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.
14.52%
Cash & equivalents growing 14.52% while TWLO's declined -1.21%. Peter Lynch would see this as a sign of superior liquidity management.
-27.95%
Short-term investments yoy growth ≥ 1.5x TWLO's -0.47%. David Dodd would see a more robust near-cash position, but confirm efficient allocation.
-17.35%
Cash + STI yoy ≥ 1.5x TWLO's -0.67%. David Dodd might see it as a strategic cash buffer advantage. Evaluate deployment plans.
16.14%
Receivables growth 1.25-1.5x TWLO's 12.27%. Martin Whitman would worry that the company may be booking revenue too aggressively.
No Data
No Data available this quarter, please select a different quarter.
No Data
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-11.61%
Below half of TWLO's 0.45%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
7.99%
≥ 1.5x TWLO's 0.84%. David Dodd sees more aggressive capex. Confirm it's not overspending.
0.69%
Above 1.5x TWLO's 0.00%. Michael Burry warns of potential big write-downs if synergy fails.
73.70%
Less than half of TWLO's -4.77%. David Dodd sees relatively fewer intangible expansions. Possibly more tangible-driven.
2.06%
Less than half of TWLO's -0.82%. David Dodd sees fewer intangible expansions vs. competitor. Possibly safer balance sheet.
0.25%
Below half of TWLO's -98.73%. Michael Burry sees possible underinvestment in long-term assets. Verify capital constraints.
No Data
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-13.68%
Less than half of TWLO's 71.23%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
5.48%
Below half of TWLO's -0.07%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
No Data available this quarter, please select a different quarter.
-2.12%
Below half of TWLO's 0.17%. Michael Burry sees a potential red flag for stagnation or capital shortage.
86.01%
Above 1.5x TWLO's 22.33%. Michael Burry questions if payables are being stretched to avoid short-term borrowing.
No Data
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No Data
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20.91%
1.25-1.5x TWLO's 15.70%. Bruce Berkowitz checks if there's a competitive advantage in forward billing.
No Data
No Data available this quarter, please select a different quarter.
18.66%
1.25-1.5x TWLO's 14.01%. Martin Whitman is wary of bigger short-term burdens.
No Data
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No Data
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No Data
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5.37%
Less than half of TWLO's 43.64%. David Dodd notes more conservative expansions in non-current obligations.
8.47%
Less than half of TWLO's -1.13%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
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13.48%
Above 1.5x TWLO's 3.80%. Michael Burry sees a potential leverage warning sign.
2.72%
Above 1.5x TWLO's 1.12%. Michael Burry suspects heavy new equity expansion or dilution.
-11.95%
0.75-0.9x TWLO's -15.94%. Bill Ackman questions if competitor reinvests profits more robustly.
-234.78%
Less than half of TWLO's -4379.26%. David Dodd sees fewer intangible or market-driven swings than competitor.
No Data
No Data available this quarter, please select a different quarter.
-6.36%
≥ 1.5x TWLO's -0.45%. David Dodd sees stronger capital base growth than competitor.
-2.12%
Below half TWLO's 0.17%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
-24.17%
≥ 1.5x TWLO's -0.47%. David Dodd sees far stronger investment expansions than competitor.
9.75%
Less than half of TWLO's -0.39%. David Dodd sees less overall debt expansion vs. competitor.
-46.98%
Less than half of TWLO's 6.00%. David Dodd sees better deleveraging or stronger cash buildup than competitor.
