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.
10.55%
Cash & equivalents growing 10.55% while TWLO's declined -22.47%. Peter Lynch would see this as a sign of superior liquidity management.
9.88%
Short-term investments yoy growth below half of TWLO's 107.24%. Michael Burry might see potential liquidity risk. Investigate alternative capital uses or constraints.
10.04%
Below half of TWLO's 22.79%. Michael Burry might suspect a liquidity shortfall if there's no alternative capital plan.
-14.66%
Receivables growth less than half of TWLO's 7.61%. 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.
5.59%
Below half of TWLO's 21.79%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
38.12%
Below half TWLO's 311.86%. Michael Burry sees potential underinvestment risk unless there's a valid reason (asset-light model).
0.17%
Less than half of TWLO's 5866.78%. David Dodd might see less intangible risk, assuming stable revenue growth.
-11.13%
Less than half of TWLO's 1728.68%. David Dodd sees relatively fewer intangible expansions. Possibly more tangible-driven.
-0.57%
Less than half of TWLO's 4131.65%. 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.
1.01%
Less than half of TWLO's -46.76%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
19.90%
Below half of TWLO's 1862.57%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
No Data available this quarter, please select a different quarter.
12.48%
Below half of TWLO's 300.51%. Michael Burry sees a potential red flag for stagnation or capital shortage.
-26.34%
Less than half of TWLO's 21.21%. David Dodd sees a more disciplined AP approach or lower volume.
-100.00%
Higher Short-Term Debt Growth compared to TWLO's zero value, indicating worse performance.
-100.00%
Below half of TWLO's 11.06%. David Dodd notes smaller yoy tax burden vs. competitor. Check consistent profit levels.
-3.40%
Below half of TWLO's 19.38%. Michael Burry suspects a big gap in pre-sales traction.
-100.00%
Less than half of TWLO's 13.27%. David Dodd sees fewer expansions in other current obligations.
41.20%
1.25-1.5x TWLO's 32.31%. Martin Whitman is wary of bigger short-term burdens.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
-100.00%
Less than half of TWLO's 126.48%. David Dodd sees fewer additions to deferred tax liabilities vs. competitor.
17.60%
Less than half of TWLO's -78.71%. David Dodd notes more conservative expansions in non-current obligations.
110.87%
Above 1.5x TWLO's 34.81%. 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.
73.85%
Above 1.5x TWLO's 34.22%. Michael Burry sees a potential leverage warning sign.
-100.00%
Less than half of TWLO's 26.00%. David Dodd sees fewer share issuances vs. competitor.
4.25%
Below half TWLO's -9.82%. Michael Burry suspects major net losses or high dividends vs. competitor.
-2.76%
Less than half of TWLO's 81.20%. David Dodd sees fewer intangible or market-driven swings than competitor.
No Data
No Data available this quarter, please select a different quarter.
2.84%
Below half TWLO's 659.30%. Michael Burry sees potential underperformance in building shareholder capital.
12.48%
Below half TWLO's 300.51%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
9.88%
Below half TWLO's 107.24%. Michael Burry suspects major underinvestment or forced divestment.
1342.00%
Above 1.5x TWLO's 43.95%. Michael Burry sees a major jump. Investigate leverage rationale.
59.39%
Less than half of TWLO's 569.91%. David Dodd sees better deleveraging or stronger cash buildup than competitor.
