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.
-16.58%
Both companies show declining cash positions (-16.58% vs TWLO's -4.94%). Seth Klarman would examine if this reflects broader market conditions or operational challenges.
2.64%
Short-term investments yoy growth below half of TWLO's -8.27%. Michael Burry might see potential liquidity risk. Investigate alternative capital uses or constraints.
-2.61%
Below half of TWLO's -6.20%. Michael Burry might suspect a liquidity shortfall if there's no alternative capital plan.
8.37%
Receivables growth less than half of TWLO's 18.63%. 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.
No Data
No Data available this quarter, please select a different quarter.
-1.38%
Below half of TWLO's -3.76%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
15.01%
≥ 1.5x TWLO's 4.38%. David Dodd sees more aggressive capex. Confirm it's not overspending.
0.22%
Less than half of TWLO's 111.96%. David Dodd might see less intangible risk, assuming stable revenue growth.
-7.76%
Less than half of TWLO's 74.09%. David Dodd sees relatively fewer intangible expansions. Possibly more tangible-driven.
-0.41%
Less than half of TWLO's 93.25%. 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.
7.64%
Less than half of TWLO's 157.11%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
7.04%
Below half of TWLO's 50.32%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
No Data available this quarter, please select a different quarter.
2.39%
1.25-1.5x TWLO's 1.82%. Bruce Berkowitz sees a stronger asset build. Check if it's producing returns.
40.81%
Less than half of TWLO's -45.96%. 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.
26.37%
≥ 1.5x TWLO's 10.60%. David Dodd sees stronger subscription/prepayment demand.
No Data
No Data available this quarter, please select a different quarter.
16.96%
Above 1.5x TWLO's 2.11%. 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.
7.52%
Less than half of TWLO's 24.29%. David Dodd notes more conservative expansions in non-current obligations.
6.56%
Above 1.5x TWLO's 2.46%. 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.
11.01%
Above 1.5x TWLO's 2.39%. Michael Burry sees a potential leverage warning sign.
No Data
No Data available this quarter, please select a different quarter.
1.39%
Below half TWLO's -9.10%. Michael Burry suspects major net losses or high dividends vs. competitor.
-13.10%
Less than half of TWLO's -29.66%. David Dodd sees fewer intangible or market-driven swings than competitor.
No Data
No Data available this quarter, please select a different quarter.
1.21%
1.25-1.5x TWLO's 1.09%. Bruce Berkowitz notes an above-average equity expansion.
2.39%
1.25-1.5x TWLO's 1.82%. Bruce Berkowitz checks if expansions are well-justified by ROI.
2.64%
Below half TWLO's -8.27%. Michael Burry suspects major underinvestment or forced divestment.
-42.15%
Less than half of TWLO's 1.34%. David Dodd sees less overall debt expansion vs. competitor.
16.31%
Less than half of TWLO's 42.69%. David Dodd sees better deleveraging or stronger cash buildup than competitor.
