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.
18.21%
Cash & equivalents growing 18.21% while TWLO's declined -3.50%. Peter Lynch would see this as a sign of superior liquidity management.
10.54%
Higher Short-Term Investments Growth compared to TWLO's zero value, indicating better performance.
12.22%
Below half of TWLO's -3.50%. Michael Burry might suspect a liquidity shortfall if there's no alternative capital plan.
9.60%
Receivables growth less than half of TWLO's 27.72%. 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.
12.28%
Below half of TWLO's -0.44%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
11.19%
Below half TWLO's 26.44%. Michael Burry sees potential underinvestment risk unless there's a valid reason (asset-light model).
0.23%
Higher Goodwill Growth compared to TWLO's zero value, indicating worse performance.
-6.15%
Above 1.5x TWLO's -1.69%. Michael Burry might suspect inflated intangible valuations or questionable M&A additions.
-0.65%
Similar yoy changes to TWLO's -0.76%. Walter Schloss sees parallel intangible strategies or acquisitions.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
-6.12%
Above 1.5x TWLO's -0.54%. Michael Burry warns of potential hidden liabilities or intangible bloat.
2.15%
Below half of TWLO's 15.09%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
No Data available this quarter, please select a different quarter.
7.06%
≥ 1.5x TWLO's 1.19%. David Dodd notes a larger balance sheet expansion. Confirm it's not overleveraged.
100.00%
Less than half of TWLO's -28.70%. 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.
-1.27%
Below half of TWLO's 9.02%. Michael Burry suspects a big gap in pre-sales traction.
No Data
No Data available this quarter, please select a different quarter.
17.37%
Above 1.5x TWLO's 11.22%. 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.
-5.76%
Less than half of TWLO's 2.98%. David Dodd notes more conservative expansions in non-current obligations.
-5.76%
Less than half of TWLO's 2.98%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
3.79%
Less than half of TWLO's 10.06%. David Dodd sees far fewer liability expansions relative to competitor.
No Data
No Data available this quarter, please select a different quarter.
17.82%
Below half TWLO's -6.91%. Michael Burry suspects major net losses or high dividends vs. competitor.
0.53%
Less than half of TWLO's -19.79%. David Dodd sees fewer intangible or market-driven swings than competitor.
No Data
No Data available this quarter, please select a different quarter.
7.41%
Below half TWLO's -1.11%. Michael Burry sees potential underperformance in building shareholder capital.
7.06%
≥ 1.5x TWLO's 1.19%. David Dodd sees faster overall balance sheet growth than competitor.
10.54%
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.
-18.21%
Less than half of TWLO's 3.50%. David Dodd sees better deleveraging or stronger cash buildup than competitor.