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.
-17.05%
Both companies show declining cash positions (-17.05% vs TWLO's -22.82%). Seth Klarman would examine if this reflects broader market conditions or operational challenges.
7.13%
Short-term investments yoy growth below half of TWLO's 22.23%. Michael Burry might see potential liquidity risk. Investigate alternative capital uses or constraints.
-0.22%
Below half of TWLO's 3.82%. Michael Burry might suspect a liquidity shortfall if there's no alternative capital plan.
13.84%
Similar receivables growth to TWLO's 16.95%. Walter Schloss would see comparable credit policies, investigating any subtle differences in sales.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
4.36%
Similar yoy growth to TWLO's 4.59%. Walter Schloss notes comparable short-term expansions. Investigate quality of these assets.
6.06%
≥ 1.5x TWLO's 0.59%. David Dodd sees more aggressive capex. Confirm it's not overspending.
0.86%
Goodwill growth 1.25-1.5x TWLO's 0.63%. Martin Whitman sees higher intangible risk vs. competitor's approach.
1.78%
Less than half of TWLO's -4.05%. David Dodd sees relatively fewer intangible expansions. Possibly more tangible-driven.
0.88%
Less than half of TWLO's -0.17%. David Dodd sees fewer intangible expansions vs. competitor. Possibly safer balance sheet.
0.80%
Below half of TWLO's 32.26%. Michael Burry sees possible underinvestment in long-term assets. Verify capital constraints.
No Data
No Data available this quarter, please select a different quarter.
-1.01%
Less than half of TWLO's 13.67%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
4.31%
≥ 1.5x TWLO's 0.19%. 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.
4.33%
≥ 1.5x TWLO's 2.38%. David Dodd notes a larger balance sheet expansion. Confirm it's not overleveraged.
10.82%
Less than half of TWLO's 59.37%. 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.
2.36%
Below half of TWLO's 5.57%. Michael Burry suspects a big gap in pre-sales traction.
No Data
No Data available this quarter, please select a different quarter.
16.96%
Similar yoy to TWLO's 16.67%. Walter Schloss sees parallel short-term liability strategies.
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.
-0.35%
Less than half of TWLO's 17.78%. David Dodd notes more conservative expansions in non-current obligations.
2.09%
Less than half of TWLO's -15.98%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
8.42%
Less than half of TWLO's -7.80%. David Dodd sees far fewer liability expansions relative to competitor.
3.29%
1.1-1.25x TWLO's 2.92%. Bill Ackman questions if the firm is issuing more stock than competitor.
3.34%
Below half TWLO's -16.56%. Michael Burry suspects major net losses or high dividends vs. competitor.
85.06%
Less than half of TWLO's -84.83%. David Dodd sees fewer intangible or market-driven swings than competitor.
No Data
No Data available this quarter, please select a different quarter.
3.42%
0.75-0.9x TWLO's 4.36%. Bill Ackman wonders if competitor is growing equity faster.
4.33%
≥ 1.5x TWLO's 2.38%. David Dodd sees faster overall balance sheet growth than competitor.
6.35%
Below half TWLO's 22.23%. Michael Burry suspects major underinvestment or forced divestment.
3.38%
Less than half of TWLO's -16.21%. David Dodd sees less overall debt expansion vs. competitor.
47.09%
1.25-1.5x TWLO's 34.72%. Martin Whitman is wary of heavier net leverage vs. competitor.
