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.
25.29%
Cash & equivalents yoy growth 0.5-0.75x TWLO's 41.88%. Martin Whitman would worry if slower accumulation signals weaker operations or bigger outflows.
1.62%
Short-term investments yoy growth below half of TWLO's 148.79%. Michael Burry might see potential liquidity risk. Investigate alternative capital uses or constraints.
7.41%
Below half of TWLO's 104.84%. Michael Burry might suspect a liquidity shortfall if there's no alternative capital plan.
16.03%
Similar receivables growth to TWLO's 20.57%. Walter Schloss would see comparable credit policies, investigating any subtle differences in sales.
No Data
No Data available this quarter, please select a different quarter.
No Data
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8.74%
Below half of TWLO's 93.72%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
9.32%
Below half TWLO's -1.24%. Michael Burry sees potential underinvestment risk unless there's a valid reason (asset-light model).
0.01%
Less than half of TWLO's 0.28%. David Dodd might see less intangible risk, assuming stable revenue growth.
-13.57%
Above 1.5x TWLO's -3.68%. Michael Burry might suspect inflated intangible valuations or questionable M&A additions.
-0.80%
Above 1.5x TWLO's -0.44%. Michael Burry sees potential overpaying or intangible bubble risk. Check synergy assumptions.
No Data
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No Data
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-6.00%
Less than half of TWLO's 57.18%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
5.11%
Below half of TWLO's -0.24%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
No Data available this quarter, please select a different quarter.
6.88%
Below half of TWLO's 24.01%. Michael Burry sees a potential red flag for stagnation or capital shortage.
8.44%
Less than half of TWLO's 30.97%. 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
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39.44%
≥ 1.5x TWLO's 6.64%. David Dodd sees stronger subscription/prepayment demand.
No Data
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31.00%
Above 1.5x TWLO's 10.66%. 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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25.51%
Less than half of TWLO's 177.99%. David Dodd notes more conservative expansions in non-current obligations.
16.95%
Above 1.5x TWLO's 0.04%. Michael Burry sees a strong spike vs. competitor. Check coverage and debt ratios.
No Data
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23.01%
Above 1.5x TWLO's 2.48%. Michael Burry sees a potential leverage warning sign.
No Data
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2.75%
Below half TWLO's -22.68%. Michael Burry suspects major net losses or high dividends vs. competitor.
38.16%
Similar yoy to TWLO's 42.19%. Walter Schloss sees parallel comprehensive income changes.
No Data
No Data available this quarter, please select a different quarter.
2.60%
Below half TWLO's 29.13%. Michael Burry sees potential underperformance in building shareholder capital.
6.88%
Below half TWLO's 24.01%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
1.62%
Below half TWLO's 148.79%. Michael Burry suspects major underinvestment or forced divestment.
8.32%
Less than half of TWLO's -0.09%. David Dodd sees less overall debt expansion vs. competitor.
-56.93%
Similar yoy changes to TWLO's -64.09%. Walter Schloss sees parallel net leverage strategies.
