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.
-10.44%
Both companies show declining cash positions (-10.44% vs TWLO's -16.79%). Seth Klarman would examine if this reflects broader market conditions or operational challenges.
-9.01%
Short-term investments yoy growth ≥ 1.5x TWLO's -5.55%. David Dodd would see a more robust near-cash position, but confirm efficient allocation.
-9.37%
Similar yoy growth to TWLO's -8.96%. Walter Schloss would note comparable liquidity expansions. Examine capital usage strategies.
3.33%
Receivables growth less than half of TWLO's 14.67%. 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
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-6.54%
0.75-0.9x TWLO's -7.34%. Bill Ackman would ask if competitor is building short-term resources more aggressively.
5.46%
0.5-0.75x TWLO's 10.46%. Martin Whitman might see a risk of falling behind in asset investment or shifting strategy.
-0.80%
Less than half of TWLO's 12.84%. David Dodd might see less intangible risk, assuming stable revenue growth.
-28.99%
Less than half of TWLO's 20.73%. David Dodd sees relatively fewer intangible expansions. Possibly more tangible-driven.
-1.54%
Less than half of TWLO's 14.13%. David Dodd sees fewer intangible expansions vs. competitor. Possibly safer balance sheet.
5.71%
Below half of TWLO's 439.02%. Michael Burry sees possible underinvestment in long-term assets. Verify capital constraints.
No Data
No Data available this quarter, please select a different quarter.
35.50%
Above 1.5x TWLO's 17.63%. Michael Burry warns of potential hidden liabilities or intangible bloat.
4.73%
Below half of TWLO's 14.79%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
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-0.60%
Below half of TWLO's 3.54%. Michael Burry sees a potential red flag for stagnation or capital shortage.
125.59%
Less than half of TWLO's -28.02%. 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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18.67%
0.75-0.9x TWLO's 22.91%. Bill Ackman wonders if competitor is securing more prepayments.
No Data
No Data available this quarter, please select a different quarter.
19.75%
Above 1.5x TWLO's 5.79%. Michael Burry sees a red flag for liquidity risk vs. competitor.
No Data
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No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
4.69%
1.25-1.5x TWLO's 3.44%. Martin Whitman is wary of heavier unknown future burdens.
5.17%
Above 1.5x TWLO's 1.74%. 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.
11.87%
Above 1.5x TWLO's 3.02%. Michael Burry sees a potential leverage warning sign.
2.82%
Above 1.5x TWLO's 1.14%. Michael Burry suspects heavy new equity expansion or dilution.
-6.89%
Below half TWLO's -13.97%. Michael Burry suspects major net losses or high dividends vs. competitor.
-172.63%
Similar yoy to TWLO's -157.28%. Walter Schloss sees parallel comprehensive income changes.
No Data
No Data available this quarter, please select a different quarter.
-3.52%
Below half TWLO's 3.62%. Michael Burry sees potential underperformance in building shareholder capital.
-0.60%
Below half TWLO's 3.54%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
-7.28%
1.25-1.5x TWLO's -5.55%. Bruce Berkowitz checks if robust new investments are prudent.
5.27%
Above 1.5x TWLO's 1.90%. Michael Burry sees a major jump. Investigate leverage rationale.
55.59%
Similar yoy changes to TWLO's 59.93%. Walter Schloss sees parallel net leverage strategies.
