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.
12.19%
Cash & equivalents yoy growth below half of TWLO's 25.44%. Michael Burry would question if the firm faces a liquidity squeeze. Check for rising debts or negative cash flow.
8.18%
Short-term investments yoy growth below half of TWLO's -8.56%. Michael Burry might see potential liquidity risk. Investigate alternative capital uses or constraints.
8.94%
Cash + STI yoy ≥ 1.5x TWLO's 2.44%. David Dodd might see it as a strategic cash buffer advantage. Evaluate deployment plans.
31.83%
Receivables growth above 1.5x TWLO's 15.71%. Michael Burry would check for potential credit bubble or inflated top-line.
No Data
No Data available this quarter, please select a different quarter.
-31.54%
1.1-1.25x TWLO's -27.03%. Bill Ackman might question if the company is accumulating more extraneous short-term items.
9.86%
≥ 1.5x TWLO's 1.63%. David Dodd might see a short-term liquidity advantage or potential underutilized capital.
12.86%
≥ 1.5x TWLO's 5.92%. David Dodd sees more aggressive capex. Confirm it's not overspending.
0.04%
Less than half of TWLO's 2.55%. David Dodd might see less intangible risk, assuming stable revenue growth.
-8.10%
1.25-1.5x TWLO's -5.69%. Martin Whitman sees potential overreliance on intangible expansions vs. competitor.
-0.78%
Less than half of TWLO's -1.98%. 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.
-10.07%
50-75% of TWLO's -15.45%. Bruce Berkowitz notes relatively lower 'other assets' expansions.
3.35%
≥ 1.5x TWLO's 0.61%. David Dodd sees significantly higher long-term asset buildup. Confirm synergy with strategy.
No Data
No Data available this quarter, please select a different quarter.
7.00%
≥ 1.5x TWLO's 1.41%. David Dodd notes a larger balance sheet expansion. Confirm it's not overleveraged.
-0.78%
Less than half of TWLO's 56.19%. 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.
-6.67%
Below half of TWLO's 1.46%. Michael Burry suspects a big gap in pre-sales traction.
No Data
No Data available this quarter, please select a different quarter.
13.77%
Above 1.5x TWLO's 3.33%. 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.
43.08%
Less than half of TWLO's -8.31%. David Dodd notes more conservative expansions in non-current obligations.
43.08%
Less than half of TWLO's -9.08%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
30.64%
Above 1.5x TWLO's 1.57%. Michael Burry sees a potential leverage warning sign.
No Data
No Data available this quarter, please select a different quarter.
8.91%
Below half TWLO's -8.17%. Michael Burry suspects major net losses or high dividends vs. competitor.
-13.50%
Above 1.5x TWLO's -0.54%. 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.
4.41%
≥ 1.5x TWLO's 1.37%. David Dodd sees stronger capital base growth than competitor.
7.00%
≥ 1.5x TWLO's 1.41%. David Dodd sees faster overall balance sheet growth than competitor.
8.18%
Below half TWLO's -8.56%. Michael Burry suspects major underinvestment or forced divestment.
No Data
No Data available this quarter, please select a different quarter.
-12.19%
Less than half of TWLO's -25.44%. David Dodd sees better deleveraging or stronger cash buildup than competitor.
