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.
-20.88%
Cash & equivalents declining -20.88% while TWLO's grows 152.99%. Howard Marks would question why our liquidity is shrinking while competitor builds cash.
28.38%
Higher Short-Term Investments Growth compared to TWLO's zero value, indicating better performance.
12.96%
Below half of TWLO's 152.99%. Michael Burry might suspect a liquidity shortfall if there's no alternative capital plan.
19.29%
Receivables growth above 1.5x TWLO's 8.42%. 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.
13.43%
Below half of TWLO's 121.45%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
9.85%
Below half TWLO's 21.94%. Michael Burry sees potential underinvestment risk unless there's a valid reason (asset-light model).
0.08%
Higher Goodwill Growth compared to TWLO's zero value, indicating worse performance.
-6.13%
Less than half of TWLO's 13.37%. David Dodd sees relatively fewer intangible expansions. Possibly more tangible-driven.
-0.82%
Less than half of TWLO's 5.62%. 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.
0.43%
Less than half of TWLO's 1.37%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
1.65%
Below half of TWLO's 13.20%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
No Data available this quarter, please select a different quarter.
7.04%
Below half of TWLO's 101.22%. Michael Burry sees a potential red flag for stagnation or capital shortage.
-12.75%
1.25-1.5x TWLO's -8.74%. Martin Whitman sees potential reliance on supplier financing. Verify liquidity.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
43.64%
≥ 1.5x TWLO's 26.37%. David Dodd sees stronger subscription/prepayment demand.
No Data
No Data available this quarter, please select a different quarter.
22.22%
Above 1.5x TWLO's 13.45%. Michael Burry sees a red flag for liquidity risk vs. competitor.
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.
0.93%
Less than half of TWLO's 2362.37%. David Dodd notes more conservative expansions in non-current obligations.
0.93%
Less than half of TWLO's 2362.37%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
8.75%
Less than half of TWLO's 31.03%. David Dodd sees far fewer liability expansions relative to competitor.
No Data
No Data available this quarter, please select a different quarter.
18.19%
Below half TWLO's -7.24%. Michael Burry suspects major net losses or high dividends vs. competitor.
-35.51%
Above 1.5x TWLO's -20.13%. Michael Burry sees a significant jump in intangible or market-based gains. Scrutinize risk of reversal.
No Data
No Data available this quarter, please select a different quarter.
6.86%
Below half TWLO's 133.70%. Michael Burry sees potential underperformance in building shareholder capital.
7.04%
Below half TWLO's 101.22%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
28.38%
Higher Total Investments Growth compared to TWLO's zero value, indicating better performance.
No Data
No Data available this quarter, please select a different quarter.
20.88%
Less than half of TWLO's -152.99%. David Dodd sees better deleveraging or stronger cash buildup than competitor.
