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.
13.90%
Cash & equivalents growing 13.90% while TWLO's declined -6.17%. Peter Lynch would see this as a sign of superior liquidity management.
17.36%
Higher Short-Term Investments Growth compared to TWLO's zero value, indicating better performance.
16.42%
Below half of TWLO's -6.17%. Michael Burry might suspect a liquidity shortfall if there's no alternative capital plan.
27.31%
Receivables growth above 1.5x TWLO's 10.07%. 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.
13.13%
Below half of TWLO's -0.86%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
6.60%
Below half TWLO's 15.84%. Michael Burry sees potential underinvestment risk unless there's a valid reason (asset-light model).
0.01%
Less than half of TWLO's 1.67%. David Dodd might see less intangible risk, assuming stable revenue growth.
-5.56%
Less than half of TWLO's 0.44%. David Dodd sees relatively fewer intangible expansions. Possibly more tangible-driven.
-0.88%
Less than half of TWLO's 1.15%. 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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49.06%
Less than half of TWLO's -38.07%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
1.56%
Below half of TWLO's 5.23%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
No Data available this quarter, please select a different quarter.
6.32%
Below half of TWLO's -0.09%. Michael Burry sees a potential red flag for stagnation or capital shortage.
31.54%
Less than half of TWLO's -1.37%. 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.
19.15%
Higher Deferred Revenue (Current) Growth compared to TWLO's zero value, indicating better performance.
338.17%
Exceeding 1.5x TWLO's 4.76%. Michael Burry suspects ballooning short-term obligations vs. competitor.
7.42%
Similar yoy to TWLO's 9.48%. Walter Schloss sees parallel short-term liability strategies.
No Data
No Data available this quarter, please select a different quarter.
No Data
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No Data
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0.29%
Higher Other Non-Current Liabilities Growth compared to TWLO's zero value, indicating worse performance.
0.21%
Higher Total Non-Current Liabilities Growth compared to TWLO's zero value, indicating worse performance.
No Data
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2.77%
Less than half of TWLO's 10.70%. David Dodd sees far fewer liability expansions relative to competitor.
No Data
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18.98%
Below half TWLO's -5.78%. Michael Burry suspects major net losses or high dividends vs. competitor.
-19.74%
Higher AOCI Growth compared to TWLO's zero value, indicating worse performance.
No Data
No Data available this quarter, please select a different quarter.
6.76%
Below half TWLO's -3.06%. Michael Burry sees potential underperformance in building shareholder capital.
6.32%
≥ 1.5x TWLO's 0.17%. David Dodd sees faster overall balance sheet growth than competitor.
17.36%
Higher Total Investments Growth compared to TWLO's zero value, indicating better performance.
-9.52%
Higher Total Debt Growth compared to TWLO's zero value, indicating worse performance.
-14.61%
Less than half of TWLO's 6.17%. David Dodd sees better deleveraging or stronger cash buildup than competitor.
