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.
-10.89%
Cash & equivalents declining -10.89% while TWLO's grows 37.68%. Howard Marks would question why our liquidity is shrinking while competitor builds cash.
1.43%
Short-term investments yoy growth below half of TWLO's -4.69%. Michael Burry might see potential liquidity risk. Investigate alternative capital uses or constraints.
-3.40%
Below half of TWLO's 3.25%. Michael Burry might suspect a liquidity shortfall if there's no alternative capital plan.
2.66%
Receivables growth less than half of TWLO's 12.55%. 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.
-1.76%
Below half of TWLO's 4.00%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
4.19%
Below half TWLO's 15.36%. Michael Burry sees potential underinvestment risk unless there's a valid reason (asset-light model).
1.16%
Less than half of TWLO's -0.00%. David Dodd might see less intangible risk, assuming stable revenue growth.
2.51%
Less than half of TWLO's -4.59%. David Dodd sees relatively fewer intangible expansions. Possibly more tangible-driven.
1.22%
Less than half of TWLO's -0.75%. 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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12.16%
Less than half of TWLO's 41.61%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
3.68%
≥ 1.5x TWLO's 1.34%. 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.
0.95%
Below half of TWLO's 2.41%. Michael Burry sees a potential red flag for stagnation or capital shortage.
10.98%
Less than half of TWLO's 49.22%. 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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6.88%
0.75-0.9x TWLO's 9.01%. Bill Ackman wonders if competitor is securing more prepayments.
No Data
No Data available this quarter, please select a different quarter.
-24.96%
Less than half of TWLO's 6.98%. David Dodd sees a more disciplined short-term liability approach.
No Data
No Data available this quarter, please select a different quarter.
No Data
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No Data
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-2.19%
Less than half of TWLO's 2.52%. David Dodd notes more conservative expansions in non-current obligations.
-0.34%
Less than half of TWLO's 6.31%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
-11.56%
Less than half of TWLO's 6.51%. David Dodd sees far fewer liability expansions relative to competitor.
No Data
No Data available this quarter, please select a different quarter.
6.13%
Below half TWLO's -12.92%. Michael Burry suspects major net losses or high dividends vs. competitor.
73.90%
Less than half of TWLO's 417.23%. David Dodd sees fewer intangible or market-driven swings than competitor.
No Data
No Data available this quarter, please select a different quarter.
4.88%
≥ 1.5x TWLO's 1.53%. David Dodd sees stronger capital base growth than competitor.
0.95%
Below half TWLO's 2.41%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
1.43%
Below half TWLO's -4.69%. Michael Burry suspects major underinvestment or forced divestment.
1.82%
Less than half of TWLO's 7.29%. David Dodd sees less overall debt expansion vs. competitor.
20.80%
Less than half of TWLO's -27.39%. David Dodd sees better deleveraging or stronger cash buildup than competitor.
