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.
47.45%
Cash & equivalents yoy growth at least 1.5x TWLO's 21.19%. Mohnish Pabrai might see this as a favorable liquidity edge, provided funds are well deployed.
2.21%
Higher Short-Term Investments Growth compared to TWLO's zero value, indicating better performance.
12.66%
Cash + STI yoy 0.5-0.75x TWLO's 21.19%. Martin Whitman would worry about lagging short-term reserves. Confirm debt coverage.
30.07%
Receivables growth less than half of TWLO's -10.73%. 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.
-14.22%
Other current assets growth < half of TWLO's 17.77%. David Dodd sees a leaner approach to short-term items.
13.43%
0.75-0.9x TWLO's 17.86%. Bill Ackman would ask if competitor is building short-term resources more aggressively.
8.76%
Below half TWLO's 44.57%. Michael Burry sees potential underinvestment risk unless there's a valid reason (asset-light model).
0.20%
Less than half of TWLO's 12.64%. David Dodd might see less intangible risk, assuming stable revenue growth.
-6.18%
Less than half of TWLO's 301.09%. David Dodd sees relatively fewer intangible expansions. Possibly more tangible-driven.
-0.63%
Less than half of TWLO's 141.62%. 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.
98.79%
Less than half of TWLO's -12.12%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
4.14%
Below half of TWLO's 45.65%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
No Data available this quarter, please select a different quarter.
8.86%
Below half of TWLO's 21.18%. Michael Burry sees a potential red flag for stagnation or capital shortage.
16.15%
Less than half of TWLO's -32.86%. 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.
15.38%
≥ 1.5x TWLO's 7.69%. David Dodd sees stronger subscription/prepayment demand.
No Data
No Data available this quarter, please select a different quarter.
10.79%
Similar yoy to TWLO's 11.25%. Walter Schloss sees parallel short-term liability strategies.
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.
-2.43%
Less than half of TWLO's -4.97%. David Dodd notes more conservative expansions in non-current obligations.
-2.43%
Less than half of TWLO's -4.97%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
3.74%
Less than half of TWLO's 9.12%. David Dodd sees far fewer liability expansions relative to competitor.
No Data
No Data available this quarter, please select a different quarter.
37.75%
Below half TWLO's -7.24%. Michael Burry suspects major net losses or high dividends vs. competitor.
-88.98%
Above 1.5x TWLO's -20.33%. 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.
9.39%
Below half TWLO's 24.66%. Michael Burry sees potential underperformance in building shareholder capital.
8.86%
Below half TWLO's 21.18%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
2.21%
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.
-47.45%
Above 1.5x TWLO's -21.19%. Michael Burry sees a major gap in net debt growth. Check coverage and liquidity.
