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.
23.79%
Cash & equivalents yoy growth 0.5-0.75x TWLO's 36.21%. Martin Whitman would worry if slower accumulation signals weaker operations or bigger outflows.
2.50%
Short-term investments yoy growth below half of TWLO's -6.33%. Michael Burry might see potential liquidity risk. Investigate alternative capital uses or constraints.
9.91%
Below half of TWLO's -0.50%. Michael Burry might suspect a liquidity shortfall if there's no alternative capital plan.
-23.42%
Receivables growth less than half of TWLO's 12.20%. 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.
4.72%
≥ 1.5x TWLO's 0.79%. David Dodd might see a short-term liquidity advantage or potential underutilized capital.
3.80%
Similar yoy growth to TWLO's 4.16%. Walter Schloss sees parallel capital spending strategies. Check utilization rates.
0.51%
Less than half of TWLO's -0.22%. David Dodd might see less intangible risk, assuming stable revenue growth.
-6.26%
Above 1.5x TWLO's -3.41%. Michael Burry might suspect inflated intangible valuations or questionable M&A additions.
0.20%
Less than half of TWLO's -0.76%. David Dodd sees fewer intangible expansions vs. competitor. Possibly safer balance sheet.
-100.00%
Below half of TWLO's 40.00%. Michael Burry sees possible underinvestment in long-term assets. Verify capital constraints.
100.00%
Less than half of TWLO's -40.00%. David Dodd sees fewer tax deferrals or losses, indicating stronger profitability vs. competitor.
8.01%
Less than half of TWLO's 20.25%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
2.79%
Below half of TWLO's -0.02%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
No Data available this quarter, please select a different quarter.
3.75%
≥ 1.5x TWLO's 0.31%. David Dodd notes a larger balance sheet expansion. Confirm it's not overleveraged.
-39.18%
50-75% of TWLO's -52.81%. Bruce Berkowitz notes the company is paying suppliers faster or not stretching terms as competitor does.
No Data
No Data available this quarter, please select a different quarter.
-100.00%
Below half of TWLO's 1.44%. David Dodd notes smaller yoy tax burden vs. competitor. Check consistent profit levels.
-8.18%
Below half of TWLO's 1.30%. Michael Burry suspects a big gap in pre-sales traction.
-100.00%
Less than half of TWLO's 39.25%. David Dodd sees fewer expansions in other current obligations.
0.11%
Less than half of TWLO's 12.06%. David Dodd sees a more disciplined short-term liability approach.
No Data
No Data available this quarter, please select a different quarter.
100.00%
Below half TWLO's -10.98%. Michael Burry suspects a serious gap in multi-year pipeline.
-100.00%
Less than half of TWLO's 10.98%. David Dodd sees fewer additions to deferred tax liabilities vs. competitor.
26.59%
1.1-1.25x TWLO's 23.42%. Bill Ackman questions if the firm is incurring extra obligations vs. competitor.
4.22%
Above 1.5x TWLO's 1.41%. 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.
2.30%
50-75% of TWLO's 4.44%. Bruce Berkowitz notes a lower yoy liability increase.
-100.00%
Less than half of TWLO's 0.72%. David Dodd sees fewer share issuances vs. competitor.
6.23%
Below half TWLO's -13.96%. Michael Burry suspects major net losses or high dividends vs. competitor.
-11.25%
Less than half of TWLO's -184.33%. David Dodd sees fewer intangible or market-driven swings than competitor.
No Data
No Data available this quarter, please select a different quarter.
4.21%
Below half TWLO's -0.53%. Michael Burry sees potential underperformance in building shareholder capital.
3.75%
≥ 1.5x TWLO's 0.31%. David Dodd sees faster overall balance sheet growth than competitor.
2.50%
Below half TWLO's -6.33%. Michael Burry suspects major underinvestment or forced divestment.
0.19%
Less than half of TWLO's 1.25%. David Dodd sees less overall debt expansion vs. competitor.
-51.62%
Above 1.5x TWLO's -21.69%. Michael Burry sees a major gap in net debt growth. Check coverage and liquidity.
