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.
-15.91%
Both companies show declining cash positions (-15.91% vs TWLO's -4.78%). Seth Klarman would examine if this reflects broader market conditions or operational challenges.
28.04%
Higher Short-Term Investments Growth compared to TWLO's zero value, indicating better performance.
12.10%
Below half of TWLO's -4.78%. Michael Burry might suspect a liquidity shortfall if there's no alternative capital plan.
10.74%
Receivables growth less than half of TWLO's 24.36%. 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.
12.91%
Below half of TWLO's -3.09%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
7.67%
Below half TWLO's 20.36%. Michael Burry sees potential underinvestment risk unless there's a valid reason (asset-light model).
-0.01%
Higher Goodwill Growth compared to TWLO's zero value, indicating worse performance.
-4.66%
Less than half of TWLO's 4.58%. David Dodd sees relatively fewer intangible expansions. Possibly more tangible-driven.
-0.78%
Less than half of TWLO's 1.89%. 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.
-10.10%
Above 1.5x TWLO's -0.20%. Michael Burry warns of potential hidden liabilities or intangible bloat.
0.56%
Below half of TWLO's 12.04%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
No Data available this quarter, please select a different quarter.
5.30%
Below half of TWLO's -1.40%. Michael Burry sees a potential red flag for stagnation or capital shortage.
7.19%
Less than half of TWLO's 102.87%. 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.
-4.08%
Both TWLO and the company show zero Deferred Revenue (Current) Growth.
No Data
No Data available this quarter, please select a different quarter.
-4.73%
Less than half of TWLO's 14.71%. David Dodd sees a more disciplined short-term liability approach.
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.
17.16%
Higher Other Non-Current Liabilities Growth compared to TWLO's zero value, indicating worse performance.
16.45%
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.
7.93%
50-75% of TWLO's 14.71%. Bruce Berkowitz notes a lower yoy liability increase.
No Data
No Data available this quarter, please select a different quarter.
12.22%
Below half TWLO's -27.67%. Michael Burry suspects major net losses or high dividends vs. competitor.
-6.44%
Higher AOCI Growth compared to TWLO's zero value, indicating worse performance.
No Data
No Data available this quarter, please select a different quarter.
4.99%
Below half TWLO's -5.45%. Michael Burry sees potential underperformance in building shareholder capital.
5.30%
Below half TWLO's -1.38%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
28.04%
Higher Total Investments Growth compared to TWLO's zero value, indicating better performance.
-15.44%
Higher Total Debt Growth compared to TWLO's zero value, indicating worse performance.
15.92%
Above 1.5x TWLO's 4.78%. Michael Burry sees a major gap in net debt growth. Check coverage and liquidity.
