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.
15.18%
Cash & equivalents growing 15.18% while TWLO's declined -0.30%. Peter Lynch would see this as a sign of superior liquidity management.
6.47%
Short-term investments yoy growth below half of TWLO's -2.54%. Michael Burry might see potential liquidity risk. Investigate alternative capital uses or constraints.
8.00%
Below half of TWLO's -1.82%. Michael Burry might suspect a liquidity shortfall if there's no alternative capital plan.
13.52%
Receivables growth less than half of TWLO's -0.17%. 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.
2.41%
Other current assets growth < half of TWLO's 38.27%. David Dodd sees a leaner approach to short-term items.
8.33%
≥ 1.5x TWLO's 0.57%. David Dodd might see a short-term liquidity advantage or potential underutilized capital.
14.40%
≥ 1.5x TWLO's 8.25%. David Dodd sees more aggressive capex. Confirm it's not overspending.
0.46%
Less than half of TWLO's 2.70%. David Dodd might see less intangible risk, assuming stable revenue growth.
-6.22%
1.25-1.5x TWLO's -4.70%. Martin Whitman sees potential overreliance on intangible expansions vs. competitor.
-0.26%
Less than half of TWLO's -1.51%. 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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13.26%
Above 1.5x TWLO's 6.57%. Michael Burry warns of potential hidden liabilities or intangible bloat.
5.31%
1.25-1.5x TWLO's 3.93%. Bruce Berkowitz checks if expansions surpass competitor's pace but remain justified.
No Data
No Data available this quarter, please select a different quarter.
6.98%
≥ 1.5x TWLO's 1.28%. David Dodd notes a larger balance sheet expansion. Confirm it's not overleveraged.
18.58%
Less than half of TWLO's 66.79%. 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.
19.32%
≥ 1.5x TWLO's 8.07%. David Dodd sees stronger subscription/prepayment demand.
No Data
No Data available this quarter, please select a different quarter.
-0.30%
Less than half of TWLO's 12.76%. 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
No Data available this quarter, please select a different quarter.
10.82%
Above 1.5x TWLO's 0.10%. Michael Burry suspects a looming risk from large additions to LT liabilities.
10.82%
Above 1.5x TWLO's 0.89%. 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.
5.81%
50-75% of TWLO's 10.91%. Bruce Berkowitz notes a lower yoy liability increase.
No Data
No Data available this quarter, please select a different quarter.
13.24%
Below half TWLO's -11.27%. Michael Burry suspects major net losses or high dividends vs. competitor.
45.95%
Similar yoy to TWLO's 58.20%. Walter Schloss sees parallel comprehensive income changes.
No Data
No Data available this quarter, please select a different quarter.
7.11%
Below half TWLO's -0.87%. Michael Burry sees potential underperformance in building shareholder capital.
6.98%
≥ 1.5x TWLO's 1.28%. David Dodd sees faster overall balance sheet growth than competitor.
6.47%
Below half TWLO's -2.54%. Michael Burry suspects major underinvestment or forced divestment.
No Data
No Data available this quarter, please select a different quarter.
-15.18%
Less than half of TWLO's 0.30%. David Dodd sees better deleveraging or stronger cash buildup than competitor.
