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.
-11.99%
Both companies show declining cash positions (-11.99% vs TWLO's -22.17%). Seth Klarman would examine if this reflects broader market conditions or operational challenges.
15.86%
Similar yoy growth to TWLO's 15.84%. Walter Schloss would note comparable strategies in building short-term reserves.
9.74%
Cash + STI yoy ≥ 1.5x TWLO's 0.24%. David Dodd might see it as a strategic cash buffer advantage. Evaluate deployment plans.
14.11%
Receivables growth 50-75% of TWLO's 24.57%. Bruce Berkowitz would note relatively tighter receivables. Check if sales remain robust.
No Data
No Data available this quarter, please select a different quarter.
20.35%
Other current assets growth < half of TWLO's -17.74%. David Dodd sees a leaner approach to short-term items.
10.49%
≥ 1.5x TWLO's 1.15%. David Dodd might see a short-term liquidity advantage or potential underutilized capital.
12.32%
≥ 1.5x TWLO's 7.70%. David Dodd sees more aggressive capex. Confirm it's not overspending.
0.02%
Less than half of TWLO's 4.74%. David Dodd might see less intangible risk, assuming stable revenue growth.
-7.37%
Above 1.5x TWLO's -1.90%. Michael Burry might suspect inflated intangible valuations or questionable M&A additions.
-0.83%
Less than half of TWLO's 0.86%. 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.
14.16%
Above 1.5x TWLO's 9.34%. Michael Burry warns of potential hidden liabilities or intangible bloat.
3.95%
0.75-0.9x TWLO's 4.83%. Bill Ackman questions if the competitor invests more robustly in future growth.
No Data
No Data available this quarter, please select a different quarter.
7.46%
≥ 1.5x TWLO's 1.90%. David Dodd notes a larger balance sheet expansion. Confirm it's not overleveraged.
90.00%
Less than half of TWLO's -31.54%. 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.
10.00%
0.75-0.9x TWLO's 13.28%. Bill Ackman wonders if competitor is securing more prepayments.
No Data
No Data available this quarter, please select a different quarter.
13.22%
Less than half of TWLO's -15.33%. 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
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12.48%
Less than half of TWLO's -0.10%. David Dodd notes more conservative expansions in non-current obligations.
12.48%
Above 1.5x TWLO's 1.07%. Michael Burry sees a strong spike vs. competitor. Check coverage and debt ratios.
No Data
No Data available this quarter, please select a different quarter.
12.81%
Less than half of TWLO's -13.13%. David Dodd sees far fewer liability expansions relative to competitor.
No Data
No Data available this quarter, please select a different quarter.
14.00%
Below half TWLO's -3.54%. Michael Burry suspects major net losses or high dividends vs. competitor.
40.89%
Less than half of TWLO's 777.37%. David Dodd sees fewer intangible or market-driven swings than competitor.
No Data
No Data available this quarter, please select a different quarter.
6.90%
1.25-1.5x TWLO's 5.99%. Bruce Berkowitz notes an above-average equity expansion.
7.46%
≥ 1.5x TWLO's 1.90%. David Dodd sees faster overall balance sheet growth than competitor.
15.86%
Similar yoy to TWLO's 15.84%. Walter Schloss notes parallel moves in the investment portfolio.
No Data
No Data available this quarter, please select a different quarter.
11.99%
50-75% of TWLO's 22.17%. Bruce Berkowitz notes comparatively lower net debt expansion.
