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.
49.55%
Cash & equivalents yoy growth at least 1.5x TWLO's 2.13%. Mohnish Pabrai might see this as a favorable liquidity edge, provided funds are well deployed.
-5.23%
Short-term investments yoy growth below half of TWLO's 8.36%. Michael Burry might see potential liquidity risk. Investigate alternative capital uses or constraints.
5.38%
Similar yoy growth to TWLO's 5.89%. Walter Schloss would note comparable liquidity expansions. Examine capital usage strategies.
-12.29%
Receivables growth less than half of TWLO's 32.93%. 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.
31.47%
Other current assets growth < half of TWLO's -12.91%. David Dodd sees a leaner approach to short-term items.
3.81%
Below half of TWLO's 8.16%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
18.15%
≥ 1.5x TWLO's 6.24%. David Dodd sees more aggressive capex. Confirm it's not overspending.
0.26%
Less than half of TWLO's 2.34%. David Dodd might see less intangible risk, assuming stable revenue growth.
-7.91%
1.25-1.5x TWLO's -5.40%. Martin Whitman sees potential overreliance on intangible expansions vs. competitor.
-0.51%
Less than half of TWLO's -1.75%. 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.
8.62%
Less than half of TWLO's 20.85%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
7.15%
≥ 1.5x TWLO's 4.32%. 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.
5.23%
0.5-0.75x TWLO's 7.34%. Martin Whitman worries about slower asset growth than competitor. Is it strategy or constraint?
56.05%
Similar yoy growth to TWLO's 61.25%. Walter Schloss sees parallel payables strategy. Check top-line correlation.
No Data
No Data available this quarter, please select a different quarter.
-100.00%
Below half of TWLO's 1.68%. David Dodd notes smaller yoy tax burden vs. competitor. Check consistent profit levels.
-4.08%
Below half of TWLO's 7.16%. Michael Burry suspects a big gap in pre-sales traction.
-100.00%
Less than half of TWLO's 50.26%. David Dodd sees fewer expansions in other current obligations.
35.27%
Similar yoy to TWLO's 39.19%. 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.
-2.77%
Similar yoy changes to TWLO's -2.99%. Walter Schloss sees parallel expansions in other LT liabilities.
-2.77%
50-75% of TWLO's -4.01%. Bruce Berkowitz notes a smaller yoy liability buildup than competitor.
No Data
No Data available this quarter, please select a different quarter.
11.28%
Less than half of TWLO's 33.71%. David Dodd sees far fewer liability expansions relative to competitor.
-100.00%
Less than half of TWLO's 1.06%. David Dodd sees fewer share issuances vs. competitor.
8.21%
Below half TWLO's -9.19%. Michael Burry suspects major net losses or high dividends vs. competitor.
-29.52%
Less than half of TWLO's 20.44%. David Dodd sees fewer intangible or market-driven swings than competitor.
No Data
No Data available this quarter, please select a different quarter.
4.40%
≥ 1.5x TWLO's 0.75%. David Dodd sees stronger capital base growth than competitor.
5.23%
0.5-0.75x TWLO's 7.34%. Martin Whitman sees underexpansion or possible missed opportunities.
-5.23%
Below half TWLO's 8.36%. Michael Burry suspects major underinvestment or forced divestment.
No Data
No Data available this quarter, please select a different quarter.
-48.34%
Above 1.5x TWLO's -2.13%. Michael Burry sees a major gap in net debt growth. Check coverage and liquidity.
