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.
-4.39%
Cash & equivalents declining -4.39% while TWLO's grows 319.16%. Howard Marks would question why our liquidity is shrinking while competitor builds cash.
-3.50%
Short-term investments yoy growth below half of TWLO's 58.27%. Michael Burry might see potential liquidity risk. Investigate alternative capital uses or constraints.
-3.75%
Below half of TWLO's 158.00%. Michael Burry might suspect a liquidity shortfall if there's no alternative capital plan.
9.29%
Receivables growth 50-75% of TWLO's 17.91%. Bruce Berkowitz would note relatively tighter receivables. Check if sales remain robust.
No Data
No Data available this quarter, please select a different quarter.
-100.00%
Other current assets growth < half of TWLO's 29.90%. David Dodd sees a leaner approach to short-term items.
-1.15%
Below half of TWLO's 131.36%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
13.24%
≥ 1.5x TWLO's 5.64%. David Dodd sees more aggressive capex. Confirm it's not overspending.
-0.03%
Less than half of TWLO's -4.18%. David Dodd might see less intangible risk, assuming stable revenue growth.
-9.34%
Similar yoy growth to TWLO's -9.87%. Walter Schloss sees parallel intangible investment patterns.
-0.83%
Less than half of TWLO's -7.08%. 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.
-2.33%
Less than half of TWLO's 7.61%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
5.00%
≥ 1.5x TWLO's 1.12%. 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.
1.51%
Below half of TWLO's 104.20%. Michael Burry sees a potential red flag for stagnation or capital shortage.
-29.34%
Less than half of TWLO's 32.59%. 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.
-3.19%
Below half of TWLO's 14.30%. Michael Burry suspects a big gap in pre-sales traction.
No Data
No Data available this quarter, please select a different quarter.
-8.18%
Less than half of TWLO's 12.38%. 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.
-1.94%
50-75% of TWLO's -3.82%. Bruce Berkowitz sees fewer new long-term commitments.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
-3.67%
Less than half of TWLO's 362.50%. David Dodd sees far fewer liability expansions relative to competitor.
No Data
No Data available this quarter, please select a different quarter.
3.96%
Below half TWLO's -8.78%. Michael Burry suspects major net losses or high dividends vs. competitor.
-133.67%
Above 1.5x TWLO's -19.56%. 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.
2.27%
Below half TWLO's 18.52%. Michael Burry sees potential underperformance in building shareholder capital.
1.51%
Below half TWLO's 104.20%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
-3.50%
Below half TWLO's 58.27%. Michael Burry suspects major underinvestment or forced divestment.
23.47%
Higher Total Debt Growth compared to TWLO's zero value, indicating worse performance.
4.61%
Less than half of TWLO's 40.20%. David Dodd sees better deleveraging or stronger cash buildup than competitor.
