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.
-44.80%
Cash & equivalents declining -44.80% while TWLO's grows 136.94%. Howard Marks would question why our liquidity is shrinking while competitor builds cash.
18.30%
Short-term investments yoy growth below half of TWLO's 52.11%. Michael Burry might see potential liquidity risk. Investigate alternative capital uses or constraints.
-4.50%
Below half of TWLO's 73.31%. Michael Burry might suspect a liquidity shortfall if there's no alternative capital plan.
7.23%
Receivables growth above 1.5x TWLO's 4.77%. Michael Burry would check for potential credit bubble or inflated top-line.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
-3.42%
Below half of TWLO's 65.18%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
6.80%
≥ 1.5x TWLO's 2.22%. David Dodd sees more aggressive capex. Confirm it's not overspending.
0.01%
Higher Goodwill Growth compared to TWLO's zero value, indicating worse performance.
-13.39%
Above 1.5x TWLO's -4.78%. Michael Burry might suspect inflated intangible valuations or questionable M&A additions.
-0.57%
Similar yoy changes to TWLO's -0.75%. 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.
-8.31%
Less than half of TWLO's 76.96%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
12.68%
≥ 1.5x TWLO's 0.79%. 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.
4.83%
Below half of TWLO's 27.09%. Michael Burry sees a potential red flag for stagnation or capital shortage.
20.22%
Less than half of TWLO's 44.85%. 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.
43.56%
≥ 1.5x TWLO's 16.51%. David Dodd sees stronger subscription/prepayment demand.
No Data
No Data available this quarter, please select a different quarter.
5.62%
50-75% of TWLO's 10.12%. Bruce Berkowitz notes the firm keeps current liabilities growth relatively low.
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.
-14.24%
Similar yoy changes to TWLO's -15.34%. Walter Schloss sees parallel expansions in other LT liabilities.
-6.55%
1.1-1.25x TWLO's -5.58%. Bill Ackman questions if the firm is outpacing competitor in long-term leverage.
No Data
No Data available this quarter, please select a different quarter.
-1.84%
Above 1.5x TWLO's -0.78%. Michael Burry sees a potential leverage warning sign.
No Data
No Data available this quarter, please select a different quarter.
9.12%
Below half TWLO's -13.38%. Michael Burry suspects major net losses or high dividends vs. competitor.
316.90%
Less than half of TWLO's -22.20%. David Dodd sees fewer intangible or market-driven swings than competitor.
No Data
No Data available this quarter, please select a different quarter.
6.60%
Below half TWLO's 33.34%. Michael Burry sees potential underperformance in building shareholder capital.
4.83%
Below half TWLO's 27.09%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
34.88%
0.5-0.75x TWLO's 52.11%. Martin Whitman sees possible missed opportunities vs. competitor.
0.80%
Less than half of TWLO's -4.84%. David Dodd sees less overall debt expansion vs. competitor.
90.48%
Less than half of TWLO's -311.68%. David Dodd sees better deleveraging or stronger cash buildup than competitor.
