWLO's -100.00%. Walter Schloss sees parallel capital-raising strategies.
8.39%
Below half TWLO's 100.00%. Michael Burry suspects major net losses or high dividends vs. competitor.
-96.05%
Higher AOCI Growth compared to TWLO's zero value, indicating worse performance.
No Data
No Data available this quarter, please select a different quarter.
3.89%
Higher Total Stockholders' Equity Growth compared to TWLO's zero value, indicating better performance.
4.54%
Below half TWLO's -42.65%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
30.65%
Higher Total Investments Growth compared to TWLO's zero value, indicating better performance.
-20.17%
Higher Total Debt Growth compared to TWLO's zero value, indicating worse performance.
20.80%
Less than half of TWLO's 200.00%. David Dodd sees better deleveraging or stronger cash buildup than competitor.
