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.
11.02%
Cash & equivalents yoy growth below half of TWLO's 149.69%. Michael Burry would question if the firm faces a liquidity squeeze. Check for rising debts or negative cash flow.
0.74%
Short-term investments yoy growth below half of TWLO's 60.28%. Michael Burry might see potential liquidity risk. Investigate alternative capital uses or constraints.
3.66%
Below half of TWLO's 87.75%. Michael Burry might suspect a liquidity shortfall if there's no alternative capital plan.
-9.34%
Receivables growth less than half of TWLO's 2.66%. 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.
2.18%
Below half of TWLO's 80.70%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
5.35%
Below half TWLO's -1.05%. Michael Burry sees potential underinvestment risk unless there's a valid reason (asset-light model).
0.03%
Less than half of TWLO's 0.87%. David Dodd might see less intangible risk, assuming stable revenue growth.
-18.94%
Above 1.5x TWLO's -1.52%. Michael Burry might suspect inflated intangible valuations or questionable M&A additions.
-0.57%
Less than half of TWLO's 0.45%. David Dodd sees fewer intangible expansions vs. competitor. Possibly safer balance sheet.
1.73%
Higher Long-Term Investments Growth compared to TWLO's zero value, indicating better performance.
No Data
No Data available this quarter, please select a different quarter.
-13.85%
Less than half of TWLO's 12.40%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
3.05%
≥ 1.5x TWLO's 0.54%. 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.
2.64%
Below half of TWLO's 29.04%. Michael Burry sees a potential red flag for stagnation or capital shortage.
-34.03%
Less than half of TWLO's 10.77%. David Dodd sees a more disciplined AP approach or lower volume.
No Data
No Data available this quarter, please select a different quarter.
-100.00%
Below half of TWLO's 5.54%. David Dodd notes smaller yoy tax burden vs. competitor. Check consistent profit levels.
No Data
No Data available this quarter, please select a different quarter.
-100.00%
1.1-1.25x TWLO's -83.82%. Bill Ackman wonders if the firm is incurring more one-time charges than competitor.
-15.11%
Less than half of TWLO's 11.51%. 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.
2.51%
Similar yoy changes to TWLO's 2.81%. Walter Schloss sees parallel expansions in other LT liabilities.
6.88%
Less than half of TWLO's 154.93%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
-3.74%
Less than half of TWLO's 92.80%. David Dodd sees far fewer liability expansions relative to competitor.
2.28%
50-75% of TWLO's 4.27%. Bruce Berkowitz notes minimal new equity relative to competitor.
6.46%
Below half TWLO's -17.66%. Michael Burry suspects major net losses or high dividends vs. competitor.
-83.39%
Above 1.5x TWLO's -48.49%. Michael Burry sees a significant jump in intangible or market-based gains. Scrutinize risk of reversal.
No Data
No Data available this quarter, please select a different quarter.
4.18%
Below half TWLO's 21.23%. Michael Burry sees potential underperformance in building shareholder capital.
2.64%
Below half TWLO's 29.04%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
0.86%
Below half TWLO's 60.28%. Michael Burry suspects major underinvestment or forced divestment.
9.01%
Less than half of TWLO's 146.81%. David Dodd sees less overall debt expansion vs. competitor.
-14.11%
Less than half of TWLO's -155.04%. David Dodd sees better deleveraging or stronger cash buildup than competitor.
