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.
15.15%
Cash & equivalents growing 15.15% while TWLO's declined -38.31%. Peter Lynch would see this as a sign of superior liquidity management.
4.52%
Short-term investments yoy growth below half of TWLO's 15.21%. Michael Burry might see potential liquidity risk. Investigate alternative capital uses or constraints.
7.56%
Below half of TWLO's -0.03%. Michael Burry might suspect a liquidity shortfall if there's no alternative capital plan.
2.13%
Receivables growth 50-75% of TWLO's 3.48%. Bruce Berkowitz would note relatively tighter receivables. Check if sales remain robust.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
7.10%
≥ 1.5x TWLO's 0.43%. David Dodd might see a short-term liquidity advantage or potential underutilized capital.
9.17%
≥ 1.5x TWLO's 3.14%. David Dodd sees more aggressive capex. Confirm it's not overspending.
0.02%
Less than half of TWLO's -0.01%. David Dodd might see less intangible risk, assuming stable revenue growth.
-14.19%
Above 1.5x TWLO's -4.15%. Michael Burry might suspect inflated intangible valuations or questionable M&A additions.
-0.71%
Similar yoy changes to TWLO's -0.73%. Walter Schloss sees parallel intangible strategies or acquisitions.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
0.61%
Less than half of TWLO's -5.08%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
5.58%
Below half of TWLO's -0.26%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
No Data available this quarter, please select a different quarter.
6.33%
≥ 1.5x TWLO's 0.02%. David Dodd notes a larger balance sheet expansion. Confirm it's not overleveraged.
31.30%
Less than half of TWLO's -11.62%. 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.
13.64%
≥ 1.5x TWLO's 4.49%. David Dodd sees stronger subscription/prepayment demand.
No Data
No Data available this quarter, please select a different quarter.
2.69%
Less than half of TWLO's 7.16%. 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.
7.27%
Above 1.5x TWLO's 3.56%. Michael Burry suspects a looming risk from large additions to LT liabilities.
11.96%
Less than half of TWLO's -0.17%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
7.70%
Above 1.5x TWLO's 1.65%. Michael Burry sees a potential leverage warning sign.
No Data
No Data available this quarter, please select a different quarter.
10.72%
Below half TWLO's -17.52%. Michael Burry suspects major net losses or high dividends vs. competitor.
-75.78%
Less than half of TWLO's 38.60%. David Dodd sees fewer intangible or market-driven swings than competitor.
No Data
No Data available this quarter, please select a different quarter.
5.90%
Below half TWLO's -0.29%. Michael Burry sees potential underperformance in building shareholder capital.
6.33%
≥ 1.5x TWLO's 0.02%. David Dodd sees faster overall balance sheet growth than competitor.
4.52%
Below half TWLO's 15.21%. Michael Burry suspects major underinvestment or forced divestment.
16.93%
Less than half of TWLO's -0.17%. David Dodd sees less overall debt expansion vs. competitor.
-12.86%
Less than half of TWLO's 229.58%. David Dodd sees better deleveraging or stronger cash buildup than competitor.
