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.
3.96%
Similar yoy growth to TWLO's 3.85%. Walter Schloss would note comparable liquidity profiles, looking for differences in deployment efficiency.
-1.50%
Short-term investments yoy growth below half of TWLO's -5.46%. Michael Burry might see potential liquidity risk. Investigate alternative capital uses or constraints.
-0.22%
Below half of TWLO's 0.40%. Michael Burry might suspect a liquidity shortfall if there's no alternative capital plan.
25.24%
Receivables growth 1.1-1.25x TWLO's 21.90%. Bill Ackman would demand reasons for extending more credit than the competitor.
No Data
No Data available this quarter, please select a different quarter.
No Data
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2.71%
Similar yoy growth to TWLO's 2.61%. Walter Schloss notes comparable short-term expansions. Investigate quality of these assets.
16.91%
≥ 1.5x TWLO's 7.31%. David Dodd sees more aggressive capex. Confirm it's not overspending.
-0.02%
Less than half of TWLO's 2.85%. David Dodd might see less intangible risk, assuming stable revenue growth.
-10.82%
1.25-1.5x TWLO's -7.47%. Martin Whitman sees potential overreliance on intangible expansions vs. competitor.
-0.81%
Less than half of TWLO's -1.74%. 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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5.66%
Less than half of TWLO's -1.66%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
8.20%
≥ 1.5x TWLO's 1.77%. 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.
5.28%
≥ 1.5x TWLO's 2.48%. David Dodd notes a larger balance sheet expansion. Confirm it's not overleveraged.
38.98%
Similar yoy growth to TWLO's 44.02%. Walter Schloss sees parallel payables strategy. Check top-line correlation.
No Data
No Data available this quarter, please select a different quarter.
No Data
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27.83%
≥ 1.5x TWLO's 4.63%. David Dodd sees stronger subscription/prepayment demand.
No Data
No Data available this quarter, please select a different quarter.
28.47%
Above 1.5x TWLO's 9.87%. 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
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No Data
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-16.13%
Less than half of TWLO's 4.15%. David Dodd notes more conservative expansions in non-current obligations.
-6.89%
Less than half of TWLO's 1.95%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
9.06%
Above 1.5x TWLO's 3.69%. Michael Burry sees a potential leverage warning sign.
No Data
No Data available this quarter, please select a different quarter.
8.29%
Below half TWLO's -14.53%. Michael Burry suspects major net losses or high dividends vs. competitor.
2.19%
Less than half of TWLO's -7.10%. David Dodd sees fewer intangible or market-driven swings than competitor.
No Data
No Data available this quarter, please select a different quarter.
4.71%
≥ 1.5x TWLO's 0.89%. David Dodd sees stronger capital base growth than competitor.
5.28%
≥ 1.5x TWLO's 2.48%. David Dodd sees faster overall balance sheet growth than competitor.
-1.50%
Below half TWLO's -5.46%. Michael Burry suspects major underinvestment or forced divestment.
614.29%
Above 1.5x TWLO's 1.33%. Michael Burry sees a major jump. Investigate leverage rationale.
0.50%
Less than half of TWLO's -30.64%. David Dodd sees better deleveraging or stronger cash buildup than competitor.
