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.
-10.33%
Cash & equivalents declining -10.33% while TWLO's grows 9.30%. Howard Marks would question why our liquidity is shrinking while competitor builds cash.
-7.62%
Similar yoy growth to TWLO's -7.02%. Walter Schloss would note comparable strategies in building short-term reserves.
-8.56%
Cash + STI yoy ≥ 1.5x TWLO's -2.51%. David Dodd might see it as a strategic cash buffer advantage. Evaluate deployment plans.
-18.87%
Receivables growth less than half of TWLO's 4.77%. 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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-11.10%
≥ 1.5x TWLO's -1.70%. David Dodd might see a short-term liquidity advantage or potential underutilized capital.
5.52%
Below half TWLO's -1.01%. Michael Burry sees potential underinvestment risk unless there's a valid reason (asset-light model).
3.78%
Above 1.5x TWLO's 0.45%. Michael Burry warns of potential big write-downs if synergy fails.
43.53%
Less than half of TWLO's -4.13%. David Dodd sees relatively fewer intangible expansions. Possibly more tangible-driven.
5.05%
Less than half of TWLO's -0.31%. David Dodd sees fewer intangible expansions vs. competitor. Possibly safer balance sheet.
No Data
No Data available this quarter, please select a different quarter.
No Data
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28.03%
Less than half of TWLO's -19.23%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
5.67%
Below half of TWLO's -0.10%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
No Data available this quarter, please select a different quarter.
-1.07%
1.25-1.5x TWLO's -0.83%. Bruce Berkowitz sees a stronger asset build. Check if it's producing returns.
-20.50%
Less than half of TWLO's 0.06%. 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 8.31%. David Dodd notes smaller yoy tax burden vs. competitor. Check consistent profit levels.
-7.31%
≥ 1.5x TWLO's -0.51%. David Dodd sees stronger subscription/prepayment demand.
-100.00%
Exceeding 1.5x TWLO's -59.51%. Michael Burry suspects ballooning short-term obligations vs. competitor.
-0.23%
Less than half of TWLO's 2.31%. David Dodd sees a more disciplined short-term liability approach.
No Data
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No Data
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No Data
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-3.00%
Less than half of TWLO's 6.31%. David Dodd notes more conservative expansions in non-current obligations.
-0.35%
Less than half of TWLO's -0.79%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
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-0.29%
Less than half of TWLO's 0.32%. David Dodd sees far fewer liability expansions relative to competitor.
3.05%
Above 1.5x TWLO's 0.56%. Michael Burry suspects heavy new equity expansion or dilution.
-2.94%
Below half TWLO's -10.46%. Michael Burry suspects major net losses or high dividends vs. competitor.
-188.02%
50-75% of TWLO's -368.46%. Bruce Berkowitz notes relatively lower AOCI expansions.
No Data
No Data available this quarter, please select a different quarter.
-1.32%
1.25-1.5x TWLO's -1.03%. Bruce Berkowitz notes an above-average equity expansion.
-1.07%
1.25-1.5x TWLO's -0.83%. Bruce Berkowitz checks if expansions are well-justified by ROI.
-6.27%
0.75-0.9x TWLO's -7.02%. Bill Ackman wonders if competitor invests more confidently.
1.30%
Less than half of TWLO's -0.93%. David Dodd sees less overall debt expansion vs. competitor.
69.46%
Less than half of TWLO's -72.96%. David Dodd sees better deleveraging or stronger cash buildup than competitor.
